Form 990-ez, Part I, Line 16 - Other Expenses
“Description: filing fees. Amount: 50. Description: bank charges. Amount: 226. Total to form 990-ez, line 16: 276.”
Exceeding Expectations Foundation
990EZ • Fiscal year 2024 • EIN 20-4227809
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Flat$208,958
Flat from 2024
Net Assets
$208,796
No earlier filing loaded for comparison.
Liabilities
Flat$162
Flat from 2024
Revenue And Expenses
Revenue
Flat$120,744
Flat from 2024
Expenses
Flat$67,890
Flat from 2024
Net Income
Flat$52,854
Flat from 2024
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- Oct 28, 2024
- Return Version
- 2023v5.1
- Gross Receipts
- $120,744
Mission and Program Overview
Mission
Ee, a program in the san bernardino school district which serves an inner city type population, is designed to encourage at risk kids to move their lives in positive directions, using the sport of triathlon as a vehicle. The organization also provides higher education financial assistance to qualifying students.
Ee, a program in the ca san bernardino school district which serves an inner city type population, is designed to encourage at-risk kids to move their lives in positive directions, using the sport of triathlon as a vehicle. The organization also provides higher education financial assistance to qualifying students in the program.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE ORGANIZATION PROVIDES HIGHER EDUCATION ASSISTANCE FOR PROGRAM PARTICIPANTS. | $0 | $36,727 |
| THE ORGANIZATION CONTINUED TO PROVIDE OPPORTUNITIES/ACTIVITIES FOR KIDS TO PARTICIPATE IN A HEALTHY AND GOAL ORIENTED LIFESTYLE USING TRIATHLON AS A VEHICLE. | $0 | $28,727 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CHERIE GRUENFELD | Chairman/Pres | PT | $0 | - | - |
| LEE GRUENFELD | CFO/Treasurer | PT | $0 | - | - |
| JACQUIE IRONS | Secretary | PT | $0 | - | - |
| DEBORAH HAFFORD | Board Member | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Exceeding Expectations Foundation
- EIN
- 20-4227809
- Phone
- 9513181543
- Address
- 31855 DATE PALM DRIVE 3-505, CATHEDRAL CITY, CA 92234
Signing Officer
- Name
- Cherie Gruenfeld
- Title
- Chairman/pres
- Phone
- 9513181543
- Signed
- 2024-10-28
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Elizabeth CPA Inc
- Address
- 1187 COAST VILLAGE RD STE 1-513, SANTA BARBARA, CA 93108
- Preparer
- Elizabeth Farnan Rodrigues
- Phone
- 9493420941
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: prior period adjustment. Amount: -1,111.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: bikes and equipment. Beg. Of year amount: 35,165. End of year amount: 35,165. Description: trailer. Beg. Of year amount: 3,000. End of year amount: 3,000. Description: loan receivable. Beg. Of year amount: 905. End of year amount: 0. Description: credit card receivable. Beg. Of year amount: 96. End of year amount: 0.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: credit card payable. Beg. Of year amount: 0. End of year amount: 162.”
Raw XML Appendix168 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 65454 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | THE ORGANIZATION |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9513181543 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 31855 DATE PALM DRIVE 3-505 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CATHEDRAL CITY |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92234 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 117887 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 170793 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 120744 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 52854 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2160 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 157053 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 208958 |
| IRS990EZ/GrossReceiptsAmt | 0 | 120744 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 157053 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 208796 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 157053 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 208796 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 30.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CHERIE GRUENFELD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | LEE GRUENFELD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JACQUIE IRONS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | DEBORAH HAFFORD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CHAIRMAN/PRES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | CFO/TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | BOARD MEMBER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 39166 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 38165 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -1111 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 276 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EE, A PROGRAM IN THE CA SAN BERNARDINO SCHOOL DISTRICT WHICH SERVES AN INNER CITY TYPE POPULATION, IS DESIGNED TO ENCOURAGE AT-RISK KIDS TO MOVE THEIR LIVES IN POSITIVE DIRECTIONS, USING THE SPORT OF TRIATHLON AS A VEHICLE. THE ORGANIZATION ALSO PROVIDES HIGHER EDUCATION FINANCIAL ASSISTANCE TO QUALIFYING STUDENTS IN THE PROGRAM. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE ORGANIZATION CONTINUED TO PROVIDE OPPORTUNITIES/ACTIVITIES FOR KIDS TO PARTICIPATE IN A HEALTHY AND GOAL ORIENTED LIFESTYLE USING TRIATHLON AS A VEHICLE. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | THE ORGANIZATION PROVIDES HIGHER EDUCATION ASSISTANCE FOR PROGRAM PARTICIPANTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 28727 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 36727 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 162 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 67890 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 65454 |
| IRS990EZ/TotalRevenueAmt | 0 | 120744 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.EEFOUNDATION.ORG |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 120744 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 97692 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 110957 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 94527 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 90298 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 514218 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 514218 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 120744 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 97692 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 110957 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 94527 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 90298 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 514218 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 120744 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 97692 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 110957 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 94527 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 90298 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 514218 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: FILING FEES. AMOUNT: 50. DESCRIPTION: BANK CHARGES. AMOUNT: 226. TOTAL TO FORM 990-EZ, LINE 16: 276. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -1,111. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: BIKES AND EQUIPMENT. BEG. OF YEAR AMOUNT: 35,165. END OF YEAR AMOUNT: 35,165. DESCRIPTION: TRAILER. BEG. OF YEAR AMOUNT: 3,000. END OF YEAR AMOUNT: 3,000. DESCRIPTION: LOAN RECEIVABLE. BEG. OF YEAR AMOUNT: 905. END OF YEAR AMOUNT: 0. DESCRIPTION: CREDIT CARD RECEIVABLE. BEG. OF YEAR AMOUNT: 96. END OF YEAR AMOUNT: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: CREDIT CARD PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 162. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CHERIE GRUENFELD |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CHAIRMAN/PRES |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9513181543 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-10-28 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | EXCEEDING EXPECTATIONS FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | EXCE |
| ReturnHeader/Filer/EIN | 0 | 204227809 |
| ReturnHeader/Filer/PhoneNum | 0 | 9513181543 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 31855 DATE PALM DRIVE 3-505 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CATHEDRAL CITY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92234 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 844922113 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ELIZABETH CPA INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1187 COAST VILLAGE RD STE 1-513 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SANTA BARBARA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 93108 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9493420941 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ELIZABETH FARNAN RODRIGUES |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2024-10-28T14:49:52-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $208,958
- Liabilities
- $162
- Net assets
- $208,796
- Revenue
- $120,744
- Expenses
- $67,890
- Net income
- $52,854