Civic Intelligence

The Exceller Fund Inc

990EZ • Fiscal year 2014 • EIN 75-2937532

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 15, 2015

PO Box 4237Lexington, KY 40544

(817) 999-7250

Siviq Scores

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

Liabilities / Assets

69th percentile

0.04x

Higher debt load relative to assets than 69% of similar nonprofits.

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

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

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

Net Margin

80th percentile

23%

Higher net margin than 80% 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

83rd percentile

45%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

90th percentile

73%

Faster revenue growth than 90% of similar nonprofits.

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

Assets

Up

$100,385

Up $30,952 (+45%) from 2013

Net Assets

Up

$96,775

Up $35,303 (+57%) from 2013

Liabilities

Down

$3,610

Down $4,351 (-55%) from 2013

Revenue

Up

$150,768

Up $63,460 (+73%) from 2013

Expenses

Up

$115,465

Up $12,387 (+12%) from 2013

Net Income

Up

$35,303

Up $51,073 (+324%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $6,346Liabilities 2011: $0Net Assets 2011: $6,3462011Assets 2012: $13,775Liabilities 2012: $8,953Net Assets 2012: $4,8222012Assets 2013: $69,433Liabilities 2013: $7,961Net Assets 2013: $61,4722013Assets 2014: $100,385Liabilities 2014: $3,610Net Assets 2014: $96,7752014Assets 2015: $89,695Liabilities 2015: $8,797Net Assets 2015: $80,8982015Assets 2016: $82,399Liabilities 2016: $4,655Net Assets 2016: $77,7442016Assets 2017: $66,895Liabilities 2017: $3,573Net Assets 2017: $63,3222017Assets 2018: $266,335Liabilities 2018: $3,135Net Assets 2018: $263,2002018Assets 2019: $250,902Liabilities 2019: $1,429Net Assets 2019: $249,4732019Assets 2020: $250,094Liabilities 2020: $12,756Net Assets 2020: $237,3382020Assets 2021: $228,257Liabilities 2021: $1,026Net Assets 2021: $227,2312021Assets 2022: $205,112Liabilities 2022: $3,968Net Assets 2022: $201,1442022Assets 2023: $187,581Liabilities 2023: $14,123Net Assets 2023: $173,4582023Assets 2024: $169,208Liabilities 2024: $2,271Net Assets 2024: $166,9372024

Highlighted filing

2014

Assets$100,385
Liabilities$3,610
Net Assets$96,775

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $80,712Expenses 2011: $104,553Net Income 2011: -$23,8412011Revenue 2012: $99,951Expenses 2012: $101,475Net Income 2012: -$1,5242012Revenue 2013: $87,308Expenses 2013: $103,078Net Income 2013: -$15,7702013Revenue 2014: $150,768Expenses 2014: $115,465Net Income 2014: $35,3032014Revenue 2015: $145,412Expenses 2015: $161,289Net Income 2015: -$15,8772015Revenue 2016: $154,998Expenses 2016: $158,152Net Income 2016: -$3,1542016Revenue 2017: $164,113Expenses 2017: $178,535Net Income 2017: -$14,4222017Revenue 2018: $364,114Expenses 2018: $164,236Net Income 2018: $199,8782018Revenue 2019: $145,258Expenses 2019: $158,985Net Income 2019: -$13,7272019Revenue 2020: $139,013Expenses 2020: $151,148Net Income 2020: -$12,1352020Revenue 2021: $140,308Expenses 2021: $150,415Net Income 2021: -$10,1072021Revenue 2022: $150,944Expenses 2022: $177,031Net Income 2022: -$26,0872022Revenue 2023: $145,662Expenses 2023: $173,348Net Income 2023: -$27,6862023Revenue 2024: $171,358Expenses 2024: $177,879Net Income 2024: -$6,5212024

Highlighted filing

2014

Revenue$150,768
Expenses$115,465
Net Income$35,303
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 15, 2015
Return Version
2014v5.0
Gross Receipts
$153,939
Mission and Program Overview

Mission

Saving thoroughbred racehorses from being sent to slaughter by placing the horses in temporary boarding facilities until they are adopted. Prevention of cruelty to animals.

Program Services

DescriptionGrantsExpenses
HORSE CARE/BOARDING$0$90,291
HORSE CARE/VETERINARIAN$0$6,295
FARRIER/SUPPLIES$0$6,028
HORSE TRANPORTATION$0$5,946
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY CONTESSAPresident-$0--
BONNIE MIZRAHITreasurer-$0--
CORY WILLIAMSDirector-$0--
BARBARA POOLEDirector-$0--
ANGELA THEWESSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
The Exceller Fund Inc
EIN
75-2937532
Phone
8179997250
Address
PO BOX 4237, LEXINGTON, KY 40544

Signing Officer

Name
Angela Thewes
Title
Secretary/executive Director
Phone
8179997250
Signed
2015-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Mantrom Tax Serviceinc
Address
1025 DOVE RUN RD SUITE 203, LEXINGTON, KY 40502
Preparer
David D Mantrom Ea
Phone
8592689906
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 3.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: general & administrative. Amount: 6,906. Description: program service expenses. Amount: 108,559. Total to form 990-ez, line 16: 115,465.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 27,140. End of year amount: 25,000. Description: other depreciable assets. Beg. Of year amount: 0. End of year amount: 1,189.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 6,211. End of year amount: 3,610. Description: note payable-officer. Beg. Of year amount: 1,750. End of year amount: 0.

Raw XML Appendix179 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CORY WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BARBARA POOLE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt026189
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0115465
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SAVING THOROUGHBRED RACEHORSES FROM BEING SENT TO SLAUGHTER BY PLACING THE HORSES IN TEMPORARY BOARDING FACILITIES UNTIL THEY ARE ADOPTED. PREVENTION OF CRUELTY TO ANIMALS.
IRS990EZ/ProgramServiceRevenueAmt0625
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2HORSE TRANPORTATION
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/WebsiteAddressTxt0WWW.EXCELLERFUND.ORG
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: GENERAL & ADMINISTRATIVE. AMOUNT: 6,906. DESCRIPTION: PROGRAM SERVICE EXPENSES. AMOUNT: 108,559. TOTAL TO FORM 990-EZ, LINE 16: 115,465.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 27,140. END OF YEAR AMOUNT: 25,000. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,189.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 6,211. END OF YEAR AMOUNT: 3,610. DESCRIPTION: NOTE PAYABLE-OFFICER. BEG. OF YEAR AMOUNT: 1,750. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA THEWES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08179997250
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EXCELLER FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0752937532
ReturnHeader/Filer/PhoneNum08179997250
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4237
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040544
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621875835
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANTROM TAX SERVICEINC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01025 DOVE RUN RD SUITE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040502
ReturnHeader/PreparerPersonGrp/PhoneNum08592689906
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID D MANTROM EA
ReturnHeader/ReturnTs02015-04-15T11:27:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.69$0.02$1.67$1.71$1.78$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.88$0.14$1.73$1.46$1.73$0.28
2022Detailed filing. Detailed filing data is available for this year.$2.05$0.04$2.01$1.51$1.77$0.26
2021Detailed filing. Detailed filing data is available for this year.$2.28$0.01$2.27$1.40$1.50$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.50$0.13$2.37$1.39$1.51$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.51$0.01$2.49$1.45$1.59$0.14
2018Detailed filing. Detailed filing data is available for this year.$2.66$0.03$2.63$3.64$1.64$2.00
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.04$0.63$1.64$1.79$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.05$0.78$1.55$1.58$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.09$0.81$1.45$1.61$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.04$0.97$1.51$1.15$0.35
2013Summary only. Only limited summary data is available for this year.$0.69$0.08$0.61$0.87$1.03$0.16
2012Summary only. Only limited summary data is available for this year.$0.14$0.09$0.05$1.00$1.01$0.02
2011Summary only. Only limited summary data is available for this year.$0.06$0.00$0.06$0.81$1.05$0.24
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits