Civic Intelligence

Excellence in Investing for Childrens Causes Inc.

990 • Fiscal year 2023 • EIN 27-2015422

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

Organization Profilewww.excellencesf.org
3053 Fillmore St 115San Francisco, CA 94123

(415) 246-7567

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

23rd percentile

-15%

Higher net margin than 23% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

9th percentile

-57%

Faster asset growth than 9% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

92%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$48,143

Down $63,928 (-57%) from 2022

Net Assets

Down

$48,143

Down $63,928 (-57%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin23rd percentile

Revenue

Up

$438,010

Up $209,658 (+92%) from 2022

Expenses

Up

$501,938

Up $320,589 (+177%) from 2022

Net Income

Down

-$63,928

Down $110,931 (-236%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

2023

Assets$48,143
Liabilities$0
Net Assets$48,143
Open 2023 Filing

Operations Trend

Revenue Growth89th percentile

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

2023

Revenue$438,010
Expenses$501,938
Net Income-$63,928
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Gross Receipts
$438,010
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$106,865$48,143▼ $58,722
Prepaid Expenses and Deferred Charges$5,206$0▼ $5,206
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$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$112,071$48,143▼ $63,928
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$112,071$48,143▼ $63,928
Total Net Assets Fund Balance$112,071$48,143▼ $63,928
Total Liabilities and Net Assets / Fund Balance$112,071$48,143▼ $63,928
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Seth BlackmanPresident
Alice KennonDirector
Lindsay CostiganDirector
Jim FrolikSecretary
Peter LardnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$438,010
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$438,010
Change in Net Assets
$-63,928

Audited Revenue Reconciliation

Revenue per Audited Statements
$438,010
Total Revenue per Audited Statements
$438,010
Total Revenue per Form 990
$438,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$255,000
Other Expenses$246,938
Total Fundraising Expense$1,287
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$255,000--$255,000
Fees for Services Accounting-$16,732-$16,732
Office Expenses-$4,442$905$5,347
Other Expenses$217,274$3,003-$3,003
Information Technology$383-$382$765
Total Functional Expenses$472,657$27,994$1,287$501,938

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$501,938
Total Expenses per Audited Statements$501,938
Total Expenses per Form 990$501,938
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ira Sohn Conference FdtnNew York, NY501(c)(3)pediatric cancer/childhood diseases$75,000
826 ValenciaSan Francisco, CA501(c)(3)Youth programs$60,000
EatLearnPlay FoundationOakland, CA501(c)(3)children's nutrition and activity$60,000
SmartSan Francisco, CA501(c)(3)Equal opportunity in education$60,000
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 35% controlled entity
No
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, Section B, Line 11B

“Form 990 is prepared by an outside tax professional. The form is then reviewed by the organization's management. 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 authorizes the final form 990 which is then e-filed with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“Members of the board of directors review the compensation of all high-level personnel periodically in accordance with IRS rules and regulations. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries. Every effort is made to ensure that the process is thorough and transparent in accordance with IRS guidelines and the organization's policies and procedures.”

Form 990, Part VI, Section B, Line 15A

“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, Section B, Line 15B

“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, Section C, Line 19

“All of the organization's governing documents, financial statements, and other legal filings are maintained in a secure environment and held available for inspection by tax authorities and the general public. Tax returns are posted annually to our website and to www.guidestar.org (where they are available for viewing as electronic copies) and are also available by request from the organization's office.”

Filing and Contact Details

Filer

Filer Name
Excellence in Investing
EIN
27-2015422
Phone
4152467567
Address
3053 Fillmore St 115, San Francisco, CA 94123

Signing Officer

Name
Peter Lardner
Title
Treasurer
Phone
4158347962
Signed
2024-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Lardner
Formed
2010
Legal Domicile
De
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
20

Preparer

Firm
Regalia & Associates Cpas
Address
103 TOWN COUNTRY DR STE K, DANVILLE, CA 94526
Preparer
Valerie 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, 2023 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.”

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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/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0338999
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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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, 2023 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/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalExpensesPerForm990Amt0501938
IRS990ScheduleD/TotalRevenuePerForm990Amt0438010
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0438010
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0501938
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IRS990ScheduleI/RecipientTable/CashGrantAmt060000
IRS990ScheduleI/RecipientTable/CashGrantAmt160000
IRS990ScheduleI/RecipientTable/CashGrantAmt275000
IRS990ScheduleI/RecipientTable/CashGrantAmt360000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
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IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Youth programs
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1children's nutrition and activity
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2pediatric cancer/childhood diseases
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Equal opportunity in education
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0826 Valencia
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1EatLearnPlay Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Ira Sohn Conference Fdtn
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3SMART
IRS990ScheduleI/RecipientTable/RecipientEIN0043694151
IRS990ScheduleI/RecipientTable/RecipientEIN1831373602
IRS990ScheduleI/RecipientTable/RecipientEIN2204694054
IRS990ScheduleI/RecipientTable/RecipientEIN3943287468
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0826 Valencia Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1647 4th St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt221 West 38th Street 5th Floor
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32101 Mission St Ste 200
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Francisco
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Oakland
IRS990ScheduleI/RecipientTable/USAddress/CityNm2New York
IRS990ScheduleI/RecipientTable/USAddress/CityNm3San Francisco
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194607
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd210018
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 by the organization's management. 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 authorizes the final form 990 which is then e-filed with the internal revenue service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members of the board of directors review the compensation of all high-level personnel periodically in accordance with IRS rules and regulations. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries. Every effort is made to ensure that the process is thorough and transparent in accordance with IRS guidelines and 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 legal filings are maintained in a secure environment and held available for inspection by tax authorities and the general public. Tax returns are posted annually to our website and to www.guidestar.org (where they are available for viewing as electronic copies) and are also available by request from the organization's office.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
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IRS990/TravelGrp/TotalAmt00
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03053 Fillmore St 115
IRS990/USAddress/CityNm0San Francisco
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IRS990/WebsiteAddressTxt0www.excellencesf.org
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Lardner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04158347962

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,143
Liabilities
$0
Net assets
$48,143
Revenue
$438,010
Expenses
$501,938
Net income
-$63,928
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.44$0.02$0.42$5.24$5.30$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$4.38$5.02$0.64
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$2.28$1.81$0.47
2021Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$2.36$2.32$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.62$0.01$0.61$2.19$1.90$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.10$0.32$3.39$3.47$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.60$0.39$3.35$3.29$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.01$0.33$2.97$2.91$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.55$0.27$3.22$3.09$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.93$0.15$3.55$3.26$0.29
2014Detailed filing. Detailed filing data is available for this year.$0.97$1.11$0.14$3.67$2.83$0.83
2013Detailed filing. Detailed filing data is available for this year.$1.09$2.06$0.97$3.56$3.25$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$2.62$1.28$2.85