Civic Intelligence

Xcelerate Women

990EZ • Fiscal year 2017 • EIN 82-1200543

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 05, 2018

220 NW 8th AvenuePortland, OR 97209

(510) 725-9291

Siviq Scores

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

Liabilities / Assets

90th percentile

0.52x

Higher debt load relative to assets than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

0.06x

Higher debt load relative to revenue than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

54th percentile

5.3%

Higher net margin than 54% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

87th percentile

$31,917

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 23.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$15,364

No earlier filing loaded for comparison.

Net Assets

$7,364

No earlier filing loaded for comparison.

Liabilities

$8,000

No earlier filing loaded for comparison.

Revenue

$138,880

No earlier filing loaded for comparison.

Expenses

$131,516

No earlier filing loaded for comparison.

Net Income

$7,364

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2017: $15,364Liabilities 2017: $8,000Net Assets 2017: $7,3642017Assets 2018: $152,646Liabilities 2018: $0Net Assets 2018: $152,6462018Assets 2019: $85,969Liabilities 2019: $0Net Assets 2019: $85,9692019Assets 2020: $182,937Liabilities 2020: $59,500Net Assets 2020: $123,4372020Assets 2021: $211,616Liabilities 2021: $64,969Net Assets 2021: $146,6472021Assets 2022: $246,571Liabilities 2022: $0Net Assets 2022: $246,5712022Assets 2023: $141,514Liabilities 2023: $292Net Assets 2023: $141,2222023Assets 2024: $155,664Liabilities 2024: $7,142Net Assets 2024: $148,5222024

Highlighted filing

2017

Assets$15,364
Liabilities$8,000
Net Assets$7,364

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2017: $138,880Expenses 2017: $131,516Net Income 2017: $7,3642017Revenue 2018: $420,389Expenses 2018: $275,107Net Income 2018: $145,2822018Revenue 2019: $290,398Expenses 2019: $357,075Net Income 2019: -$66,6772019Revenue 2020: $239,769Expenses 2020: $202,301Net Income 2020: $37,4682020Revenue 2021: $309,742Expenses 2021: $286,532Net Income 2021: $23,2102021Revenue 2022: $472,454Expenses 2022: $372,530Net Income 2022: $99,9242022Revenue 2023: $325,972Expenses 2023: $431,321Net Income 2023: -$105,3492023Revenue 2024: $450,105Expenses 2024: $446,092Net Income 2024: $4,0132024

Highlighted filing

2017

Revenue$138,880
Expenses$131,516
Net Income$7,364
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 5, 2018
Return Version
2017v2.2
Gross Receipts
$138,880
Mission and Program Overview

Mission

Provide supportive services to growing women entrepeneurs in Oregon.

FUND WOMEN ENTREPRENEURS

Program Services

DescriptionGrantsExpenses
SUPPORT WOMEN ENTREPRENEURS.$0$130,421
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RENEE SHADEDeputy DirectorFT$31,167$750$31,917
ROBIN KLEMM PHDExecutive DirectorPT$17,708-$17,708
JUDITH M HUTCHISONDirector Of LendingPT$0--
NATALIE SUNDELEAF SEPTDirector Of Government AffairsPT$0--
PAIGE HENDRIX BUCKNERBoard Member-$0--
GENEVIEVE LEMARCHALBoard Member-$0--
ASTRID SCHOLZBoard Member-$0--
MARA ZEPEDABoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Xxcelerate
EIN
82-1200543
Phone
5107259291
Address
220 NW 8TH AVENUE, PORTLAND, OR 97209

Signing Officer

Name
Paige Hendrix Buckner
Title
Board Secretary
Phone
5107259291
Signed
2018-06-05
Discuss with paid preparer
Yes

Preparer

Firm
Mccoy Foat & Company Cpas Pc
Address
1800 BLANKENSHIP ROAD SUITE 430, WEST LINN, OR 97068
Preparer
Sherri Ness
Phone
5036501040
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 1.

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

Description: advertising and marketing. Amount: 5,423. Description: bank charges and fees. Amount: 345. Description: dues and subscriptions. Amount: 3,078. Description: meals and entertainment. Amount: 421. Description: office supplies and software. Amount: 7. Description: other business expenses. Amount: 34. Description: registration fees. Amount: 633. Description: travel. Amount: 1,172. Description: payroll taxes. Amount: 5,395. Total to form 990-ez, line 16: 16,508.

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

Description: loan from m. Zepeda. Beg. Of year amount: 0. End of year amount: 8,000.

Raw XML Appendix180 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RENEE SHADE
IRS990EZ/BooksInCareOfDetail/PhoneNum05107259291
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O CATALYST LAW 4380 SW MACADAM
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0AVE STE 190
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097239
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015364
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0138879
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt07364
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt060133
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015364
IRS990EZ/GrossReceiptsAmt0138880
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LoansToFromOfficersAmt08000
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd01
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07364
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07364
IRS990EZ/OccupancyRentUtltsAndMaintAmt05250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt017708
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt131167
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt1750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBIN KLEMM PHD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RENEE SHADE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JUDITH M HUTCHISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NATALIE SUNDELEAF SEPT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAIGE HENDRIX BUCKNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GENEVIEVE LEMARCHAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ASTRID SCHOLZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARA ZEPEDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DEPUTY DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR OF LENDING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR OF GOVERNMENT AFFAIRS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt016508
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FUND WOMEN ENTREPRENEURS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT WOMEN ENTREPRENEURS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0130421
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt049625
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08000
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0131516
IRS990EZ/TotalProgramServiceExpensesAmt0130421
IRS990EZ/TotalRevenueAmt0138880
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.XXCELERATEFUND.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0138879
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0138879
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0138879
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0138879
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0138879
IRS990ScheduleA/TotalSupportAmt0138879
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt08000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0NONPROFIT START-UP
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt08000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0MARA ZEPEDA
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0BOARD MEMBER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt08000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVERTISING AND MARKETING. AMOUNT: 5,423. DESCRIPTION: BANK CHARGES AND FEES. AMOUNT: 345. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 3,078. DESCRIPTION: MEALS AND ENTERTAINMENT. AMOUNT: 421. DESCRIPTION: OFFICE SUPPLIES AND SOFTWARE. AMOUNT: 7. DESCRIPTION: OTHER BUSINESS EXPENSES. AMOUNT: 34. DESCRIPTION: REGISTRATION FEES. AMOUNT: 633. DESCRIPTION: TRAVEL. AMOUNT: 1,172. DESCRIPTION: PAYROLL TAXES. AMOUNT: 5,395. TOTAL TO FORM 990-EZ, LINE 16: 16,508.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: LOAN FROM M. ZEPEDA. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 8,000.
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 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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAIGE HENDRIX BUCKNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05107259291
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0XXCELERATE
ReturnHeader/Filer/BusinessNameControlTxt0XXCE
ReturnHeader/Filer/EIN0821200543
ReturnHeader/Filer/PhoneNum05107259291
ReturnHeader/Filer/USAddress/AddressLine1Txt0220 NW 8TH AVENUE
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097209
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09CB2F7F7FEB66B988047A339B5A8BB27381654C5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0510ADE71867B61C71532FFF4B2918353E424DE98
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.225.143.254
ReturnHeader/FilingSecurityInformation/IPDt02018-06-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:38:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931320850
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCCOY FOAT & COMPANY CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01800 BLANKENSHIP ROAD SUITE 430
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST LINN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097068
ReturnHeader/PreparerPersonGrp/PhoneNum05036501040
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERRI NESS
ReturnHeader/ReturnTs02018-06-05T17:45:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings