Civic Intelligence

The Exceller Fund Inc

990 • Fiscal year 2018 • EIN 75-2937532

Jan 01, 2018 to Dec 31, 2018 • Filed on May 20, 2019

Organization ProfileWWW.EXCELLERFUND.ORG
PO Box 1422Batavia, IL 60510

(817) 999-7250

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

96th percentile

298%

Faster asset growth than 96% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

122%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$266,335

Up $199,440 (+298%) from 2017

Net Assets

Up

$263,200

Up $199,878 (+316%) from 2017

Liabilities

Down

$3,135

Down $438 (-12%) from 2017

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin93rd percentile

Revenue

Up

$364,114

Up $200,001 (+122%) from 2017

Expenses

Down

$164,236

Down $14,299 (-8.0%) from 2017

Net Income

Up

$199,878

Up $214,300 (+1486%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

2018

Assets$266,335
Liabilities$3,135
Net Assets$263,200
Open 2018 Filing

Operations Trend

Revenue Growth94th percentile

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

2018

Revenue$364,114
Expenses$164,236
Net Income$199,878
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 20, 2019
Return Version
2018v3.1
Gross Receipts
$364,114
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$205,077-
Cash and Non-Interest-Bearing Accounts$51,493$43,758▼ $7,735
Pledges and Grants Receivable$15,000$17,500▲ $2,500
Land, Buildings, and Equipment, Net$257$0▼ $257
Total Assets$66,895$266,335▲ $199,440
Other Assets Total$145$0▼ $145
Liabilities
Accounts Payable and Accrued Expenses$3,573$3,135▼ $438
Total Liabilities$3,573$3,135▼ $438
Net Assets / Fund Balance
Unrestricted Net Assets$63,322$214,471▲ $151,149
Temporarily Rstr Net Assets-$48,729-
Total Net Assets Fund Balance$63,322$263,200▲ $199,878
Total Liabilities and Net Assets / Fund Balance$66,895$266,335▲ $199,440
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Brian ZipsePresident
Barbara PooleDirector
Cory WilliamsDirector
Gary ContessaDirector
Haldis McevoyDirector
Mike MullaneyDirector
Angela ThewesSecretary
Bonnie MizrahiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$360,287
Program Service Revenue
$1,200
Investment Income
$2,627
Other Revenue
$0
All Other Contributions
$360,287
Change in Net Assets
$199,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$137,323
Salaries, Compensation, and Employee Benefits$26,913
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$8,333$16,667-$25,000
Occupancy-$6,000-$6,000
Travel$3,186$2,045-$5,231
Other Expenses$6,343$3,250-$3,250
Office Expenses-$2,107-$2,107
Payroll Taxes-$1,913-$1,913
Insurance-$900-$900
Information Technology-$645-$645
Fees for Services Accounting-$250-$250
Total Functional Expenses$130,459$33,777$0$164,236
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
No
Annual disclosure for covered persons
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
No
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, Part VI, Section B, Line 11B

“Board of directors review”

Form 990, Part VI, Section B, Line 12C

“Organization examines each vendor for a conflict-of-interest bfore contracting for work.”

Form 990, Part VI, Section C, Line 18

“Documents available from organization at request of donees”

Form 990, Part VI, Section C, Line 19

“Regular reviews by board of directors”

Filing and Contact Details

Filer

Filer Name
The Exceller Fund Inc
EIN
75-2937532
Phone
8179997250
Address
PO BOX 1422, BATAVIA, IL 60510

Signing Officer

Name
Angela Thewes
Title
Secretary
Phone
8179997250
Signed
2019-05-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angela Thewes
Formed
2001
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
0

Preparer

Firm
Mantrom Tax Servicellc
Address
1025 DOVE RUN RD SUITE 203, LEXINGTON, KY 40502
Preparer
Jennifer M Coupal CPA
Phone
8592689906
Raw XML Appendix367 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/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt048729
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt066895
IRS990/TotalAssetsEOYAmt0266335
IRS990/TotalAssetsGrp/BOYAmt066895
IRS990/TotalAssetsGrp/EOYAmt0266335
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0360287
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033777
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0130459
IRS990/TotalFunctionalExpensesGrp/TotalAmt0164236
IRS990/TotalGrossUBIAmt02627
IRS990/TotalLiabilitiesBOYAmt03573
IRS990/TotalLiabilitiesEOYAmt03135
IRS990/TotalLiabilitiesGrp/BOYAmt03573
IRS990/TotalLiabilitiesGrp/EOYAmt03135
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt063322
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0263200
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt019453
IRS990/TotalProgramServiceExpensesAmt0130459
IRS990/TotalProgramServiceRevenueAmt01200
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01200
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0364114
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02627
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt066895
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0266335
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02045
IRS990/TravelGrp/ProgramServicesAmt03186
IRS990/TravelGrp/TotalAmt05231
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt063322
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0214471
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01428 MAIN ST
IRS990/USAddress/CityNm0SHELBYVILLE
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040065
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.EXCELLERFUND.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA THEWES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08179997250
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EXCELLER FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0752937532
ReturnHeader/Filer/PhoneNum08179997250
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1422
ReturnHeader/Filer/USAddress/CityNm0BATAVIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060510
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08172ACDE18098D3458F92292B0D38967CE018800
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08172ACDE18098D3458F92292B0D38967CE018800
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.136.131.163
ReturnHeader/FilingSecurityInformation/IPDt02019-05-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:36:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832022835
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANTROM TAX SERVICELLC
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/PreparationDt02019-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER M COUPAL CPA
ReturnHeader/ReturnTs02019-05-23T08:02:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$266,335
Liabilities
$3,135
Net assets
$263,200
Revenue
$364,114
Expenses
$164,236
Net income
$199,878
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