Civic Intelligence

Excel Education Foundation Inc.

990 • Fiscal year 2023 • EIN 68-0372817

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 25, 2024

Organization ProfileN/A
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

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

82nd percentile

32%

Higher net margin than 82% 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

75th percentile

24%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

46th percentile

1.2%

Faster revenue growth than 46% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$377,540

Up $72,345 (+24%) from 2022

Net Assets

Up

$377,540

Up $72,345 (+24%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin82nd percentile

Revenue

Up

$227,899

Up $2,606 (+1.2%) from 2022

Expenses

Down

$155,554

Down $9,814 (-5.9%) from 2022

Net Income

Up

$72,345

Up $12,420 (+21%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

2023

Assets$377,540
Liabilities$0
Net Assets$377,540
Open 2023 Filing

Operations Trend

Revenue Growth46th percentile

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

2023

Revenue$227,899
Expenses$155,554
Net Income$72,345
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 25, 2024
Return Version
2023v5.1
Gross Receipts
$228,785
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$305,195$377,540▲ $72,345
Land, Buildings, and Equipment, Net$241,929$250,589▲ $8,660
Savings and Temporary Cash Investments$63,266$126,951▲ $63,685
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$305,195$377,540▲ $72,345
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$305,195$377,540▲ $72,345
Total Liabilities and Net Assets / Fund Balance$305,195$377,540▲ $72,345

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$247,814$35,599$283,413
Equipment$1,836$25,709$27,545
Other Land Buildings$939$1,209$2,148
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$131,979
Program Service Revenue
$94,594
Investment Income
$741
Other Revenue
$585
All Other Contributions
$131,979
Change in Net Assets
$72,345
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$152,200
Grants and Similar Amounts Paid$3,150
Salaries, Compensation, and Employee Benefits$204
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$50,147--$50,147
Depreciation Depletion$25,712--$25,712
Travel$8,893--$8,893
All Other Expenses$4,490$183-$4,673
Conferences and Meetings$3,523$392-$3,915
Grants to Domestic Individuals$3,150--$3,150
Other Expenses$2,125$236-$2,361
Fees for Services Accounting-$500-$500
Other Employee Benefits$204--$204
Total Functional Expenses$152,598$2,956$0$155,554
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, Section B, Line 11B

“Form is reviewed by board members before filing”

Form 990, Part VI, Section C, Line 19

“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
Joshlyn De Ala
Title
President
Signed
2024-10-25
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
4
Independent Board Members
3
Employees
0

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/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00080
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99920
IRS990ScheduleA/PublicSupportTotal509Amt01103137
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0228784
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0227102
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0168727
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0235365
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0243159
IRS990ScheduleA/Total509Grp/TotalAmt01103137
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0228784
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0227102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0168728
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0236203
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0243159
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01103976
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/BuildingsGrp/BookValueAmt0247814
IRS990ScheduleD/BuildingsGrp/DepreciationAmt035599
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0283413
IRS990ScheduleD/EquipmentGrp/BookValueAmt01836
IRS990ScheduleD/EquipmentGrp/DepreciationAmt025709
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027545
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0939
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01209
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02148
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0250589
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, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0305195
IRS990/TotalAssetsEOYAmt0377540
IRS990/TotalAssetsGrp/BOYAmt0305195
IRS990/TotalAssetsGrp/EOYAmt0377540
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0131979
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02956
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0152598
IRS990/TotalFunctionalExpensesGrp/TotalAmt0155554
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0305195
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0377540
IRS990/TotalProgramServiceExpensesAmt0152598
IRS990/TotalProgramServiceRevenueAmt094594
IRS990/TotalRevenueGrp/ExclusionAmt0741
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt095179
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0227899
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0305195
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0377540
IRS990/TravelGrp/ProgramServicesAmt08893
IRS990/TravelGrp/TotalAmt08893
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joshlyn De Ala
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-25
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-10-25T11:54:49-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$377,540
Liabilities
$0
Net assets
$377,540
Revenue
$227,899
Expenses
$155,554
Net income
$72,345
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