Civic Intelligence

Operation Excel Inc.

990EZ • Fiscal year 2016 • EIN 43-1749041

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 08, 2017

Organization ProfileN/A
8865 Natural BridgeSaint Louis, MO 63121

(314) 428-3200

Siviq Scores

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

Liabilities / Assets

100th percentile

45.43x

Higher debt load relative to assets than 100% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

96th percentile

1.32x

Higher debt load relative to revenue than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-47%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

25th percentile

-14%

Faster asset growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

62nd percentile

8.6%

Faster revenue growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$580

Down $95 (-14%) from 2015

Net Assets

-$25,770

No earlier filing loaded for comparison.

Liabilities

Up

$26,350

Up $9,300 (+55%) from 2015

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin8th percentile

Revenue

Up

$19,919

Up $1,581 (+8.6%) from 2015

Expenses

Down

$29,314

Down $42,690 (-59%) from 2015

Net Income

Up

-$9,395

Up $44,271 (+82%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$100K$50K$0-$50KAssets 2010: $11,743Liabilities 2010: $7,7712010Assets 2011: $26,871Liabilities 2011: $7,7712011Assets 2012: $47,886Liabilities 2012: $16,3112012Assets 2013: $32,683Liabilities 2013: $7,2712013Assets 2015: $675Liabilities 2015: $17,0502015Assets 2016: $580Liabilities 2016: $26,350Net Assets 2016: -$25,7702016Assets 2017: $7,508Liabilities 2017: $26,350Net Assets 2017: -$18,8422017Assets 2018: $17,361Liabilities 2018: $56,925Net Assets 2018: -$39,5642018

Highlighted filing

2016

Assets$580
Liabilities$26,350
Net Assets-$25,770
Open 2016 Filing

Operations Trend

Revenue Growth62nd percentile

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

$100K$50K$0-$50K-$100KRevenue 2010: $11,186Expenses 2010: $12,311Net Income 2010: -$1,1252010Revenue 2011: $19,433Expenses 2011: $4,305Net Income 2011: $15,1282011Revenue 2012: $16,745Expenses 2012: $4,270Net Income 2012: $12,4752012Revenue 2013: $17,433Expenses 2013: $23,596Net Income 2013: -$6,1632013Revenue 2015: $18,338Expenses 2015: $72,004Net Income 2015: -$53,6662015Revenue 2016: $19,919Expenses 2016: $29,314Net Income 2016: -$9,3952016Revenue 2017: $16,988Expenses 2017: $10,060Net Income 2017: $6,9282017Revenue 2018: $19,789Expenses 2018: $40,511Net Income 2018: -$20,7222018

Highlighted filing

2016

Revenue$19,919
Expenses$29,314
Net Income-$9,395
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$19,919
Mission and Program Overview

Mission

Educational and other services to residents of low-income communities.

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOLARSHIPS AND ASSISTANCE TO YOUTH.$20,000$20,000
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan RollinsPresident-$0--
TIM MCDERMOTTVice President-$0--
Katie CarpenterSecretary / Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Operation Excel Inc
EIN
43-1749041
Phone
3144283200
Address
8865 Natural Bridge, Saint Louis, MO 63121

Signing Officer

Name
Susan Rollins
Title
President
Phone
3142273114
Signed
2017-11-08
Discuss with paid preparer
Yes

Preparer

Firm
RubinBrown LLP
Address
One North Brentwood, Saint Louis, MO 63105
Preparer
Shawn C Becker
Phone
3142903300
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: INTEREST INCOME. Amount: 3.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: Scholarship. Grantee Name: VARIOUS STUDENTS. Amount Given: 20,000.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Administrative. Amount: 14.”

Form 990-EZ, Part II, Line 26 - Other Liabilities

“Description: Accounts payable - due to affiliated entity. Beg. of Year Amount: 17,050. End of Year Amount: 26,350.”

Raw XML Appendix156 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Katie Carpenter
IRS990EZ/BooksInCareOfDetail/PhoneNum03144283200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08865 NATURAL BRIDGE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ST LOUIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd063121
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0675
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0580
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt019916
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-9395
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09300
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0580
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020000
IRS990EZ/GrossReceiptsAmt019919
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-16375
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-25770
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-16375
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-25770
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Susan Rollins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIM MCDERMOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Katie Carpenter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY / TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt014
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Educational and other services to residents of low-income communities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SCHOLARSHIPS AND ASSISTANCE TO YOUTH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt017050
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt026350
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt029314
IRS990EZ/TotalProgramServiceExpensesAmt020000
IRS990EZ/TotalRevenueAmt019919
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019916
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018329
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017380
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt017433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016745
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt089803
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt021
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96450
IRS990ScheduleA/PublicSupportPY170Pct00.99680
IRS990ScheduleA/PublicSupportTotal170Amt086637
IRS990ScheduleA/SubstantialContributorsTotAmt03166
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019916
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018329
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017380
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt017433
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt016745
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt089803
IRS990ScheduleA/TotalSupportAmt089824
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST INCOME. Amount: 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Scholarship. Grantee Name: VARIOUS STUDENTS. Amount Given: 20,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Administrative. Amount: 14.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Accounts payable - due to affiliated entity. Beg. of Year Amount: 17,050. End of Year Amount: 26,350.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26 - Other Liabilities
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN ROLLINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03142273114
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Operation Excel Inc
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0431749041
ReturnHeader/Filer/PhoneNum03144283200
ReturnHeader/Filer/USAddress/AddressLine1Txt08865 Natural Bridge
ReturnHeader/Filer/USAddress/CityNm0Saint Louis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063121
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04096D3045F090268297765E18249D330F8A0D1AD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.219.218.18
ReturnHeader/FilingSecurityInformation/IPDt02017-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:26:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0430765316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RubinBrown LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One North Brentwood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saint Louis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum03142903300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shawn C Becker
ReturnHeader/ReturnTs02017-11-15T14:31:05-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$580
Liabilities
$26,350
Net assets
-$25,770
Revenue
$19,919
Expenses
$29,314
Net income
-$9,395
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$56.9$39.6$19.8$40.5$20.7
2017Detailed filing. Detailed filing data is available for this year.$7.51$26.4$18.8$17.0$10.1$6.93
2016Detailed filing. Detailed filing data is available for this year.$0.58$26.4$25.8$19.9$29.3$9.40
2015Summary only. Only limited summary data is available for this year.$0.68$17.1$18.3$72.0$53.7
2013Summary only. Only limited summary data is available for this year.$32.7$7.27$17.4$23.6$6.16
2012Summary only. Only limited summary data is available for this year.$47.9$16.3$16.7$4.27$12.5
2011Summary only. Only limited summary data is available for this year.$26.9$7.77$19.4$4.31$15.1
2010Summary only. Only limited summary data is available for this year.$11.7$7.77$11.2$12.3$1.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits