Civic Intelligence

Excellence Initiative

EIN 83-1718168 • 501(c)3 • Hunts Point, WA

Profile

To promote excellence in arts, science, education and culture.

4324 Hunts Point RdHunts Point, WA 98004

n/A

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

4th percentile

0.00x

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

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

89th percentile

29%

Faster asset growth than 89% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2024

Revenue Growth

10th percentile

-22%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$89,096,810

Up $35,501,009 (+66%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$89,096,810

Up $35,501,009 (+66%) from 2022

Operations
Liabilities / Revenue4th percentileNet Margin98th percentile

Revenue

Down

$19,137,359

Down $12,411,639 (-39%) from 2022

Expenses

Up

$1,527,838

Up $1,282,557 (+523%) from 2022

Net Income

Down

$17,609,521

Down $13,694,196 (-44%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$100M$50M$0Assets 2021: $22,292,084Liabilities 2021: $0Net Assets 2021: $22,292,0842021Assets 2022: $53,595,801Liabilities 2022: $0Net Assets 2022: $53,595,8012022Assets 2024: $89,096,810Liabilities 2024: $0Net Assets 2024: $89,096,8102024

Highlighted filing

2024

Assets$89,096,810
Liabilities$0
Net Assets$89,096,810
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$40M$30M$20M$10M$0Revenue 2021: $9,371,286Expenses 2021: $377,799Net Income 2021: $8,993,4872021Revenue 2022: $31,548,998Expenses 2022: $245,281Net Income 2022: $31,303,7172022Revenue 2024: $19,137,359Expenses 2024: $1,527,838Net Income 2024: $17,609,5212024

Highlighted filing

2024

Revenue$19,137,359
Expenses$1,527,838
Net Income$17,609,521
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$89,096,810
Liabilities
$0
Net assets
$89,096,810
Revenue
$19,137,359
Expenses
$1,527,838
Net income
$17,609,521
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.1$0.00$89.1$19.1$1.53$17.6
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.6$0.00$53.6$31.5$0.25$31.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.3$0.00$22.3$9.37$0.38$8.99
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 13, 2023
Return Version
2022v5.0
Gross Receipts
$31,557,060
Mission and Program Overview

Mission

To promote excellence in arts, science, education and culture.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$22,292,084$53,595,801▲ $31,303,717
Cash and Non-Interest-Bearing Accounts$2,606,629$18,125,585▲ $15,518,956
Investments Other Securities$19,633,722$15,551,861▼ $4,081,861
Savings and Temporary Cash Investments$35,755$35,759▲ $4
Other Notes and Loans Receivable, Net$15,978$0▼ $15,978
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$22,292,084$53,595,801▲ $31,303,717
Other Assets Total$0$19,882,596▲ $19,882,596
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$22,292,084$53,595,801▲ $31,303,717
Total Liabilities and Net Assets / Fund Balance$22,292,084$53,595,801▲ $31,303,717

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$-195,262--
Other Securities$12,221--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Rajeev AgarwalPresident & Treasurer
Arpita AgarwalDirector
Jay BensalDirector
Shelly BensalDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$31,155,414
Program Service Revenue
$0
Investment Income
$393,584
Other Revenue
$0
All Other Contributions
$31,155,414
Change in Net Assets
$31,303,717

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Securities Publicly Traded$5,653,259Transaction Market Value
Total Noncash Contributions$5,653,259-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$185,313
Other Expenses$59,968
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$129,313--$129,313
Grants to Domestic Orgs$56,000--$56,000
Fees for Services Other-$55,057-$55,057
Fees for Services Accounting-$4,911-$4,911
Total Functional Expenses$185,313$59,968$0$245,281
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pratham USAHouston, TX-To Assist in the Education of Low-income Children in Mumbai.$51,000

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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

“The organization does not have a set policy in place to provide a complete copy of this form 990 to all members of its governming body before filing the return.”

Form 990, Part VI, Section C, Line 18

“The organization has made its form 1023 available for public inspection upon request.”

Form 990, Part VI, Section C, Line 19

“The organization will provide its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Excellence Initiative
EIN
83-1718168
Phone
4254448808
Address
4324 HUNTS POINT RD, HUNTS POINT, WA 98004

Signing Officer

Name
Rajeev Agarwal
Title
President
Phone
4254448808
Signed
2023-06-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rajeev Agarwal
Formed
2018
Legal Domicile
Wa
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Hersman Serles Almond LLC
Address
PO BOX 789, KIRKLAND, WA 98083-0789
Preparer
David E Heyting
Phone
4258226557
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Bank charges & portfolio fees: program service expenses 0. Management and general expenses 27,880. Fundraising expenses 0. Total expenses 27,880. Other expenses: program service expenses 0. Management and general expenses 60. Fundraising expenses 0. Total expenses 60. Amortization: program service expenses 0. Management and general expenses 20,616. Fundraising expenses 0. Total expenses 20,616. Taxes & licenses: program service expenses 0. Management and general expenses 6,501. Fundraising expenses 0. Total expenses 6,501.”

Raw XML AppendixShowing 400 of 599 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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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt43153009
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4429530
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4584612
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4620124
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4724397
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt481599450
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4914182
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5026440
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5128397
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5227316
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5327087
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5420042
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5530837
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5628794
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5727555
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt58625654
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt591405164
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt60143528
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6125010
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt62201
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6326181
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6425725
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6520137
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6627910
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6713140
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6818087
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt691857602
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7033094
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt71126299
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7223560
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt73916761
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt741063908
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7512038
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7612221
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ABBVIE INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ALTRIA GROUP
IRS990ScheduleD/OtherSecuritiesGrp/Desc2AMERN ELEC PWR
IRS990ScheduleD/OtherSecuritiesGrp/Desc3AMERN EXPRESS CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc4AMERN EXPRESS CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc5AMERISOURCEBERGEN CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc6AMERN HONDA FIN
IRS990ScheduleD/OtherSecuritiesGrp/Desc7AVALONBAY COMMUNITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc8BK OF AMER CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc9CAMPBELL SOUP CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc10CAP ONE FNL
IRS990ScheduleD/OtherSecuritiesGrp/Desc11CELANESE US HOLDINGS
IRS990ScheduleD/OtherSecuritiesGrp/Desc12CENTERPOINT ENERGY
IRS990ScheduleD/OtherSecuritiesGrp/Desc13CIGNA CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc14COMCAST CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc15CONS EDISON
IRS990ScheduleD/OtherSecuritiesGrp/Desc16CROWN CASTLE INTL CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc17DUKE ENERGY CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc18EASTN ENERGY GAS
IRS990ScheduleD/OtherSecuritiesGrp/Desc19ELEVANCE HEALTH
IRS990ScheduleD/OtherSecuritiesGrp/Desc20EQUITIES HELD IN MS A/C NO 2590-090
IRS990ScheduleD/OtherSecuritiesGrp/Desc21FIDELITY 500 INDEX
IRS990ScheduleD/OtherSecuritiesGrp/Desc22FIDELITY 500 INDEX
IRS990ScheduleD/OtherSecuritiesGrp/Desc23FIDELITY INTL INDX
IRS990ScheduleD/OtherSecuritiesGrp/Desc24FIFTH THIRD BANCORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc25FINANCIAL SELECT SECTOR SPDR
IRS990ScheduleD/OtherSecuritiesGrp/Desc26FISERV INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc27FREEPORT-MCMORAN INC.
IRS990ScheduleD/OtherSecuritiesGrp/Desc28GEN MLS INC.
IRS990ScheduleD/OtherSecuritiesGrp/Desc29GEN MOTORS FINL
IRS990ScheduleD/OtherSecuritiesGrp/Desc30GLP CAP LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc31GOLDMAN SACHS GROUP
IRS990ScheduleD/OtherSecuritiesGrp/Desc32GOLDMAN SACHS GROUP
IRS990ScheduleD/OtherSecuritiesGrp/Desc33HCA INC.
IRS990ScheduleD/OtherSecuritiesGrp/Desc34HOWMET AEROSPACE
IRS990ScheduleD/OtherSecuritiesGrp/Desc35HUNTINGTON INGALLS IND
IRS990ScheduleD/OtherSecuritiesGrp/Desc36INDUSTRIAL SELECT SECT
IRS990ScheduleD/OtherSecuritiesGrp/Desc37INTERCONTINENTAL EXC
IRS990ScheduleD/OtherSecuritiesGrp/Desc38ISHARES CORE S&P
IRS990ScheduleD/OtherSecuritiesGrp/Desc39IVV
IRS990ScheduleD/OtherSecuritiesGrp/Desc40JP MORGAN BETA BUILDERS
IRS990ScheduleD/OtherSecuritiesGrp/Desc41JP MORGAN BETABUILDERS
IRS990ScheduleD/OtherSecuritiesGrp/Desc42JPM BTABLDRS
IRS990ScheduleD/OtherSecuritiesGrp/Desc43JPM BTABLDRS DEV ASIA
IRS990ScheduleD/OtherSecuritiesGrp/Desc44KELLOGG CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc45KKR ASIA IV PRIVATE INVESTORS
IRS990ScheduleD/OtherSecuritiesGrp/Desc46KS CITY SOUTH
IRS990ScheduleD/OtherSecuritiesGrp/Desc47LENNOX INTL INC.
IRS990ScheduleD/OtherSecuritiesGrp/Desc48MICROSOFT CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc49MORGAN STANLEY
IRS990ScheduleD/OtherSecuritiesGrp/Desc50NETAPP INC.
IRS990ScheduleD/OtherSecuritiesGrp/Desc51NETFLIX
IRS990ScheduleD/OtherSecuritiesGrp/Desc52ORACLE CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc53PAYPAL HOLDINGS
IRS990ScheduleD/OtherSecuritiesGrp/Desc54PHILLIPS 66
IRS990ScheduleD/OtherSecuritiesGrp/Desc55PUB SVC ENTERPRISE
IRS990ScheduleD/OtherSecuritiesGrp/Desc56RAYTHEON TECH CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc57REP SERVICES INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc58SIX CIRCLE MGD EQ
IRS990ScheduleD/OtherSecuritiesGrp/Desc59SIX CIRCLE MGD EQ
IRS990ScheduleD/OtherSecuritiesGrp/Desc60SLP VI PRIVATE INVESTORS
IRS990ScheduleD/OtherSecuritiesGrp/Desc61STRYKER CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc62STR
IRS990ScheduleD/OtherSecuritiesGrp/Desc63SYNCHRONY FINL
IRS990ScheduleD/OtherSecuritiesGrp/Desc64TORONTO-DOMINION BK
IRS990ScheduleD/OtherSecuritiesGrp/Desc65TRUIST BK
IRS990ScheduleD/OtherSecuritiesGrp/Desc66UNITED HEALTH GROUP
IRS990ScheduleD/OtherSecuritiesGrp/Desc67US BANKCORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc68UTD PARCEL SVC
IRS990ScheduleD/OtherSecuritiesGrp/Desc69VFIAX
IRS990ScheduleD/OtherSecuritiesGrp/Desc70VFIAX
IRS990ScheduleD/OtherSecuritiesGrp/Desc71VINTAGE VIII OFFSHORE
IRS990ScheduleD/OtherSecuritiesGrp/Desc72VMWARE INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc73VTV
IRS990ScheduleD/OtherSecuritiesGrp/Desc74VXUS
IRS990ScheduleD/OtherSecuritiesGrp/Desc75WELLS FARGO & CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc76WRKCO INC
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd10C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd11C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd12C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd13C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd14C

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