Civic Intelligence

Excellence in Missouri Foundation

990 • Fiscal year 2017 • EIN 43-1605896

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 11, 2018

Organization ProfileWWW.EXCELLENCEINMO.ORG
201 North Keene StreetColumbia, MO 65201

(573) 659-1233

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

99th percentile

16.53x

Higher debt load relative to assets than 99% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

1.52x

Higher debt load relative to revenue than 97% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-69%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

30th percentile

-9.2%

Faster asset growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$44,794

Down $4,512 (-9.2%) from 2016

Net Assets

Down

-$695,742

Down $337,781 (-94%) from 2016

Liabilities

Up

$740,536

Up $333,269 (+82%) from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin6th percentile

Revenue

Down

$488,090

Down $91,234 (-16%) from 2016

Expenses

Down

$825,873

Down $73,218 (-8.1%) from 2016

Net Income

Down

-$337,783

Down $18,016 (-5.6%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MAssets 2010: $449,917Liabilities 2010: $23,948Net Assets 2010: $425,9692010Assets 2011: $376,072Liabilities 2011: $82,138Net Assets 2011: $293,9342011Assets 2012: $245,518Liabilities 2012: $77,782Net Assets 2012: $167,7362012Assets 2013: $220,283Liabilities 2013: $40,852Net Assets 2013: $179,4312013Assets 2014: $223,180Liabilities 2014: $146,401Net Assets 2014: $76,7792014Assets 2015: $18,956Liabilities 2015: $57,150Net Assets 2015: -$38,1942015Assets 2016: $49,306Liabilities 2016: $407,267Net Assets 2016: -$357,9612016Assets 2017: $44,794Liabilities 2017: $740,536Net Assets 2017: -$695,7422017Assets 2018: $89,874Liabilities 2018: $920,849Net Assets 2018: -$830,9752018Assets 2019: $161,363Liabilities 2019: $1,222,184Net Assets 2019: -$1,060,8212019Assets 2020: $1Liabilities 2020: $02020

Highlighted filing

2017

Assets$44,794
Liabilities$740,536
Net Assets-$695,742
Open 2017 Filing

Operations Trend

Revenue Growth27th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $576,8892010Expenses 2011: $767,5492011Expenses 2012: $734,6302012Revenue 2013: $697,130Expenses 2013: $711,201Net Income 2013: -$14,0712013Revenue 2014: $1,073,267Expenses 2014: $1,175,917Net Income 2014: -$102,6502014Revenue 2015: $879,079Expenses 2015: $994,052Net Income 2015: -$114,9732015Revenue 2016: $579,324Expenses 2016: $899,091Net Income 2016: -$319,7672016Revenue 2017: $488,090Expenses 2017: $825,873Net Income 2017: -$337,7832017Revenue 2018: $506,703Expenses 2018: $641,585Net Income 2018: -$134,8822018Revenue 2019: $377,938Expenses 2019: $607,794Net Income 2019: -$229,8562019Revenue 2020: $51,352Expenses 2020: $53,538Net Income 2020: -$2,1862020

Highlighted filing

2017

Revenue$488,090
Expenses$825,873
Net Income-$337,783
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 11, 2018
Return Version
2017v2.2
Gross Receipts
$488,090
Mission and Program Overview

Mission

The Excellence in Missouri Foundation's mission is to educate and recognize Missouri organizations in their pursuit of performance excellence using the Baldrige Management Model.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$37,439$35,750▼ $1,689
Accounts Receivable$10,736$8,808▼ $1,928
Land, Buildings, and Equipment, Net$1,131$236▼ $895
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$49,306$44,794▼ $4,512
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$386,995$730,265▲ $343,270
Deferred Revenue$20,271$10,271▼ $10,000
Other Liabilities$1--
Total Liabilities$407,267$740,536▲ $333,269
Net Assets / Fund Balance
Unrestricted Net Assets$-357,961$-695,742▼ $337,781
Total Net Assets Fund Balance$-357,961$-695,742▼ $337,781
Total Liabilities and Net Assets / Fund Balance$49,306$44,794▼ $4,512

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$236$27,521$27,757
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Richard RoyerChairman
Joel KaplanVice President
Sherry MarshallCEO
Revenue and Support

Revenue Composition

Contributions and Grants
$40,850
Program Service Revenue
$447,214
Investment Income
$26
Other Revenue
$0
Change in Net Assets
$-337,783
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$825,873
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$172,122$300,690-$472,812
Travel$13,754--$13,754
All Other Expenses$1,378$3,058-$4,436
Information Technology-$4,312-$4,312
Other Expenses$286,408$2,539-$2,539
Fees for Services Legal-$1,781-$1,781
Office Expenses-$1,755-$1,755
Insurance-$1,694-$1,694
Depreciation Depletion-$895-$895
Fees for Services Accounting-$610-$610
Total Functional Expenses$473,662$352,211$0$825,873
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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, Part VI, Line 4: Description of Significant Changes to Organizational Documents

“Number of voting members changed from 14 to 3. The organizational has downsized significantly.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Copy will be distributed to appropriate board members prior to distribution.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All governing documents, policies and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Excellence in Missouri Foundation
EIN
43-1605896
Phone
5736591233
Address
201 NORTH KEENE STREET, COLUMBIA, MO 65201

Signing Officer

Name
Sherry Marshall
Title
Chief Exec Officer
Signed
2018-06-11
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
Mo
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
110

Preparer

Firm
Schwartz & Lecure LLC
Address
3432 W TRUMAN BLVD STE 205, JEFFERSON CITY, MO 65109
Preparer
Lorelei Riley Schwartz
Phone
5738938500
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“ROUNDING = $2”

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IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL SESSIONS/PUBLIC OFFERINGS - THE FOUNDATION SPONSORS AND PRESENTS A NUMBER OF PUBLIC EDUCATIONAL OFFERINGS THROUGHOUT THE YEAR. AT THE ANNUAL EXCELLENCE IN MISSOURI CONFERENCE, APPROX. 200 INDIVIDUALS LEARN FROM PAST MQA RECIPIENTS AS WELL AS NATIONAL MBNQA RECIPIENTS ABOUT HOW TO APPLY THE BALDRIGE PRINCIPLES WITHIN THEIR BUSINESS. ADDITIONALLY, SMALLER 1 AND 2 DAY SEMINARS ARE CONDUCTED IN WHICH PARTICIPANTS ARE PROVIDED WITH THE SKILLS NECESSARY TO DEVELOP AND IMPLEMENT THEIR OWN BALDRIGE BASED ASSESSMENT PROGRAM WITHIN THEIR ORGANZATION. STAFF ALSO SPEAK AT A VARIETY OF CONFERENCES SPONSORED BY OTHER ORGANIZATIONS THAT ARE RELATED TO THE CORE MISSION OF THE FOUNDATION. PLUS CUSTOMIZED TRAINING/CONSULTING-MANY CLIENTS WORK WITH EIMF ON A ONE-ON-ONE BASIS TO IMPROVE THEIR ORGANIZATION. STAFF WORK DIRECTLY WITH A VARIETY OF "CLIENTS" TO DEVELOP CUSTOMIZED STRATEGIC PLANS, MEASUREMENT SYSTEMS AS WELL AS ASSESSMENT PROGRAMS.
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0124420
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02525
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01073264
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03717545
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0236
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt027521
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt027757
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0236
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NUMBER OF VOTING MEMBERS CHANGED FROM 14 TO 3. THE ORGANIZATIONAL HAS DOWNSIZED SIGNIFICANTLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Copy will be distributed to appropriate board members prior to distribution.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All governing documents, policies and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROUNDING = $2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Increases
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IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-695742
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.EXCELLENCEINMO.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRY MARSHALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chief Exec Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EXCELLENCE IN MISSOURI FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA MIDWEST EXCELLENCE INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0431605896
ReturnHeader/Filer/PhoneNum05736591233
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 NORTH KEENE STREET
ReturnHeader/Filer/USAddress/CityNm0COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260464237
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHWARTZ & LECURE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03432 W TRUMAN BLVD STE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JEFFERSON CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd065109
ReturnHeader/PreparerPersonGrp/PhoneNum05738938500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lorelei Riley Schwartz
ReturnHeader/ReturnTs02018-06-19T10:08:04-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,794
Liabilities
$740,536
Net assets
-$695,742
Revenue
$488,090
Expenses
$825,873
Net income
-$337,783
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Summary only. Only limited summary data is available for this year.$0.00$0.00$0.05$0.05$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$1.22$1.06$0.38$0.61$0.23
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.92$0.83$0.51$0.64$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.04$0.74$0.70$0.49$0.83$0.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.41$0.36$0.58$0.90$0.32
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.06$0.04$0.88$0.99$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.15$0.08$1.07$1.18$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.22$0.04$0.18$0.70$0.71$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.08$0.17$0.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.08$0.29$0.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.02$0.43$0.58