Civic Intelligence

Excel Education Foundation Inc.

990EZ • Fiscal year 2016 • EIN 68-0372817

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

196 Falcon WayHercules, CA 94547

(510) 338-3590

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

33rd percentile

-3.2%

Higher net margin than 33% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

16th percentile

-29%

Faster asset growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

0.7%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$11,582

Down $4,676 (-29%) from 2015

Net Assets

$11,582

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$145,142

Up $983 (+0.7%) from 2015

Expenses

Up

$149,818

Up $17,163 (+13%) from 2015

Net Income

Down

-$4,676

Down $16,180 (-141%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $39,544Liabilities 2011: $02011Assets 2012: $24,174Liabilities 2012: $02012Assets 2013: $23,342Liabilities 2013: $02013Assets 2014: $4,754Liabilities 2014: $02014Assets 2015: $16,258Liabilities 2015: $02015Assets 2016: $11,582Net Assets 2016: $11,5822016Assets 2017: $6,309Liabilities 2017: $02017Assets 2018: $47,954Net Assets 2018: $47,9542018Assets 2019: $145,402Liabilities 2019: $0Net Assets 2019: $145,4022019Assets 2020: $253,652Liabilities 2020: $0Net Assets 2020: $253,6522020Assets 2021: $245,270Net Assets 2021: $245,2702021Assets 2022: $305,195Liabilities 2022: $0Net Assets 2022: $305,1952022Assets 2023: $377,540Liabilities 2023: $0Net Assets 2023: $377,5402023Assets 2024: $437,078Liabilities 2024: $0Net Assets 2024: $437,0782024

Highlighted filing

2016

Assets$11,582
Liabilities-
Net Assets$11,582

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $30,652Expenses 2011: $26,007Net Income 2011: $4,6452011Revenue 2012: $21,976Expenses 2012: $28,076Net Income 2012: -$6,1002012Revenue 2013: $20,535Expenses 2013: $21,367Net Income 2013: -$8322013Revenue 2014: $122,215Expenses 2014: $140,803Net Income 2014: -$18,5882014Revenue 2015: $144,159Expenses 2015: $132,655Net Income 2015: $11,5042015Revenue 2016: $145,142Expenses 2016: $149,818Net Income 2016: -$4,6762016Revenue 2017: $146,368Expenses 2017: $151,641Net Income 2017: -$5,2732017Revenue 2018: $168,227Expenses 2018: $126,582Net Income 2018: $41,6452018Revenue 2019: $243,159Expenses 2019: $145,711Net Income 2019: $97,4482019Revenue 2020: $236,203Expenses 2020: $127,953Net Income 2020: $108,2502020Revenue 2021: $168,033Expenses 2021: $176,415Net Income 2021: -$8,3822021Revenue 2022: $225,293Expenses 2022: $165,368Net Income 2022: $59,9252022Revenue 2023: $227,899Expenses 2023: $155,554Net Income 2023: $72,3452023Revenue 2024: $218,839Expenses 2024: $159,301Net Income 2024: $59,5382024

Highlighted filing

2016

Revenue$145,142
Expenses$149,818
Net Income-$4,676
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$145,142
Mission and Program Overview

Mission

To provide personal and professional developement to women through a variety of activities and programs and after school and summer programs for youths.

Program Services

DescriptionGrantsExpenses
RESIDENCE AND ASSOCIATED PROGRAMS :EXCEL OPERATES A RESIDENCE FROM WHICH THE MAJORITY OF ITS PROGRAMS ARE CARRIED OUT: It offers personal and professional development to women of all ages. Through a variety of activities and programs. It helps women develop a wide range of interests in an environment of serious study and a family atmosphere. The programs include services projects, summer camps, girls clubs, mentoring, professional workshops, leadership training, etc. PROGRAMS SERVE APPROXIMATELY 500 PEOPLE AND ARE ATTENDED BY BOTH RESIDENTS AND NON-RESIDENTS.$147,494-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gemma FerrerTreasurer-$0--
Joshlyn Camba de AlaPresident-$0--
Perseveranda SisonVice President-$0--
Margareta LimSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Excel Education Foundation Inc
EIN
68-0372817
Phone
5103383590
Address
196 Falcon Way, Hercules, CA 94547

Signing Officer

Name
Perseveranda Sison
Title
Vice President
Signed
2017-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Jackson Downs & Tsuruda
Address
1985 Bonifacio Street Ste 201, Concord, CA 94520
Preparer
Gary P Downs CPA PFS
Phone
9256891360
Supplemental Narrative

Additional Explanations

Other Expenses.1005

Travel $4500

Other Expenses.1

CAMP EXPENSES $24828

Other Expenses.2

FOOD EXPENSE $14814

Other Expenses.3

Conferences & meetings $8000

Other Expenses.4

SUPPLIES $5397

Other Expenses.5

RENTAL FEES $3010

Other Expenses.6

Telephone & internet $2217

Other Expenses.7

Workers comp insurance $1439

Other Expenses.8

REPLACEMENTS $1404

Other Expenses.9

Payroll processing fees $857

Other Expenses.10

OTHER EXPENSES $607

Other Expenses.11

CONSULTING FEES $550

Other Expenses.14

BANK CHARGES $154

Raw XML Appendix182 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $4500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CAMP EXPENSES $24828
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FOOD EXPENSE $14814
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFERENCES & MEETINGS $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $5397
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RENTAL FEES $3010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TELEPHONE & INTERNET $2217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WORKERS COMP INSURANCE $1439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8REPLACEMENTS $1404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PAYROLL PROCESSING FEES $857
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OTHER EXPENSES $607
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ReturnHeader/BusinessOfficerGrp/PersonNm0Perseveranda Sison
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ReturnHeader/Filer/EIN0680372817
ReturnHeader/Filer/PhoneNum05103383590
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ReturnHeader/Filer/USAddress/ZIPCd094547
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094520
ReturnHeader/PreparerPersonGrp/PhoneNum09256891360
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-10T14:45:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$2.19$1.59$0.60
2023Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$2.28$1.56$0.72
2022Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$2.25$1.65$0.60
2021Detailed filing. Detailed filing data is available for this year.$2.45$2.45$1.68$1.76$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$2.36$1.28$1.08
2019Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$2.43$1.46$0.97
2018Detailed filing. Detailed filing data is available for this year.$0.48$0.48$1.68$1.27$0.42
2017Summary only. Only limited summary data is available for this year.$0.06$0.00$1.46$1.52$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.12$0.12$1.45$1.50$0.05
2015Summary only. Only limited summary data is available for this year.$0.16$0.00$1.44$1.33$0.12
2014Summary only. Only limited summary data is available for this year.$0.05$0.00$1.22$1.41$0.19
2013Summary only. Only limited summary data is available for this year.$0.23$0.00$0.21$0.21$0.01
2012Summary only. Only limited summary data is available for this year.$0.24$0.00$0.22$0.28$0.06
2011Summary only. Only limited summary data is available for this year.$0.40$0.00$0.31$0.26$0.05