Excellent INC

Claim this org

(tell your story, add context, and more) Claim it free, then get the verified mark for $100 a year.

How does your 990 look to donors? Take the 10-Question Audit

Care of developmentally disabled

Form 990 Part I, line 1, FY2023. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 03-0610527) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
$76K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2023
latest Form 990
The latest return is for FY2023, 3 tax years back.
IRS e-file · Filing history
Surplus or deficit
1 of 4
filings with a surplus
Average deficit $72K a year · 13% of revenue · last 4 filings
A surplus in 1 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
73%
of spending
73% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$76K
to officers and key staff · 25% of spending
Pay to officers and key staff is 25% of spending.
Part VII, Section A
0.4 mo
of spending, in cash
0.4 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$65K
166% of total assets
Liabilities are 166% of assets.
Pt X · Ln 26
Independent board members
4
of 4 voting members
4 of 4 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$233K
-55% vs prior year
Spent
$298K
To programs
73%
Net assets
−$26K
By yearFY2020–FY2023
Revenue
$233K
FY2023▼ -55%
Tap a bar for its year
Revenue by fiscal year
FY2020$880K
FY2021$606K
FY2022$514K
FY2023$233K
Expenses
$298K
FY2023▼ -46%
Tap a bar for its year
Expenses by fiscal year
FY2020$865K
FY2021$803K
FY2022$556K
FY2023$298K
Net assets
−$26K
FY2023▼ -157%
Tap a bar for its year
Net assets by fiscal year
FY2020$285K
FY2021$88K
FY2022$45K
FY2023−$26K

From the FY2023 Form 990 (year ending September 2023) · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing we have: FY2022. IRS ruling in Mar 2008.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $218K Management & general 27% · $80K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

4 people listed on the 990; $76K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Administrator/President
$76,000Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
V President
$0Pt VII · Sec A

Robert Stewart’s $76K as Administrator/President is at the 61st percentile of top reported officer pay among 1979 $100K–1M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2023FY2022FY2021FY2020
Robert Stewart$76,000$148,000$156,000$154,000
Noysett Stallings—$26,090$29,585$25,255

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Excellent INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides support and services for individuals with developmental disabilities.

Questions for Excellent INC

Tap to ask. Excellent INC sees how many people are interested.

Your first name shows with your question. Excellent INC answers here, for everyone.

1 program · $218K · in their own filed words · FY2022
01

Care, housing and transportation of developmentally disabled individuals in residential settings.

Form 990 Part III, line 4, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 03-0610527) · Dispute this line
$218Kprogram expense

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$233K
Ln 12
Gifts and grantsLn 1h$233K
Money outPt IX
$298K
Ln 25
Programscol B$218K
Managementcol C$80K
Owns and owesPt X
−$26K
net assets · Ln 32
Cash and savingsLn 1–2$9K
Total assetsLn 16$39K
LiabilitiesLn 26$65K
PeoplePt VI, VII
4
listed · VII A
PaidVII A1
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$233K
Government grantsLn 1e$233K
Total revenueLn 12$233K
Assets in detailPt X, end of year
CashLn 1$9K
SavingsLn 2$648
Cash and savings togetherLn 1–2$9K
Accounts receivableLn 4$19K
Prepaid expenses and deferred chargesLn 9$11K
Total assetsLn 16$39K
LiabilitiesLn 26$65K
Net assetsLn 32−$26K
OperationsPt I, VI
EmployeesI 529
VolunteersI 60
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$67K$9K
Land, buildings, equipmentLn 10c$4K$0
Total assetsLn 16$115K$39K
LiabilitiesLn 26$70K$65K
Net assetsLn 32$45K−$26K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$44K$0$44K$0
Other salaries and wagesLn 7$150K$150K$0$0
Other employee benefitsLn 9$3K$3K$49$0
Payroll taxesLn 10$16K$13K$4K$0
Accounting feesLn 11c$9K$0$9K$0
Other fees for servicesLn 11g$3K$0$3K$0
OccupancyLn 16$13K$11K$2K$0
InterestLn 20$5K$0$5K$0
Depreciation, depletion and amortizationLn 22$4K$4K$0$0
InsuranceLn 23$15K$7K$7K$0
Other expenses (24a–d)Ln 24$13K$10K$3K$0
All other expensesLn 24e$23K$20K$3K$0
Total functional expensesLn 25$298K$218K$80K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest ViewingFiled with the IRS Aug 13, 2024 $233K$298K−$65K−$26K 990 PDF
FY2022Filed with the IRS Mar 7, 2023 $514K$556K−$42K$45K 990 PDF
FY2021Filed with the IRS Feb 7, 2022 $606K$803K−$197K$88K 990 PDF
FY2020Filed with the IRS Jan 25, 2021 $880K$865K$15K$285K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2023 990
Part I · Summary $233,029 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $369,197$233,029
I-9 Program service revenue$0
I-10 Investment incomePrior year −$5,874$0
I-11 Other revenuePrior year $150,223$0
I-12 Total revenuePrior year $513,546$233,029
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $419,211$213,509
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $136,832$84,842
I-18 Total expensesPrior year $556,043$298,351
I-19 Revenue less expensesPrior year −$42,497−$65,322
Part VI · Governance 4 of 4 board members independent, 1 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $233,029 across 3 lines filed
VIII-1e Government grants$233,029
VIII-1h Total contributions, gifts and grants$233,029
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$233,029
Part IX · Statement of functional expenses $298,351 across 12 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $0 · Management $44,173 · Fundraising $0$44,173
IX-7 Other salaries and wagesPrograms $149,753 · Management $0 · Fundraising $0$149,753
IX-9 Other employee benefitsPrograms $3,093 · Management $49 · Fundraising $0$3,142
IX-10 Payroll taxesPrograms $12,778 · Management $3,663 · Fundraising $0$16,441
IX-11c Accounting feesPrograms $0 · Management $9,140 · Fundraising $0$9,140
IX-11g Other fees for servicesPrograms $0 · Management $3,440 · Fundraising $0$3,440
IX-16 OccupancyPrograms $11,175 · Management $1,776 · Fundraising $0$12,951
IX-20 InterestPrograms $0 · Management $5,092 · Fundraising $0$5,092
IX-22 Depreciation, depletion and amortizationPrograms $4,061 · Management $0 · Fundraising $0$4,061
IX-23 InsurancePrograms $7,264 · Management $7,264 · Fundraising $0$14,528
IX-24 Other expenses (24a–d)Programs $9,885 · Management $2,696 · Fundraising $0$12,581
IX-24e All other expensesPrograms $20,082 · Management $2,967 · Fundraising $0$23,049
IX-25 Total functional expensesPrograms $218,091 · Management $80,260 · Fundraising $0$298,351
Part X · Balance sheet $39,360 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $63,528$8,688
X-2 Savings and temporary cash investmentsStart of year $3,962$648
X-4 Accounts receivableStart of year $32,697$18,885
X-9 Prepaid expenses and deferred chargesStart of year $10,621$11,139
X-10c Land, buildings and equipment, netStart of year $4,062$0
X-16 Total assetsStart of year $114,870$39,360
X-17 Accounts payable and accrued expensesStart of year $16,467$13,328
X-23 Secured mortgages and notes payableStart of year $53,112$51,954
X-26 Total liabilitiesStart of year $69,579$65,282
X-27 Net assets without donor restrictionsStart of year $45,291−$25,922
X-32 Total net assets or fund balancesStart of year $45,291−$25,922
X-33 Total liabilities and net assetsStart of year $114,870$39,360
Part XI · Reconciliation of net assets −$25,922 net assets at year end
XI-1 Total revenue$233,029
XI-2 Total expenses$298,351
XI-3 Revenue less expenses−$65,322
XI-4 Net assets at start of year$45,291
XI-10 Net assets at end of year−$25,922

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

The names, titles, and financial information shown on this page are reproduced from IRS Form 990 filings, which are public records. More

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown. A filing can only be corrected by the organization filing an amended return with the IRS; the corrected information appears here at our next update.

We publish only information contained in the public IRS filing, and less than the filing contains. Our pages do not display home addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, contact the filing organization or the IRS directly.

All figures come from public IRS Form 990 filings. Comparisons are computed from the filing against similar orgs. They are not a rating.