Excelencia in Education Inc.

“The form 990 was prepared by the outside accountants and reviewed by management before it was provided to the board of directors and then filed with the irs.”

“Annually, each director, board member, officer, employee and volunteer completes a disclosure form identifying any relationships, positions or circumstances in which s/he is involved that s/he believes could constitute a conflict of interest. Such relationships, positions or circumstances might include service as a director of or consultant to another nonprofit organization, or ownership of a business that might provide goods or services to excelencia. Any such information regarding the business interests of a director, officer, employee or volunteer, or a family member thereof, is treated as confidential and is generally available only to the chair, the executive director and any committee appointed to address conflicts of interest, except to the extent additional disclosure is necessary in connection with the implementation of this policy. This policy is reviewed annually by each member of the board of directors. Any changes to the policy are communicated to all staff and volunteers. Should a conflict of interest arise among board members, excelencia would take the following steps to resolve it: 1. The president evaluates the situation and determines the appropriate steps to take to eliminate and avoid the perception or presence of a conflict of interest. 2. Where there is confirmation of a conflict of interest, the president appropriately takes one of the following actions: - provides a letter of caution to the board member - provides a letter of direction to resolve the conflict - if appropriate, disciplines the board member by terminating his/her term 3. If there is conflict of interest with the president, the chair would be responsible for the actions described above. 4. The issue and actions taken must be well documented, ensuring that both privacy and confidentiality are observed.”

“The board of directors performs an evaluation of the president of excelencia and sets his/her salary. Comparable data is used in the compensation process for the president. Deliberation and documentation of the compensation process also takes place. The last compensation review took place in march 2012. Other salaries are recommended by the president and approved by the board as part of the annual budgeting process. When a new position or category of employee is added, the salary range for that category of employee is approved by the board of directors.”

“The organization's governing documents, policies, and audited financial statements are available within a reasonable time after receipt of request.”

“Communication services: program service expenses 51,350. Management and general expenses 0. Fundraising expenses 86,650. Total expenses 138,000. Design and editing services: program service expenses 40,085. Management and general expenses 0. Fundraising expenses 450. Total expenses 40,535. Event coordinator: program service expenses 21,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 21,500. Media consultants: program service expenses 400. Management and general expenses 0. Fundraising expenses 0. Total expenses 400. Technical assistance: program service expenses 25,024. Management and general expenses 0. Fundraising expenses 11,398. Total expenses 36,422. Development services: program service expenses 4,000. Management and general expenses 0. Fundraising expenses 138,306. Total expenses 142,306. Other financial services: program service expenses 453. Management and general expenses -512. Fundraising expenses 112. Total expenses 53.”