Liabilities / Assets
60th percentile
Tied with the lowest-debt nonprofits in its peer group.
Communities of Excellence 2026 Inc
EIN 46-3384692 • 501(c)3 • San Diego, CA
Profile
The mission of communities of excellence 2026 inc. Is to improve the quality of life for our nation's residents by assisting communities in implementing the baldrige-based communities of excellence framework. Our vision is to encourage vibrant, high performing communities.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
62nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
75th percentile
Higher net margin than 75% of similar nonprofits.
Top Officer Pay
99th percentile
Higher top officer pay than 99% of similar nonprofits.
Top officer pay equals 32.2% of source-year revenue.
Asset Growth
92nd percentile
Faster asset growth than 92% of similar nonprofits.
Revenue Growth
57th percentile
Faster revenue growth than 57% of similar nonprofits.
Balance Sheet
Assets
Up$160,124
Up $80,308 (+101%) from 2024
Liabilities
Flat$0
Flat from 2024
Net Assets
Up$160,124
Up $80,308 (+101%) from 2024
Revenue
Up$403,829
Up $13,361 (+3.4%) from 2024
Expenses
Down$320,078
Down $64,778 (-17%) from 2024
Net Income
Up$83,751
Up $78,139 (+1392%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $160,124
- Liabilities
- $0
- Net assets
- $160,124
- Revenue
- $403,829
- Expenses
- $320,078
- Net income
- $83,751
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2025 to Dec 31, 2025
- Signed
- Mar 13, 2026
- Return Version
- 2025v4.0
- Gross Receipts
- $403,829
Mission and Program Overview
Mission
The mission of communities of excellence 2026 inc. Is to partner with communities to align people around shared purpose, collaborate across sectors, and improve the conditions that shape quality of life for all. Our vision is a network of thriving, resilient, communities where every resident can live well and feel they belong. The organizaton currently engages 26 communities.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $75,194 | $159,238 | ▲ $84,044 |
| Land, Buildings, and Equipment, Net | $1,087 | $886 | ▼ $201 |
| Total Assets | $76,281 | $160,124 | ▲ $83,843 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $76,281 | $160,124 | ▲ $83,843 |
| Total Net Assets Fund Balance | $76,281 | $160,124 | ▲ $83,843 |
| Total Liabilities and Net Assets / Fund Balance | $76,281 | $160,124 | ▲ $83,843 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $886 | $1,120 | $2,006 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Stephanie Norling | President an | FT | $130,000 | $130,000 |
Board Members and Trustees
| Name | Title |
|---|---|
| Angela Brandt | Chair |
| Javier Hernandez - Lichtl | Vice Chair |
| Benjamin Anderson Mba Mhcds | Director |
| Chari Mullen | Director |
| Duane Reynolds | Director |
| Jayne Pope | Director |
| Lindsey Alexander | Director |
| Lowell C Kruse Mha | Director |
| Nick Macchione | Director |
| Nicole Bates | Director |
| Renee Rodriguez-goodemote | Director |
| Richard a Norling Mha | Director |
| Robert Fangmeyer | Director |
| Sandra Potthoff Phd | Director |
| Brian Lassiter | Secretary |
Highest Paid Contractors
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Stephanie Norling | Subcontractor | 2926 COPLEY AVE, San Diego, CA 92116 | $130,000 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $48,944
- Program Service Revenue
- $345,359
- Investment Income
- $9,526
- Other Revenue
- $0
- All Other Contributions
- $48,944
- Change in Net Assets
- $83,751
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $190,078 |
| Salaries, Compensation, and Employee Benefits | $130,000 |
| Total Fundraising Expense | $27,374 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | $79,300 | $36,400 | $14,300 | $130,000 |
| Fees for Services Other | $76,650 | - | - | $76,650 |
| Fees for Services Management | $30,018 | - | - | $30,018 |
| Travel | $16,833 | $89 | $388 | $17,310 |
| Other Expenses | $26,421 | $3,139 | $12,188 | $12,188 |
| Insurance | - | $10,365 | - | $10,365 |
| Conferences and Meetings | $9,480 | - | - | $9,480 |
| Fees for Services Accounting | - | $3,939 | - | $3,939 |
| Fees for Services Legal | - | $70 | - | $70 |
| Total Functional Expenses | $238,702 | $54,002 | $27,374 | $320,078 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- 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
- No
- Other officer compensation reviewed
- No
- 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, Page 6, Part VI, Line 2
“Richard norling stephanie norling director president father/daughter”
Form 990, Page 6, Part VI, Line 8A
“N/A”
Form 990, Page 6, Part VI, Line 8B
“N/A”
Form 990, Page 6, Part VI, Line 11B
“Through emails and postings on organization website”
Form 990, Page 6, Part VI, Line 12C
“Through meetings and member interactions”
Form 990, Page 6, Part VI, Line 19
“Through use of emails and postings on website”
Filing and Contact Details
Filer
- Filer Name
- Communities of Excellence 2026 Inc
- EIN
- 46-3384692
- Phone
- 8162717200
- Address
- PO BOX 16304, SAN DIEGO, CA 92176
Signing Officer
- Name
- Stephanie Norling
- Title
- President and CEO
- Phone
- 8162717200
- Signed
- 2026-03-13
Organization Details
- Principal Officer
- Angela Brandt
- Formed
- 2013
- Legal Domicile
- Mo
- Voting Board Members
- 12
- Independent Board Members
- 12
- Employees
- 0
- Volunteers
- 15
Preparer
- Firm
- Waverly Business Services
- Address
- 6856 LOOP RD, DAYTON, OH 45459
- Preparer
- Erin Alderson Ea
- Phone
- 9374352742
Supplemental Narrative
Additional Explanations
FORM 990 - ORGANIZATION'S MISSION
“The mission of communities of excellence 2026 inc. Is to partner with communities to align people around shared purpose, collaborate across sectors, and improve the conditions that shape quality of life for all. Our vision is a network of thriving, resilient, communities where every resident can live well and feel they belong. The organizaton currently engages 26 communities.”
Form 990, Page 2, Part III, Line 4A
“During the organization's two-year pilot phase (2014-2015), the organization has identified three communities that intend to serve as pilot settings for the testing and implementation of the communities of excellence framework. During this pilot phase, the organization has engaged in cross-sector collaboration within the pilot communities to implement the framework which was adapted from the baldrige criteria for performance excellence. This process has involved meetings with various local officials and leaders for the purpose of providing training, mentoring, skill-building, research, knowledge of best practices, and financial and coaching resources in assisting the communities in establishing community criteria for quality, goals, measuring progress and criteria for sustainability. The organization has engaged the services of a consultant for purposes of coordinating and implementing these actions. Expenses incurred have been primarily for compensation of the consultant and related travel and training expenses. In 2017 and 2018 initial conferences of participating communities were held for the purpose of furthering the above-mentioned objectives.”
Form 990, Part IX, Line 11G
“Contract support general 76,650 0 0”
Form 990, Part XI, Line 9
“Book / tax depreciation difference -201 change in funds held in nw missouri account 293 total 92”
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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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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | DIRECTOR |
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| IRS990/FormationYr | 0 | 2013 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 12 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 403829 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 12 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
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| IRS990/IRPDocumentCnt | 0 | 13 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
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| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | false |
| IRS990/MinutesOfGoverningBodyInd | 0 | false |
| IRS990/MissionDesc | 0 | THE MISSION OF COMMUNITIES OF EXCELLENCE 2026 INC. IS TO PARTNER WITH COMMUNITIES TO ALIGN PEOPLE AROUND SHARED PURPOSE, COLLABORATE ACROSS SECTORS, AND IMPROVE THE CONDITIONS THAT SHAPE QUALITY OF LIFE FOR ALL. OUR VISION IS A NETWORK OF THRIVING, RESILIENT, COMMUNITIES WHERE EVERY RESIDENT CAN LIVE WELL AND FEEL THEY BELONG. THE ORGANIZATON CURRENTLY ENGAGES 26 COMMUNITIES. |
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| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 92 |
| IRS990/OtherExpensesGrp/Desc | 0 | ADMIN EXPENSES |
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| IRS990/OtherExpensesGrp/TotalAmt | 1 | 12188 |
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| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | ANGELA BRANDT |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | VIBRANT COMMUNITIES |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | COHORT/ALUMNI FEES |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | OTHER PROGRAM SERVICE REVENUE |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | CONFERENCE REVENUE |
| IRS990/ProgramServiceRevenueGrp/Desc | 4 | ASSESSMENTS |
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| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 50000 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 14300 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 4 | 10300 |
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| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 50000 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 14300 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 10300 |
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| IRS990/PYExcessBenefitTransInd | 0 | false |
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| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 269001 |
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| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 13798 |
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| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 90483 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 9431 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 269001 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 278534 |
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| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 1120 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 2006 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 886 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE MISSION OF COMMUNITIES OF EXCELLENCE 2026 INC. IS TO PARTNER WITH COMMUNITIES TO ALIGN PEOPLE AROUND SHARED PURPOSE, COLLABORATE ACROSS SECTORS, AND IMPROVE THE CONDITIONS THAT SHAPE QUALITY OF LIFE FOR ALL. OUR VISION IS A NETWORK OF THRIVING, RESILIENT, COMMUNITIES WHERE EVERY RESIDENT CAN LIVE WELL AND FEEL THEY BELONG. THE ORGANIZATON CURRENTLY ENGAGES 26 COMMUNITIES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DURING THE ORGANIZATION'S TWO-YEAR PILOT PHASE (2014-2015), THE ORGANIZATION HAS IDENTIFIED THREE COMMUNITIES THAT INTEND TO SERVE AS PILOT SETTINGS FOR THE TESTING AND IMPLEMENTATION OF THE COMMUNITIES OF EXCELLENCE FRAMEWORK. DURING THIS PILOT PHASE, THE ORGANIZATION HAS ENGAGED IN CROSS-SECTOR COLLABORATION WITHIN THE PILOT COMMUNITIES TO IMPLEMENT THE FRAMEWORK WHICH WAS ADAPTED FROM THE BALDRIGE CRITERIA FOR PERFORMANCE EXCELLENCE. THIS PROCESS HAS INVOLVED MEETINGS WITH VARIOUS LOCAL OFFICIALS AND LEADERS FOR THE PURPOSE OF PROVIDING TRAINING, MENTORING, SKILL-BUILDING, RESEARCH, KNOWLEDGE OF BEST PRACTICES, AND FINANCIAL AND COACHING RESOURCES IN ASSISTING THE COMMUNITIES IN ESTABLISHING COMMUNITY CRITERIA FOR QUALITY, GOALS, MEASURING PROGRESS AND CRITERIA FOR SUSTAINABILITY. THE ORGANIZATION HAS ENGAGED THE SERVICES OF A CONSULTANT FOR PURPOSES OF COORDINATING AND IMPLEMENTING THESE ACTIONS. EXPENSES INCURRED HAVE BEEN PRIMARILY FOR COMPENSATION OF THE CONSULTANT AND RELATED TRAVEL AND TRAINING EXPENSES. IN 2017 AND 2018 INITIAL CONFERENCES OF PARTICIPATING COMMUNITIES WERE HELD FOR THE PURPOSE OF FURTHERING THE ABOVE-MENTIONED OBJECTIVES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | RICHARD NORLING STEPHANIE NORLING DIRECTOR PRESIDENT FATHER/DAUGHTER |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THROUGH EMAILS AND POSTINGS ON ORGANIZATION WEBSITE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THROUGH MEETINGS AND MEMBER INTERACTIONS |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | THROUGH USE OF EMAILS AND POSTINGS ON WEBSITE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | CONTRACT SUPPORT GENERAL 76,650 0 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | BOOK / TAX DEPRECIATION DIFFERENCE -201 CHANGE IN FUNDS HELD IN NW MISSOURI ACCOUNT 293 TOTAL 92 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990 - ORGANIZATION'S MISSION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 2, PART III, LINE 4A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 8A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990, PART IX, LINE 11G |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | FORM 990, PART XI, LINE 9 |
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| IRS990/SubjectToProxyTaxInd | 0 | false |
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| IRS990/TerminateOperationsInd | 0 | false |
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| IRS990/TotalAssetsEOYAmt | 0 | 160124 |
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| IRS990/UponRequestInd | 0 | X |
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| IRS990/USAddress/CityNm | 0 | SAN DIEGO |
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| IRS990/VotingMembersGoverningBodyCnt | 0 | 12 |
| IRS990/VotingMembersIndependentCnt | 0 | 12 |
| IRS990/WebsiteAddressTxt | 0 | WWW.COMMUNITIESOFEXCELLENCE2026.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
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