Civic Intelligence

Educational Excellence Foundation

990EZ • Fiscal year 2023 • EIN 45-2775068

Jul 01, 2022 to Jun 30, 2023 • Filed on May 01, 2024

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

(248) 559-8044

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

88th percentile

43%

Higher net margin than 88% 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

70th percentile

16%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

2nd percentile

-97%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Flat

$3,146

Flat from 2023

Net Assets

$3,146

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin88th percentile

Revenue

Flat

$1,000

Flat from 2023

Expenses

Flat

$566

Flat from 2023

Net Income

Flat

$434

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth70th 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: $0Net Assets 2023: $3,1462023Assets 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

2023

Assets$3,146
Liabilities$0
Net Assets$3,146
Open 2023 Filing

Operations Trend

Revenue Growth2nd 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 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

2023

Revenue$1,000
Expenses$566
Net Income$434
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 1, 2024
Return Version
2022v5.0
Gross Receipts
$1,000
Mission and Program Overview

Mission

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

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
GRANTS AND SCHOLARSHIPS TO COLLEGE STUDENTS BASED UPON FINANCIALS NEEDS-$566
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXANDER BAILEYPresident-$0--
WILLIAM MORFORDDirector-$0--
SUSAN ANDERSONDirector-$0--
STEVE JOHNSONDirector-$0--
BARBARA RUMMELDirector-$0--
ALBERT ROBERTSDirector-$0--
ANTOINNETTE DURDENSecretary-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Alexander Bailey
Title
President
Phone
2485598044
Signed
2024-05-01
Discuss with paid preparer
No

Preparer

Firm
Pinnacle Accounting Inc
Address
24600 CENTER RIDGE RD STE 215, WESTLAKE, OH 44145
Preparer
Zeljko Mitrovic
Phone
4404710184
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Grantee us department of education”

Description of other expenses Part I line 16

“Description amountbank fee 112insurance 454”

Part III response or note to any other line in Part III

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

Raw XML Appendix163 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/PersonNm0ALEXANDER BAILEY
IRS990EZ/BooksInCareOfDetail/PhoneNum02485598044
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0421 E BETTERAVIA RD STE 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA MARIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093454
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02712
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03146
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0434
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02712
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03146
IRS990EZ/GrossReceiptsAmt01000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02712
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03146
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02712
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03146
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALEXANDER BAILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM MORFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BARBARA RUMMEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALBERT ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANTOINNETTE DURDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0566
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS AND SCHOLARSHIPS TO COLLEGE STUDENTS BASED UPON FINANCIALS NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0566
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0566
IRS990EZ/TotalProgramServiceExpensesAmt0566
IRS990EZ/TotalRevenueAmt01000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt032900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt089180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt067500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0223030
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0223030
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt032900
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt032450
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt089180
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067500
IRS990ScheduleA/Total509Grp/TotalAmt0223030
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt032900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt032450
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt089180
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt067500
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0223030
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTEE US DEPARTMENT OF EDUCATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBANK FEE 112INSURANCE 454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE SCHOLARSHIPS AND GRANTS TO MATRICULATING STUDENTS WHO SATISFY FINANCIAL NEED REQUIREMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part III response or note to any other line in Part III
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXANDER BAILEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02485598044
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDUCATIONAL EXCELLENCE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EDUC
ReturnHeader/Filer/EIN0452775068
ReturnHeader/Filer/USAddress/AddressLine1Txt0421 E BETTERAVIA RD STE 100
ReturnHeader/Filer/USAddress/CityNm0SANTA MARIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093454
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263759630
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PINNACLE ACCOUNTING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024600 CENTER RIDGE RD STE 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTLAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044145
ReturnHeader/PreparerPersonGrp/PhoneNum04404710184
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZELJKO MITROVIC
ReturnHeader/ReturnTs02024-05-09T12:16:17-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALEXANDER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAILEY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,146
Liabilities
$0
Net assets
$3,146
Revenue
$1,000
Expenses
$566
Net income
$434
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
2023Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$1.00$0.57$0.43
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