Civic Intelligence

Excel PTO

990 • Fiscal year 2023 • EIN 45-2440838

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 25, 2023

Organization Profile
11500 W 84th AveArvada, CO 80006

(608) 843-1641

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

9th percentile

-58%

Higher net margin than 9% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

16th percentile

-32%

Faster asset growth than 16% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-55%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$29,938

Down $14,269 (-32%) from 2022

Net Assets

Down

$29,603

Down $14,604 (-33%) from 2022

Liabilities

Up

$335

Up $335 from 2022

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin9th percentile

Revenue

Down

$26,817

Down $32,683 (-55%) from 2022

Expenses

Down

$42,401

Down $34,545 (-45%) from 2022

Net Income

Up

-$15,584

Up $1,862 (+11%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$80K$60K$40K$20K$0Assets 2012: $72,108Liabilities 2012: $0Net Assets 2012: $72,1082012Assets 2014: $6,320Liabilities 2014: $0Net Assets 2014: $6,3202014Assets 2015: $18,907Liabilities 2015: $0Net Assets 2015: $18,9072015Assets 2016: $18,638Liabilities 2016: $0Net Assets 2016: $18,6382016Assets 2017: $35,449Liabilities 2017: $0Net Assets 2017: $35,4492017Assets 2018: $39,344Liabilities 2018: $0Net Assets 2018: $39,3442018Assets 2019: $51,920Liabilities 2019: $0Net Assets 2019: $51,9202019Assets 2020: $50,891Liabilities 2020: $0Net Assets 2020: $50,8912020Assets 2021: $63,203Liabilities 2021: $0Net Assets 2021: $63,2032021Assets 2022: $44,207Liabilities 2022: $0Net Assets 2022: $44,2072022Assets 2023: $29,938Liabilities 2023: $335Net Assets 2023: $29,6032023Assets 2024: $17,797Liabilities 2024: $0Net Assets 2024: $17,7972024Assets 2025: $19,889Liabilities 2025: $0Net Assets 2025: $19,8892025

Highlighted filing

2023

Assets$29,938
Liabilities$335
Net Assets$29,603
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

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

$100K$50K$0-$50KRevenue 2012: $42,911Expenses 2012: $23,798Net Income 2012: $19,1132012Revenue 2014: $707Expenses 2014: $22,274Net Income 2014: -$21,5672014Revenue 2015: $22,119Expenses 2015: $9,532Net Income 2015: $12,5872015Revenue 2016: $80,045Expenses 2016: $80,314Net Income 2016: -$2692016Revenue 2017: $85,547Expenses 2017: $68,736Net Income 2017: $16,8112017Revenue 2018: $55,929Expenses 2018: $61,642Net Income 2018: -$5,7132018Revenue 2019: $68,698Expenses 2019: $56,122Net Income 2019: $12,5762019Revenue 2020: $50,129Expenses 2020: $55,180Net Income 2020: -$5,0512020Revenue 2021: $28,060Expenses 2021: $15,748Net Income 2021: $12,3122021Revenue 2022: $59,500Expenses 2022: $76,946Net Income 2022: -$17,4462022Revenue 2023: $26,817Expenses 2023: $42,401Net Income 2023: -$15,5842023Revenue 2024: $28,875Expenses 2024: $42,647Net Income 2024: -$13,7722024Revenue 2025: $25,456Expenses 2025: $24,277Net Income 2025: $1,1792025

Highlighted filing

2023

Revenue$26,817
Expenses$42,401
Net Income-$15,584
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 25, 2023
Return Version
2022v5.0
Gross Receipts
$51,881
Mission and Program Overview

Mission

Parent teacher organization to support the excel academy school

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$44,207$29,603▼ $14,604
Cash and Non-Interest-Bearing Accounts$13,532$28,337▲ $14,805
Savings and Temporary Cash Investments$30,675$1,006▼ $29,669
Intangible Assets-$595-
Total Assets$44,207$29,938▼ $14,269
Liabilities
Accounts Payable and Accrued Expenses-$335-
Total Liabilities$0$335▲ $335
Net Assets / Fund Balance
Total Net Assets Fund Balance$44,207$29,603▼ $14,604
Total Liabilities and Net Assets / Fund Balance$44,207$29,938▼ $14,269
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Erin McdougalPresident
Jesse HutchensVice President
Alana MaceGeneral Member
Andy LeGeneral Member
Brytani WatsonGeneral Member
Carla McsheehyGeneral Member
Mary B CoffinGeneral Member
Michele LavoieGeneral Member
Mon PanfaloneGeneral Member
Ashl DoughertySecretary
Linda StillingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,678
Program Service Revenue
$0
Investment Income
$71
Other Revenue
$24,068
All Other Contributions
$2,678
Change in Net Assets
$-15,584
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$42,401
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
All Other Expenses$38,497$1,134-$39,631
Advertising$931--$931
Insurance-$689-$689
Office Expenses-$497-$497
Other Expenses-$48-$48
Total Functional Expenses$39,428$2,973$0$42,401
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$49,132
Fundraising Direct Expenses$25,064
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Aucti$21,502$21,502$11,260$10,242
Scrip$2,709$2,709-$2,709
Total Events$49,132$49,132$25,064$24,068
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 - Part VI Line 11A

“Form 990 is reviewed by the president prior to filing board members are provided a copy for review; however, only the president reviews form 990 prior to filing”

Form 990 - Part VI Line 19

“After a request for documents is made to a board member the documents are made available to the requestor in the organizations office”

Filing and Contact Details

Filer

Filer Name
Excel Pto
EIN
45-2440838
Address
11500 W 84TH AVE, ARVADA, CO 80006

Signing Officer

Name
Erin Mcdougal
Title
President
Phone
8436333589
Signed
2023-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Mcdougal
Formed
2011
Legal Domicile
Co
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
300

Preparer

Firm
L & L Tax Service Inc
Address
1017 SOUTH BOULDER RD SUITE E-2, LOUISVILLE, CO 80027
Preparer
Edward G Wolf
Phone
3036658422
Raw XML Appendix382 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,938
Liabilities
$335
Net assets
$29,603
Revenue
$26,817
Expenses
$42,401
Net income
-$15,584
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.9$0.00$19.9$25.5$24.3$1.18
2024Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$28.9$42.6$13.8
2023Detailed filing. Detailed filing data is available for this year.$29.9$0.34$29.6$26.8$42.4$15.6
2022Detailed filing. Detailed filing data is available for this year.$44.2$0.00$44.2$59.5$76.9$17.4
2021Detailed filing. Detailed filing data is available for this year.$63.2$0.00$63.2$28.1$15.7$12.3
2020Detailed filing. Detailed filing data is available for this year.$50.9$0.00$50.9$50.1$55.2$5.05
2019Detailed filing. Detailed filing data is available for this year.$51.9$0.00$51.9$68.7$56.1$12.6
2018Detailed filing. Detailed filing data is available for this year.$39.3$0.00$39.3$55.9$61.6$5.71
2017Detailed filing. Detailed filing data is available for this year.$35.4$0.00$35.4$85.5$68.7$16.8
2016Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$80.0$80.3$0.27
2015Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$22.1$9.53$12.6
2014Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.71$22.3$21.6
2012Summary only. Only limited summary data is available for this year.$72.1$0.00$72.1$42.9$23.8$19.1