Civic Intelligence

Xcel Strategies Inc

990EZ • Fiscal year 2017 • EIN 46-0987967

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

Organization ProfileXCELTODAY.COM
8401 Royal Oak DriveSavannah, GA 31406

(912) 401-3094

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

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

Top Officer Pay

96th percentile

$70,150

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 56.2% of source-year revenue.

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

Asset Growth

78th percentile

31%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

80th percentile

34%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$60,788

Up $14,404 (+31%) from 2016

Net Assets

$60,788

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin66th percentile

Revenue

Up

$124,821

Up $31,989 (+34%) from 2016

Expenses

Up

$110,417

Up $45,180 (+69%) from 2016

Net Income

Down

$14,404

Down $13,191 (-48%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$400K$300K$200K$100K$0Assets 2016: $46,384Liabilities 2016: $02016Assets 2017: $60,788Liabilities 2017: $0Net Assets 2017: $60,7882017Assets 2018: $58,682Liabilities 2018: $0Net Assets 2018: $58,6822018Assets 2019: $35,645Liabilities 2019: $0Net Assets 2019: $35,6452019Assets 2020: $153,326Liabilities 2020: $0Net Assets 2020: $153,3262020Assets 2021: $290,451Liabilities 2021: $6,536Net Assets 2021: $283,9152021Assets 2022: $299,800Liabilities 2022: $6,536Net Assets 2022: $293,2642022Assets 2023: $345,686Liabilities 2023: $20,357Net Assets 2023: $325,3292023Assets 2024: $275,532Liabilities 2024: $17,045Net Assets 2024: $258,4872024

Highlighted filing

2017

Assets$60,788
Liabilities$0
Net Assets$60,788
Open 2017 Filing

Operations Trend

Revenue Growth80th percentile

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

$1.0M$500K$0-$500KRevenue 2016: $92,832Expenses 2016: $65,237Net Income 2016: $27,5952016Revenue 2017: $124,821Expenses 2017: $110,417Net Income 2017: $14,4042017Revenue 2018: $261,647Expenses 2018: $263,753Net Income 2018: -$2,1062018Revenue 2019: $324,495Expenses 2019: $347,532Net Income 2019: -$23,0372019Revenue 2020: $414,228Expenses 2020: $303,547Net Income 2020: $110,6812020Revenue 2021: $608,096Expenses 2021: $495,793Net Income 2021: $112,3032021Revenue 2022: $821,861Expenses 2022: $819,916Net Income 2022: $1,9452022Revenue 2023: $928,932Expenses 2023: $907,793Net Income 2023: $21,1392023Revenue 2024: $623,368Expenses 2024: $614,579Net Income 2024: $8,7892024

Highlighted filing

2017

Revenue$124,821
Expenses$110,417
Net Income$14,404
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Gross Receipts
$131,465
Mission and Program Overview

Mission

Organization provides training and mentoring program to under priviledged young men. Organization coordinates joy prom event for physically and mentally challenged kids.

Mentoring program for under priviledged

Program Services

DescriptionGrantsExpenses
ORGANIZATION PROVIDES TRAINING AND MENTORING PROGRAM TO UNDER PRIVILEDGED YOUNG MEN-$13,365
ORGANIZATION COORDINATES JOY PROM EVENT FOR PHYSICALLY AND MENTALLY CHALLENGED KIDS-$6,853
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAY THOMPSONExecutive Director-$70,150-$70,150
JONATHAN HATHAWAYPresident-$0--
DAN PAVLINBoard Member-$0--
PAUL THRELKELDBoard Member-$0--
BRAD WHITFIELDTreasurer-$0--
CHRIS SEMONESBoard Member-$0--
CHARLEY AIMONEBoard Member-$0--
BRYAN LOBELBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Xcel Strategies
EIN
46-0987967
Address
8401 ROYAL OAK DRIVE, SAVANNAH, GA 31406

Signing Officer

Name
Brad Whitfield
Title
Treasurer
Phone
9124013094
Signed
2018-05-14
Discuss with paid preparer
No

Preparer

Firm
Coastal Consulting Management Group
Address
33 Bull Street Suite 201, Savannah, GA 31401
Preparer
William B Whitfield CPA
Phone
9124958686
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountprogram costs 18,742travel & meetings 4,809bank and credit card fees 1,457vehicle 1,104computer costs 1,580events 632miscellaneous 2,469payroll costs 599”

Description of other assets Part II line 24

“Category beginning of year end of yearloans to students 1,626 1,626”

Raw XML Appendix168 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JAY THOMPSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09124013094
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08401 ROYAL OAK DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAVANNAH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd031406
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044758
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059162
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0125565
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014404
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046384
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060788
IRS990EZ/FundraisingGrossIncomeAmt05900
IRS990EZ/GrossReceiptsAmt0131465
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046384
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060788
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046384
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060788
IRS990EZ/OccupancyRentUtltsAndMaintAmt02867
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt070150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAY THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JONATHAN HATHAWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAN PAVLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAUL THRELKELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRAD WHITFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRIS SEMONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHARLEY AIMONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRYAN LOBEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01626
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01626
IRS990EZ/OtherExpensesTotalAmt031392
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MENTORING PROGRAM FOR UNDER PRIVILEDGED
IRS990EZ/PrintingPublicationsPostageAmt01659
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION PROVIDES TRAINING AND MENTORING PROGRAM TO UNDER PRIVILEDGED YOUNG MEN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ORGANIZATION COORDINATES JOY PROM EVENT FOR PHYSICALLY AND MENTALLY CHALLENGED KIDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013365
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16853
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt074499
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06644
IRS990EZ/SpecialEventsNetIncomeLossAmt0-744
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0110417
IRS990EZ/TotalProgramServiceExpensesAmt020218
IRS990EZ/TotalRevenueAmt0124821
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0131465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt092832
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt037848
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0262145
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99090
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0259751
IRS990ScheduleA/SubstantialContributorsTotAmt02394
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0131465
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt092832
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt037848
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0262145
IRS990ScheduleA/TotalSupportAmt0262145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPROGRAM COSTS 18,742TRAVEL & MEETINGS 4,809BANK AND CREDIT CARD FEES 1,457VEHICLE 1,104COMPUTER COSTS 1,580EVENTS 632MISCELLANEOUS 2,469PAYROLL COSTS 599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARLOANS TO STUDENTS 1,626 1,626
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD WHITFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09124013094
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0XCEL STRATEGIES
ReturnHeader/Filer/BusinessNameControlTxt0XCEL
ReturnHeader/Filer/EIN0460987967
ReturnHeader/Filer/USAddress/AddressLine1Txt08401 ROYAL OAK DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAVANNAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd031406
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0626852331E640CC36882ADC91B33AB3D88626343
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0626852331E640CC36882ADC91B33AB3D88626343
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05845982018319urh3qdg
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.240.175.138
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTm009:49:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453787065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Coastal Consulting Management Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt033 Bull Street Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Savannah
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd031401
ReturnHeader/PreparerPersonGrp/PhoneNum09124958686
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William B Whitfield CPA
ReturnHeader/ReturnTs02018-11-15T09:48:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$60,788
Liabilities
$0
Net assets
$60,788
Revenue
$124,821
Expenses
$110,417
Net income
$14,404
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$0.17$2.58$6.23$6.15$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.20$3.25$9.29$9.08$0.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.00$0.07$2.93$8.22$8.20$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.07$2.84$6.08$4.96$1.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$4.14$3.04$1.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.00$0.36$3.24$3.48$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$2.62$2.64$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$1.25$1.10$0.14
2016Summary only. Only limited summary data is available for this year.$0.46$0.00$0.93$0.65$0.28
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits