Civic Intelligence

Excel Bridgeport Inc

990 • Fiscal year 2015 • EIN 45-0824113

Oct 01, 2014 to Sep 30, 2015 • Filed on Apr 07, 2016

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

(203) 366-5876

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

27th percentile

-6.6%

Higher net margin than 27% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$65,832

Down $11,576 (-15%) from 2014

Net Assets

Up

$65,155

Up $8,518 (+15%) from 2014

Liabilities

Down

$677

Down $20,094 (-97%) from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin27th percentile

Revenue

Down

$275,379

Down $62,521 (-19%) from 2014

Expenses

Down

$293,588

Down $106,570 (-27%) from 2014

Net Income

Up

-$18,209

Up $44,049 (+71%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2015

Assets$65,832
Liabilities$677
Net Assets$65,155
Open 2015 Filing

Operations Trend

Revenue Growth25th 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

2015

Revenue$275,379
Expenses$293,588
Net Income-$18,209
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Apr 7, 2016
Return Version
2014v6.0
Gross Receipts
$275,379
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 equity organization established to organize community members to lead efforts that accelerate bridgeports progress toward improved student achievement. Independent of the school district, excel builds community ownership of education improvements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$45,480$37,360▼ $8,120
Cash and Non-Interest-Bearing Accounts$25,486$24,322▼ $1,164
Prepaid Expenses and Deferred Charges$2,292--
Total Assets$77,408$65,832▼ $11,576
Other Assets Total$4,150$4,150→ $0
Liabilities
Accounts Payable and Accrued Expenses$20,771$677▼ $20,094
Total Liabilities$20,771$677▼ $20,094
Net Assets / Fund Balance
Unrestricted Net Assets$56,637$65,155▲ $8,518
Total Net Assets Fund Balance$56,637$65,155▲ $8,518
Total Liabilities and Net Assets / Fund Balance$77,408$65,832▼ $11,576

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,456$10,939$27,395
Other Land Buildings$5,403$19,547$24,950
Leasehold Improvements$15,501$7,468$22,969
Other Assets Org$4,150--
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Nathan SnowPresident
Anna C CruzDirector
Carl HortonDirector
John WilkinsDirector
Meghan LowneyDirector
Monette FergusonDirector
Robert FrancisDirector
Jonathan HayesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$275,255
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$124
All Other Contributions
$275,255
Change in Net Assets
$-18,209

Audited Revenue Reconciliation

Revenue per Audited Statements
$275,379
Total Revenue per Audited Statements
$275,379
Total Revenue per Form 990
$275,379
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$200,705
Other Expenses$92,883
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$62,365$115,822-$178,187
All Other Expenses$18,036$15,370-$33,406
Occupancy$9,710$18,031-$27,741
Payroll Taxes$4,771$8,860-$13,631
Depreciation Depletion-$9,668-$9,668
Other Employee Benefits$3,110$5,777-$8,887
Insurance$2,257$4,189-$6,446
Fees for Services Accounting$2,188$4,062-$6,250
Other Expenses$671$1,245-$1,916
Office Expenses$469$869-$1,338
Travel$626--$626
Advertising$106--$106
Total Functional Expenses$106,145$187,443$0$293,588

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$293,588
Total Expenses per Audited Statements$293,588
Total Expenses per Form 990$293,588
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
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
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 governing body review Part VI line 11

“Upon completion of the 990 by independent accountant, a copy is given to the executivedirector for review and approval. The executive director upon receiptof the tax form thenschedules a meeting with members of the organizations board of directors to review the form.questions if any are then presented to the accountant for clarification. Upon satisfactoryclarification of all questions, the 990 is approved by the board and the accountant is instructedto finalize the return.”

Conflict of interest policy compliance Part VI line 12C

“The issue of whether a conflict of interest exist is routinely considered during boardmeetings when the board is engaged in discussion relating to activities conducted by theorganization, entering into a contract, hiring personnel, etc.”

CEO executive director top management comp Part VI line 15A

“In determing the compensation for the organizations executive director and keyemployees, the organizations board considers the following factors:1) level of education.2) experience.3) compensation paid by other similar organizations.4) financial status of the organization.the board may also consult with an outside personnel agency. All discussions pertaining tothe decision reached is documented.”

Other officer or key employee compensation Part VI line 15B

“The organization follows the same procedure used for ceo, executive dir and topmanagement. See write-up of procedures in part vi, line 15a”

Governing documents etc available to public Part VI line 19

“The organizations governing documents, conflict of interest policy and financial statementsare maintained at the organizations headquarters and are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Excel Bridgeport Inc
EIN
45-0824113
Address
1057 BROAD ST-STE 302, Bridgeport, CT 06604

Signing Officer

Name
Jonathan Hayes
Title
Treasurer
Phone
2033665876
Signed
2016-04-07
Discuss with paid preparer
No

Organization Details

Formed
2010
Legal Domicile
Ct
Voting Board Members
8
Independent Board Members
8
Employees
4
Volunteers
6

Preparer

Firm
Samuel N Wilson Jr CPA
Address
1000 LAFAYETTE BLVD STE 408, Bridgeport, CT 06604
Preparer
Samuel N Wilson Jr CPA
Phone
2033686086
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“SEE ATTACHED SCHEDULES”

Raw XML Appendix395 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ISSUE OF WHETHER A CONFLICT OF INTEREST EXIST IS ROUTINELY CONSIDERED DURING BOARDMEETINGS WHEN THE BOARD IS ENGAGED IN DISCUSSION RELATING TO ACTIVITIES CONDUCTED BY THEORGANIZATION, ENTERING INTO A CONTRACT, HIRING PERSONNEL, ETC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN DETERMING THE COMPENSATION FOR THE ORGANIZATIONS EXECUTIVE DIRECTOR AND KEYEMPLOYEES, THE ORGANIZATIONS BOARD CONSIDERS THE FOLLOWING FACTORS:1) LEVEL OF EDUCATION.2) EXPERIENCE.3) COMPENSATION PAID BY OTHER SIMILAR ORGANIZATIONS.4) FINANCIAL STATUS OF THE ORGANIZATION.THE BOARD MAY ALSO CONSULT WITH AN OUTSIDE PERSONNEL AGENCY. ALL DISCUSSIONS PERTAINING TOTHE DECISION REACHED IS DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION FOLLOWS THE SAME PROCEDURE USED FOR CEO, EXECUTIVE DIR AND TOPMANAGEMENT. SEE WRITE-UP OF PROCEDURES IN PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTSARE MAINTAINED AT THE ORGANIZATIONS HEADQUARTERS AND ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SEE ATTACHED SCHEDULES
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
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ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,832
Liabilities
$677
Net assets
$65,155
Revenue
$275,379
Expenses
$293,588
Net income
-$18,209
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