Nonprofit · EIN 20-1862628
EXCELL PARTNERS INC
Tax-exempt · ROCHESTER, NY 14618
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,437,243 | $1,067,491 | $369,752 | $5,494,257 | $204,337 | $5,289,920 |
| June 30, 2024 | 990 | $1,014,483 | $996,647 | $17,836 | $4,750,613 | $73,310 | $4,677,303 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $437,500
- of which government grants
- $437,500
- Program service revenue
- $0
- Investment income
- $29,993
- Other revenue
- $969,750
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $101,746
- Salaries, compensation and benefits (total)
- $274,373
- Professional fundraising fees
- $0
- Legal fees
- $4,464
- Accounting fees
- $15,000
- Occupancy
- $14,500
- Travel
- $25,235
- Management and general (functional)
- $1,067,491
Balance sheet and other
- Total assets, start of year
- $4,750,613
- Total assets, end of year
- $5,494,257
- Total liabilities, end of year
- $204,337
- Net assets, end of year
- $5,289,920
- Net assets without donor restrictions
- $5,289,920
- Gross receipts
- $1,437,243
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2005
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| THERESA MAZZULLO | FORMER CHIEF EXECUTIVE OFFICER Former | 40 | $0 | $283,572 | $60,120 |
| YORAM KATZ | CURRENT CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 40 | $0 | $274,776 | $67,872 |
| STEVE DEWHURST | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| JOSH FARRELMAN | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| PETER ROBINSON | CHAIRMAN OF THE BOARD Trustee or director | 0.5 | $0 | $0 | $0 |
| STEVE MCCLUSKI | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| STEVEN FELDON | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| DENNIS KESSLER | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| NICHOLAS QUERQUES | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| RYNE RAFFAELLE | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| JENNIFER TAVARES | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| ALEX ZAPESOCHNY | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| THERESA MAZZULLO | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 40 | $0 | $270,516 | $59,097 |
| YORAM KATZ | CHIEF OPERATING OFFICER Trustee or director, Officer | 40 | $0 | $262,128 | $66,680 |
| MICHAEL MANIKOWSKI | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| JOEL MALINA | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| PETER ROBINSON | CHAIRMAN OF THE BOARD Trustee or director | 0.5 | $0 | $0 | $0 |
| STEVE MCCLUSKI | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| STEVEN FELDON | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| DENNIS KESSLER | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| DAVID KLEIN | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| RYNE RAFFAELLE | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3300 MONROE AVE STE 319, ROCHESTER, NY 14618-4617
- Principal officer (990 for 2024)
- YORAM KATZ, 3300 MONROE AVE 319, ROCHESTER, NY 14618
- Signed the 990
- YORAM KATZ, CHIEF EXECUTIVE OFFICER
- Phone
- (585) 458-7333
- Return prepared by
- BONADIO & CO LLP
Mission
THE COMPANY'S MISSION IS TO PROVIDE FINANCIAL SUPPORT, EDUCATION, MANAGEMENT SUPPORT AND NETWORKING CONNECTIONS TO TECHNOLOGY-BASED START-UP COMPANIES EMERGING FROM THE COMMUNITIES, UNIVERSITIES, AND RESEARCH CENTERS ACROSS UPSTATE NEW YORK.
Program accomplishments
- PROVIDE FINANCIAL SUPPORT TO TECHNOLOGY BASED START-UPS IN THE FORM OF EQUITY AND CONVERTIBLE NOTES, TO BE USED FOR ENTITY FORMATION, BUSINESS PLANS, MARKET ASSESSMENT, RECRUITMENT AND TECHNOLOGY DEVELOPMENT. PROVIDE EDUCATIONAL AND MANAGEMENT SUPPORT, AS WELL AS CONNECTIONS TO EARLY STAGE VENTURE CAPITAL FIRMS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-1862628
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2017
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S05)
- Assets (IRS master file)
- $5,494,257
- Income (IRS master file)
- $1,437,243
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $947,711 | $1,062,704 | $4,820,342 | IRS |
| 990 | June 2022 | $844,909 | $972,651 | $4,877,874 | IRS |
| 990 | June 2021 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about EXCELL PARTNERS INC
- What is the EIN of EXCELL PARTNERS INC?
- The employer identification number (EIN) of EXCELL PARTNERS INC is 20-1862628.
- Is EXCELL PARTNERS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to EXCELL PARTNERS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EXCELL PARTNERS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EXCELL PARTNERS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EXCELL PARTNERS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of EXCELL PARTNERS INC?
- The 990 for the year ended June 30, 2025 names YORAM KATZ.
- Who are the officers and directors of EXCELL PARTNERS INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does EXCELL PARTNERS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,437,243, expenses of $1,067,491 and total assets of $5,494,257 at year end.
Other nonprofits in ROCHESTER
- PATHSTONE CORPORATION EIN 16-0984913 · last filed 990 for 2025
- GRHS FOUNDATION INC EIN 22-3378111 · last filed 990 for 2024
- CONNECTED COMMUNITIES INC EIN 47-5104440 · last filed 990 for 2024
- GREATER ROCHESTER CHAMBER OF COMMERCE INC EIN 51-0439860 · last filed 990 for 2025
- ROCHESTER DOWNTOWN DEVELOPMENT CORPORATION EIN 16-1081958 · last filed 990 for 2024
- ROC2025 INC EIN 83-4392577 · last filed 990 for 2025
- GREATER ROCHESTER ENTERPRISE INC EIN 10-0000080 · last filed 990 for 2025
- GREATER ROCHESTER ASSOCIATION OF REALTORS INC EIN 16-0601887 · last filed 990 for 2024
All nonprofits in ROCHESTER · New York · Community improvement and capacity building