Civic Intelligence

Pathway Excel Foundation

990 • Fiscal year 2022 • EIN 84-4540881

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 08, 2023

719 Colony LaneFrankfort, IL 60423

(708) 821-7094

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

45th percentile

1.9%

Higher net margin than 45% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

82nd percentile

$10,000

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

58th percentile

20%

Faster revenue growth than 58% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$39,540

Up $4,085 (+12%) from 2021

Net Assets

Up

$39,540

Up $4,085 (+12%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$217,465

Up $35,668 (+20%) from 2021

Expenses

Up

$213,380

Up $66,674 (+45%) from 2021

Net Income

Down

$4,085

Down $31,006 (-88%) from 2021

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2020: $364Liabilities 2020: $0Net Assets 2020: $3642020Assets 2021: $35,455Liabilities 2021: $0Net Assets 2021: $35,4552021Assets 2022: $39,540Liabilities 2022: $0Net Assets 2022: $39,5402022Assets 2023: $10,705Liabilities 2023: $0Net Assets 2023: $10,7052023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2022

Assets$39,540
Liabilities$0
Net Assets$39,540

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2020: $400Expenses 2020: $36Net Income 2020: $3642020Revenue 2021: $181,797Expenses 2021: $146,706Net Income 2021: $35,0912021Revenue 2022: $217,465Expenses 2022: $213,380Net Income 2022: $4,0852022Revenue 2023: $215Expenses 2023: $29,050Net Income 2023: -$28,8352023Revenue 2024: $0Expenses 2024: $10,705Net Income 2024: -$10,7052024

Highlighted filing

2022

Revenue$217,465
Expenses$213,380
Net Income$4,085
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 8, 2023
Return Version
2022v4.1
Gross Receipts
$217,465
Mission and Program Overview

Mission

To develop educational programs and experiences to improve the quality of life of underserved and disadvantaged audiences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$35,455$39,540▲ $4,085
Total Assets$35,455$39,540▲ $4,085
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$35,455$39,540▲ $4,085
Total Net Assets Fund Balance$35,455$39,540▲ $4,085
Total Liabilities and Net Assets / Fund Balance$35,455$39,540▲ $4,085
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
James OliverPresidentPT$10,000$10,000
Revenue and Support

Revenue Composition

Contributions and Grants
$217,465
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$4,085
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$186,694
Other Expenses$16,686
Salaries, Compensation, and Employee Benefits$10,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$186,694--$186,694
Current Officers, Directors, Trustees, and Key Employees$10,000--$10,000
Fees for Services Management$10,000--$10,000
Office Expenses$6,256--$6,256
Fees for Services Accounting$420--$420
Fees for Services Legal$10--$10
Total Functional Expenses$213,380$0$0$213,380
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cottage House---$110,475
Higher Ground---$75,059
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
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Pathway Excel Foundation
EIN
84-4540881
Address
719 COLONY LANE, FRANKFORT, IL 60423

Signing Officer

Name
James Oliver
Title
President
Phone
7088217094
Signed
2023-02-08

Organization Details

Principal Officer
James Oliver
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
Kolodziej Eisen & Fey
Address
10061 W LINCOLN HWY, FRANKFORT, IL 60423
Preparer
Kevin Rumbaugh
Phone
8154691361
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

ADMINISTRATIVE

Raw XML Appendix238 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO DEVELOP EDUCATIONAL PROGRAMS AND EXPERIENCES TO IMPROVE THE QUALITY OF LIFE OF UNDERSERVED AND DISADVANTAGED AUDIENCES.
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PATHWAY EXCEL FOUNDATION
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0PATHWAY EXCEL FOUNDATION
IRS990/BooksInCareOfDetail/PhoneNum07088217094
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0719 COLONY LANE
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0719 COLONY LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0FRANKFORT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060423
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt035455
IRS990/CashNonInterestBearingGrp/EOYAmt039540
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt010000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt010000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0217465
IRS990/CYGrantsAndSimilarPaidAmt0186694
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt016686
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt04085
IRS990/CYSalariesCompEmpBnftPaidAmt010000
IRS990/CYTotalExpensesAmt0213380
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0217465
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO DEVELOP EDUCATIONAL PROGRAMS AND EXPERIENCES
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0420
IRS990/FeesForServicesAccountingGrp/TotalAmt0420
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt010
IRS990/FeesForServicesLegalGrp/TotalAmt010
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt010000
IRS990/FeesForServicesManagementGrp/TotalAmt010000
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES OLIVER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt010000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GovernmentGrantsAmt0217465
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0186694
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0186694
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0217465
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO DEVELOP EDUCATIONAL PROGRAMS AND EXPERIENCES TO IMPROVE THE QUALITY OF LIFE OF UNDERSERVED AND DISADVANTAGED AUDIENCES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt035455
IRS990/NetAssetsOrFundBalancesEOYAmt039540
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt035455
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt039540
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt06256
IRS990/OfficeExpensesGrp/TotalAmt06256
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JAMES OLIVER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ADMINISTRATIVE
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0213380
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0186694
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0181797
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0142163
IRS990/PYOtherExpensesAmt04543
IRS990/PYRevenuesLessExpensesAmt035091
IRS990/PYTotalExpensesAmt0146706
IRS990/PYTotalRevenueAmt0181797
IRS990/ReconcilationRevenueExpnssAmt04085
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0217465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0181797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0399662
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0399662
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0217465
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0181797
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0400
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0399662
IRS990ScheduleA/TotalSupportAmt0399662
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt075059
IRS990ScheduleI/RecipientTable/CashGrantAmt1110475
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HIGHER GROUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1COTTAGE HOUSE
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATIVE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt035455
IRS990/TotalAssetsEOYAmt039540
IRS990/TotalAssetsGrp/BOYAmt035455
IRS990/TotalAssetsGrp/EOYAmt039540
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0217465
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0213380
IRS990/TotalFunctionalExpensesGrp/TotalAmt0213380
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt035455
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt039540
IRS990/TotalOtherProgSrvcExpenseAmt0213380
IRS990/TotalOtherProgSrvcGrantAmt0186694
IRS990/TotalProgramServiceExpensesAmt0213380
IRS990/TotalReportableCompFromOrgAmt010000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0217465
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt035455
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt039540
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0719 COLONY LANE
IRS990/USAddress/CityNm0FRANKFORT
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060423
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES OLIVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07088217094
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATHWAY EXCEL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PATH
ReturnHeader/Filer/EIN0844540881
ReturnHeader/Filer/USAddress/AddressLine1Txt0719 COLONY LANE
ReturnHeader/Filer/USAddress/CityNm0FRANKFORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060423
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364267168
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOLODZIEJ EISEN & FEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010061 W LINCOLN HWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKFORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060423
ReturnHeader/PreparerPersonGrp/PhoneNum08154691361
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN RUMBAUGH
ReturnHeader/ReturnTs02023-02-09T15:08:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OLIVER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings