Civic Intelligence

Excalibur Foundation

990 • Fiscal year 2021 • EIN 94-6068860

Jan 01, 2021 to Dec 31, 2021 • Filed on May 13, 2022

Organization ProfileN/A
PO Box 8737Kentwood, MI 49508

(616) 262-7368

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

1st percentile

-318%

Higher net margin than 1% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

50th percentile

9.8%

Faster asset growth than 50% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

32nd percentile

-1.1%

Faster revenue growth than 32% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$667,966

Up $59,366 (+9.8%) from 2020

Net Assets

Up

$667,966

Up $59,366 (+9.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin1st percentile

Revenue

Down

$12,609

Down $141 (-1.1%) from 2020

Expenses

Up

$52,694

Up $26,509 (+101%) from 2020

Net Income

Down

-$40,085

Down $26,650 (-198%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$800K$600K$400K$200K$0Assets 2011: $319,798Liabilities 2011: $24,1502011Assets 2012: $363,376Liabilities 2012: $20,5002012Assets 2013: $449,722Liabilities 2013: $02013Assets 2014: $467,481Liabilities 2014: $02014Assets 2015: $435,180Liabilities 2015: $02015Assets 2016: $466,720Liabilities 2016: $02016Assets 2017: $513,384Liabilities 2017: $02017Assets 2018: $460,160Liabilities 2018: $02018Assets 2019: $516,816Liabilities 2019: $02019Assets 2020: $608,600Liabilities 2020: $0Net Assets 2020: $608,6002020Assets 2021: $667,966Liabilities 2021: $0Net Assets 2021: $667,9662021Assets 2022: $515,521Liabilities 2022: $0Net Assets 2022: $515,5212022Assets 2023: $572,632Liabilities 2023: $0Net Assets 2023: $572,6322023

Highlighted filing

2021

Assets$667,966
Liabilities$0
Net Assets$667,966
Open 2021 Filing

Operations Trend

Revenue Growth32nd percentile

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

$100K$50K$0-$50KRevenue 2011: $9,826Expenses 2011: $8,638Net Income 2011: $1,1882011Revenue 2012: $3,650Expenses 2012: $8,121Net Income 2012: -$4,4712012Revenue 2013: $18,425Expenses 2013: $10,909Net Income 2013: $7,5162013Revenue 2014: $11,250Expenses 2014: $18,979Net Income 2014: -$7,7292014Revenue 2015: $31,000Expenses 2015: $23,704Net Income 2015: $7,2962015Revenue 2016: $23,341Expenses 2016: $17,421Net Income 2016: $5,9202016Revenue 2017: $27,750Expenses 2017: $33,484Net Income 2017: -$5,7342017Revenue 2018: $32,350Expenses 2018: $25,724Net Income 2018: $6,6262018Revenue 2019: $32,380Expenses 2019: $31,347Net Income 2019: $1,0332019Revenue 2020: $12,750Expenses 2020: $26,185Net Income 2020: -$13,4352020Revenue 2021: $12,609Expenses 2021: $52,694Net Income 2021: -$40,0852021Revenue 2022: $11,639Expenses 2022: $57,388Net Income 2022: -$45,7492022Revenue 2023: $19,951Expenses 2023: $14,690Net Income 2023: $5,2612023

Highlighted filing

2021

Revenue$12,609
Expenses$52,694
Net Income-$40,085
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 13, 2022
Return Version
2021v4.0
Gross Receipts
$12,609
Mission and Program Overview

Mission

To underwrite and support the charitable activities of the loyal knights of the round table service club. These activities include supporting activites and helping to fund further the college education for youth, train youth and adults in the qualities and duties of responsible citizenship, promoting the physical and mental health of youth and senior citizens and assist persons with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$593,892$653,352▲ $59,460
Cash and Non-Interest-Bearing Accounts$14,708$14,614▼ $94
Total Assets$608,600$667,966▲ $59,366
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$608,600$667,966▲ $59,366
Total Net Assets Fund Balance$608,600$667,966▲ $59,366
Total Liabilities and Net Assets / Fund Balance$608,600$667,966▲ $59,366
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
John Dan Dk Smoot IiiChairman
Robert Leo EikermannVice-chairma
Barbara SarwarDirector
Donald OosterhouseDirector
John CallahanDirector
John HoghaugDirector
Orville KensokDirector
William MulloolyDirector
Harold J MastSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$2,600
Program Service Revenue
$0
Investment Income
$10,009
Other Revenue
$0
All Other Contributions
$2,600
Change in Net Assets
$-40,085
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$52,500
Other Expenses$194
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$36,250--$36,250
Grants to Domestic Individuals$16,250--$16,250
Office Expenses$194--$194
Total Functional Expenses$52,694$0$0$52,694
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Various Non-profit Organizations---$36,250
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
Yes
Audit committee
No
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
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

“Excalibur foundation's process to have the form 990 reviewed by the directors involves having the executive director complete the 990 and send it in to the irs. The form 990 is made available to the full board of the excalibur foundation at the next board meeting. 2021 schedule o will be made available to foundation board meeting of may 6, 2022.”

Form 990, Page 6, Part VI, Line 19

“Occurs by word of mouth to all invited to participate in monthly meetings of the individual loyal knights of the round table. All documents will be made available to anyone who requests a copy.”

Filing and Contact Details

Filer

Filer Name
Excalibur Foundation
EIN
94-6068860
Phone
6162627368
Address
PO BOX 8737, KENTWOOD, MI 49508

Signing Officer

Name
Harold J Mast
Title
Secretary/treasurer
Phone
6162627368
Signed
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harold J Mast
Formed
1952
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
1

Preparer

Firm
Schmidt Koning Villarreal & Assoc LLC
Address
750 FRONT AVE NW SUITE 315, GRAND RAPIDS, MI 49504-4400
Preparer
Miles V Schmidt CPA
Phone
6167420400
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To underwrite and support the charitable activities of the loyal knights of the round table service club. These activities include supporting activites and helping to fund further the college education for youth, train youth and adults in the qualities and duties of responsible citizenship, promoting the physical and mental health of youth and senior citizens and assist persons with disabilities.”

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SINCE THE ONLY SUPPORTED ORGANIZATION IS LOYAL KNIGHTS OF THE ROUND TABLE INTERNATIONAL AS MENTIONED ON SCHEDULE A, PART I, LINE 12, (I)(A). THE LOYAL KNIGHTS OF THE ROUND TABLE INTERNATIONAL WAS FORMED IN 1922 AS A CHARITABLE ORGANIZATION TO SUPPORT EFFORTS OF COMMUNITY NON-PROFITS IN VARIOUS CITIES THROUGH VOLUNTEER HELP BY THE MEMBERS, AS WELL AS CHARITABLE GIVING TO THEIR CAUSES. THIS EFFORT WAS INCREASED AND EXPANDED WITH THE FORMATION OF THE EXCALIBUR FOUNDATION IN 1952 AS THE ORGANIZATION WHICH WOULD MORE DIRECTLY HELP WITH THE EFFORTS TO EDUCATE YOUTH, TRAIN YOUTH IN RESPONSIBLE CITIZENSHIP ACTIVITIES, PROMOTE THE MENTAL AND PHYSICAL HEALTH OF YOUTH, AND TO ASSIST PERSONS WITH DEVELOPMENTAL DISABILITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ARE CARRIED OUT BY THE TREASURER/SECRETARY WHO MONITORS EXPENSES OF OUR CHARITABLE AWARDS AS WELL AS OUR INDEPENDENT CPA AUDITOR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2IS TO ELECT THE DIRECTORS OF EXCALIBUR FOUNDATION, AND THE DIRECTORS DECIDE HOW THE FUNDS ARE INVESTED IN VARIOUS PLACES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3C
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION D, LINE 3
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt052500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LOYAL KNIGHTS OF THE ROUND TABLE INTN'L
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IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt052500
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt016250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990ScheduleI/RecipientTable/CashGrantAmt036250
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS NON-PROFIT ORGANIZATIONS
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE EXCALIBUR FOUNDATION PROVIDES SCHOLARSHIPS TO NEEDY STUDENTS IN THERAPY FIELDS OF STUDY. EACH TABLE SOLICITS STUDENTS TO APPLY FOR THESE FUNDS, AND THE INDIVIDUAL TABLES SELECT STUDENTS WHO FIT THE CRITERIA AND RECOMMEND TO THE BOARD OF TRUSTEES OF THE EXCALIBUR FOUNDATION A PARTICULAR STUDENT OR STUDENTS WHO CAN RECEIVE UP TO MAXIMUM OF 5,000. THE TABLE HAS THE DISCRETION OF USING THE ALLOCATED 5,000 FOR ONE OR MORE STUDENTS, BUT IN NO CASE CAN THEY USE MORE THAN THE 5,000 ALLOCATED FROM EXCALUBUR FOUNDATION FOR THIS PROGRAM.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
IRS990ScheduleI/Total501c3OrgCnt014
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO UNDERWRITE AND SUPPORT THE CHARITABLE ACTIVITIES OF THE LOYAL KNIGHTS OF THE ROUND TABLE SERVICE CLUB. THESE ACTIVITIES INCLUDE SUPPORTING ACTIVITES AND HELPING TO FUND FURTHER THE COLLEGE EDUCATION FOR YOUTH, TRAIN YOUTH AND ADULTS IN THE QUALITIES AND DUTIES OF RESPONSIBLE CITIZENSHIP, PROMOTING THE PHYSICAL AND MENTAL HEALTH OF YOUTH AND SENIOR CITIZENS AND ASSIST PERSONS WITH DISABILITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXCALIBUR FOUNDATION'S PROCESS TO HAVE THE FORM 990 REVIEWED BY THE DIRECTORS INVOLVES HAVING THE EXECUTIVE DIRECTOR COMPLETE THE 990 AND SEND IT IN TO THE IRS. THE FORM 990 IS MADE AVAILABLE TO THE FULL BOARD OF THE EXCALIBUR FOUNDATION AT THE NEXT BOARD MEETING. 2021 SCHEDULE O WILL BE MADE AVAILABLE TO FOUNDATION BOARD MEETING OF MAY 6, 2022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OCCURS BY WORD OF MOUTH TO ALL INVITED TO PARTICIPATE IN MONTHLY MEETINGS OF THE INDIVIDUAL LOYAL KNIGHTS OF THE ROUND TABLE. ALL DOCUMENTS WILL BE MADE AVAILABLE TO ANYONE WHO REQUESTS A COPY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0608600
IRS990/TotalAssetsEOYAmt0667966
IRS990/TotalAssetsGrp/BOYAmt0608600
IRS990/TotalAssetsGrp/EOYAmt0667966
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02600
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt052694
IRS990/TotalFunctionalExpensesGrp/TotalAmt052694
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0608600
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0667966
IRS990/TotalProgramServiceExpensesAmt052694
IRS990/TotalRevenueGrp/ExclusionAmt010009
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012609
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0608600
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0667966
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04914 CURWOOD AVE SE
IRS990/USAddress/CityNm0KENTWOOD
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd0495084818
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HAROLD J MAST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06162627368
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EXCALIBUR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EXCA
ReturnHeader/Filer/EIN0946068860
ReturnHeader/Filer/PhoneNum06162627368
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8737
ReturnHeader/Filer/USAddress/CityNm0KENTWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049508
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383581667
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHMIDT KONING VILLARREAL & ASSOC LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0750 FRONT AVE NW SUITE 315
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRAND RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0495044400
ReturnHeader/PreparerPersonGrp/PhoneNum06167420400
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MILES V SCHMIDT CPA
ReturnHeader/ReturnTs02022-05-13T15:02:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HAROLD J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAST
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$667,966
Liabilities
$0
Net assets
$667,966
Revenue
$12,609
Expenses
$52,694
Net income
-$40,085
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.20$0.15$0.05
2022Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.12$0.57$0.46
2021Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.13$0.53$0.40
2020Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.13$0.26$0.13
2019Summary only. Only limited summary data is available for this year.$5.17$0.00$0.32$0.31$0.01
2018Summary only. Only limited summary data is available for this year.$4.60$0.00$0.32$0.26$0.07
2017Summary only. Only limited summary data is available for this year.$5.13$0.00$0.28$0.33$0.06
2016Summary only. Only limited summary data is available for this year.$4.67$0.00$0.23$0.17$0.06
2015Summary only. Only limited summary data is available for this year.$4.35$0.00$0.31$0.24$0.07
2014Summary only. Only limited summary data is available for this year.$4.67$0.00$0.11$0.19$0.08
2013Summary only. Only limited summary data is available for this year.$4.50$0.00$0.18$0.11$0.08
2012Summary only. Only limited summary data is available for this year.$3.63$0.21$0.04$0.08$0.04
2011Summary only. Only limited summary data is available for this year.$3.20$0.24$0.10$0.09$0.01