Civic Intelligence

Excellence in Investing for Childrens Causes Inc.

990 • Fiscal year 2018 • EIN 27-2015422

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

PO Box 22112San Francisco, CA 94122

(415) 728-4455

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

0.60x

Higher debt load relative to assets than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

87th percentile

0.18x

Higher debt load relative to revenue than 87% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

47th percentile

1.8%

Higher net margin than 47% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

95th percentile

192%

Faster asset growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$99,337

Up $65,358 (+192%) from 2017

Net Assets

Up

$39,492

Up $6,151 (+18%) from 2017

Liabilities

Up

$59,845

Up $59,207 (+9280%) from 2017

Revenue

Up

$335,175

Up $38,025 (+13%) from 2017

Expenses

Up

$329,024

Up $38,037 (+13%) from 2017

Net Income

Down

$6,151

Down $12 (-0.2%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0-$100K-$200KAssets 2012: $133,433Liabilities 2012: $261,565Net Assets 2012: -$128,1322012Assets 2013: $108,560Liabilities 2013: $205,995Net Assets 2013: -$97,4352013Assets 2014: $96,864Liabilities 2014: $110,900Net Assets 2014: -$14,0362014Assets 2015: $108,104Liabilities 2015: $93,350Net Assets 2015: $14,7542015Assets 2016: $81,930Liabilities 2016: $54,752Net Assets 2016: $27,1782016Assets 2017: $33,979Liabilities 2017: $638Net Assets 2017: $33,3412017Assets 2018: $99,337Liabilities 2018: $59,845Net Assets 2018: $39,4922018Assets 2019: $41,612Liabilities 2019: $9,973Net Assets 2019: $31,6392019Assets 2020: $61,802Liabilities 2020: $607Net Assets 2020: $61,1952020Assets 2021: $65,126Liabilities 2021: $58Net Assets 2021: $65,0682021Assets 2022: $112,071Liabilities 2022: $0Net Assets 2022: $112,0712022Assets 2023: $48,143Liabilities 2023: $0Net Assets 2023: $48,1432023Assets 2024: $44,044Liabilities 2024: $2,122Net Assets 2024: $41,9222024

Highlighted filing

2018

Assets$99,337
Liabilities$59,845
Net Assets$39,492

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2012: $285,3692012Revenue 2013: $355,733Expenses 2013: $325,036Net Income 2013: $30,6972013Revenue 2014: $366,867Expenses 2014: $283,468Net Income 2014: $83,3992014Revenue 2015: $354,502Expenses 2015: $325,712Net Income 2015: $28,7902015Revenue 2016: $321,900Expenses 2016: $309,476Net Income 2016: $12,4242016Revenue 2017: $297,150Expenses 2017: $290,987Net Income 2017: $6,1632017Revenue 2018: $335,175Expenses 2018: $329,024Net Income 2018: $6,1512018Revenue 2019: $338,999Expenses 2019: $346,852Net Income 2019: -$7,8532019Revenue 2020: $219,470Expenses 2020: $189,914Net Income 2020: $29,5562020Revenue 2021: $236,200Expenses 2021: $232,327Net Income 2021: $3,8732021Revenue 2022: $228,352Expenses 2022: $181,349Net Income 2022: $47,0032022Revenue 2023: $438,010Expenses 2023: $501,938Net Income 2023: -$63,9282023Revenue 2024: $523,820Expenses 2024: $530,041Net Income 2024: -$6,2212024

Highlighted filing

2018

Revenue$335,175
Expenses$329,024
Net Income$6,151
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Gross Receipts
$335,175
Mission and Program Overview

Mission

The conference brings together some of the world's top investors and other prominent thinkers to share their investment ideas and insights. The conference was inspired by and is patterned after the Ira Sohn Investment Research Conference.

Excellence in Investing for Childrens Causes, Inc. organizes the Sohn Conference San Francisco, an annual investment conference benefiting Bay Area and national organizations involved in education and other childrens causes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$24,987$81,737▲ $56,750
Prepaid Expenses and Deferred Charges$8,992$9,600▲ $608
Accounts Receivable-$8,000-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$33,979$99,337▲ $65,358
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$638$59,845▲ $59,207
Total Liabilities$638$59,845▲ $59,207
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$35,000-
Unrestricted Net Assets$33,341$4,492▼ $28,849
Total Net Assets Fund Balance$33,341$39,492▲ $6,151
Total Liabilities and Net Assets / Fund Balance$33,979$99,337▲ $65,358
Compensation and Service Providers

Board Members and Trustees

NameTitle
Peter LardnerPresident
Patrick WolffVice President
Rebecca ChiaSecretary
Julia MooreTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$335,175
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$335,175
Change in Net Assets
$6,151

Audited Revenue Reconciliation

Revenue per Audited Statements
$300,175
Revenue Not Reported on Financial Statements
$35,000
Other Revenue Adjustments
$35,000
Total Revenue per Audited Statements
$300,175
Total Revenue per Form 990
$335,175
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$204,945
Other Expenses$124,079
Total Fundraising Expense$105
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$204,945--$204,945
Fees for Services Accounting-$11,800-$11,800
Office Expenses-$3,598-$3,598
Other Expenses$26,735$436-$436
Information Technology$105-$105$210
Total Functional Expenses$313,085$15,834$105$329,024

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$329,024
Total Expenses per Audited Statements$329,024
Total Expenses per Form 990$329,024
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community EducationBerkeley, CA-Programs for homeless youth$52,000
Life Learning AcademySan Francisco, CA-Nonviolent community for students$52,000
New Door VenturesSan Francisco, CA-Youth skill-building,support & jobs$52,000
Ira Sohn Conference FdtnNew York, NY-pediatric cancer/childhood diseases$48,945
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is prepared by an outside tax professional. The form is then reviewed bythe organization's management and at least one member of the board of directors. This group of individuals then discusses the contents of the return with the outside tax professional. After a full review, the final version of the tax return is provided to all members of the organization's voting body. A representative of management or the board authorizes the final form 990 which is then e-filed with the internal revenue service.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Members of the board of directors review all potential conflicts of interest at least annually. The executive director and all board members are required to disclose (in writing) potential conflicts and any related party affiliations. Loans between the organization and members of management and the board are strictly prohibited. The organization seeks full transparency on all relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The Organization has no paid employees. All of the activities are carried out by an all-volunteer board of directors and other individuals who contribute their time and talents.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The Organization has no paid employees. All of the activities are carried out by an all-volunteer board of directors and other individuals who contribute their time and talents.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All of the organization's governing documents, financial statements and other legalfilings are maintained in a secure environment and held available for inspection bytax authorities and the general public. Tax returns are posted annually towww.guidestar.org (where they are available for viewing as electronic copies) and are also available for a physical inspection at the organization's office in san francisco, california.

Filing and Contact Details

Filer

Filer Name
Excellence in Investing
EIN
27-2015422
Phone
4157284455
Address
PO Box 22112, San Francisco, CA 94122

Signing Officer

Name
Peter Lardner
Title
President
Phone
4157284455
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Lardner
Formed
2010
Legal Domicile
De
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
20

Preparer

Firm
Regalia & Associates CPAs
Address
103 Town Country Dr Ste K, Danville, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

Income TaxesFinancial statement presentation follows the recommendations of ASC 740, Income Taxes, Income Taxes. Under ASC 740, EICC is required to report information regarding its exposure to various tax positions taken by EICC and requires a two-step process that separates recognition from measurement. The first step is determining whether a tax position has met the recognition threshold; the second step is measuring a tax position that meets the recognition threshold. Management believes that EICC has adequately evaluated its current tax positions and has concluded that as of December 31, 2018 EICC does not have any uncertain tax positions for which a reserve or an accrual for a tax liability would be necessary.EICC has received notification from the Internal Revenue Service and the State of California that it qualifies for tax-exempt status under Section 501(c)(3) of the Internal Revenue Code and Section 23701d of the California Revenue and Taxation Code. This exemption is subject to periodic review by the federal and state taxing authorities and management is confident that EICC continues to satisfy all federal and state statutes in order to qualify for continued tax exemption status. EICC may periodically receive unrelated business income requiring EICC to file separate tax returns under federal and state statutes. Under such conditions, EICC calculates and accrues the applicable taxes payable.

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

Temp Restricted donations $35000

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0321900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0354502
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0366867
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01675594
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93050
IRS990ScheduleA/PublicSupportPY170Pct00.91370
IRS990ScheduleA/PublicSupportTotal170Amt01559142
IRS990ScheduleA/SubstantialContributorsTotAmt0116452
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0354502
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0366867
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01675594
IRS990ScheduleA/TotalSupportAmt01675594
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherRevenuesNotIncludedAmt035000
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt035000
IRS990ScheduleD/RevenueSubtotalAmt0300175
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Income TaxesFinancial statement presentation follows the recommendations of ASC 740, Income Taxes, Income Taxes. Under ASC 740, EICC is required to report information regarding its exposure to various tax positions taken by EICC and requires a two-step process that separates recognition from measurement. The first step is determining whether a tax position has met the recognition threshold; the second step is measuring a tax position that meets the recognition threshold. Management believes that EICC has adequately evaluated its current tax positions and has concluded that as of December 31, 2018 EICC does not have any uncertain tax positions for which a reserve or an accrual for a tax liability would be necessary.EICC has received notification from the Internal Revenue Service and the State of California that it qualifies for tax-exempt status under Section 501(c)(3) of the Internal Revenue Code and Section 23701d of the California Revenue and Taxation Code. This exemption is subject to periodic review by the federal and state taxing authorities and management is confident that EICC continues to satisfy all federal and state statutes in order to qualify for continued tax exemption status. EICC may periodically receive unrelated business income requiring EICC to file separate tax returns under federal and state statutes. Under such conditions, EICC calculates and accrues the applicable taxes payable.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Temp Restricted donations $35000
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt0329024
IRS990ScheduleD/TotalRevenuePerForm990Amt0335175
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0300175
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0329024
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt052000
IRS990ScheduleI/RecipientTable/CashGrantAmt148945
IRS990ScheduleI/RecipientTable/CashGrantAmt252000
IRS990ScheduleI/RecipientTable/CashGrantAmt352000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Programs for homeless youth
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1pediatric cancer/childhood diseases
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Nonviolent community for students
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Youth skill-building,support & jobs
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Community Education
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Ira Sohn Conference Fdtn
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Life Learning Academy
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3New Door Ventures
IRS990ScheduleI/RecipientTable/RecipientEIN0274215840
IRS990ScheduleI/RecipientTable/RecipientEIN1204694054
IRS990ScheduleI/RecipientTable/RecipientEIN2460744397
IRS990ScheduleI/RecipientTable/RecipientEIN3942780274
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 5632
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt121 West 38th Street 5th Floor
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2651 8TH ST Treasure Island
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt33221 20th Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Berkeley
IRS990ScheduleI/RecipientTable/USAddress/CityNm1New York
IRS990ScheduleI/RecipientTable/USAddress/CityNm2San Francisco
IRS990ScheduleI/RecipientTable/USAddress/CityNm3San Francisco
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094705
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd110018
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd294130
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd394110
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Excellence in Investing for Children's Causes requires ongoing feedback in the form of written reports in order to monitor the progress of each funded grant.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt00
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BYTHE ORGANIZATION'S MANAGEMENT AND AT LEAST ONE MEMBER OF THE BOARD OF DIRECTORS. THIS GROUP OF INDIVIDUALS THEN DISCUSSES THE CONTENTS OF THE RETURN WITH THE OUTSIDE TAX PROFESSIONAL. AFTER A FULL REVIEW, THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING BODY. A REPRESENTATIVE OF MANAGEMENT OR THE BOARD AUTHORIZES THE FINAL FORM 990 WHICH IS THEN E-FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE BOARD OF DIRECTORS REVIEW ALL POTENTIAL CONFLICTS OF INTEREST AT LEAST ANNUALLY. THE EXECUTIVE DIRECTOR AND ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE (IN WRITING) POTENTIAL CONFLICTS AND ANY RELATED PARTY AFFILIATIONS. LOANS BETWEEN THE ORGANIZATION AND MEMBERS OF MANAGEMENT AND THE BOARD ARE STRICTLY PROHIBITED. THE ORGANIZATION SEEKS FULL TRANSPARENCY ON ALL RELATIONSHIPS. ANY POTENTIAL CONFLICTS (IN FACT OR APPEARANCE) ARE DISCUSSED OPENLY AND RESOLVED IN ACCORDANCE WITH THE ORGANIZATION'S POLICIES AND PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization has no paid employees. All of the activities are carried out by an all-volunteer board of directors and other individuals who contribute their time and talents.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization has no paid employees. All of the activities are carried out by an all-volunteer board of directors and other individuals who contribute their time and talents.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER LEGALFILINGS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BYTAX AUTHORITIES AND THE GENERAL PUBLIC. TAX RETURNS ARE POSTED ANNUALLY TOWWW.GUIDESTAR.ORG (WHERE THEY ARE AVAILABLE FOR VIEWING AS ELECTRONIC COPIES) AND ARE ALSO AVAILABLE FOR A PHYSICAL INSPECTION AT THE ORGANIZATION'S OFFICE IN SAN FRANCISCO, CALIFORNIA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TerminateOperationsInd0false
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IRS990/TotalLiabilitiesGrp/BOYAmt0638
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IRS990/TotalProgramServiceExpensesAmt0313085
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0335175
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt033979
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt099337
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 22112
IRS990/USAddress/CityNm0San Francisco
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094122
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IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0www.excellencesf.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Lardner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04157284455
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Excellence in Investing
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0for Childrens Causes
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0272015422
ReturnHeader/Filer/PhoneNum04157284455

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