Civic Intelligence

The Exceller Fund Inc

990 • Fiscal year 2020 • EIN 75-2937532

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 29, 2021

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

70th percentile

0.05x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.09x

Higher debt load relative to revenue than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

29th percentile

-8.7%

Higher net margin than 29% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

41st percentile

-0.3%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

-4.3%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$250,094

Down $808 (-0.3%) from 2019

Net Assets

Down

$237,338

Down $12,135 (-4.9%) from 2019

Liabilities

Up

$12,756

Up $11,327 (+793%) from 2019

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin29th percentile

Revenue

Down

$139,013

Down $6,245 (-4.3%) from 2019

Expenses

Down

$151,148

Down $7,837 (-4.9%) from 2019

Net Income

Up

-$12,135

Up $1,592 (+12%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2020

Assets$250,094
Liabilities$12,756
Net Assets$237,338
Open 2020 Filing

Operations Trend

Revenue Growth59th 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

2020

Revenue$139,013
Expenses$151,148
Net Income-$12,135
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 29, 2021
Return Version
2020v4.1
Gross Receipts
$139,013
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$190,218$168,145▼ $22,073
Cash and Non-Interest-Bearing Accounts$40,684$61,949▲ $21,265
Pledges and Grants Receivable$20,000$20,000→ $0
Total Assets$250,902$250,094▼ $808
Liabilities
Accounts Payable and Accrued Expenses$1,429$12,756▲ $11,327
Total Liabilities$1,429$12,756▲ $11,327
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$206,633$181,687▼ $24,946
Net Assets With Donor Restrictions$42,840$55,651▲ $12,811
Total Net Assets Fund Balance$249,473$237,338▼ $12,135
Total Liabilities and Net Assets / Fund Balance$250,902$250,094▼ $808
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Gary ContessaPresident
Barbara PooleDirector
Brian ZipseDirector
Cory WilliamsDirector
Haldis McevoyDirector
Mike MullaneyDirector
Susan VailDirector
Angela ThewesSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$136,081
Program Service Revenue
$0
Investment Income
$2,932
Other Revenue
$0
All Other Contributions
$136,081
Change in Net Assets
$-12,135
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$123,647
Salaries, Compensation, and Employee Benefits$27,501
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$12,794$12,794-$25,588
Occupancy-$6,948-$6,948
Office Expenses-$3,551-$3,551
Travel-$2,491-$2,491
Other Expenses$2,326$2,080-$2,080
Payroll Taxes-$1,913-$1,913
Advertising-$1,750-$1,750
Insurance$321$592-$913
Fees for Services Accounting-$400-$400
Fees for Services Other-$305-$305
All Other Expenses-$64-$64
Total Functional Expenses$118,260$32,888$0$151,148
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
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
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
2021-03-29
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
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD OF DIRECTORS REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION EXAMINES EACH VENDOR FOR A CONFLICT-OF-INTEREST BFORE CONTRACTING FOR WORK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS AVAILABLE FROM ORGANIZATION AT REQUEST OF DONEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REGULAR REVIEWS BY BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0250902
IRS990/TotalAssetsEOYAmt0250094
IRS990/TotalAssetsGrp/BOYAmt0250902
IRS990/TotalAssetsGrp/EOYAmt0250094
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0136081
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032888
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0118260
IRS990/TotalFunctionalExpensesGrp/TotalAmt0151148
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01429
IRS990/TotalLiabilitiesEOYAmt012756
IRS990/TotalLiabilitiesGrp/BOYAmt01429
IRS990/TotalLiabilitiesGrp/EOYAmt012756
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0249473
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0237338
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt07801
IRS990/TotalProgramServiceExpensesAmt0118260
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02932
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0139013
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0250902
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0250094
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02491
IRS990/TravelGrp/TotalAmt02491
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA THEWES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08179997250
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-29
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/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/PreparationDt02021-03-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER M COUPAL CPA
ReturnHeader/ReturnTs02021-04-14T08:23:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANGELA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0THEWES
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$250,094
Liabilities
$12,756
Net assets
$237,338
Revenue
$139,013
Expenses
$151,148
Net income
-$12,135
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