Civic Intelligence

Pathway Excel Foundation

990 • Fiscal year 2023 • EIN 84-4540881

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 11, 2024

Organization Profile
719 Colony LaneFrankfort, IL 60423

(708) 821-7094

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$10,705

Down $28,835 (-73%) from 2022

Net Assets

Down

$10,705

Down $28,835 (-73%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Down

$215

Down $217,250 (-100%) from 2022

Expenses

Down

$29,050

Down $184,330 (-86%) from 2022

Net Income

Down

-$28,835

Down $32,920 (-806%) from 2022

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

2023

Assets$10,705
Liabilities$0
Net Assets$10,705
Open 2023 Filing

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

2023

Revenue$215
Expenses$29,050
Net Income-$28,835
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 11, 2024
Return Version
2023v4.0
Gross Receipts
$215
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$39,540$10,705▼ $28,835
Total Assets$39,540$10,705▼ $28,835
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$39,540$10,705▼ $28,835
Total Net Assets Fund Balance$39,540$10,705▼ $28,835
Total Liabilities and Net Assets / Fund Balance$39,540$10,705▼ $28,835
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
James OliverPresidentPT$14,500$14,500
Revenue and Support

Revenue Composition

Contributions and Grants
$215
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$215
Change in Net Assets
$-28,835
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$14,500
Other Expenses$13,140
Grants and Similar Amounts Paid$1,410
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$14,500--$14,500
Fees for Services Management$12,000--$12,000
Grants to Domestic Orgs$1,410--$1,410
Travel$670--$670
Fees for Services Accounting$445--$445
Fees for Services Legal$15--$15
Office Expenses$10--$10
Total Functional Expenses$29,050$0$0$29,050
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
2024-03-11

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
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO DEVELOP EDUCATIONAL PROGRAMS AND EXPERIENCES TO IMPROVE THE QUALITY OF LIFE OF UNDERSERVED AND DISADVANTAGED AUDIENCES.
IRS990/AllOtherContributionsAmt0215
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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
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IRS990/CompensationProcessOtherInd0false
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IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0215
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IRS990/CYOtherExpensesAmt013140
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IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0445
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IRS990/FeesForServicesLegalGrp/ProgramServicesAmt015
IRS990/FeesForServicesLegalGrp/TotalAmt015
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt012000
IRS990/FeesForServicesManagementGrp/TotalAmt012000
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES OLIVER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt014500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01410
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01410
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0215
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/NetAssetsOrFundBalancesBOYAmt039540
IRS990/NetAssetsOrFundBalancesEOYAmt010705
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt039540
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010705
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt010
IRS990/OfficeExpensesGrp/TotalAmt010
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JAMES OLIVER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ADMINISTRATIVE
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt029050
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt01410
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0217465
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0186694
IRS990/PYOtherExpensesAmt016686
IRS990/PYRevenuesLessExpensesAmt04085
IRS990/PYSalariesCompEmpBnftPaidAmt010000
IRS990/PYTotalExpensesAmt0213380
IRS990/PYTotalRevenueAmt0217465
IRS990/ReconcilationRevenueExpnssAmt0-28835
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0215
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0217465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0181797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0399877
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0399877
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0215
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0217465
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0181797
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0400
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0399877
IRS990ScheduleA/TotalSupportAmt0399877
IRS990/ScheduleBRequiredInd0false
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/TotalAssetsBOYAmt039540
IRS990/TotalAssetsEOYAmt010705
IRS990/TotalAssetsGrp/BOYAmt039540
IRS990/TotalAssetsGrp/EOYAmt010705
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0215
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IRS990/TotalFunctionalExpensesGrp/TotalAmt029050
IRS990/TotalGrossUBIAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt039540
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IRS990/TotalOtherProgSrvcExpenseAmt029050
IRS990/TotalOtherProgSrvcGrantAmt01410
IRS990/TotalProgramServiceExpensesAmt029050
IRS990/TotalReportableCompFromOrgAmt014500
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0215
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt039540
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010705
IRS990/TravelGrp/ProgramServicesAmt0670
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060423
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07088217094
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-11
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ReturnHeader/Filer/BusinessNameControlTxt0PATH
ReturnHeader/Filer/EIN0844540881
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ReturnHeader/Filer/USAddress/ZIPCd060423
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364267168
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010061 W LINCOLN HWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKFORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060423
ReturnHeader/PreparerPersonGrp/PhoneNum08154691361
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN RUMBAUGH
ReturnHeader/ReturnTs02024-03-13T13:13:58-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OLIVER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,705
Liabilities
$0
Net assets
$10,705
Revenue
$215
Expenses
$29,050
Net income
-$28,835
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.11$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.00$0.29$0.29
2022Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$2.17$2.13$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.82$1.47$0.35
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00