Excel by 5 INC FY2023 filing

Tax-deductible

Houston, MS501(c)(3)EducationEIN 27-0406587

This page gets seen. Tell your story. Claim this org.

The corporation is statewide and certifies communities as "child-friendly" because they promote a grassroots constituency for children and families; address children's needs with regard to early education and care, health, and safety leading to children better prepared for school.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
$95K 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
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $33K a year · 13% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$95K
to officers and key staff · 32% of spending
Concern: pay to officers and key staff is 32% of spending; over 30%.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $50K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$218K
+27% vs prior year
Spent
$293K
To programs
91%
Net assets
$26K
By yearFY2020–FY2024
Revenue
$218K
FY2023▲ +27%
Revenue by fiscal year
FY2020$426K
FY2021$260K
FY2022$171K
FY2023$218K
FY2024$181K
Expenses
$293K
FY2023▲ +13%
Expenses by fiscal year
FY2020$416K
FY2021$286K
FY2022$260K
FY2023$293K
FY2024$166K
Net assets
$26K
FY2023▼ -74%
Net assets by fiscal year
FY2020$216K
FY2021$190K
FY2022$101K
FY2023$26K
FY2024$42K

From the FY2023 Form 990 · see the original

Give Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 2010.

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

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $267K Management & general 9% · $26K

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

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

12 people listed on the 990; $95K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$94,911Pt VII · Sec A
Board Vice P
$0Pt VII · Sec A
Board Secret
$0Pt VII · Sec A
Board Treasu
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Presid
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Daisy Carter’s $53K as Executive Di is at the 44th percentile of top reported officer pay among 1613 $100K–1M education 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

NameFY2024FY2023FY2022FY2021FY2020
Daisy Carter$53,045$94,911$79,110——
Eileen Beazley———$45,448$86,567

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 Excel by 5 INC executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Certifies communities as child-friendly, promoting children's needs for better school readiness.

Provided by the organization

This section is blank until Excel by 5 INC claims this page.

Know this organization? Claim it to add your story

1 program service account for $267K of program spending, described in the organization's own filed words · FY2023.
01

Forty-three communities throughout the state were certified or participated in the excel by 5 certification process. Each community worked to identify and promote high quality comprehensive supportive services for children 0-5 through the four community focus areas of community involvement, family and parent support, early care and…

$267Kprogram expense

Run this program? Claim this org to tell your story

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$50K

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$218K
Ln 12
Gifts and grantsLn 1h$217K
Investment incomeLn 3$401
Money outPt IX
$293K
Ln 25
Programscol B$267K
Managementcol C$26K
Owns and owesPt X
$26K
net assets · Ln 32
Cash and savingsLn 1–2$25K
Total assetsLn 16$27K
LiabilitiesLn 26$1K
PeoplePt VI, VII
12
listed · VII A
PaidVII A1
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$217K
Investment incomeLn 3$401
Total revenueLn 12$218K
Assets in detailPt X, end of year
CashLn 1$25K
Cash and savings togetherLn 1–2$25K
Land, buildings, equipmentLn 10c$699
Total assetsLn 16$27K
LiabilitiesLn 26$1K
Net assetsLn 32$26K
OperationsPt I, VI
EmployeesI 53
VolunteersI 6473
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$98K$25K
Land, buildings, equipmentLn 10c$1K$699
Total assetsLn 16$101K$27K
LiabilitiesLn 26$0$1K
Net assetsLn 32$101K$26K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$98K$98K
Other salaries and wagesLn 7$103K$103K
Pension plan contributionsLn 8$6K$6K
Other employee benefitsLn 9$23K$23K
Payroll taxesLn 10$16K$16K
Accounting feesLn 11c$3K$3K
Office expensesLn 13$15K$4K$11K
TravelLn 17$16K$16K
Conferences, conventions and meetingsLn 19$250$250
InterestLn 20$3$3
Depreciation, depletion and amortizationLn 22$648$648
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$10K$439$9K
All other expensesLn 24e$2K$968$903
Total functional expensesLn 25$293K$267K$26K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $181K$166K$16K$42K 990 PDF
FY2023 Viewing $218K$293K−$75K$26K 990 PDF
FY2022 $171K$260K−$89K$101K 990 PDF
FY2021 $260K$286K−$26K$190K 990 PDF
FY2020 $426K$416K$10K$216K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (4 parts)
Part VIII · Statement of revenue $217,610 across 4 lines filed
VIII-1f All other contributions, gifts and grants$217,209
VIII-1h Total contributions, gifts and grants$217,209
VIII-3 Investment incomeExcluded from tax $401$401
VIII-12 Total revenueExcluded from tax $401$217,610
Part IX · Statement of functional expenses $292,813 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $97,911$97,911
IX-7 Other salaries and wagesPrograms $103,209$103,209
IX-8 Pension plan contributionsPrograms $5,824$5,824
IX-9 Other employee benefitsPrograms $22,663$22,663
IX-10 Payroll taxesPrograms $15,778$15,778
IX-11c Accounting feesManagement $2,762$2,762
IX-13 Office expensesPrograms $4,078 · Management $11,042$15,120
IX-17 TravelPrograms $16,005$16,005
IX-19 Conferences, conventions and meetingsPrograms $250$250
IX-20 InterestManagement $3$3
IX-22 Depreciation, depletion and amortizationManagement $648$648
IX-23 InsuranceManagement $1,218$1,218
IX-24 Other expenses (24a–d)Programs $439 · Management $9,112$9,551
IX-24e All other expensesPrograms $968 · Management $903$1,871
IX-25 Total functional expensesPrograms $267,125 · Management $25,688 · Fundraising $0$292,813
Part X · Balance sheet $27,333 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $97,663$24,515
X-9 Prepaid expenses and deferred chargesStart of year $2,119$2,119
X-10c Land, buildings and equipment, netStart of year $1,347$699
X-16 Total assetsStart of year $101,129$27,333
X-17 Accounts payable and accrued expenses$1,407
X-26 Total liabilitiesStart of year $0$1,407
X-27 Net assets without donor restrictionsStart of year $96,293$25,926
X-32 Total net assets or fund balancesStart of year $101,129$25,926
X-33 Total liabilities and net assetsStart of year $101,129$27,333
Part XI · Reconciliation of net assets $25,926 net assets at year end
XI-1 Total revenue$217,610
XI-2 Total expenses$292,813
XI-3 Revenue less expenses−$75,203
XI-4 Net assets at start of year$101,129
XI-10 Net assets at end of year$25,926

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

Names, privacy, and removal requests More

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

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.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street 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, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.