Civic Intelligence

Excel Bridgeport Inc

990 • Fiscal year 2014 • EIN 45-0824113

Oct 01, 2013 to Sep 30, 2014 • Filed on May 27, 2015

Organization ProfileWWW.EXCELBRIDGEPORT.ORG
1057 Broad St-suite 302Bridgeport, CT 06604

(203) 923-8777

Siviq Scores

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

Liabilities / Assets

84th percentile

0.27x

Higher debt load relative to assets than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

77th percentile

0.06x

Higher debt load relative to revenue than 77% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

16th percentile

-18%

Higher net margin than 16% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

9th percentile

-47%

Faster asset growth than 9% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

30th percentile

-12%

Faster revenue growth than 30% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$77,408

Down $67,479 (-47%) from 2013

Net Assets

Down

$56,637

Down $62,258 (-52%) from 2013

Liabilities

Down

$20,771

Down $5,221 (-20%) from 2013

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin16th percentile

Revenue

$337,900

No earlier filing loaded for comparison.

Expenses

Down

$400,158

Down $87,817 (-18%) from 2013

Net Income

-$62,258

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$300K$200K$100K$0Assets 2011: $290,980Liabilities 2011: $18,616Net Assets 2011: $272,3642011Assets 2012: $244,126Liabilities 2012: $22,393Net Assets 2012: $221,7332012Assets 2013: $144,887Liabilities 2013: $25,992Net Assets 2013: $118,8952013Assets 2014: $77,408Liabilities 2014: $20,771Net Assets 2014: $56,6372014Assets 2015: $65,832Liabilities 2015: $677Net Assets 2015: $65,1552015

Highlighted filing

2014

Assets$77,408
Liabilities$20,771
Net Assets$56,637
Open 2014 Filing

Operations Trend

Revenue Growth30th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $420,089Expenses 2011: $147,725Net Income 2011: $272,3642011Revenue 2012: $428,933Expenses 2012: $479,564Net Income 2012: -$50,6312012Expenses 2013: $487,9752013Revenue 2014: $337,900Expenses 2014: $400,158Net Income 2014: -$62,2582014Revenue 2015: $275,379Expenses 2015: $293,588Net Income 2015: -$18,2092015

Highlighted filing

2014

Revenue$337,900
Expenses$400,158
Net Income-$62,258
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
May 27, 2015
Return Version
2013v4.0
Gross Receipts
$337,900
Mission and Program Overview

Mission

Excel is an education reform organization established to accelerate bridgeport's progress toward improved student achievement. Independent of the school district, excel fosters external accountability of the district's reform efforts and builds community ownership of education improvemetns. Excel plans to accomplish this goal by acting as a critical friend to the bridgeport public school district with regard to yearly progress by encouraging improvement , affirming successes and revealing barriers and shortcomings.

Excel is an education reform organization established to accelerate bridgeports progress toward improved student achievement. Independent of the school district, excel fosters external accountability of the districts reform efforts and build community ownership of education improvements. Excel plans to accomplish this goal by acting as a critical friend to the bridgeport public school district with regard to yearly progress by encouraging improvement, affirming successes and revealing barriers and shortcomings.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$55,094$45,480▼ $9,614
Cash and Non-Interest-Bearing Accounts$80,346$25,486▼ $54,860
Prepaid Expenses and Deferred Charges$5,297$2,292▼ $3,005
Total Assets$144,887$77,408▼ $67,479
Other Assets Total$4,150$4,150→ $0
Liabilities
Accounts Payable and Accrued Expenses$25,992$20,771▼ $5,221
Total Liabilities$25,992$20,771▼ $5,221
Net Assets / Fund Balance
Unrestricted Net Assets$118,895$56,637▼ $62,258
Total Net Assets Fund Balance$118,895$56,637▼ $62,258
Total Liabilities and Net Assets / Fund Balance$144,887$77,408▼ $67,479

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$45,480$28,286$73,766
Other Assets Org$4,150--
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Nathan SnowPresident
Anna CruzDirector
Carol HortonDirector
John WilkinsDirector
Joseph McgeeDirector
Meghan LowneyDirector
Monette FergusonDirector
Robert FrancisDirector
Jonathan HayesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$337,507
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$393
All Other Contributions
$337,507
Change in Net Assets
$-62,258

Audited Revenue Reconciliation

Revenue per Audited Statements
$337,900
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$337,900
Total Revenue per Form 990
$337,900
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$305,074
Other Expenses$95,084
Total Fundraising Expense$54,146
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$94,415$134,881$40,464$269,760
Occupancy$11,891$16,999$5,096$33,986
Payroll Taxes$7,210$10,300$3,090$20,600
Other Employee Benefits$5,150$7,357$2,207$14,714
Depreciation Depletion$3,365$4,807$1,442$9,614
Fees for Services Other$2,601$3,716$1,115$7,432
Other Expenses$28$3,679$732$3,707
Office Expenses$638$2,578-$3,216
Information Technology$976$1,050-$2,026
All Other Expenses$1,493--$1,493
Conferences and Meetings$141$39-$180
Travel$20$20-$40
Total Functional Expenses$155,007$191,005$54,146$400,158

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$400,158
Total Expenses per Audited Statements$400,158
Total Expenses per Form 990$400,158
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
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, Section B, Line 11

“The executive director and treasurer review the 990 then the executive director presents it to the board of directors for approval.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is presented to new staff and board members as part of the employee handbook and board bylaws respectively. Excel bridgeports executive director, working with the chair of the board, will act as excel bridgeports compliance office. The compliance officer is responsible for investigating and resolving all employee complaints and allegations concerning violations of the principles and or code.”

Form 990, Part VI, Section B, Line 15

“Excel bridgeport board members conducted research in order to benchmark the executive directors salary to eds of similar organizations of scale and scope.”

Form 990, Part VI, Section C, Line 18

“Governing documents, excel bridgeport's 990 and disclosure information are available at www.charitynavigator.org”

Form 990, Part VI, Section C, Line 19

“Governing documents, excel bridgeport's 990 and disclosure information are available at www.charitynavigator.org”

Filing and Contact Details

Filer

EIN
45-0824113
Phone
2039238777

Signing Officer

Name
Jonathan Hayes
Title
Treasurer
Phone
2039238777
Signed
2015-05-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Hayes
Formed
2010
Legal Domicile
Ct
Voting Board Members
6
Independent Board Members
6
Employees
7
Volunteers
0

Preparer

Preparer
Thomas Durand
Phone
2033665876
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management of excel has evaluated all significant tax positions as required by accounting principles generally accepted in the united states of america. Management of excel is of the opinion that excel has not taken any material tax positions that would require the recording of any tax liability by excel. If required, it is excel's policy to recognize any estimated interest and penalties. Excel has filed for an h election which has been approved by the irs allowing excel to spend up to 20% of its annual expenditures on legislation lobbying activities. It is management's intent to devote more resources to lobbying efforts for education reform in future years. The tax returns for the three years ended september 30, 2013 are subject to examination by the taxing authorities.”

Raw XML AppendixShowing 400 of 405 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.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01571102
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0564
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0564
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0393
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IRS990ScheduleA/PublicSupportPY170Pct00.99950
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0385137
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0428933
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0419525
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01571102
IRS990ScheduleA/TotalSupportAmt01572059
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0400158
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt04150
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSIT ON LEASED PROPERTY
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt045480
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt028286
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt073766
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT OF EXCEL HAS EVALUATED ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. MANAGEMENT OF EXCEL IS OF THE OPINION THAT EXCEL HAS NOT TAKEN ANY MATERIAL TAX POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY TAX LIABILITY BY EXCEL. IF REQUIRED, IT IS EXCEL'S POLICY TO RECOGNIZE ANY ESTIMATED INTEREST AND PENALTIES. EXCEL HAS FILED FOR AN H ELECTION WHICH HAS BEEN APPROVED BY THE IRS ALLOWING EXCEL TO SPEND UP TO 20% OF ITS ANNUAL EXPENDITURES ON LEGISLATION LOBBYING ACTIVITIES. IT IS MANAGEMENT'S INTENT TO DEVOTE MORE RESOURCES TO LOBBYING EFFORTS FOR EDUCATION REFORM IN FUTURE YEARS. THE TAX RETURNS FOR THE THREE YEARS ENDED SEPTEMBER 30, 2013 ARE SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt04150
IRS990ScheduleD/TotalExpensesPerForm990Amt0400158
IRS990ScheduleD/TotalRevenuePerForm990Amt0337900
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR AND TREASURER REVIEW THE 990 THEN THE EXECUTIVE DIRECTOR PRESENTS IT TO THE BOARD OF DIRECTORS FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS PRESENTED TO NEW STAFF AND BOARD MEMBERS AS PART OF THE EMPLOYEE HANDBOOK AND BOARD BYLAWS RESPECTIVELY. EXCEL BRIDGEPORTS EXECUTIVE DIRECTOR, WORKING WITH THE CHAIR OF THE BOARD, WILL ACT AS EXCEL BRIDGEPORTS COMPLIANCE OFFICE. THE COMPLIANCE OFFICER IS RESPONSIBLE FOR INVESTIGATING AND RESOLVING ALL EMPLOYEE COMPLAINTS AND ALLEGATIONS CONCERNING VIOLATIONS OF THE PRINCIPLES AND OR CODE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXCEL BRIDGEPORT BOARD MEMBERS CONDUCTED RESEARCH IN ORDER TO BENCHMARK THE EXECUTIVE DIRECTORS SALARY TO EDS OF SIMILAR ORGANIZATIONS OF SCALE AND SCOPE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, EXCEL BRIDGEPORT'S 990 AND DISCLOSURE INFORMATION ARE AVAILABLE AT WWW.CHARITYNAVIGATOR.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, EXCEL BRIDGEPORT'S 990 AND DISCLOSURE INFORMATION ARE AVAILABLE AT WWW.CHARITYNAVIGATOR.ORG
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0191005
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0155007
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalVolunteersCnt00
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IRS990/TravelGrp/ProgramServicesAmt020
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0118895
IRS990/UnrestrictedNetAssetsGrp/EOYAmt056637
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101087 BROAD STREET
IRS990/USAddress/City0BRIDGEPORT
IRS990/USAddress/State0CT
IRS990/USAddress/ZIPCode006604
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.EXCELBRIDGEPORT.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN HAYES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02039238777
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10EXCEL BRIDGEPORT INC
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0450824113
ReturnHeader/Filer/PhoneNum02039238777
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ReturnHeader/Filer/USAddress/City0BRIDGEPORT
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006604
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061331879
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FRIEDBERG SMITH & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10855 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BRIDGEPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006604
ReturnHeader/PreparerPersonGrp/PhoneNum02033665876
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS DURAND

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,408
Liabilities
$20,771
Net assets
$56,637
Revenue
$337,900
Expenses
$400,158
Net income
-$62,258
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.01$0.65$2.75$2.94$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.21$0.57$3.38$4.00$0.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.26$1.19$4.88
2012Summary only. Only limited summary data is available for this year.$2.44$0.22$2.22$4.29$4.80$0.51
2011Summary only. Only limited summary data is available for this year.$2.91$0.19$2.72$4.20$1.48$2.72
Peer Organizations

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