Civic Intelligence

Excel Education Foundation Inc.

990 • Fiscal year 2019 • EIN 68-0372817

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 30, 2020

89 Hillcrest RoadBerkeley, CA 94705

(510) 338-3590

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

88th percentile

40%

Higher net margin than 88% 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

95th percentile

203%

Faster asset growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

84th percentile

45%

Faster revenue growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$145,402

Up $97,448 (+203%) from 2018

Net Assets

Up

$145,402

Up $97,448 (+203%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$243,159

Up $74,932 (+45%) from 2018

Expenses

Up

$145,711

Up $19,129 (+15%) from 2018

Net Income

Up

$97,448

Up $55,803 (+134%) from 2018

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

2019

Assets$145,402
Liabilities$0
Net Assets$145,402

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

2019

Revenue$243,159
Expenses$145,711
Net Income$97,448
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 30, 2020
Return Version
2019v5.0
Gross Receipts
$243,159
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$47,954$145,402▲ $97,448
Savings and Temporary Cash Investments$47,954$121,530▲ $73,576
Land, Buildings, and Equipment, Net-$23,872-
Cash and Non-Interest-Bearing Accounts-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$47,954$145,402▲ $97,448
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$47,954$145,402▲ $97,448
Total Liabilities and Net Assets / Fund Balance$47,954$145,402▲ $97,448

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$23,872$3,673$27,545
Other Land Buildings-$3,707$3,707
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joshlyn De AlaPresident
Perseveranda SisonVice President
Margareta LimSecretary
Gemma FerrerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$173,210
Program Service Revenue
$69,949
Investment Income
$0
Other Revenue
$0
All Other Contributions
$173,210
Change in Net Assets
$97,448
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$101,208
Salaries, Compensation, and Employee Benefits$44,503
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$41,553--$41,553
Other Employee Benefits$29,035--$29,035
Other Salaries and Wages$14,510--$14,510
All Other Expenses$8,689$480-$9,169
Depreciation Depletion$3,673--$3,673
Travel$3,237--$3,237
Other Expenses$2,422$24-$2,446
Fees for Services Legal-$1,980-$1,980
Fees for Services Other$990--$990
Payroll Taxes$958--$958
Fees for Services Accounting-$72-$72
Total Functional Expenses$140,631$5,080$0$145,711
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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, Part VI, Line 11B: Form 990 Review Process

Form is reviewed by board members before filing

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

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Excel Education Foundation Inc
EIN
68-0372817
Phone
5103383590
Address
89 Hillcrest Road, Berkeley, CA 94705

Signing Officer

Name
Perseveranda Sison
Title
Vice President
Signed
2020-10-30
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
4
Independent Board Members
3
Employees
2

Preparer

Firm
Jackson Downs & Tsuruda
Address
1985 Bonifacio Street Ste 201, Concord, CA 94520
Preparer
Gary P Downs CPA PFS
Phone
9256891360
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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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IRS990ScheduleA/Total509Grp/TotalAmt0847055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0243159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0168227
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0146368
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0145142
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0144159
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0847055
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt023872
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03673
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027545
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03707
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03707
IRS990ScheduleD/TotalBookValueLandBuildingsAmt023872
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form is reviewed by board members before filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt047954
IRS990/TotalAssetsEOYAmt0145402
IRS990/TotalAssetsGrp/BOYAmt047954
IRS990/TotalAssetsGrp/EOYAmt0145402
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0173210
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05080
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0140631
IRS990/TotalFunctionalExpensesGrp/TotalAmt0145711
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt047954
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0145402
IRS990/TotalProgramServiceExpensesAmt0140631
IRS990/TotalProgramServiceRevenueAmt069949
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt069949
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0243159
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt047954
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0145402
IRS990/TravelGrp/ProgramServicesAmt03237
IRS990/TravelGrp/TotalAmt03237
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt089 Hillcrest Road
IRS990/USAddress/CityNm0Berkeley
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0947052806
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Perseveranda Sison
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Excel Education Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0680372817
ReturnHeader/Filer/PhoneNum05103383590
ReturnHeader/Filer/USAddress/AddressLine1Txt089 Hillcrest Road
ReturnHeader/Filer/USAddress/CityNm0Berkeley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094705
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680433115
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jackson Downs & Tsuruda
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01985 Bonifacio Street Ste 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Concord
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094520
ReturnHeader/PreparerPersonGrp/PhoneNum09256891360
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary P Downs CPA PFS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-30T14:08:00-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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