Excel Inc
Nonprofit that promotes education, welfare and community involvement for adults & children.
Excel Inc at a glance
- Total assets
- $1,405,395
- +2.3% vs 2024
- Revenue (2025)
- $356,809
- -2.4% vs 2024
- Net investment income (2025)
- $31,042
- -16.0% vs 2024
- Expenses (2025)
- $319,617
- +1.3% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Excel Inc funds
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was in the $100–250K range: 1 grant of 2 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2023, annual grant giving ranged from $10K (2019) to $402K (2022). In 2023 it made 1 grant totaling $158K.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Morton Center Morton, MS | Learning Center | $158,375 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $1,405,395 | $356,809 | $319,617 | — | — | $31,042 |
| 2024 | $1,373,160 | $365,516 | $315,402 | — | — | $36,953 |
| 2023 | $1,292,737 | $331,993 | $481,281 | $158,375 | 1 | $27,154 |
| 2022 | $1,413,630 | $463,972 | $778,584 | $402,244 | 1 | $12,198 |
| 2021 | $1,817,730 | $396,826 | $353,352 | — | — | $17,440 |
| 2020 | $1,739,424 | $377,027 | $383,116 | — | — | $14,258 |
| 2019 | $1,694,361 | $374,730 | $376,562 | $10,000 | Total only | $9,260 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About Excel Inc
Based on IRS filings
Excel Inc is a public charity, based in Okolona, MS. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.4M in total assets. Net investment income was $31K.
Leadership & Key People
Officers and directors from IRS filings
Excel Inc is led by Susan Schultz, President since 2025 (on filings since 2022); none of the 7 officers listed in 2025 report compensation.
Officers on the 2025 filing
Susan Schultz
President
Director → President, 2025
On filings since 2022
1 hr/week
No compensation reported
Gary Ervin
Director
President → Director, 2025
On filings since 2019
1 hr/week
No compensation reported
Bobbie Montgomery
Director
On filings since 2022
1 hr/week
No compensation reported
Stella Smith
Director
On filings since 2022
1 hr/week
No compensation reported
Elizabeth Brown
Ex-Official
Executive Director → Ex-Official, 2025
On filings since 2019
1 hr/week
$25K (2019) → $0 (2025)
Nancy Schreck
Recording Secretary
Recording Sec'y → Recording Secretary, 2024
On filings since 2019
15 hrs/week
$10K (2019) → $0 (2025)
Jan West
Vice President
Vice President → Director, 2023
Director → Vice President, 2024
On filings since 2019
1 hr/week
No compensation reported
Former officers (3)
- Former: Audrey Kinard (2019–2021) — Director
- Former: Clementine Anderson (2019–2021) — Director
- Former: Leisa Ervin (2019–2021) — Secretary & Treasurer
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $26K, to Nancy Schreck (Recording Secretary). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Excel Inc
How large is Excel Inc?
Excel Inc reported $1.4M in total assets on its 2025 IRS Form 990. Its revenue that year was $357K.
Where does Excel Inc operate?
Excel Inc has awarded grants in Mississippi.
What is Excel Inc's EIN?
Excel Inc's EIN (Employer Identification Number) is 64-0801905. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2022 (received by the IRS August 15, 2023)
- Added Form 990 for fiscal year 2019 (received by the IRS August 14, 2020)
- Updated Form 990 for fiscal year 2023 (received by the IRS August 15, 2024)
- Added Form 990 for fiscal year 2025 (received by the IRS August 17, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Excel Inc's focus areas in our free grants database
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