Civic Intelligence

Ohio Excels

990 • Fiscal year 2018 • EIN 83-1391462

Jul 30, 2018 to Dec 31, 2018 • Filed on Aug 12, 2019

Organization ProfileOHIOEXCELS.ORG

View Organization Page

41 S High Street No 2240Columbus, OH 43215

(614) 668-9471

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

76th percentile

$68,750

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

$719,914

No earlier filing loaded for comparison.

Net Assets

$719,914

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin97th percentile

Revenue

$851,248

No earlier filing loaded for comparison.

Expenses

$131,334

No earlier filing loaded for comparison.

Net Income

$719,914

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2018: $719,914Liabilities 2018: $0Net Assets 2018: $719,9142018Assets 2019: $854,899Liabilities 2019: $0Net Assets 2019: $854,8992019Assets 2020: $1,840,407Liabilities 2020: $0Net Assets 2020: $1,840,4072020Assets 2021: $2,406,252Liabilities 2021: $0Net Assets 2021: $2,406,2522021Assets 2022: $2,155,943Liabilities 2022: $0Net Assets 2022: $2,155,9432022Assets 2023: $1,813,195Liabilities 2023: $0Net Assets 2023: $1,813,1952023Assets 2024: $2,219,952Liabilities 2024: $0Net Assets 2024: $2,219,9522024

Highlighted filing

2018

Assets$719,914
Liabilities$0
Net Assets$719,914
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $851,248Expenses 2018: $131,334Net Income 2018: $719,9142018Revenue 2019: $905,294Expenses 2019: $770,309Net Income 2019: $134,9852019Revenue 2020: $1,801,149Expenses 2020: $815,640Net Income 2020: $985,5092020Revenue 2021: $1,666,485Expenses 2021: $1,100,640Net Income 2021: $565,8452021Revenue 2022: $1,635,765Expenses 2022: $1,886,074Net Income 2022: -$250,3092022Revenue 2023: $1,186,564Expenses 2023: $1,529,312Net Income 2023: -$342,7482023Revenue 2024: $2,038,736Expenses 2024: $1,631,979Net Income 2024: $406,7572024

Highlighted filing

2018

Revenue$851,248
Expenses$131,334
Net Income$719,914
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 30, 2018 to Dec 31, 2018
Signed
Aug 12, 2019
Return Version
2018v3.1
Gross Receipts
$851,248
Mission and Program Overview

Mission

To provide an informed business perspective to help improve and transform ohio's education system so that it better prepares students to meet the demands of our evolving economy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$0$717,748▲ $717,748
Cash and Non-Interest-Bearing Accounts$0$2,166▲ $2,166
Total Assets$0$719,914▲ $719,914
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$0$719,914▲ $719,914
Total Net Assets Fund Balance$0$719,914▲ $719,914
Total Liabilities and Net Assets / Fund Balance$0$719,914▲ $719,914
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa GrayPresidentFT$68,750$68,750

Board Members and Trustees

NameTitle
Joseph RomanDirector/chairman
Alex FischerDirector
Daniel PetersDirector
Patrick TiberiDirector
Gary LindgrenDirector/secretary
Stephen LyonsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$850,000
Program Service Revenue
$0
Investment Income
$1,248
Other Revenue
$0
All Other Contributions
$850,000
Change in Net Assets
$719,914
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$104,873
Other Expenses$26,461
Total Fundraising Expense$21,058
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$41,250$10,312$17,188$68,750
Other Salaries and Wages$26,935--$26,935
Payroll Taxes$5,984$905$1,508$8,397
Fees for Services Accounting$3,822$4,098-$7,920
Occupancy$5,207$787$1,312$7,306
Fees for Services Legal$2,879--$2,879
Fees for Services Management-$2,100-$2,100
Office Expenses$1,335$202$337$1,874
Travel$947--$947
Other Employee Benefits$564$85$142$791
Other Expenses$305$47$78$430
Fees for Services Other-$259-$259
Total Functional Expenses$91,185$19,091$21,058$131,334
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 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
Yes
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

“Members of the board review the 990 prior to filing.”

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

“Annually, each board member must disclose any financial interest and related material facts to the other directors. After disclosure and any further discussion with the directors, the interested party is required to leave the governing board while a determination of conflict of interest is discussed and voted upon. All meeting duscussions are recorded in the minutes of the governing board.”

Form 990, Part VI, Section B, Line 15

“During the initial board meeting, amounts for compensation were proposed based on industry averages. These proposed amounts were then voted on by board members. The discussions during this meeting were recorded in the board minutes.”

Form 990, Part VI, Section C, Line 18

“The organization makes all documents available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are available for public inspection at the organization's office, 41 s. High st #2240 columbus, oh 43215”

Filing and Contact Details

Filer

Filer Name
Ohio Excels
EIN
83-1391462
Phone
6146689471
Address
41 S HIGH STREET NO 2240, COLUMBUS, OH 43215

Signing Officer

Name
Lisa Gray
Title
President
Phone
6146689471
Signed
2019-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Gray
Formed
2018
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
3
Volunteers
0

Preparer

Firm
Clark Schaefer Hackett & Co
Address
4449 EASTON WAY SUITE 400, COLUMBUS, OH 43219
Preparer
Jane E Pfeifer
Phone
6148852208
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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION BEGAN IN OCTOBER OF 2018, HAVING ONLY 3 MONTHS OF ACTIVITY BEFORE THE END OF THE FISCAL AND CALENDAR YEAR.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS OF THE BOARD REVIEW THE 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY, EACH BOARD MEMBER MUST DISCLOSE ANY FINANCIAL INTEREST AND RELATED MATERIAL FACTS TO THE OTHER DIRECTORS. AFTER DISCLOSURE AND ANY FURTHER DISCUSSION WITH THE DIRECTORS, THE INTERESTED PARTY IS REQUIRED TO LEAVE THE GOVERNING BOARD WHILE A DETERMINATION OF CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. ALL MEETING DUSCUSSIONS ARE RECORDED IN THE MINUTES OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DURING THE INITIAL BOARD MEETING, AMOUNTS FOR COMPENSATION WERE PROPOSED BASED ON INDUSTRY AVERAGES. THESE PROPOSED AMOUNTS WERE THEN VOTED ON BY BOARD MEMBERS. THE DISCUSSIONS DURING THIS MEETING WERE RECORDED IN THE BOARD MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ALL DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S OFFICE, 41 S. HIGH ST #2240 COLUMBUS, OH 43215
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0719914
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt091185
IRS990/TotalReportableCompFromOrgAmt068750
IRS990/TotalRevenueGrp/ExclusionAmt01248
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0851248
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0719914
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0947
IRS990/TravelGrp/TotalAmt0947
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UnrestrictedNetAssetsGrp/BOYAmt00
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0719914
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0COLUMBUS
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043215
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0OHIOEXCELS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA GRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06146689471
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OHIO EXCELS
ReturnHeader/Filer/BusinessNameControlTxt0OHIO
ReturnHeader/Filer/EIN0831391462
ReturnHeader/Filer/PhoneNum06146689471
ReturnHeader/Filer/USAddress/AddressLine1Txt041 S HIGH STREET NO 2240
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043215
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId043193D7E285FBB46672E0D2F2EDCC06EAB8A5FE8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.121.64.228
ReturnHeader/FilingSecurityInformation/IPDt02019-08-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm017:01:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310800053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04449 EASTON WAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043219
ReturnHeader/PreparerPersonGrp/PhoneNum06148852208
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE E PFEIFER
ReturnHeader/ReturnTs02019-08-22T08:54:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-30
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$719,914
Liabilities
$0
Net assets
$719,914
Revenue
$851,248
Expenses
$131,334
Net income
$719,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.00$2.22$2.04$1.63$0.41
2023Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$1.19$1.53$0.34
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.00$2.16$1.64$1.89$0.25
2021Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$1.67$1.10$0.57
2020Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$1.80$0.82$0.99
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.91$0.77$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.85$0.13$0.72