Civic Intelligence

Excel Chartiable Foundation

EIN 90-0197321 • 501(c)3 • Chicago, IL

Profile

The mission of Excel Charitable Foundation is to develop and execute programs that promote development for the youth in the areas of academics, Health, social engagement and civic awareness. Leveraging the resources of our partnerships, we will offer these and other programs to enrich the lives, encourage growth and promote the empowerment of all citizens in our service area.

9246 S NormalChicago, IL 60620

www.

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

53rd percentile

0.02x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

45th percentile

1.4%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

66th percentile

19%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$534,006

Down $41,977 (-7.3%) from 2022

Liabilities

Up

$3,383

Up $836 (+33%) from 2022

Net Assets

Down

$530,623

Down $42,813 (-7.5%) from 2022

Revenue

Down

$58,936

Down $31,546 (-35%) from 2022

Expenses

Up

$101,749

Up $19,142 (+23%) from 2022

Net Income

Down

-$42,813

Down $50,688 (-644%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $706,520Liabilities 2011: $285,832Net Assets 2011: $420,6882011Assets 2012: $691,630Liabilities 2012: $261,058Net Assets 2012: $430,5732012Assets 2013: $717,640Liabilities 2013: $254,066Net Assets 2013: $463,5742013Assets 2014: $861,347Liabilities 2014: $235,857Net Assets 2014: $625,4902014Assets 2015: $849,146Liabilities 2015: $212,182Net Assets 2015: $636,9652015Assets 2016: $805,113Liabilities 2016: $198,043Net Assets 2016: $607,0692016Assets 2017: $721,985Liabilities 2017: $122,467Net Assets 2017: $599,5182017Assets 2018: $613,468Liabilities 2018: $16,882Net Assets 2018: $596,5862018Assets 2019: $573,003Liabilities 2019: $2,694Net Assets 2019: $570,3092019Assets 2020: $528,630Liabilities 2020: $2,277Net Assets 2020: $526,3532020Assets 2021: $568,184Liabilities 2021: $2,624Net Assets 2021: $565,5602021Assets 2022: $575,983Liabilities 2022: $2,547Net Assets 2022: $573,4362022Assets 2023: $534,006Liabilities 2023: $3,383Net Assets 2023: $530,6232023

Highlighted filing

2023

Assets$534,006
Liabilities$3,383
Net Assets$530,623

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $78,825Expenses 2011: $85,924Net Income 2011: -$7,0992011Revenue 2012: $79,163Expenses 2012: $71,144Net Income 2012: $8,0192012Revenue 2013: $92,434Expenses 2013: $59,433Net Income 2013: $33,0012013Revenue 2014: $198,543Expenses 2014: $61,421Net Income 2014: $137,1222014Revenue 2015: $123,046Expenses 2015: $69,768Net Income 2015: $53,2782015Revenue 2016: $47,640Expenses 2016: $77,535Net Income 2016: -$29,8952016Revenue 2017: $80,827Expenses 2017: $88,378Net Income 2017: -$7,5512017Revenue 2018: $80,432Expenses 2018: $83,364Net Income 2018: -$2,9322018Revenue 2019: $55,702Expenses 2019: $81,979Net Income 2019: -$26,2772019Revenue 2020: $23,350Expenses 2020: $68,290Net Income 2020: -$44,9402020Revenue 2021: $97,811Expenses 2021: $58,605Net Income 2021: $39,2062021Revenue 2022: $90,482Expenses 2022: $82,607Net Income 2022: $7,8752022Revenue 2023: $58,936Expenses 2023: $101,749Net Income 2023: -$42,8132023

Highlighted filing

2023

Revenue$58,936
Expenses$101,749
Net Income-$42,813

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 16, 2024
Return Version
2023v6.0
Gross Receipts
$82,633
Mission and Program Overview

Mission

The mission of XLCAPA is to develop and execute programs that promote development for the youth in the area of academics, health, social engagement and civil awareness. Leveraging the resources of our partners, we will offer these and other programs to enrich the lives, encourage growth and promote the empowerment of the citizens in our service area.

The mission of Excel Charitable Foundation is to develop and execute programs that promote development for the youth in the areas of academics, Health, social engagement and civic awareness. Leveraging the resources of our partnerships, we will offer these and other programs to enrich the lives, encourage growth and promote the empowerment of all citizens in our service area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$411,332$363,479▼ $47,853
Savings and Temporary Cash Investments$137,917$159,825▲ $21,908
Pledges and Grants Receivable$21,817$10,702▼ $11,115
Prepaid Expenses and Deferred Charges$4,917--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$575,983$534,006▼ $41,977
Liabilities
Accounts Payable and Accrued Expenses$1,000$1,536▲ $536
Deferred Revenue$1,547$1,500▼ $47
Other Liabilities-$347-
Total Liabilities$2,547$3,383▲ $836
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$573,436$530,623▼ $42,813
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$573,436$530,623▼ $42,813
Total Liabilities and Net Assets / Fund Balance$575,983$534,006▼ $41,977

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$140,096$108,000-
Other Land Buildings$0$12,163-
Land$117,810--
Equipment$0$800-
Leasehold Improvements$105,573$441,157-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Anthony RichardPresident
Andre SmithBoard Member
Bernard ScavellaBoard Member
Charles HarperBoard Member
John LaneBoard Member
Maceco ThompsonBoard Member
Steven WolfeBoard Member
Theodore JojnsonBoard Member
Vance BonnerBoard Member
Jordan McMillanSecretary
Gregory GilmoreTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$79,435
Program Service Revenue
$0
Investment Income
$970
Other Revenue
$-21,469
Change in Net Assets
$-42,813
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$87,122
Grants and Similar Amounts Paid$14,627
Total Fundraising Expense$13,602
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion-$33,497-$33,497
Occupancy-$26,498-$26,498
Other Expenses$0$3,280$13,602$13,602
Grants to Domestic Individuals$10,600--$10,600
Grants to Domestic Orgs$4,027--$4,027
Information Technology-$3,316-$3,316
Insurance-$2,569-$2,569
Travel-$2,000-$2,000
Fees for Services Other$1,249--$1,249
All Other Expenses-$1,111-$1,111
Total Functional Expenses$15,876$72,271$13,602$101,749
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Labor Day Breakfast$17,310$17,310$452$16,858
Event 2-$0-$0
Total Events$17,310$17,310$13,602$3,708
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
Yes
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

Part VI, Line 19

We will provide this information upon request. Request can be made at either 8236 South Western Chicago, Illinois 60620 or by phone at 312-758-0366.

Part VI, Line 1A

Increased the Board from 9 members to 11.

Part VI, Line 4

Increased the size of the Board from 9 to 11 members

Filing and Contact Details

Filer

Filer Name
Excel Chartiable Foundation
EIN
90-0197321
Phone
3127580366
Address
9246 S Normal, Chicago, IL 60620

Signing Officer

Name
Gregory Gilmore
Title
Treasure
Phone
3127580366
Signed
2024-11-16

Organization Details

Principal Officer
Anthony Richard
Formed
1992
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
50
Supplemental Narrative

Additional Explanations

Part III, Line 4D

Fund include our alpha walk and other charitable giving.

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IRS990/PYRevenuesLessExpensesAmt0116346
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0116346
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-42813
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-21469
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0137917
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0159825
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt079435
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0109144
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt097751
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt023303
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt068922
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0378555
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03198
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03084
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt060
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt043
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05090
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011475
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03198
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03084
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt060
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt043
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05090
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011475
IRS990ScheduleA/InvestmentIncomeCYPct00.02940
IRS990ScheduleA/InvestmentIncomePYPct00.03520
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97060
IRS990ScheduleA/PublicSupportPY509Pct00.96480
IRS990ScheduleA/PublicSupportTotal509Amt0378555
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt079435
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0109144
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt097751
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt023303
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt068922
IRS990ScheduleA/Total509Grp/TotalAmt0378555
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt082633
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0112228
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt097811
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt023346
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt074012
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0390030
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0140096
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0108000
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0248096
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0800
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0800
IRS990ScheduleD/LandGrp/BookValueAmt0117810
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0117810
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0105573
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0441157
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0546730
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt012163
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt012163
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0363479
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0We award donations to organizations directly and are usually present.
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt1We award donations to organizations directly and are usually present.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 2
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013602
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Labor Day Breakfast
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt010900
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017310
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017310
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017310
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017310
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03708
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0452
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0452
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02250
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02250
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fund include our alpha walk and other charitable giving.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1We will provide this information upon request. Request can be made at either 8236 South Western Chicago, Illinois 60620 or by phone at 312-758-0366.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Increased the Board from 9 members to 11.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Increased the size of the Board from 9 to 11 members
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI, Line 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI, Line 4
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0575983
IRS990/TotalAssetsEOYAmt0534006
IRS990/TotalAssetsGrp/BOYAmt0575983

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