2025-11-11T15:30:54-06:00 2024-12-31 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2024-01-01 831391462 OHIO EXCELS OHIO 6148970431 41 S HIGH STREET 2245 COLUMBUS OH 43215 LISA GRAY PRESIDENT 6148970431 2025-11-11 1 0 JANE E PFEIFER P00014949 6148852208 2025-11-11 2024 2025-03-06 01:10:19Z LISA GRAY 41 S HIGH STREET 2245 COLUMBUS OH 43215 2038736 0 X HTTPS://WWW.OHIOEXCELS.ORG X 2018 OH TO PROVIDE AN INFORMED BUSINESS PERSPECTIVE TO HELP IMPROVE AND TRANSFORM OHIO'S EDUCATION SYSTEM SO THAT IT BETTER PREPARES STUDENTS TO MEET THE DEMANDS OF OUR EVOLVING ECONOMY. 10 10 5 12 0 0 1152500 1977813 26250 33750 7814 26283 0 890 1186564 2038736 0 0 0 0 981832 1053984 0 0 100349 547480 577995 1529312 1631979 -342748 406757 1813195 2219952 0 0 1813195 2219952 TO PROVIDE AN INFORMED BUSINESS PERSPECTIVE TO HELP IMPROVE AND TRANSFORM OHIO'S EDUCATION SYSTEM SO THAT IT BETTER PREPARES STUDENTS TO MEET THE DEMANDS OF OUR EVOLVING ECONOMY. 0 0 1309404 33750 OHIO EXCELS IS A NONPARTISAN COALITION OF BUSINESS LEADERS COMMITTED TO HELPING IMPROVE EDUCATIONAL OUTCOMES FOR EVERY OHIO STUDENT. 1309404 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X LISA GRAY 6148970431 41 S HIGH STREET 2245 COLUMBUS OH 43215 PATRICK TIBERI BOARD CHAIRMAN 1.00 X 0 0 0 THEODORE ADAMS DIRECTOR 1.00 X 0 0 0 BEVERLY BEERY DIRECTOR 1.00 X 0 0 0 GARY LINDGREN DIRECTOR 1.00 X 0 0 0 MARY BETH MARTIN DIRECTOR 1.00 X 0 0 0 KENNY MCDONALD DIRECTOR 1.00 X 0 0 0 ROLAND MEDRANO DIRECTOR (UNTIL MARCH) 1.00 X 0 0 0 TIM MILLER DIRECTOR 1.00 X 0 0 0 FABIAN T PADAMADAN DIRECTOR 1.00 X 0 0 0 DANIEL PETERS DIRECTOR 1.00 X 0 0 0 BAIJU SHAH DIRECTOR 1.00 X 0 0 0 MARGIE WRIGHT MCGOWAN DIRECTOR (UNTIL OCTOBER) 1.00 X 0 0 0 LISA GRAY PRESIDENT/SECRETARY 40.00 X 371835 0 25804 DONNA ANDERSON TREASURER 40.00 X 85790 0 15403 KEVIN DUFF EXECUTIVE VICE PRESIDENT 40.00 X 185038 0 19012 CASSANDRA PALSGROVE DIRECTOR OF K-12 EDUCATION POLICY 40.00 X 144375 0 17533 MADISON YODER DIRECTOR OF DEVELOPMENT 40.00 X 109725 0 16273 896763 0 94025 4 0 1 0 0 34263 1943550 1977813 BILLABLE EXPENDITURE R 900099 33750 33750 33750 26283 26283 MISCELLANEOUS INCOME 900099 890 890 890 2038736 33750 0 27173 X 702882 533652 105688 63542 173078 131406 26025 15647 12777 9701 1921 1155 106738 81039 16050 9649 58509 44422 8798 5289 313 313 18661 18661 229931 225730 4201 1895 765 1130 10290 5333 4957 37794 18897 18897 22055 20888 1167 154027 154027 4542 4542 COMMUNICATIONS 75750 75750 0 0 DUES AND SUBSCRIPTIONS 12161 7209 1052 3900 PARKING 8736 2 8734 TRAINING 1597 583 1014 243 243 1631979 1309404 222226 100349 73557 129199 1739638 2090753 1813195 2219952 0 0 X 1813195 2219952 1813195 2219952 1813195 2219952 406757 0 X X 0 1 X 1 0 X 1796980 1510189 1547865 1152500 1977813 7985347 1796980 1510189 1547865 1152500 1977813 7985347 6096384 1888963 4169 1296 1273 7814 26283 40835 189 890 1079 8027261 301438 0.23530 0.22780 X OHIO EXCELS MEETS THE 10% FACTS AND CIRCUMSTANCES ANALYSIS UNDER TREASURY REGULATIONS 1.170A-9(F)(3) FOR THE FOLLOWING REASONS:BENEFITS TO THE GENERAL PUBLIC:OHIO EXCELS IS COMMITTED TO HELPING IMPROVE EDUCATION FOR EVERY STUDENT. OHIO EXCELS HAS BEEN AT THE FOREFRONT OF MEANINGFUL IMPROVEMENTS TO OUR EDUCATION AND WORKFORCE SYSTEMS AND CONTINUES TO FOCUS ON ENSURING FUTURE SUCCESS FOR ALL OHIO YOUTH BY IMPROVING PK16 EDUCATION IN THE STATE. WITH DEEP EDUCATION EXPERTISE, OHIO EXCELS USES A COMBINATION OF PERFORMANCE DATA AND RESEARCH, URGENT IMPLEMENTATION OF BEST PRACTICES AND SUPPORTS, AND A STEADFAST COMMITMENT TO IMPROVEMENT TO SHAPE ITS WORK.GOVERNING BODY:THE BOARD OF OHIO EXCELS IS VOLUNTEER BASED, COMPRISED OF A CROSS SECTION OF UNRELATED INDIVIDUALS FROM THE STATE OF OHIO. THE INDIVIDUALS ON THE BOARD ARE SELECTED BASED ON THEIR VARIED SKILL SETS, REPRESENTING MULTIPLE REGIONS AND PROFESSIONS FROM VARYING INDUSTRIES INCLUDING PRIVATELY HELD BUSINESSES, THE CHARITABLE SECTOR, AND PUBLIC COMPANIES. ATTRACTION OF PUBLIC SUPPORT:OHIO EXCELS HAS ONLY BEEN IN EXISTENCE SINCE 2018. EARLY ON, IT RECEIVED SIGNIFICANT START-UP FUNDS FROM A FEW SOURCES. IT HAS BEEN WORKING HARD TO EXPAND ITS FUNDRAISING EFFORTS TO BE MORE BROAD-BASED. THE IMPACT OF COVID-19 IN THE EARLY YEARS OF OHIO EXCELS DEVELOPMENT MADE IT DIFFICULT FOR THE ORGANIZATION TO RECEIVE A BROAD BASE OF PUBLIC SUPPORT. OHIO EXCELS IS EXPANDING ITS FUNDRAISING EFFORTS TO OBTAIN MORE CONTRIBUTIONS FROM A WIDER RANGE OF SUPPORTERS. THE NUMBER OF FUNDERS HAS GROWN FROM JUST FIVE IN 2019 TO MORE THAN 30 THROUGH 2024, WHICH HAS BEEN INCREASING THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE OVER TIME. WITH SOME ADDITIONAL TIME, OHIO EXCELS BELIEVES IT WILL MEET THE 33 1/3% SUPPORT TEST.CONCLUSION:BASED ON THE ABOVE FACTORS, OHIO EXCELS MEETS THE FACTS AND CIRCUMSTANCES TEST FOR A PUBLIC CHARITY UNDER SECTION CODE SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) AND THE REGULATIONS THEREUNDER. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2038736 0 2038736 0 2038736 1631979 0 1631979 0 1631979 X X 0 0 0 0 0 0 0 0 0 LISA GRAY PRESIDENT/SECRETARY 338032 0 33803 0 0 0 13521 0 12283 0 397639 0 0 0 KEVIN DUFF EXECUTIVE VICE PRESIDENT 168216 0 16822 0 0 0 6729 0 12283 0 204050 0 0 0 CASSANDRA PALSGROVE DIRECTOR OF K-12 EDUCATION POLICY 131250 0 13125 0 0 0 5250 0 12283 0 161908 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE PRESIDENT/SECRETARY, EXECUTIVE VICE PRESIDENT, AND THE TREASURER PRIOR TO SUBMITTING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH BOARD MEMBER MUST DISCLOSE ANY FINANCIAL INTEREST AND RELATED MATERIAL FACTS TO THE OTHER DIRECTORS. AFTER DISCLOSURE AND ANY FURTHER DISCUSSION WITH THE DIRECTORS, THE INTERESTED PARTY IS REQUIRED TO LEAVE THE GOVERNING BOARD WHILE A DETERMINATION OF CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. ALL MEETING DUSCUSSIONS ARE RECORDED IN THE MINUTES OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 15 DURING THE INITIAL BOARD MEETING, AMOUNTS FOR COMPENSATION WERE PROPOSED BASED ON INDUSTRY AVERAGES. THESE PROPOSED AMOUNTS WERE THEN VOTED ON BY BOARD MEMBERS. THE DISCUSSIONS DURING THIS MEETING WERE RECORDED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ALL DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S OFFICE, 41 S. HIGH ST #2245 COLUMBUS, OH 43215 FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,991. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,991. CONSULTING FEES: PROGRAM SERVICE EXPENSES 225,730. MANAGEMENT AND GENERAL EXPENSES 2,210. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 227,940. FORM 990, PART XII, LINE 2C: THE OVERIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.