Civic Intelligence

Excelen Center for Bone & Joint Research and Education

990 • Fiscal year 2019 • EIN 41-1734062

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 23, 2020

Organization ProfileWWW.EXCELEN.ORG

View Organization Page

700 10th Avenue SouthMinneapolis, MN 55415

(612) 347-0912

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$4,161,378

Down $264,069 (-6.0%) from 2018

Net Assets

Down

$1,822,367

Down $75,837 (-4.0%) from 2018

Liabilities

Down

$2,339,011

Down $188,232 (-7.4%) from 2018

Revenue And Expenses

Revenue

Up

$1,652,740

Up $90,388 (+5.8%) from 2018

Expenses

Down

$1,728,577

Down $13,147 (-0.8%) from 2018

Net Income

Up

-$75,837

Up $103,535 (+58%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $5,207,951Liabilities 2011: $2,275,199Net Assets 2011: $2,932,7522011Assets 2012: $5,034,981Liabilities 2012: $2,160,809Net Assets 2012: $2,874,1722012Assets 2013: $4,980,236Liabilities 2013: $2,414,064Net Assets 2013: $2,566,1722013Assets 2014: $5,018,054Liabilities 2014: $2,462,430Net Assets 2014: $2,555,6242014Assets 2015: $5,001,977Liabilities 2015: $2,432,437Net Assets 2015: $2,569,5402015Assets 2016: $4,722,239Liabilities 2016: $2,345,174Net Assets 2016: $2,377,0652016Assets 2017: $4,526,264Liabilities 2017: $2,448,688Net Assets 2017: $2,077,5762017Assets 2018: $4,425,447Liabilities 2018: $2,527,243Net Assets 2018: $1,898,2042018Assets 2019: $4,161,378Liabilities 2019: $2,339,011Net Assets 2019: $1,822,3672019Assets 2020: $4,025,037Liabilities 2020: $2,159,368Net Assets 2020: $1,865,6692020Assets 2021: $3,941,035Liabilities 2021: $1,955,721Net Assets 2021: $1,985,3142021Assets 2022: $3,356,122Liabilities 2022: $1,816,955Net Assets 2022: $1,539,1672022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2019

Assets$4,161,378
Liabilities$2,339,011
Net Assets$1,822,367
Open 2019 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $1,415,954Expenses 2011: $1,513,982Net Income 2011: -$98,0282011Expenses 2012: $1,292,6142012Revenue 2013: $1,201,730Expenses 2013: $1,509,730Net Income 2013: -$308,0002013Revenue 2014: $1,449,783Expenses 2014: $1,460,331Net Income 2014: -$10,5482014Revenue 2015: $1,961,504Expenses 2015: $1,951,820Net Income 2015: $9,6842015Revenue 2016: $1,522,750Expenses 2016: $1,715,225Net Income 2016: -$192,4752016Revenue 2017: $1,378,999Expenses 2017: $1,678,488Net Income 2017: -$299,4892017Revenue 2018: $1,562,352Expenses 2018: $1,741,724Net Income 2018: -$179,3722018Revenue 2019: $1,652,740Expenses 2019: $1,728,577Net Income 2019: -$75,8372019Revenue 2020: $1,269,010Expenses 2020: $1,225,708Net Income 2020: $43,3022020Revenue 2021: $964,738Expenses 2021: $845,093Net Income 2021: $119,6452021Revenue 2022: $401,953Expenses 2022: $848,100Net Income 2022: -$446,1472022Revenue 2023: -$617,701Expenses 2023: $921,466Net Income 2023: -$1,539,1672023

Highlighted filing

2019

Revenue$1,652,740
Expenses$1,728,577
Net Income-$75,837
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 23, 2020
Return Version
2019v5.0
Gross Receipts
$1,652,740
Mission and Program Overview

Mission

Applied and basic research on orthopedic issues such as joint replacement, infection, and implantable devices. Research leads to publication of scientific papers and presentations at conferences and training sessions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,015,259$3,703,176▼ $312,083
Cash and Non-Interest-Bearing Accounts$191,407$215,204▲ $23,797
Accounts Receivable$111,498$176,039▲ $64,541
Prepaid Expenses and Deferred Charges$107,283$66,959▼ $40,324
Total Assets$4,425,447$4,161,378▼ $264,069
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,135,538$2,049,994▼ $85,544
Accounts Payable and Accrued Expenses$438,959$289,017▼ $149,942
Other Liabilities$-47,254--
Total Liabilities$2,527,243$2,339,011▼ $188,232
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,898,204$1,822,367▼ $75,837
Total Net Assets Fund Balance$1,898,204$1,822,367▼ $75,837
Total Liabilities and Net Assets / Fund Balance$4,425,447$4,161,378▼ $264,069

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,637,730-$3,637,730
Equipment$1,321,542-$1,321,542
Land$1,070,000-$1,070,000
Leasehold Improvements$435,434-$435,434
Other Land Buildings$-2,761,530$2,761,530-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Linda WojcikPresident/ceFT$118,875$118,875

Board Members and Trustees

NameTitle
Peter Delange MbaBoard Chair
Rich Jansen Pharm DVice Chair
Brian BeaubienDirector
David DurenbergerDirector
Paul HickeyDirector
Patrice H KlossTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$65,398
Program Service Revenue
$1,587,342
Investment Income
$0
Other Revenue
$0
All Other Contributions
$65,398
Change in Net Assets
$-75,837

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,652,740
Total Revenue per Audited Statements
$1,652,740
Total Revenue per Form 990
$1,652,740
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,247,847
Salaries, Compensation, and Employee Benefits$480,730
Total Fundraising Expense$8,400
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$307,380$84,723$8,400$400,503
Depreciation Depletion$159,614$53,205-$212,819
All Other Expenses$51,885$65,644-$117,529
Interest-$115,614-$115,614
Payroll Taxes$61,562$18,665-$80,227
Other Expenses$60,125$6,681-$66,806
Travel$24,871$6,218-$31,089
Insurance$18,117$6,039-$24,156
Total Functional Expenses$1,363,388$356,789$8,400$1,728,577

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,728,577
Total Expenses per Audited Statements$1,728,577
Total Expenses per Form 990$1,728,577
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Patrice H KlossDirectorLegal ExpensesNo$2,448
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of this return is given to the executive committee for review. After the return has been reviewed and approved it is filed.”

Form 990, Page 6, Part VI, Line 12C

“The policy is reviewed by the executive committee”

Form 990, Page 6, Part VI, Line 15A

“OUTSIDE CONSULTING FIRM”

Form 990, Page 6, Part VI, Line 19

“Public disclosure takes place through declarations made in other grants, nih, dod,etc.”

Filing and Contact Details

Filer

Filer Name
Excelen
EIN
41-1734062
Phone
6123470912
Address
700 10TH AVENUE SOUTH, MINNEAPOLIS, MN 55415

Signing Officer

Name
Linda Wojcik
Title
President/CEO
Phone
6123366600
Signed
2020-07-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Wojcik
Voting Board Members
6
Independent Board Members
6
Employees
7
Volunteers
10

Preparer

Firm
Hinrichs & Associates Ltd
Address
1000 SHELARD PKWY STE 110, MINNEAPOLIS, MN 55426
Preparer
Anthony J Hinrichs
Phone
9525428010
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Orthopedic research and educational training of orthopedic resident physicians”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THIS RETURN IS GIVEN TO THE EXECUTIVE COMMITTEE FOR REVIEW. AFTER THE RETURN HAS BEEN REVIEWED AND APPROVED IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE POLICY IS REVIEWED BY THE EXECUTIVE COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUTSIDE CONSULTING FIRM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PUBLIC DISCLOSURE TAKES PLACE THROUGH DECLARATIONS MADE IN OTHER GRANTS, NIH, DOD,ETC.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/Filer/PhoneNum06123470912
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ReturnHeader/FilingSecurityInformation/IPTm010:14:01
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY J HINRICHS
ReturnHeader/ReturnTs02020-08-26T10:14:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,161,378
Liabilities
$2,339,011
Net assets
$1,822,367
Revenue
$1,652,740
Expenses
$1,728,577
Net income
-$75,837
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.62$0.92$1.54
2022Detailed filing. Detailed filing data is available for this year.$3.36$1.82$1.54$0.40$0.85$0.45
2021Detailed filing. Detailed filing data is available for this year.$3.94$1.96$1.99$0.96$0.85$0.12
2020Detailed filing. Detailed filing data is available for this year.$4.03$2.16$1.87$1.27$1.23$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.16$2.34$1.82$1.65$1.73$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.43$2.53$1.90$1.56$1.74$0.18
2017Detailed filing. Detailed filing data is available for this year.$4.53$2.45$2.08$1.38$1.68$0.30
2016Detailed filing. Detailed filing data is available for this year.$4.72$2.35$2.38$1.52$1.72$0.19
2015Detailed filing. Detailed filing data is available for this year.$5.00$2.43$2.57$1.96$1.95$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.02$2.46$2.56$1.45$1.46$0.01
2013Detailed filing. Detailed filing data is available for this year.$4.98$2.41$2.57$1.20$1.51$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.03$2.16$2.87$1.29
2011Summary only. Only limited summary data is available for this year.$5.21$2.28$2.93$1.42$1.51$0.10