Civic Intelligence

Empowered for Excellence Behavioral Health Club

EIN 81-4044030 • 501(c)3 • Toledo, OH

Pub. 78 Eligible

Profile

The mission of empowered for excellence, inc. Is to provide comprehensive and compassionate, integrated mental health and substance abuse services which are client-focused and culturally inclusive to fulfill personal goals.

3170 W Central Avenue Suite BToledo, OH 43606

efebhoh.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

80th percentile

0.53x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.34x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

79th percentile

28%

Higher net margin than 79% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

98th percentile

189%

Faster asset growth than 98% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

73rd percentile

22%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Up

$5,381,111

Up $434,365 (+8.8%) from 2023

Liabilities

Down

$2,008,942

Down $168,821 (-7.8%) from 2023

Net Assets

Up

$3,372,169

Up $603,186 (+22%) from 2023

Revenue

Down

$5,485,877

Down $543,088 (-9.0%) from 2023

Expenses

Down

$4,882,690

Down $177,140 (-3.5%) from 2023

Net Income

Down

$603,187

Down $365,948 (-38%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2017: $221,357Liabilities 2017: $150,000Net Assets 2017: $71,3572017Assets 2018: $501,324Liabilities 2018: $88,772Net Assets 2018: $412,5522018Assets 2019: $750,898Liabilities 2019: $337,323Net Assets 2019: $413,5752019Assets 2020: $1,116,666Liabilities 2020: $883,821Net Assets 2020: $232,8452020Assets 2021: $1,319,451Liabilities 2021: $343,106Net Assets 2021: $976,3452021Assets 2022: $3,816,652Liabilities 2022: $2,016,805Net Assets 2022: $1,799,8472022Assets 2023: $4,946,746Liabilities 2023: $2,177,763Net Assets 2023: $2,768,9832023Assets 2024: $5,381,111Liabilities 2024: $2,008,942Net Assets 2024: $3,372,1692024

Highlighted filing

2024

Assets$5,381,111
Liabilities$2,008,942
Net Assets$3,372,169

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2017: $2,423,135Expenses 2017: $2,351,778Net Income 2017: $71,3572017Revenue 2018: $6,765,443Expenses 2018: $6,424,247Net Income 2018: $341,1962018Revenue 2019: $4,845,332Expenses 2019: $4,844,309Net Income 2019: $1,0232019Revenue 2020: $3,873,825Expenses 2020: $4,137,407Net Income 2020: -$263,5822020Revenue 2021: $4,888,575Expenses 2021: $4,130,239Net Income 2021: $758,3362021Revenue 2022: $5,988,325Expenses 2022: $4,331,840Net Income 2022: $1,656,4852022Revenue 2023: $6,028,965Expenses 2023: $5,059,830Net Income 2023: $969,1352023Revenue 2024: $5,485,877Expenses 2024: $4,882,690Net Income 2024: $603,1872024

Highlighted filing

2024

Revenue$5,485,877
Expenses$4,882,690
Net Income$603,187

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$5,485,877
Mission and Program Overview

Mission

The mission of empowered for excellence, inc. Is to provide comprehensive and compassionate, integrated mental health and substance abuse services which are client-focused and culturally inclusive to fulfill personal goals.

The mission of empowered for excellence, inc. Is to provide comprehensive, compassionate, integrated mental health and substance abuse services which are client-focused and culturally inclusive to fulfill personal goals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,737,683$2,627,332▼ $110,351
Investments in Publicly Traded Securities$1,000,000$1,000,000→ $0
Cash and Non-Interest-Bearing Accounts$800,195$833,225▲ $33,030
Accounts Receivable$286,748$797,635▲ $510,887
Prepaid Expenses and Deferred Charges$122,120$122,919▲ $799
Total Assets$4,946,746$5,381,111▲ $434,365
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,705,334$1,608,882▼ $96,452
Other Liabilities$117,849$333,748▲ $215,899
Accounts Payable and Accrued Expenses$354,580$66,312▼ $288,268
Total Liabilities$2,177,763$2,008,942▼ $168,821
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,768,983$3,372,169▲ $603,186
Total Net Assets Fund Balance$2,768,983$3,372,169▲ $603,186
Total Liabilities and Net Assets / Fund Balance$4,946,746$5,381,111▲ $434,365

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,529,451$229,133$2,758,584
Equipment$97,881$110,652$208,533
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jonathon JamesPresidentFT$390,599$390,599

Board Members and Trustees

NameTitle
Cedric M BrockBoard Member
Gene ParkerBoard Member
Keith a RobinsonBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$168,230
Program Service Revenue
$5,263,604
Investment Income
$54,043
Other Revenue
$0
All Other Contributions
$168,230
Change in Net Assets
$603,187
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,689,979
Other Expenses$1,192,711
Total Fundraising Expense$18,681
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,750,780$85,099$10,246$2,846,125
Current Officers, Directors, Trustees, and Key Employees$332,009$52,340$6,250$390,599
Payroll Taxes$247,855$7,668$923$256,446
Occupancy$146,941$97,961-$244,902
Other Employee Benefits$190,215$5,885$709$196,809
Fees for Services Other$64,405$75,008-$139,413
Office Expenses$102,329$30,912-$133,241
Depreciation Depletion$93,800$16,551-$110,351
Interest$74,348--$74,348
Insurance$38,372$6,772-$45,144
Travel$33,864$691-$34,555
All Other Expenses$8,423$9,292-$17,715
Other Expenses$3,068$11,131-$11,131
Advertising-$553$553$1,106
Total Functional Expenses$4,448,971$415,038$18,681$4,882,690
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$215,899
Loc Genoa Bank$117,849
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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, Page 6, Part VI, Line 11B

Form 990 is circulated to board members and approved by board members prior to submission.

Form 990, Page 6, Part VI, Line 15A

It is the policy of the board of directors to meet at least quarterly to fulfill the full responsibilities of agency governance. As scheduled, the board of directors will conduct annual reviews to include the chief executive officer performance and compensation.

Form 990, Page 6, Part VI, Line 19

Governing documents are available on request along with guidestar online.

Filing and Contact Details

Filer

Filer Name
Empowered for Excellence Inc
EIN
81-4044030
Phone
4192051748
Address
3170 W CENTRAL AVENUE SUITE B, TOLEDO, OH 43606

Signing Officer

Name
Jonathon James
Title
President
Phone
4192051748
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathon James
Formed
2016
Legal Domicile
Oh
Voting Board Members
4
Independent Board Members
4
Employees
36

Preparer

Firm
Demarco & Associates Cpas LLC
Address
845 COMMERCE DR, PERRYSBURG, OH 43551
Preparer
Leslie a Demarco CPA Cfe
Phone
4199310250
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of empowered for excellence, inc. Is to provide comprehensive and compassionate, integrated mental health and substance abuse services which are client-focused and culturally inclusive to fulfill personal goals.

Form 990, Part XI, Line 9

Book / tax depreciation difference -1

Raw XML Appendix391 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF EMPOWERED FOR EXCELLENCE, INC. IS TO PROVIDE COMPREHENSIVE AND COMPASSIONATE, INTEGRATED MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES WHICH ARE CLIENT-FOCUSED AND CULTURALLY INCLUSIVE TO FULFILL PERSONAL GOALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS CIRCULATED TO BOARD MEMBERS AND APPROVED BY BOARD MEMBERS PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IT IS THE POLICY OF THE BOARD OF DIRECTORS TO MEET AT LEAST QUARTERLY TO FULFILL THE FULL RESPONSIBILITIES OF AGENCY GOVERNANCE. AS SCHEDULED, THE BOARD OF DIRECTORS WILL CONDUCT ANNUAL REVIEWS TO INCLUDE THE CHIEF EXECUTIVE OFFICER PERFORMANCE AND COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE ON REQUEST ALONG WITH GUIDESTAR ONLINE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOOK / TAX DEPRECIATION DIFFERENCE -1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESLIE A DEMARCO CPA CFE
ReturnHeader/ReturnTs02025-05-14T13:53:43-04:00
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ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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