2023-09-07T09:26:04-04:00 2022-12-31 640853461 SUMMERS GREEN & LEROUX LLP 625 HIGHLAND COLONY PKWY STE 104 RIDGELAND MS 391578837 990 2022-01-01 270406587 EXCEL BY 5 INC EXCE 6017077726 135 BOUNDS STREET JACKSON MS 39206 DAISY CARTER EXECUTIVE DIRECTOR 6017077726 2023-08-30 true DAISY CARTER 999009999 false DONALD F SUMMERS P00531568 6019820825 2023-08-30 2022 2023-04-26 12:10:37Z X DAISY CARTER 135 BOUNDS STREET JACKSON MS 39206 170979 false X WWW.EXCELBY5.COM X 2008 MS 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. 14 14 3 600 0 259501 170979 0 0 0 259501 170979 0 0 217234 216397 0 412 68323 43452 285557 259849 -26056 -88870 189999 101129 0 189999 101129 X 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. false false 228566 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 EDUCATION AND HEALTH. THIS WAS ACCOMPLISHED THROUGH COMMUNITY EVENTS AND ACTIVITIES TO ENGAGE AND EDUCATE COMMUNITY MEMBERS CONCERNING THE IMPORTANCE OF PREPARING CHILDREN, AGES 0-5 AND INFORMING PARENTS. EVENTS AND ACTIVITIES WERE HELD IN EACH COMMUNITY AND A BROAD CROSS SECTION OF EACH COMMUNITY PARTICIPATED. 228566 true true false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false true 1 0 false 3 true false false false false false false false false X 14 14 true false false false false false false true true false false false true true true true true true true false MS X DAISY CARTER 6019393003 135 BOUNDS STREET JACKSON MS 39206 HANS PETTIT BOARD PRESID 1.00 X X 0 0 0 OLETA FITZGERALD BOARD VICE P 1.00 X X 0 0 0 IRA MURRAY BOARD SECRET 1.00 X X 0 0 0 AMY BRANDENSTEIN BOARD TREASU 1.00 X X 0 0 0 R STEPHEN RENFROE BOARD MEMBER 1.00 X 0 0 0 DEBBY RENFROE BOARD MEMBER 1.00 X 0 0 0 SONDIA CHRISTIAN BOARD MEMBER 1.00 X 0 0 0 MORGANA FREEMAN BOARD MEMBER 1.00 X 0 0 0 SHAWN SHURDEN BOARD MEMBER 1.00 X 0 0 0 CHASE MCCULLUM BOARD MEMBER 1.00 X 0 0 0 PENNY MANSELL BOARD MEMBER 1.00 X 0 0 0 TRENT FARVE BOARD MEMBER 1.00 X 0 0 0 GIA MATHENY BOARD MEMBER 1.00 X 0 0 0 BONNIE HOLLAND BOARD MEMBER 1.00 X 0 0 0 DAISY CARTER EXECUTIVE DI 40.00 X 79110 0 1187 79110 1187 false false false 170979 170979 170979 80297 79110 1187 95048 95048 3215 3215 23936 23936 13901 13901 8230 8230 640 640 10779 3753 6614 412 10050 10050 25 25 747 747 5823 5823 PAYROLL ADMINISTRATION 3812 3812 STORAGE RENTAL 1765 1765 BANK CHARGES 627 627 DUES AND SUBS 616 563 53 338 440 -102 259849 228566 30871 412 183666 97663 4239 2119 12950 11603 2094 1347 189999 101129 0 0 X 48919 96293 141080 4836 189999 101129 189999 101129 -88870 X true X false true false X 320372 598385 426022 259501 170979 1775259 320372 598385 426022 259501 170979 1775259 1467706 307553 1775259 0.17320 0.31640 X THE FOLLOWING POINTS VALIDATE THE JUSTIFICATION FOR EXCEL BY 5 TO REMAIN CLASSIFIED AS A PUBLIC, NONPROFIT ORGANIZATION RATHER THAN A PRIVATE ENTITY: COMMUNITY-CENTRIC PHILOSOPHY: EXCEL BY 5'S UNWAVERING COMMITMENT TO COMMUNITY ENGAGEMENT, EVIDENT IN ITS FOCUS ON PROFESSIONAL DEVELOPMENT FOR CHILDCARE CENTERS, UNDERSCORES ITS DEDICATION TO SERVING THE BROADER PUBLIC. INCLUSIVE APPROACH: BY EXTENDING COACHING SERVICES TO COMMUNITY ORGANIZATIONS SUCH AS SCHOOL DISTRICTS AND LIBRARIES, EXCEL BY 5 SHOWCASES ITS COMMITMENT TO INCLUSIVITY AND EQUAL ACCESS, A HALLMARK OF PUBLIC, NONPROFIT OPERATIONS. COMMUNITY ENHANCEMENT: THE ORGANIZATION'S PROFESSIONAL DEVELOPMENT AND COACHING ENDEAVORS DIRECTLY ENHANCE THE CAPABILITIES OF CHILDCARE PROVIDERS AND COMMUNITY ENTITIES, REINFORCING ITS ROLE AS A PUBLIC-ORIENTED ENTITY. TRANSPARENCY AND RESPONSIVENESS: EXCEL BY 5'S TRANSPARENT PRACTICES IN PROVIDING EDUCATIONAL RESOURCES TO CHILDCARE CENTERS AND COACHING TO VARIOUS COMMUNITY ORGANIZATIONS ALIGN WITH THE ACCOUNTABILITY EXPECTED OF PUBLIC NONPROFITS. GOVERNMENT COLLABORATION: COLLABORATIVE EFFORTS WITH GOVERNMENT BODIES AND COMMUNITY ORGANIZATIONS REFLECT EXCEL BY 5'S ALIGNMENT WITH PUBLIC GOALS, THUS REINFORCING ITS STATUS AS A PUBLIC NONPROFIT. CHARITABLE PURPOSE: EXCEL BY 5 FULFILLS A CHARITABLE PURPOSE EMBLEMATIC OF PUBLIC, NONPROFIT ENTITIES BY ADVANCING CHILDCARE CENTER PROFICIENCY AND EMPOWERING COMMUNITY ORGANIZATIONS. IN SUMMARY, THESE ELEMENTS AFFIRM EXCEL BY 5'S ROLE IN UNIVERSALLY SERVING THE PUBLIC INTEREST AND FOSTERING EARLY CHILDHOOD DEVELOPMENT. PART II, LINE 17A THE FOLLOWING POINTS VALIDATE THE JUSTIFICATION FOR EXCEL BY 5 TO REMAIN CLASSIFIED AS A PUBLIC, NONPROFIT ORGANIZATION RATHER THAN A PRIVATE ENTITY: COMMUNITY-CENTRIC PHILOSOPHY: EXCEL BY 5'S UNWAVERING COMMITMENT TO COMMUNITY ENGAGEMENT, EVIDENT IN ITS FOCUS ON PROFESSIONAL DEVELOPMENT FOR CHILDCARE CENTERS, UNDERSCORES ITS DEDICATION TO SERVING THE BROADER PUBLIC. INCLUSIVE APPROACH: BY EXTENDING COACHING SERVICES TO COMMUNITY ORGANIZATIONS SUCH AS SCHOOL DISTRICTS AND LIBRARIES, EXCEL BY 5 SHOWCASES ITS COMMITMENT TO INCLUSIVITY AND EQUAL ACCESS, A HALLMARK OF PUBLIC, NONPROFIT OPERATIONS. COMMUNITY ENHANCEMENT: THE ORGANIZATION'S PROFESSIONAL DEVELOPMENT AND COACHING ENDEAVORS DIRECTLY ENHANCE THE CAPABILITIES OF CHILDCARE PROVIDERS AND COMMUNITY ENTITIES, REINFORCING ITS ROLE AS A PUBLIC-ORIENTED ENTITY. TRANSPARENCY AND RESPONSIVENESS: EXCEL BY 5'S TRANSPARENT PRACTICES IN PROVIDING EDUCATIONAL RESOURCES TO CHILDCARE CENTERS AND COACHING TO VARIOUS COMMUNITY ORGANIZATIONS ALIGN WITH THE ACCOUNTABILITY EXPECTED OF PUBLIC NONPROFITS. GOVERNMENT COLLABORATION: COLLABORATIVE EFFORTS WITH GOVERNMENT BODIES AND COMMUNITY ORGANIZATIONS REFLECT EXCEL BY 5'S ALIGNMENT WITH PUBLIC GOALS, THUS REINFORCING ITS STATUS AS A PUBLIC NONPROFIT. CHARITABLE PURPOSE: EXCEL BY 5 FULFILLS A CHARITABLE PURPOSE EMBLEMATIC OF PUBLIC, NONPROFIT ENTITIES BY ADVANCING CHILDCARE CENTER PROFICIENCY AND EMPOWERING COMMUNITY ORGANIZATIONS. IN SUMMARY, THESE ELEMENTS AFFIRM EXCEL BY 5'S ROLE IN UNIVERSALLY SERVING THE PUBLIC INTEREST AND FOSTERING EARLY CHILDHOOD DEVELOPMENT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5532 4185 1347 7418 7418 1347 EXPONENTIAL DEVELOPMENT GROUP EX BOARD MEMBER CONSULTING false SCHEDULE L, PART V CHRIS SMITH WAS VOTED IN AS A BOARD MEMBER OF EXCEL BY 5, INC. IN JULY 2018. HE IS THE OWNER AND EXECUTIVE COACH FOR EXPONENTIAL DEVELOPMENT GROUP. DURING HIS SHORT TENURE AS A BOARD MEMBER FOR EXCEL BY 5, HIS COMPANY, EXPONENTIAL DEVELOPMENT GROUP, WAS INCLUDED AS A CANDIDATE FOR HELPING THE ORGANIZATION WITH A NEW PROJECT THAT WAS BEING DEVELOPED ON THE MISSISSIPPI GULF COAST. AS THE BOARD STARTED ITS DELIBERATIONS ON THE PROSPECTS OF USING EXPONENTIAL DEVELOPMENT GROUP FOR THE NEW PROJECT, THE DECISION WAS REACHED THAT MR. SMITH NEEDED TO RESIGN FROM THE BOARD TO REMOVE ANY POTENTIAL CONFLICT OF INTEREST. THE CONTRACT FOR EXPONENTIAL DEVELOPMENT GROUP WAS EVALUATED AND APPROVED AT A LATER BOARD MEETING FOLLOWING MR. SMITH'S RESIGNATION FROM THE BOARD. FORM 990 - ORGANIZATION'S MISSION 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. FORM 990, PAGE 6, PART VI, LINE 2 STEVE RENFROE DEBBIE RENFROE BOARD MEMBER BOARD MEMBER MARRIED FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT OF FORM 990 IS SENT TO THE BOARD MEMBERS. THE FORM 990 IS REVIEWED AND ALL QUESTIONS FROM BOARD MEMBERS ARE ANSWERED AND CLEARED PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL THE BOARD MEMBERS AND KEY EMPLOYEES ANNUALLY. IT IS REVISED AND ANY NECESSARY DISCLOSURES ARE MADE ANNUALLY. ANY CONFLICT OF INTEREST THAT ARISES IS RESOLVED BY THE EXECUTIVE DIRECTOR AND/OR THE BOARD OF DIRECTORS AND IS RECORDED IN THE OFFICIAL BOARD MINUTES. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION IS DETERMINED BASED ON AN ANALYSIS OF SIMILAR ORGANIZATIONS USED BY THE MISSISSIPPI CENTER FOR NONPROFITS. IT IS ALSO REVIEWED AND DETERMINED BY THE BOARD OF DIRECTORS OF THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION IS DETERMINED BASED ON AN ANALYSIS OF SIMILAR ORGANIZATIONS USED BY THE MISSISSIPPI CENTER FOR NONPROFITS. IT IS ALSO REVIEWED AND DETERMINED BY THE BOARD OF DIRECTORS OF THE ORGANIZATION. (THE AMOUNT PAID TO ALL EMPLOYEES IS ALSO DETERMINED USING THIS PROCESS.) FORM 990, PAGE 6, PART VI, LINE 19 FORMS 1023 AND 990 ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.