Civic Intelligence

Pursuit of Excellence

EIN 77-0054289 • 501(c)3 • Palo Alto, CA

Pub. 78 Eligible

Profile

Provide college scholarships and mentoring for low income students.

1249 Pine StreetPalo Alto, CA 94301

www.poescholarships.org

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

62nd percentile

8.3%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

7th percentile

-39%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$5,232,441

Up $399,815 (+8.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$5,232,441

Up $399,815 (+8.3%) from 2024

Revenue

Down

$1,569,553

Down $1,011,669 (-39%) from 2024

Expenses

Up

$1,386,119

Up $318,943 (+30%) from 2024

Net Income

Down

$183,434

Down $1,330,612 (-88%) from 2024

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,200,226Liabilities 2011: $0Net Assets 2011: $1,200,2262011Assets 2012: $1,318,235Liabilities 2012: $0Net Assets 2012: $1,318,2352012Assets 2013: $1,543,424Liabilities 2013: $0Net Assets 2013: $1,543,4242013Assets 2014: $1,335,317Liabilities 2014: $0Net Assets 2014: $1,335,3172014Assets 2015: $1,909,487Liabilities 2015: $0Net Assets 2015: $1,909,4872015Assets 2016: $1,887,274Liabilities 2016: $0Net Assets 2016: $1,887,2742016Assets 2017: $2,181,364Liabilities 2017: $0Net Assets 2017: $2,181,3642017Assets 2018: $2,302,199Liabilities 2018: $0Net Assets 2018: $2,302,1992018Assets 2019: $2,375,316Liabilities 2019: $0Net Assets 2019: $2,375,3162019Assets 2020: $2,369,442Liabilities 2020: $0Net Assets 2020: $2,369,4422020Assets 2021: $3,019,582Liabilities 2021: $0Net Assets 2021: $3,019,5822021Assets 2022: $2,913,422Liabilities 2022: $0Net Assets 2022: $2,913,4222022Assets 2023: $3,063,292Liabilities 2023: $0Net Assets 2023: $3,063,2922023Assets 2024: $4,832,626Liabilities 2024: $0Net Assets 2024: $4,832,6262024Assets 2025: $5,232,441Liabilities 2025: $0Net Assets 2025: $5,232,4412025

Highlighted filing

2025

Assets$5,232,441
Liabilities$0
Net Assets$5,232,441

Operations Trend

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

$3.0M$2.0M$1.0M$0Revenue 2011: $283,394Expenses 2011: $204,759Net Income 2011: $78,6352011Revenue 2012: $409,314Expenses 2012: $250,151Net Income 2012: $159,1632012Revenue 2013: $515,720Expenses 2013: $379,299Net Income 2013: $136,4212013Revenue 2014: $523,806Expenses 2014: $438,876Net Income 2014: $84,9302014Revenue 2015: $635,202Expenses 2015: $444,068Net Income 2015: $191,1342015Revenue 2016: $577,666Expenses 2016: $533,585Net Income 2016: $44,0812016Revenue 2017: $773,626Expenses 2017: $601,941Net Income 2017: $171,6852017Revenue 2018: $801,297Expenses 2018: $662,556Net Income 2018: $138,7412018Revenue 2019: $804,410Expenses 2019: $682,596Net Income 2019: $121,8142019Revenue 2020: $824,036Expenses 2020: $810,113Net Income 2020: $13,9232020Revenue 2021: $1,030,017Expenses 2021: $749,610Net Income 2021: $280,4072021Revenue 2022: $1,154,092Expenses 2022: $995,508Net Income 2022: $158,5842022Revenue 2023: $1,132,687Expenses 2023: $989,432Net Income 2023: $143,2552023Revenue 2024: $2,581,222Expenses 2024: $1,067,176Net Income 2024: $1,514,0462024Revenue 2025: $1,569,553Expenses 2025: $1,386,119Net Income 2025: $183,4342025

Highlighted filing

2025

Revenue$1,569,553
Expenses$1,386,119
Net Income$183,434

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.23$0.00$5.23$1.57$1.39$0.18
2024Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$2.58$1.07$1.51
2023Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$1.13$0.99$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$1.15$1.00$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$0.00$3.02$1.03$0.75$0.28
2020Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.82$0.81$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.80$0.68$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.80$0.66$0.14
2017Summary only. Only limited summary data is available for this year.$2.18$0.00$2.18$0.77$0.60$0.17
2016Summary only. Only limited summary data is available for this year.$1.89$0.00$1.89$0.58$0.53$0.04
2015Summary only. Only limited summary data is available for this year.$1.91$0.00$1.91$0.64$0.44$0.19
2014Summary only. Only limited summary data is available for this year.$1.34$0.00$1.34$0.52$0.44$0.08
2013Summary only. Only limited summary data is available for this year.$1.54$0.00$1.54$0.52$0.38$0.14
2012Summary only. Only limited summary data is available for this year.$1.32$0.00$1.32$0.41$0.25$0.16
2011Summary only. Only limited summary data is available for this year.$1.20$0.00$1.20$0.28$0.20$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Aug 11, 2025
Return Version
2024v5.2
Gross Receipts
$1,569,553
Mission and Program Overview

Mission

Provide college scholarships and mentoring for low income students.

Provide college scholarship and mentoring for low income students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,832,626$5,232,441▲ $399,815
Investments in Publicly Traded Securities$2,953,482$3,154,791▲ $201,309
Cash and Non-Interest-Bearing Accounts$1,879,144$2,077,650▲ $198,506
Total Assets$4,832,626$5,232,441▲ $399,815
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,832,626$5,232,441▲ $399,815
Total Liabilities and Net Assets / Fund Balance$4,832,626$5,232,441▲ $399,815

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,953,482-▲ $216,365-$3,154,791
2023$1,667,167$1,000,000▲ $297,648-$2,953,482
2022$1,687,379-▼ $10,852-$1,667,167
2021$1,945,559-▼ $121,255$125,000$1,687,379
2020$1,572,695-▲ $470,283$82,000$1,945,559
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carol MullinPresident
Ed CamarenaBoard Member
Anne BattleDirector
Carol A SmallwoodDirector
Jean DawesDirector
Tracy NeistadtDirector
Colene VortSecretary
Dana FenwickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,473,211
Program Service Revenue
$0
Investment Income
$96,342
Other Revenue
$0
All Other Contributions
$1,473,211
Change in Net Assets
$183,434
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,039,306
Other Expenses$346,813
Total Fundraising Expense$1,217
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,039,306--$1,039,306
Other Expenses$297,632--$297,632
Office Expenses$25,530-$1,217$26,747
Fees for Service Investment Mgmnt Fees-$15,056-$15,056
Conferences and Meetings$7,378--$7,378
Total Functional Expenses$1,369,846$15,056$1,217$1,386,119
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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

PART VI QUESTION 2: RELATIONSHIP - TWO MEMBERS OF THE BOARD HAVE A FAMILY RELATIONSHIP

Carol mullin and carol ann smallwood are related.

PART VI QUESTION 11B:

Form 990 is reviewed by the president and treasurer before submission

PART VI QUESTION 19:

Records are available at the home of president. Public view upon request.

Filing and Contact Details

Filer

Filer Name
Pursuit Of Excellence
EIN
77-0054289
Phone
6503243340
Address
1249 PINE STREET, Palo Alto, CA 94301

Signing Officer

Name
Carol Mullin
Title
President
Phone
6503243340
Signed
2025-08-11
Discuss with paid preparer
No

Organization Details

Principal Officer
Carol Mullin
Formed
1985
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
6
Employees
0
Volunteers
8

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 105F, KANSAS CITY, MO 64108
Preparer
Luz Chow
Phone
8004725625
Supplemental Narrative

Additional Explanations

PART X BALANCE SHEET LINE 11:

The organization reports marketable securities on line 11. The securities are reported at market value.

Raw XML Appendix357 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.

Path#Value
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IRS990/BooksInCareOfDetail/PhoneNum06503243340
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CAROL MULLIN AND CAROL ANN SMALLWOOD ARE RELATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER BEFORE SUBMISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RECORDS ARE AVAILABLE AT THE HOME OF PRESIDENT. PUBLIC VIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REPORTS MARKETABLE SECURITIES ON LINE 11. THE SECURITIES ARE REPORTED AT MARKET VALUE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI QUESTION 2: RELATIONSHIP - TWO MEMBERS OF THE BOARD HAVE A FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI QUESTION 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI QUESTION 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART X BALANCE SHEET LINE 11:
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Carol Mullin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06503243340
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pursuit Of Excellence
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 105F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064108
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Luz Chow
ReturnHeader/ReturnTs02025-08-16T00:55:30Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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