Civic Intelligence

Ohio Excels

990 • Fiscal year 2022 • EIN 83-1391462

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 10, 2023

41 S High Street 2245Columbus, OH 43215

(614) 897-0431

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

17th percentile

-15%

Higher net margin than 17% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

96th percentile

$347,036

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

19th percentile

-10%

Faster asset growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

37th percentile

-1.8%

Faster revenue growth than 37% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$2,155,943

Down $250,309 (-10%) from 2021

Net Assets

Down

$2,155,943

Down $250,309 (-10%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$1,635,765

Down $30,720 (-1.8%) from 2021

Expenses

Up

$1,886,074

Up $785,434 (+71%) from 2021

Net Income

Down

-$250,309

Down $816,154 (-144%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$2,155,943
Liabilities$0
Net Assets$2,155,943

Operations Trend

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

2022

Revenue$1,635,765
Expenses$1,886,074
Net Income-$250,309
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 10, 2023
Return Version
2022v5.0
Gross Receipts
$1,635,765
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$2,286,452$1,894,715▼ $391,737
Cash and Non-Interest-Bearing Accounts$119,800$261,228▲ $141,428
Total Assets$2,406,252$2,155,943▼ $250,309
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,386,252$2,155,943▼ $230,309
Net Assets With Donor Restrictions$20,000$0▼ $20,000
Total Net Assets Fund Balance$2,406,252$2,155,943▼ $250,309
Total Liabilities and Net Assets / Fund Balance$2,406,252$2,155,943▼ $250,309
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa GrayPresident/secretaryFT$337,325$9,711$347,036
Kevin DuffVice President of Policy & ResearchFT$145,642$4,612$150,254
Donna AndersonTreasurerFT$70,740$11,709$82,449

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Education First Consulting LLCResearch & AnalysisPO BOX 22871, Seattle, WA 98122-0871$231,875
Revenue and Support

Revenue Composition

Contributions and Grants
$1,567,865
Program Service Revenue
$66,438
Investment Income
$1,273
Other Revenue
$189
All Other Contributions
$1,567,865
Change in Net Assets
$-250,309

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,515,765
Revenue Not Reported on Financial Statements
$120,000
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$120,000
Total Revenue per Audited Statements
$1,515,765
Total Revenue per Form 990
$1,635,765
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,047,598
Salaries, Compensation, and Employee Benefits$718,476
Grants and Similar Amounts Paid$120,000
Total Fundraising Expense$21,787
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$644,381--$644,381
Current Officers, Directors, Trustees, and Key Employees$290,876$123,070$15,539$429,485
Other Salaries and Wages$185,745$21,541$3,565$210,851
Grants to Domestic Orgs$120,000--$120,000
Conferences and Meetings$103,193$1,322$222$104,737
Office Expenses$26,333$27,924-$54,257
Payroll Taxes$30,820$9,211$1,217$41,248
Occupancy$17,107$17,107-$34,214
Other Employee Benefits$26,353$5,705$754$32,812
Fees for Services Accounting-$14,870-$14,870
Travel$12,581$225$370$13,176
Other Expenses$3,832$3,035-$6,867
All Other Expenses-$4,819-$4,819
Insurance-$4,346-$4,346
Pension Plan Contributions$3,049$911$120$4,080
Fees for Services Legal-$2,326-$2,326
Total Functional Expenses$1,618,028$246,259$21,787$1,886,074

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,886,074
Expenses per Audited Statements$1,766,074
Total Expenses per Audited Statements$1,766,074
Expenses Not Reported on Financial Statements$120,000
Other Expense Adjustments$120,000
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Columbus PartnershipColumbus, OH501(c)(3)Organizational Support$120,000
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
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
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

The 990 is reviewed by governing officers prior to submitting with the irs.

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 #2245 columbus, oh 43215

Filing and Contact Details

Filer

Filer Name
Ohio Excels
EIN
83-1391462
Phone
6148970431
Address
41 S HIGH STREET 2245, COLUMBUS, OH 43215

Signing Officer

Name
Lisa Gray
Title
President
Phone
6148970431
Signed
2023-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Gray
Formed
2018
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
10
Employees
5
Volunteers
11

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 644,381. Management and general expenses 0. Fundraising expenses 0. Total expenses 644,381.

FORM 990, PART XII, LINE 2C:

The process has not changed from the prior year.

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Grants netted against contributions 120,000.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Grants netted against contributions 120,000.

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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05705
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt026353
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032812
IRS990/OtherExpensesGrp/Desc0COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc1PARKING
IRS990/OtherExpensesGrp/Desc2TECHNOLOGY/TELECOMMUNIC
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07975
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11872
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23035
IRS990/OtherExpensesGrp/ProgramServicesAmt0147336
IRS990/OtherExpensesGrp/ProgramServicesAmt1805
IRS990/OtherExpensesGrp/ProgramServicesAmt25617
IRS990/OtherExpensesGrp/ProgramServicesAmt33832
IRS990/OtherExpensesGrp/TotalAmt0147336
IRS990/OtherExpensesGrp/TotalAmt18780
IRS990/OtherExpensesGrp/TotalAmt27489
IRS990/OtherExpensesGrp/TotalAmt36867
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0189
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0189
IRS990/OtherRevenueTotalAmt0189
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03565
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt021541
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0185745
IRS990/OtherSalariesAndWagesGrp/TotalAmt0210851
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01217
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09211
IRS990/PayrollTaxesGrp/ProgramServicesAmt030820
IRS990/PayrollTaxesGrp/TotalAmt041248
IRS990/PensionPlanContributionsGrp/FundraisingAmt0120
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0911
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03049
IRS990/PensionPlanContributionsGrp/TotalAmt04080
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LISA GRAY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0BILLABLE EXPENDITURE R
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt066438
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt066438
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01665189
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01296
IRS990/PYOtherExpensesAmt0450450
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0565845
IRS990/PYSalariesCompEmpBnftPaidAmt0650190
IRS990/PYTotalExpensesAmt01100640
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01666485
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-250309
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt066438
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02286452
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01894715
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01567865
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01665189
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01796980
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0896189
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0850000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06776223
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01273
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01296
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04169
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09105
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01248
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017091
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt066438
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0189
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0189
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt01335135
IRS990ScheduleA/SubstantialContributorsTotAmt05441088
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01567865
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01665189
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01796980
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0896189
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0850000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06776223
IRS990ScheduleA/TotalSupportAmt06793503
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/ExpensesNotRptFinclStmtAmt0120000
IRS990ScheduleD/ExpensesSubtotalAmt01766074
IRS990ScheduleD/OtherExpensesNotIncludedAmt0120000
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0120000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0120000
IRS990ScheduleD/RevenueSubtotalAmt01515765
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GRANTS NETTED AGAINST CONTRIBUTIONS 120,000.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1GRANTS NETTED AGAINST CONTRIBUTIONS 120,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01886074
IRS990ScheduleD/TotalRevenuePerForm990Amt01635765
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01515765
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01766074
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0120000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ORGANIZATIONAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE COLUMBUS PARTNERSHIP
IRS990ScheduleI/RecipientTable/RecipientEIN0020580058
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0150 S FRONT ST STE 200
IRS990ScheduleI/RecipientTable/USAddress/CityNm0COLUMBUS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043215
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0337325
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1145642
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10

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