Civic Intelligence

Educational Excellence Foundation

990EZ • Fiscal year 2019 • EIN 45-2775068

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 22, 2020

Organization ProfileN/A
421 E Betteravia Rd Ste 100Santa Maria, CA 93454

(805) 267-1643

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

30th percentile

-5.2%

Higher net margin than 30% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

5th percentile

-72%

Faster asset growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

40th percentile

-5.1%

Faster revenue growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$779

Down $9,302 (-92%) from 2017

Net Assets

Down

$779

Down $9,302 (-92%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin30th percentile

Revenue

Down

$67,500

Down $7,500 (-10%) from 2017

Expenses

Up

$71,010

Up $4,666 (+7.0%) from 2017

Net Income

Down

-$3,510

Down $12,166 (-141%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$30K$20K$10K$0Assets 2015: $2,097Net Assets 2015: $2,0972015Assets 2016: $1,425Net Assets 2016: $1,4252016Assets 2017: $10,081Net Assets 2017: $10,0812017Assets 2019: $779Net Assets 2019: $7792019Assets 2020: $5,581Net Assets 2020: $5,5812020Assets 2021: $993Liabilities 2021: $0Net Assets 2021: $9932021Assets 2022: $2,712Liabilities 2022: $0Net Assets 2022: $2,7122022Assets 2023: $3,146Liabilities 2023: $02023Assets 2024: $6,351Liabilities 2024: $0Net Assets 2024: $6,3512024Assets 2025: $23,335Liabilities 2025: $0Net Assets 2025: $23,3352025

Highlighted filing

2019

Assets$779
Liabilities-
Net Assets$779
Open 2019 Filing

Operations Trend

Revenue Growth40th percentile

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

$100K$50K$0-$50KRevenue 2015: $28,100Expenses 2015: $40,643Net Income 2015: -$12,5432015Revenue 2016: $40,000Expenses 2016: $40,672Net Income 2016: -$6722016Revenue 2017: $75,000Expenses 2017: $66,344Net Income 2017: $8,6562017Revenue 2019: $67,500Expenses 2019: $71,010Net Income 2019: -$3,5102019Revenue 2020: $89,180Expenses 2020: $84,378Net Income 2020: $4,8022020Revenue 2021: $32,450Expenses 2021: $37,038Net Income 2021: -$4,5882021Revenue 2022: $32,900Expenses 2022: $31,181Net Income 2022: $1,7192022Revenue 2023: $1,000Expenses 2023: $566Net Income 2023: $4342023Revenue 2024: $28,000Expenses 2024: $24,795Net Income 2024: $3,2052024Revenue 2025: $26,000Expenses 2025: $9,016Net Income 2025: $16,9842025

Highlighted filing

2019

Revenue$67,500
Expenses$71,010
Net Income-$3,510
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 22, 2020
Return Version
2018v3.2
Gross Receipts
$67,500
Mission and Program Overview

Mission

Provide scholarships and grants to matriculating students who satisfy financial need requirements.

Program Services

DescriptionGrantsExpenses
GRANTS AND SCHOLARSHIPS TO COLLEGE STUDENTS BASED UPON FINANCIAL NEEDS.$65,862$74,966
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRENDAN COYLEPresident-$0--
SUSAN ANDERSONSecretary-$0--
THOMAS LESKECFO-$0--
DR EUN AHNDirector-$0--
DR ALEX BAILEYDirector-$0--
LAWRENCE COYLEDirector-$0--
STANLEY KURZMANDirector-$0--
CARINA MIYAGIDirector-$0--
WILLIAM MORFORDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Educational Excellence Foundation
EIN
45-2775068
Phone
8052671643
Address
421 E BETTERAVIA RD STE 100, SANTA MARIA, CA 93454

Signing Officer

Name
Brendan Coyle
Title
President
Phone
8052671643
Signed
2020-09-22
Discuss with paid preparer
Yes

Preparer

Firm
Tim Pearson & Co Inc
Address
70 W LONG LAKE RD 118, TROY, MI 48098-7103
Preparer
Tim Pearson
Phone
2487200608
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 13,000 relationship: student”

Form 990-ez, Part I, Line 10

“Name: department of education cash contribution: 44,921”

Form 990-ez, Part I, Line 16

“Expenses travel 8,521 bank charge 408 credit card fee 175 total 9,104”

Form 990-ez, Part III

“Provide scholarships and grants to matriculating students who satisfy financial need requirements.”

Raw XML Appendix149 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRENDAN COYLE
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0BRENDAN COYLE
IRS990EZ/BooksInCareOfDetail/PhoneNum08052671643
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0421 E BETTERAVIA RD 100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0421 E BETTERAVIA RD 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA MARIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093454
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04289
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0779
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt067500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3510
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04289
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0779
IRS990EZ/GrantsAndSimilarAmountsPaidAmt061906
IRS990EZ/GrossReceiptsAmt067500
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04289
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0779
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04289
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0779
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRENDAN COYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THOMAS LESKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DR EUN AHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DR ALEX BAILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LAWRENCE COYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STANLEY KURZMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CARINA MIYAGI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8WILLIAM MORFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09104
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS AND GRANTS TO MATRICULATING STUDENTS WHO SATISFY FINANCIAL NEED REQUIREMENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS AND SCHOLARSHIPS TO COLLEGE STUDENTS BASED UPON FINANCIAL NEEDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt065862
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt074966
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071010
IRS990EZ/TotalProgramServiceExpensesAmt074966
IRS990EZ/TotalRevenueAmt067500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt067500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt067500
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt067500
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067500
IRS990ScheduleA/Total509Grp/TotalAmt067500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt067500
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt067500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 13,000 RELATIONSHIP: STUDENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: DEPARTMENT OF EDUCATION CASH CONTRIBUTION: 44,921
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES TRAVEL 8,521 BANK CHARGE 408 CREDIT CARD FEE 175 TOTAL 9,104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE SCHOLARSHIPS AND GRANTS TO MATRICULATING STUDENTS WHO SATISFY FINANCIAL NEED REQUIREMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENDAN COYLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08052671643
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDUCATIONAL EXCELLENCE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EDUC
ReturnHeader/Filer/EIN0452775068
ReturnHeader/Filer/PhoneNum08052671643
ReturnHeader/Filer/USAddress/AddressLine1Txt0421 E BETTERAVIA RD STE 100
ReturnHeader/Filer/USAddress/CityNm0SANTA MARIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093454
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A28D9B0C7B07AB048FBDB100FE35FDC9AD087345
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B32F37490CCB7123134B77CE71F4179F11EF0EF5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.94.239.173
ReturnHeader/FilingSecurityInformation/IPDt02020-09-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:03:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382645445
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TIM PEARSON & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt070 W LONG LAKE RD 118
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TROY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0480987103
ReturnHeader/PreparerPersonGrp/PhoneNum02487200608
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM PEARSON
ReturnHeader/ReturnTs02020-09-22T13:03:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$779
Liabilities
-
Net assets
$779
Revenue
$67,500
Expenses
$71,010
Net income
-$3,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$26.0$9.02$17.0
2024Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$28.0$24.8$3.21
2023Summary only. Only limited summary data is available for this year.$3.15$0.00$1.00$0.57$0.43
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$32.9$31.2$1.72
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$32.5$37.0$4.59
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.58$5.58$89.2$84.4$4.80
2019Detailed filing. Detailed filing data is available for this year.$0.78$0.78$67.5$71.0$3.51
2017Detailed filing. Detailed filing data is available for this year.$10.1$10.1$75.0$66.3$8.66
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$1.43$40.0$40.7$0.67
2015Detailed filing. Detailed filing data is available for this year.$2.10$2.10$28.1$40.6$12.5
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits