Civic Intelligence

Excellence in Education

EIN 68-0105303 • 501(c)3 • Truckee, CA

Profile

To enhance public education within the Tahoe Truckee Unified School District to strengthen the learning experience for students.

PO Box 2951Truckee, CA 96160

www.exined.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.02x

Higher debt load relative to revenue than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

25th percentile

-7.5%

Higher net margin than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

59th percentile

$81,506

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

47th percentile

2.3%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

77th percentile

35%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$2,613,891

Down $233,107 (-8.2%) from 2021

Liabilities

Up

$17,920

Up $983 (+5.8%) from 2021

Net Assets

Down

$2,595,971

Down $234,090 (-8.3%) from 2021

Revenue

Up

$448,906

Up $106,651 (+31%) from 2021

Expenses

Down

$251,796

Down $157,846 (-39%) from 2021

Net Income

Up

$197,110

Up $264,497 (+393%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2016: $2,406,085Liabilities 2016: $2,886Net Assets 2016: $2,403,1992016Assets 2017: $2,664,746Liabilities 2017: $5,677Net Assets 2017: $2,659,0692017Assets 2018: $2,704,829Liabilities 2018: $4,153Net Assets 2018: $2,700,6762018Assets 2020: $2,431,918Liabilities 2020: $15,093Net Assets 2020: $2,416,8252020Assets 2021: $2,846,998Liabilities 2021: $16,937Net Assets 2021: $2,830,0612021Assets 2022: $2,613,891Liabilities 2022: $17,920Net Assets 2022: $2,595,9712022

Highlighted filing

2022

Assets$2,613,891
Liabilities$17,920
Net Assets$2,595,971

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2016: $370,810Expenses 2016: $344,327Net Income 2016: $26,4832016Revenue 2017: $420,725Expenses 2017: $318,744Net Income 2017: $101,9812017Revenue 2018: $717,194Expenses 2018: $362,034Net Income 2018: $355,1602018Revenue 2020: $178,057Expenses 2020: $432,533Net Income 2020: -$254,4762020Revenue 2021: $342,255Expenses 2021: $409,642Net Income 2021: -$67,3872021Revenue 2022: $448,906Expenses 2022: $251,796Net Income 2022: $197,1102022

Highlighted filing

2022

Revenue$448,906
Expenses$251,796
Net Income$197,110

Filings

Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 17, 2022
Return Version
2020v4.0
Gross Receipts
$343,996
Mission and Program Overview

Mission

To enhance public education within the Tahoe Truckee Unified School District to strengthen the learning experience for students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$171,159$144,749▼ $26,410
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,431,918$2,846,998▲ $415,080
Other Assets Total$2,260,759$2,702,249▲ $441,490
Liabilities
Accounts Payable and Accrued Expenses$15,093$16,937▲ $1,844
Total Liabilities$15,093$16,937▲ $1,844
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,237,520$2,653,991▲ $416,471
Net Assets With Donor Restrictions$179,305$176,070▼ $3,235
Total Net Assets Fund Balance$2,416,825$2,830,061▲ $413,236
Total Liabilities and Net Assets / Fund Balance$2,431,918$2,846,998▲ $415,080

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,702,249--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,927,323-▲ $442,907-$2,294,230
2020$2,146,924$2,500▼ $143,101-$1,927,323
2019$2,109,722$67,280▲ $51,422-$2,146,924
2018$2,095,457$2,500▲ $88,165-$2,109,722
2017$1,927,105$2,500▲ $241,888-$2,095,457
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura BrownExecutive DirectorPT$57,625$3,409$61,034

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
None Threshhold---
Revenue and Support

Revenue Composition

Contributions and Grants
$182,503
Program Service Revenue
$0
Investment Income
$45,874
Other Revenue
$113,878
All Other Contributions
$179,503
Change in Net Assets
$-67,387
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$267,650
Salaries, Compensation, and Employee Benefits$87,195
Other Expenses$54,797
Total Fundraising Expense$33,308
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$257,650--$257,650
Current Officers, Directors, Trustees, and Key Employees$31,572$15,786$15,786$63,144
Fees for Services Other-$20,898$9,600$30,498
Other Salaries and Wages$8,807$5,284$3,523$17,614
Grants to Domestic Individuals$10,000--$10,000
Payroll Taxes$3,219$1,682$1,536$6,437
Fees for Services Accounting-$4,626-$4,626
All Other Expenses-$1,825$739$2,564
Other Expenses$3,809$1,510$856$2,366
Advertising--$1,268$1,268
Insurance-$1,100-$1,100
Total Functional Expenses$320,695$55,639$33,308$409,642
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Tahoe Truckee Unified S DTruckee, CA-Education$200,537
Nevada County Arts CouncilNevada City, CA-Education$20,000
Crisis Intervention ServicesIncline Village, NV-Literacy$18,000
Aim High For High SchoolSan Francisco, CA-Literacy$15,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$115,619
Fundraising Direct Expenses$1,741
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Passes$101,085$101,085$1,351$99,734
Ski for Schools$14,534$14,534$50$14,484
Total Events$115,619$115,619$1,401$114,218
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
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, Line 11B: Form 990 Review Process

The 990 is distributed to the Board of Directors via email prior to the board meeting. The Foundation's CPA is available for questions via phone or email. The return is then discussed and approved at the Board of Directors meeting prior to mailing to the IRS.

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

Board members are required to read the conflict of interest policy and disclose any related parties or conflicts annually. Conflicts are evaluated by both staff and board members on an ongoing basis. Board members with conflicts abstain from voting.

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

The Executive Director is an employee of the contracted administrative provider (TTCF). TTCF frequently looks at the League of California Community Foundations salary schedule combined with salaries of local nonprofits. This comparison is used as a guiideline for salaries for both TTCF and therefore, Excellence in Education. The President of TTCF discusses salary/compensation and occasional bonuses on an annual basis. Excellence in Education's president and vice president conducts an annual written and verbal review with the Excecutive Director and all documents are kept on file both with TTCF and Excellence in Education. Excellence in Education's Executive Director salary is approved by the full board of directors of Excellence in Education.

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

Other officers are not compensated for board duties. If hired for other services the conflict of interest policy is followed and compensation is expected to be at or below market rates based on proposals received from other local providers. There are no key employees.

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

Excellence in Education is located in an office that is open Monday-Friday from 9am-5pm. Most documents are available on site with others in a nearby offsite facility.The Executive Director is available to pull documents upon request. Documents are also available upon request via phone, mail or email and can be provided via email or snail mail, as needed, by the Executive Director.

Filing and Contact Details

Filer

Filer Name
Excellence in Education
EIN
68-0105303
Phone
5305507984
Address
PO BOX 2951, TRUCKEE, CA 96160

Signing Officer

Name
Laura Brown
Title
Executive Director
Signed
2022-03-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Brown
Formed
1986
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
21
Employees
2
Volunteers
45

Preparer

Firm
Nicole S Sachse CPA
Address
10666 DOGWOOD RD, TRUCKEE, CA 96161
Preparer
Nicole S Sachse
Phone
5305501536
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

The Quasi-Endowment was created by the board of directors to help support and fund annual grants to the Tahoe Truckee Unified School District.

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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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