Civic Intelligence

Excel Inc.

990 • Fiscal year 2016 • EIN 64-0801905

Oct 01, 2015 to Sep 30, 2016 • Filed on Jul 21, 2017

Organization ProfileN/A
230 West Main StreetOkolona, MS 38860-1425

(662) 447-2030

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

30th percentile

0.03x

Higher debt load relative to revenue than 30% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

11th percentile

-29%

Higher net margin than 11% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

22nd percentile

-4.9%

Faster asset growth than 22% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-25%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$1,758,597

Down $90,707 (-4.9%) from 2015

Net Assets

Down

$1,748,599

Down $88,603 (-4.8%) from 2015

Liabilities

Down

$9,998

Down $2,104 (-17%) from 2015

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin11th percentile

Revenue

Down

$303,905

Down $101,960 (-25%) from 2015

Expenses

Up

$392,508

Up $39,309 (+11%) from 2015

Net Income

Down

-$88,603

Down $141,269 (-268%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,405,429Liabilities 2011: $32,337Net Assets 2011: $1,373,0922011Assets 2012: $1,430,883Liabilities 2012: $26,058Net Assets 2012: $1,404,8252012Assets 2013: $1,594,965Liabilities 2013: $86,758Net Assets 2013: $1,508,2072013Assets 2014: $1,827,492Liabilities 2014: $42,956Net Assets 2014: $1,784,5362014Assets 2015: $1,849,304Liabilities 2015: $12,102Net Assets 2015: $1,837,2022015Assets 2016: $1,758,597Liabilities 2016: $9,998Net Assets 2016: $1,748,5992016Assets 2017: $1,716,010Liabilities 2017: $7,197Net Assets 2017: $1,708,8132017Assets 2018: $1,665,600Liabilities 2018: $10,728Net Assets 2018: $1,654,8722018Assets 2019: $1,694,361Liabilities 2019: $24,266Net Assets 2019: $1,670,0952019Assets 2020: $1,739,424Liabilities 2020: $50,659Net Assets 2020: $1,688,7652020Assets 2021: $1,817,730Liabilities 2021: $52,223Net Assets 2021: $1,765,5072021Assets 2022: $1,413,630Liabilities 2022: $14,932Net Assets 2022: $1,398,6982022Assets 2023: $1,292,737Liabilities 2023: $29,972Net Assets 2023: $1,262,7652023Assets 2024: $1,373,160Liabilities 2024: $27,220Net Assets 2024: $1,345,9402024

Highlighted filing

2016

Assets$1,758,597
Liabilities$9,998
Net Assets$1,748,599
Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $427,1342011Revenue 2012: $420,836Expenses 2012: $389,103Net Income 2012: $31,7332012Expenses 2013: $386,6572013Revenue 2014: $675,818Expenses 2014: $399,489Net Income 2014: $276,3292014Revenue 2015: $405,865Expenses 2015: $353,199Net Income 2015: $52,6662015Revenue 2016: $303,905Expenses 2016: $392,508Net Income 2016: -$88,6032016Revenue 2017: $353,283Expenses 2017: $393,069Net Income 2017: -$39,7862017Revenue 2018: $307,459Expenses 2018: $386,449Net Income 2018: -$78,9902018Revenue 2019: $374,730Expenses 2019: $376,562Net Income 2019: -$1,8322019Revenue 2020: $377,027Expenses 2020: $383,116Net Income 2020: -$6,0892020Revenue 2021: $396,826Expenses 2021: $353,352Net Income 2021: $43,4742021Revenue 2022: $463,972Expenses 2022: $778,584Net Income 2022: -$314,6122022Revenue 2023: $331,993Expenses 2023: $481,281Net Income 2023: -$149,2882023Revenue 2024: $365,516Expenses 2024: $315,402Net Income 2024: $50,1142024

Highlighted filing

2016

Revenue$303,905
Expenses$392,508
Net Income-$88,603
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jul 21, 2017
Return Version
2015v3.0
Gross Receipts
$303,905
Mission and Program Overview

Mission

Nonprofit that promotes education, welfare and community involvement for adults & children.

Nonprofit that promotes education, welfare and community involvement for adults and children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,212,483$1,168,586▼ $43,897
Savings and Temporary Cash Investments$569,576$512,512▼ $57,064
Cash and Non-Interest-Bearing Accounts$55,873$52,425▼ $3,448
Inventories for Sale or Use-$16,330-
Prepaid Expenses and Deferred Charges$10,747$8,219▼ $2,528
Accounts Receivable$475$375▼ $100
Investments Other Securities$150$150→ $0
Total Assets$1,849,304$1,758,597▼ $90,707
Liabilities
Other Liabilities$6,308$5,419▼ $889
Accounts Payable and Accrued Expenses$5,794$4,579▼ $1,215
Total Liabilities$12,102$9,998▼ $2,104
Net Assets / Fund Balance
Unrestricted Net Assets$1,726,215$1,619,905▼ $106,310
Temporarily Rstr Net Assets$106,287$123,994▲ $17,707
Permanently Rstr Net Assets$4,700$4,700→ $0
Total Net Assets Fund Balance$1,837,202$1,748,599▼ $88,603
Total Liabilities and Net Assets / Fund Balance$1,849,304$1,758,597▼ $90,707

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$926,776$463,029$1,389,805
Other Land Buildings$168,192-$168,192
Land$73,618-$73,618
Financial Derivatives$150--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Elizabeth BrownExecutive DirectorPT$31,265$31,265
Nancy SchreckDirectorPT$4,966$4,966

Board Members and Trustees

NameTitle
Rhonda JollyPresident
Barbara MooreVice President
Paul GreeneDirector
Ruby MooreDirector
Lesia Bryant ErvinSecretaryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$191,589
Program Service Revenue
$63,271
Investment Income
$18,523
Other Revenue
$30,522
Change in Net Assets
$-88,603
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$215,752
Salaries, Compensation, and Employee Benefits$176,756
Total Fundraising Expense$4,015
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$100,250$24,792$583$125,625
Occupancy$102,572--$102,572
Depreciation Depletion$43,897--$43,897
Current Officers, Directors, Trustees, and Key Employees$27,456$3,432$3,432$34,320
Insurance$26,016$744-$26,760
Payroll Taxes$16,811--$16,811
Fees for Services Accounting-$14,736-$14,736
Information Technology$9,309--$9,309
Office Expenses$6,295--$6,295
Other Expenses$871$1,637-$871
All Other Expenses$141$688-$829
Advertising-$402-$402
Fees for Services Other$204$150-$354
Travel$258--$258
Total Functional Expenses$341,774$46,719$4,015$392,508
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
Yes
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
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
No
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

“Reviewed financial statements and Form 990 will be reviewed/discussed at the next board meeting. The board meets two to three per year.”

Conflict of interest policy compliance Part VI line 12C

“Small organization monitored closely by Executive Director.”

CEO executive director top management comp Part VI line 15A

“The Board reviews and approves compensation of the Executive Director each year at budget time. Significant discussions are documented in the minutes and approved amounts are documented in the budget. Comparisons have been made of the responsibilities and compensations of similar positions. Continuous and ongoing efforts are being made to increase the compensation to meet that of similar positions.”

Form 990 availability to public Part VI line 18

“Requests may be made during normal business hours.”

Governing documents etc available to public Part VI line 19

“Requests may be made during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Excel Inc
EIN
64-0801905
Address
230 West Main Street, Okolona, MS 38860-1425

Signing Officer

Name
Elizabeth Brown
Title
Executive Direc
Phone
6624564111
Signed
2017-07-21
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
Ms
Voting Board Members
6
Independent Board Members
6
Employees
25
Volunteers
185

Preparer

Firm
Freedom Tax Service
Address
105 Kyle Drive, Houston, MS 38851-2717
Preparer
Norman Griffin EA
Phone
6624564111
Raw XML Appendix399 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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0926776
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0463029
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01389805
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt05419
IRS990ScheduleD/FinancialDerivativesGrp/BookValueAmt0150
IRS990ScheduleD/FinancialDerivativesGrp/MethodValuationCd0C
IRS990ScheduleD/LandGrp/BookValueAmt073618
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt073618
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0168192
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0168192
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01168586
IRS990ScheduleD/TotalBookValueSecuritiesAmt0150
IRS990ScheduleD/TotalLiabilityAmt05419
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The City of Okolona provides necessary support.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Governmental Agency Financial Aid (Questions 6a and 6b)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reviewed financial statements and Form 990 will be reviewed/discussed at the next board meeting. The board meets two to three per year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Small organization monitored closely by Executive Director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board reviews and approves compensation of the Executive Director each year at budget time. Significant discussions are documented in the minutes and approved amounts are documented in the budget. Comparisons have been made of the responsibilities and compensations of similar positions. Continuous and ongoing efforts are being made to increase the compensation to meet that of similar positions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Requests may be made during normal business hours.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Requests may be made during normal business hours.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
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/FormAndLineReferenceDesc3Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0true
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0106287
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0123994
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01758597
IRS990/TotalAssetsGrp/BOYAmt01849304
IRS990/TotalAssetsGrp/EOYAmt01758597
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0191589
IRS990/TotalEmployeeCnt025
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04015
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt046719
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0341774
IRS990/TotalFunctionalExpensesGrp/TotalAmt0392508
IRS990/TotalGrossUBIAmt0-12083
IRS990/TotalLiabilitiesBOYAmt012102
IRS990/TotalLiabilitiesEOYAmt09998
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IRS990/TotalLiabilitiesGrp/EOYAmt09998
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01748599
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0341774
IRS990/TotalProgramServiceRevenueAmt063271
IRS990/TotalReportableCompFromOrgAmt036231
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0124399
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0303905
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-12083
IRS990/TotalVolunteersCnt0185
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01849304
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01758597
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt0258
IRS990/TravelGrp/TotalAmt0258
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01726215
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01619905
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth Brown
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/PhoneNum06624564111
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Excel Inc
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0640801905
ReturnHeader/Filer/USAddress/AddressLine1Txt0230 West Main Street
ReturnHeader/Filer/USAddress/CityNm0Okolona
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd0388601425
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412158935
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Freedom Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 Kyle Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0388512717
ReturnHeader/PreparerPersonGrp/PhoneNum06624564111
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Norman Griffin EA
ReturnHeader/ReturnTs02017-08-01T16:34:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,758,597
Liabilities
$9,998
Net assets
$1,748,599
Revenue
$303,905
Expenses
$392,508
Net income
-$88,603
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.03$1.35$0.37$0.32$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.03$1.26$0.33$0.48$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.01$1.40$0.46$0.78$0.31
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.05$1.77$0.40$0.35$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.74$0.05$1.69$0.38$0.38$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.69$0.02$1.67$0.37$0.38$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.01$1.65$0.31$0.39$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.72$0.01$1.71$0.35$0.39$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.76$0.01$1.75$0.30$0.39$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.85$0.01$1.84$0.41$0.35$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.83$0.04$1.78$0.68$0.40$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.09$1.51$0.39
2012Summary only. Only limited summary data is available for this year.$1.43$0.03$1.40$0.42$0.39$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.03$1.37$0.43