EXCELL PARTNERS INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EXCELL PARTNERS INC (EIN 20-1862628)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-04-13
- IRS object ID
- 201331039349300343
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-13T09:33:04-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161092347 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENGEL METZGER BARR & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CHESTNUT STREET SUITE 1200 | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201862628 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXCELL PARTNERS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EXCE | NameControl |
| Phone | 5853896144 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 WEST RIDGE ROAD | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14615 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THERESA MAZZULLO | Name |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Phone | 5853896144 | Phone |
| Date Signed | 2013-03-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANTHONY SANDONATO | Name |
| PTIN | P00244375 | PTIN |
| Phone | 5854231860 | Phone |
| Date Prepared | 2013-03-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | THERESA MAZZULLO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 WEST RIDGE ROAD | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14615 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 504986 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.EXCELLPARTNERSINC.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2005 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO FOCUS ON PROVIDING CAPITAL AND CONNECTIONS TO HIGH TECH START-UP COMPANIES EMERGING FROM THE COMMUNITIES, UNIVERSITIES AND RESEARCH CENTERS ACROSS THE UPSTATE REGION AT THE MOST CRITICAL STATE OF THE COMPANY'S DEVELOPMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2000000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 84 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 504983 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2000084 | TotalRevenuePriorYear |
| Total Revenue Current Year | 504986 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 36632 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 363889 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 459172 | OtherExpensePriorYear |
| Other Expenses Current Year | 592395 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 495804 | TotalExpensesPriorYear |
| Total Expenses Current Year | 956284 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1504280 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -451298 | RevenuesLessExpensesCY |
| Total Assets BOY | 2037772 | TotalAssetsBOY |
| Total Assets EOY | 1608661 | TotalAssetsEOY |
| Total Liabilities BOY | 43355 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 65542 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1994417 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1543119 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO FOCUS ON PROVIDING CAPITAL AND CONNECTIONS TO HIGH TECH START-UP COMPANIES EMERGING FROM THE COMMUNITIES, UNIVERSITIES AND RESEARCH CENTERS ACROSS THE UPSTATE REGION AT THE MOST CRITICAL STAGE OF THE COMPANY'S DEVELOPMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 830511 | Expense |
| Description | PROVIDE FINANCIAL SUPPORT TO TECHNOLOGY BASED START-UPS THROUGH CONVERTIBLE NOTES USED FOR EQUITY FORMATION, BUSINESS PLANS, MARKET ASSESSMENT, RECRUITMENT AND TECHNOLOGY DEVELOPMENT. PROVIDE DIRECT CONNECTIONS TO EARLY STAGE VENTURE CAPITAL FIRMS. | Description |
| Total Program Service Expense | 830511 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 3 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSERO & COMPANY CPAS PC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5857876996 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 HSBC PLAZA | AddressLine1 |
| City | ROCHETER | City |
| State | NY | State |
| ZIP Code | 14604 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| MAGGIE BROOKS | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| MICHAEL MANIKOWSKI | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| THERESA MAZZULLO | ||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | X | 0 | 195414 | 19860 | X |
| MARGARET RUSSELL | ||||||
| TREASURER | 0.30 | X | 0 | 0 | 0 | X |
| PETER ROBINSON | ||||||
| CHAIRMAN OF THE BOARD | 0.50 | X | 0 | 0 | 0 | |
| J MONTIETH ESTES | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| ROBERT GENCO | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| JIM WATTERS | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| MARY ANN TYSZKO | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| STEVEN JOHNSON | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| RAMI KATZ | ||||||
| CHIEF OPERATING OFFICER | 40.00 | 105938 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 105938 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 195414 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 19860 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3 | TotalRevenueColumn |
| Exclusion | $3 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MANAGEMENT FEE | 900099 | 501066 | 501066 |
| REIMBURSED LEGAL FEES | 900099 | 3000 | 3000 |
| OTHER INCOME | 900099 | 917 | 917 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 504983 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 504986 | TotalRevenueColumn |
| Related Or Exempt Function Income | 504983 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 317965 | Total |
| Program Services | 317965 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37329 | Total |
| Management And General | 37329 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8595 | Total |
| Management And General | 8595 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13772 | Total |
| Program Services | 13772 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2433 | Total |
| Management And General | 2433 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8877 | Total |
| Management And General | 8877 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 715 | Total |
| Management And General | 715 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1267 | Total |
| Management And General | 1267 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251 | Total |
| Management And General | 251 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27491 | Total |
| Management And General | 27491 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7646 | Total |
| Management And General | 7646 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1585 | Total |
| Management And General | 1585 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1929 | Total |
| Management And General | 1929 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1285 | Total |
| Management And General | 1285 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DIRECT PROGRAM/TESTING | 498774 | 498774 | |
| SPONSORSHIPS | 8500 | 8500 | |
| OUTSIDE COMPUTER SERVIC | 4299 | 4299 | |
| DUES AND SUBSCRIPTIONS | 4092 | 4092 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9479 | Total |
| Management And General | 9479 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 956284 | Total |
| Program Services | 830511 | ProgramServices |
| Management And General | 125773 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13616 | BOY |
| EOY | 49974 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8524 | BOY |
| EOY | 51819 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2000000 | BOY |
| EOY | 1504899 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13703 | BOY |
| EOY | 1969 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15001 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 15001 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1929 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2037772 | BOY |
| EOY | 1608661 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26312 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17043 | BOY |
| EOY | 65542 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43355 | BOY |
| EOY | 65542 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1994417 | BOY |
| EOY | 1543119 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1994417 | BOY |
| EOY | 1543119 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2037772 | BOY |
| EOY | 1608661 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -451298 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15001 | OtherCostOrOtherBasis |
| Depreciation | 15001 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COMMITTED DIRECT PROGRAM EXPENSES | Description |
| Amount | $65,542 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 65542 | TotalOfAmounts |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THERESA MAZZULLO | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 195414 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 19860 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 215274 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 3 | ReturnReference |
| Explanation | CEO COMPENSATION, FORM 990, SCHEDULE J, LINE 3: AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION WHICH USES ONE OR MORE OF THE METHODS DESCRIBED IN LINE 3 TO ESTABLISH THE CEO'S COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. PLEASE REFER TO SCHEDULE O, DESCRIPTION OF COMPENSATION REVIEW AND APPROVAL PROCESS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF EXCELL PARTNERS, INC. IS THE UNIVERSITY OF ROCHESTER. THE MEMBER HAS THE AUTHORITY TO ELECT THE GOVERNING BODY OF EXCELL PARTNERS, INC., AND UNDER NEW YORK LAW CERTAIN DECISIONS OF THE EXCELL PARTNERS BOARD ARE SUBJECT TO THE APPROVAL OF THE MEMBER. SUCH DECISIONS INCLUDE AMENDMENT OF THE CERTIFICATE OF INCORPORATION AND BYLAWS, AND APPROVAL OF SALE OF ALL OR SUBSTANTIALLY ALL ASSETS, MERGER, AND DISSOLUTION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER OF EXCELL PARTNERS, INC. IS THE UNIVERSITY OF ROCHESTER. THE MEMBER HAS THE AUTHORITY TO ELECT THE GOVERNING BODY OF EXCELL PARTNERS, INC., AND UNDER NEW YORK LAW CERTAIN DECISIONS OF THE EXCELL PARTNERS BOARD ARE SUBJECT TO THE APPROVAL OF THE MEMBER. SUCH DECISIONS INCLUDE AMENDMENT OF THE CERTIFICATE OF INCORPORATION AND BYLAWS, AND APPROVAL OF SALE OF ALL OR SUBSTANTIALLY ALL ASSETS, MERGER, AND DISSOLUTION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SOLE MEMBER OF EXCELL PARTNERS, INC. IS THE UNIVERSITY OF ROCHESTER. THE MEMBER HAS THE AUTHORITY TO ELECT THE GOVERNING BODY OF EXCELL PARTNERS, INC., AND UNDER NEW YORK LAW CERTAIN DECISIONS OF THE EXCELL PARTNERS BOARD ARE SUBJECT TO THE APPROVAL OF THE MEMBER. SUCH DECISIONS INCLUDE AMENDMENT OF THE CERTIFICATE OF INCORPORATION AND BYLAWS, AND APPROVAL OF SALE OF ALL OR SUBSTANTIALLY ALL ASSETS, MERGER, AND DISSOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE PRESIDENT. UPON SATISFACTORY COMPLETION OF THOSE REVIEWS, A COPY IS PROVIDED TO EACH DIRECTOR FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST DISCLOSURE FORMS ARE REQUESTED ANNUALLY FROM DIRECTORS, OFFICERS, AND KEY EMPLOYEES. DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST INVOLVING ANY PROPOSED CONTRACT OR TRANSACTIONS TO BE EXECUTED BY THE CORPORATION. UNDER THE CORPORATION'S CONFLICT OF INTEREST POLICY, THE BOARD WOULD REVIEW THE PROPOSED CONTRACT OR TRANSACTION IN LIGHT OF THE FACTS AND CIRCUMSTANCES AND APPROVE ONLY THOSE IN WHICH THE TERMS ARE FAIR AND REASONABLE TO THE CORPORATION AND ARE CONSISTENT WITH THE BEST INTERESTS OF THE CORPORATION. THE BOARD DOCUMENTS THE BASIS FOR ITS DECISION IN THE MINUTES OF THE MEETING AT WHICH THE DECISION WAS MADE. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION REVIEW AND APPROVAL: WRITTEN SELF-EVALUATIONS AND PERFORMANCE EVALUATIONS FOR EXCELL PARTNERS' OFFICERS AND KEY EMPLOYEES ANNUALLY ARE REVIEWED BY THE COMMITTEE ON COMPLIANCE AND COMPENSATION OF THE UNIVERSITY OF ROCHESTER BOARD OF TRUSTEES. THE COMMITTEE HAS AVAILABLE THE EVALUATION FROM THE CHAIR OF EXCELL PARTNERS' BOARD. THE COMMITTEE REVIEWS AND APPROVES TOTAL COMPENSATION FOR OFFICERS AND KEY EMPLOYEES AND CONSIDERS, IN ADDITION TO THE EVALUATIONS, THE SCOPE OF THE INDIVIDUAL'S JOB RESPONSIBILITIES, PREVIOUS COMPENSATION AND COMPARABLE COMPENSATION PAID TO PEOPLE WITH SIMILAR RESPONSIBILITIES AT COMPARABLE INSTITUTIONS. THE COMPARABLE INFORMATION IS PROVIDED BY AN INDEPENDENT CONSULTANT AND IS BASED ON LOCAL, REGIONAL, AND NATIONAL COMPENSATION SURVEYS. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION THROUGH VARIOUS METHODS. THE 990 IS AVAILABLE UPON REQUEST OR THROUGH GUIDESTAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | EXCELL PARTNERS, INC.'S FORM 1024 AND FORM 990 ARE AVAILABLE ON REQUEST AND ON GUIDESTAR.ORG. ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT ROUTINELY MADE AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (19 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF ROCHESTER | |||||||||||
| 910 GENESEE STREET SUITE 200 | ROCHESTER | NY | 14611 | 160743209 | SCHOOL | NY | 501(C)(3) | 2 | N/A | 0 | |
| HIGHLAND FACILITIES DEVELOPMENT CORP | |||||||||||
| 1000 SOUTH AVENUE | ROCHESTER | NY | 14620 | 223039077 | MEDICAL BLDG | NY | 501(C)(3) | 9 | 0 | HIGHLD HOSP | |
| HIGHLAND COMMUNITY DEVELOPMENT CORP | |||||||||||
| 100 HAHNEMANN TRAIL | PITTSFORD | NY | 14534 | 223154715 | ELDER CARE | NY | 501(C)(3) | 9 | 0 | SPHS | |
| THE HIGHLANDS LIVING CENTER INC | |||||||||||
| 500 HAHNEMANN TRAIL | PITTSFORD | NY | 14534 | 223240227 | HEALTHCARE | NY | 501(C)(3) | 9 | 0 | SPHS | |
| THE MEADOWS AT WESTFALL INC | |||||||||||
| 5901 LAC DE VILLE BLVD | ROCHESTER | NY | 14618 | 161502303 | HEALTHCARE | NY | 501(C)(3) | 9 | 0 | SPHS | |
| STRONG HOME CARE GROUP | |||||||||||
| 2180 EMPIRE BOULEVARD | WEBSTER | NY | 14580 | 222577664 | FUNDRAISING | NY | 501(C)(3) | 7 | 0 | UNIV OF ROCH | |
| VISITING NURSE SRVC OF ROCHESTER & MONRO | |||||||||||
| 2180 EMPIRE BOULEVARD | WEBSTER | NY | 14580 | 160743215 | HEALTHCARE | NY | 501(C)(3) | 9 | 0 | SHCG | |
| COMMUNITY CARE OF ROCHESTER | |||||||||||
| 2180 EMPIRE BOULEVARD | WEBSTER | NY | 14580 | 161561691 | HEALTHCARE | NY | 501(C)(3) | 9 | 0 | SHCG | |
| UR REAL ESTATE CORPORATION | |||||||||||
| 263 WALLIS HALL | ROCHESTER | NY | 14627 | 271140014 | SUPPORT ORG | NY | 501(C)(3) | 11D, III-OTH | 0 | UNIV OF ROCH | |
| CRITTENDEN BOULEVARD HOUSING CO INC | |||||||||||
| 249 NORTON VILLAGE LANE | ROCHESTER | NY | 14609 | 237035414 | SUPPORT ORG | NY | 501(C)(3) | 11B, II | 0 | UNIV OF ROCH | |
| FRAMEMED FOUNDATION INC | |||||||||||
| 263 WALLIS HALL | ROCHESTER | NY | 14627 | 161490497 | SUPPORT ORG | NY | 501(C)(3) | 7 | 0 | UNIV OF ROCH | |
| U OF R BROADCASTING CORPORATION | |||||||||||
| 201 WILSON COMMONS | ROCHESTER | NY | 14627 | 160743209 | BROADCAST LIC | NY | 501(C)(4) | 0 | UNIV OF ROCH | ||
| UNIVERSITY OF ROCHESTER EMPLOYEE BEN TRS | |||||||||||
| 910 GENESEE STREET SUITE 200 | ROCHESTER | NY | 14611 | 161600112 | EMPL BEN TRST | NY | 501(C)(9) | N/A | 0 | UNIV OF ROCH | |
| HIGH TECH ROCHESTER INC | |||||||||||
| 150 LUCIUS GORDON DRIVE SUITE 100 | WEST HENRIETTA | NY | 14586 | 161195028 | BUSINESS INCU | NY | 501(C)(3) | 7 | 0 | UNIV OF ROCH | |
| ROCHESTER BIOVENTURE CENTER INC | |||||||||||
| 601 ELMWOOD AVENUE | ROCHESTER | NY | 14642 | 202485999 | BIOTECH INCUB | NY | 501(C)(3) | 11A, 1 | 0 | UNIV OF ROCH | |
| STRONG PARTNERS HEALTH SYSTEM INC | |||||||||||
| 1000 SOUTH AVENUE | ROCHESTER | NY | 14620 | 161499099 | SUPPORT ORG | NY | 501(C)(3) | 11A, 1 | 0 | UNIV OF ROCH | |
| HIGHLAND HOSPITAL OF ROCHESTER INC | |||||||||||
| 1000 SOUTH AVENUE | ROCHESTER | NY | 14620 | 160743037 | HOSPITAL | NY | 501(C)(3) | 3 | 0 | SPHS | |
| THE HIGHLAND FOUNDATION INC | |||||||||||
| 1000 SOUTH AVENUE | ROCHESTER | NY | 14620 | 237310662 | FUNDRAISING | NY | 501(C)(3) | 7 | 0 | HIGHLD HOSP | |
| MELIORA REAL ESTATE CORPORATION | |||||||||||
| 263 WALLIS HALL | ROCHESTER | NY | 14627 | 452464788 | SUPPORT ORG | NY | 501(C)(3) | 11D, III-OTH | 0 | UNIV OF ROCH | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| MEDICAL ADMINISTRATIVE ASSOCIATES INC | ||||||||
| 777 SOUTH CLINTON AVENUE | ROCHESTER | NY | 14620 | 161354319 | RETAIL PHARMACY | NY | HIGHLAND HOSPITAL | C |
| UR EQUITY HOLDINGS INC | ||||||||
| 110 OFFICE PARK WAY | PITTSFORD | NY | 14534 | 273040889 | HOLDING COMPANY | NY | UNIV ROCH | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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