Civic Intelligence

Ohio Excels

990 • Fiscal year 2019 • EIN 83-1391462

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 30, 2020

Organization ProfileOHIOEXCELS.ORG

View Organization Page

41 S High Street No 2245Columbus, 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.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

98th percentile

$318,133

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 35.1% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

76th percentile

19%

Faster asset growth than 76% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

55th percentile

6.3%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$854,899

Up $134,985 (+19%) from 2018

Net Assets

Up

$854,899

Up $134,985 (+19%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin71st percentile

Revenue

Up

$905,294

Up $54,046 (+6.3%) from 2018

Expenses

Up

$770,309

Up $638,975 (+487%) from 2018

Net Income

Down

$134,985

Down $584,929 (-81%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

2019

Assets$854,899
Liabilities$0
Net Assets$854,899
Open 2019 Filing

Operations Trend

Revenue Growth55th percentile

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

2019

Revenue$905,294
Expenses$770,309
Net Income$134,985
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 30, 2020
Return Version
2019v5.1
Gross Receipts
$905,294
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$717,748$847,308▲ $129,560
Cash and Non-Interest-Bearing Accounts$2,166$7,591▲ $5,425
Total Assets$719,914$854,899▲ $134,985
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$719,914$854,899▲ $134,985
Total Net Assets Fund Balance$719,914$854,899▲ $134,985
Total Liabilities and Net Assets / Fund Balance$719,914$854,899▲ $134,985
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa GrayPresidentFT$277,333$40,800$318,133
Kevin DuffDirector of Policy and ResearchFT$105,417$8,870$114,287

Board Members and Trustees

NameTitle
Joseph RomanDirector/chairman
Alex FischerDirector
Daniel PetersDirector
Margie Wright McgowanDirector
Mary Beth MartinDirector
Patrick TiberiDirector
Randell McshepardDirector
Theodore AdamsDirector
Gary LindgrenDirector/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$896,189
Program Service Revenue
$0
Investment Income
$9,105
Other Revenue
$0
All Other Contributions
$896,189
Change in Net Assets
$134,985

Audited Revenue Reconciliation

Revenue per Audited Statements
$905,294
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$905,294
Total Revenue per Form 990
$905,294
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$534,899
Other Expenses$235,410
Total Fundraising Expense$79,850
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$236,823$135,822$59,775$432,420
Fees for Services Other$65,177$12,000-$77,177
Other Salaries and Wages$35,145$20,155$8,871$64,171
Travel$60,213--$60,213
Occupancy$24,376$14,035$5,909$44,320
Payroll Taxes$15,507$8,894$3,914$28,315
Fees for Services Accounting-$20,119-$20,119
Pension Plan Contributions$5,473$3,139$1,381$9,993
Office Expenses-$7,055-$7,055
Insurance-$2,889-$2,889
Fees for Services Legal-$1,879-$1,879
Conferences and Meetings$591$1,036-$1,627
Other Expenses-$183-$183
Total Functional Expenses$443,305$247,154$79,850$770,309

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$770,309
Total Expenses per Audited Statements$770,309
Total Expenses per Form 990$770,309
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Audit committee
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
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 2245, COLUMBUS, OH 43215

Signing Officer

Name
Lisa Gray
Title
President
Phone
6146689471
Signed
2020-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Gray
Formed
2018
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
9

Preparer

Firm
Clark Schaefer Hackett & Co
Address
4449 EASTON WAY SUITE 400, COLUMBUS, OH 43219
Preparer
Jane E Pfeifer
Phone
6148852208
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other professional: program service expenses 65,177. Management and general expenses 12,000. Fundraising expenses 0. Total expenses 77,177.”

Part XII, Line 2C

“The board has voted upon the use of a independent accounting firm to conduct a first year audit in 2019.”

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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/GrossInvestmentIncome170Grp/TotalAmt010353
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0176194
IRS990ScheduleA/SubstantialContributorsTotAmt01569995
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0896189
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0850000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01746189
IRS990ScheduleA/TotalSupportAmt01756542
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0770309
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0905294
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0770309
IRS990ScheduleD/TotalRevenuePerForm990Amt0905294
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0905294
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0770309
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0277333
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount027500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt013300
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LISA GRAY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0318133
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
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/ExplanationTxt5OTHER PROFESSIONAL: PROGRAM SERVICE EXPENSES 65,177. MANAGEMENT AND GENERAL EXPENSES 12,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 77,177.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD HAS VOTED UPON THE USE OF A INDEPENDENT ACCOUNTING FIRM TO CONDUCT A FIRST YEAR AUDIT IN 2019.
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 B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0719914
IRS990/TotalAssetsEOYAmt0854899
IRS990/TotalAssetsGrp/BOYAmt0719914
IRS990/TotalAssetsGrp/EOYAmt0854899
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0896189
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt079850
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0247154
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0443305
IRS990/TotalFunctionalExpensesGrp/TotalAmt0770309
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0719914
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0854899
IRS990/TotalOtherCompensationAmt022170
IRS990/TotalProgramServiceExpensesAmt0443305
IRS990/TotalReportableCompFromOrgAmt0410250
IRS990/TotalRevenueGrp/ExclusionAmt09105
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0905294
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0719914
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0854899
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt060213
IRS990/TravelGrp/TotalAmt060213
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt041 S HIGH STREET NO 2245
IRS990/USAddress/CityNm0COLUMBUS
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043215
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0OHIOEXCELS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA GRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06146689471
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-30

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$854,899
Liabilities
$0
Net assets
$854,899
Revenue
$905,294
Expenses
$770,309
Net income
$134,985
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