Civic Intelligence

Ohio Excels

990 • Fiscal year 2024 • EIN 83-1391462

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 11, 2025

Organization ProfileWWW.OHIOEXCELS.ORG

View Organization Page

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

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

73rd percentile

20%

Higher net margin than 73% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

96th percentile

$397,639

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 19.5% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

80th percentile

22%

Faster asset growth than 80% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

72%

Faster revenue growth than 87% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,219,952

Up $406,757 (+22%) from 2023

Net Assets

Up

$2,219,952

Up $406,757 (+22%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin73rd percentile

Revenue

Up

$2,038,736

Up $852,172 (+72%) from 2023

Expenses

Up

$1,631,979

Up $102,667 (+6.7%) from 2023

Net Income

Up

$406,757

Up $749,505 (+219%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2024

Assets$2,219,952
Liabilities$0
Net Assets$2,219,952
Open 2024 Filing

Operations Trend

Revenue Growth87th 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

2024

Revenue$2,038,736
Expenses$1,631,979
Net Income$406,757
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$2,038,736
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$1,739,638$2,090,753▲ $351,115
Cash and Non-Interest-Bearing Accounts$73,557$129,199▲ $55,642
Total Assets$1,813,195$2,219,952▲ $406,757
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,813,195$2,219,952▲ $406,757
Total Net Assets Fund Balance$1,813,195$2,219,952▲ $406,757
Total Liabilities and Net Assets / Fund Balance$1,813,195$2,219,952▲ $406,757
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa GrayPresident/secretaryFT$338,032$59,607$397,639
Kevin DuffExecutive Vice PresidentFT$168,216$35,834$204,050
Cassandra PalsgroveDirector of K-12 Education PolicyFT$131,250$30,658$161,908
Madison YoderDirector of DevelopmentFT$109,725$16,273$125,998
Donna AndersonTreasurerFT$85,790$15,403$101,193

Board Members and Trustees

NameTitle
Patrick TiberiBoard Chairman
Baiju ShahDirector
Beverly BeeryDirector
Daniel PetersDirector
Fabian T PadamadanDirector
Gary LindgrenDirector
Kenny McdonaldDirector
Mary Beth MartinDirector
Theodore AdamsDirector
Tim MillerDirector
Roland MedranoDirector (until March)
Margie Wright McgowanDirector (until October)
Revenue and Support

Revenue Composition

Contributions and Grants
$1,977,813
Program Service Revenue
$33,750
Investment Income
$26,283
Other Revenue
$890
All Other Contributions
$1,943,550
Change in Net Assets
$406,757

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,038,736
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,038,736
Total Revenue per Form 990
$2,038,736
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,053,984
Other Expenses$577,995
Total Fundraising Expense$100,349
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$533,652$105,688$63,542$702,882
Fees for Services Other$225,730$4,201-$229,931
Other Salaries and Wages$131,406$26,025$15,647$173,078
Conferences and Meetings$154,027--$154,027
Other Employee Benefits$81,039$16,050$9,649$106,738
Payroll Taxes$44,422$8,798$5,289$58,509
Occupancy$18,897$18,897-$37,794
Travel$20,888-$1,167$22,055
Fees for Services Accounting-$18,661-$18,661
Pension Plan Contributions$9,701$1,921$1,155$12,777
Information Technology$5,333$4,957-$10,290
Insurance-$4,542-$4,542
Office Expenses$765$1,130-$1,895
Other Expenses$583$1,014$3,900$1,597
Fees for Services Legal-$313-$313
All Other Expenses-$243-$243
Total Functional Expenses$1,309,404$222,226$100,349$1,631,979

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,631,979
Total Expenses per Audited Statements$1,631,979
Total Expenses per Form 990$1,631,979
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
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 the president/secretary, executive vice president, and the treasurer 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
2025-11-11
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
12

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 0. Management and general expenses 1,991. Fundraising expenses 0. Total expenses 1,991. Consulting fees: program service expenses 225,730. Management and general expenses 2,210. Fundraising expenses 0. Total expenses 227,940.”

FORM 990, PART XII, LINE 2C:

“The overight process has not changed from the prior year.”

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR (UNTIL MARCH)
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF K-12 EDUCATION POLICY
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF DEVELOPMENT
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IRS990/MissionDesc0TO 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.
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0OHIO EXCELS MEETS THE 10% FACTS AND CIRCUMSTANCES ANALYSIS UNDER TREASURY REGULATIONS 1.170A-9(F)(3) FOR THE FOLLOWING REASONS:BENEFITS TO THE GENERAL PUBLIC:OHIO EXCELS IS COMMITTED TO HELPING IMPROVE EDUCATION FOR EVERY STUDENT. OHIO EXCELS HAS BEEN AT THE FOREFRONT OF MEANINGFUL IMPROVEMENTS TO OUR EDUCATION AND WORKFORCE SYSTEMS AND CONTINUES TO FOCUS ON ENSURING FUTURE SUCCESS FOR ALL OHIO YOUTH BY IMPROVING PK16 EDUCATION IN THE STATE. WITH DEEP EDUCATION EXPERTISE, OHIO EXCELS USES A COMBINATION OF PERFORMANCE DATA AND RESEARCH, URGENT IMPLEMENTATION OF BEST PRACTICES AND SUPPORTS, AND A STEADFAST COMMITMENT TO IMPROVEMENT TO SHAPE ITS WORK.GOVERNING BODY:THE BOARD OF OHIO EXCELS IS VOLUNTEER BASED, COMPRISED OF A CROSS SECTION OF UNRELATED INDIVIDUALS FROM THE STATE OF OHIO. THE INDIVIDUALS ON THE BOARD ARE SELECTED BASED ON THEIR VARIED SKILL SETS, REPRESENTING MULTIPLE REGIONS AND PROFESSIONS FROM VARYING INDUSTRIES INCLUDING PRIVATELY HELD BUSINESSES, THE CHARITABLE SECTOR, AND PUBLIC COMPANIES. ATTRACTION OF PUBLIC SUPPORT:OHIO EXCELS HAS ONLY BEEN IN EXISTENCE SINCE 2018. EARLY ON, IT RECEIVED SIGNIFICANT START-UP FUNDS FROM A FEW SOURCES. IT HAS BEEN WORKING HARD TO EXPAND ITS FUNDRAISING EFFORTS TO BE MORE BROAD-BASED. THE IMPACT OF COVID-19 IN THE EARLY YEARS OF OHIO EXCELS DEVELOPMENT MADE IT DIFFICULT FOR THE ORGANIZATION TO RECEIVE A BROAD BASE OF PUBLIC SUPPORT. OHIO EXCELS IS EXPANDING ITS FUNDRAISING EFFORTS TO OBTAIN MORE CONTRIBUTIONS FROM A WIDER RANGE OF SUPPORTERS. THE NUMBER OF FUNDERS HAS GROWN FROM JUST FIVE IN 2019 TO MORE THAN 30 THROUGH 2024, WHICH HAS BEEN INCREASING THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE OVER TIME. WITH SOME ADDITIONAL TIME, OHIO EXCELS BELIEVES IT WILL MEET THE 33 1/3% SUPPORT TEST.CONCLUSION:BASED ON THE ABOVE FACTORS, OHIO EXCELS MEETS THE FACTS AND CIRCUMSTANCES TEST FOR A PUBLIC CHARITY UNDER SECTION CODE SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) AND THE REGULATIONS THEREUNDER.
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Filings

Displayed year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,219,952
Liabilities
$0
Net assets
$2,219,952
Revenue
$2,038,736
Expenses
$1,631,979
Net income
$406,757
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