Civic Intelligence

Excellence Initiative

990 • Fiscal year 2020 • EIN 83-1718168

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 12, 2022

Organization ProfileN/A
4324 Hunts Point RdHunts Point, WA 98004

(425) 444-8808

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

97th percentile

144%

Faster asset growth than 97% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

46%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets5th percentile

Assets

$13,298,597

No earlier filing loaded for comparison.

Net Assets

$13,298,597

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin99th percentile

Revenue

$7,893,454

No earlier filing loaded for comparison.

Expenses

$39,429

No earlier filing loaded for comparison.

Net Income

$7,854,025

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$100M$50M$0Assets 2020: $13,298,597Liabilities 2020: $0Net Assets 2020: $13,298,5972020Assets 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

2020

Assets$13,298,597
Liabilities$0
Net Assets$13,298,597
Open 2020 Filing

Operations Trend

Revenue Growth88th percentile

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

$40M$30M$20M$10M$0Revenue 2020: $7,893,454Expenses 2020: $39,429Net Income 2020: $7,854,0252020Revenue 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

2020

Revenue$7,893,454
Expenses$39,429
Net Income$7,854,025
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 12, 2022
Return Version
2020v4.2
Gross Receipts
$11,935,064
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$5,444,572$13,298,597▲ $7,854,025
Investments Other Securities-$10,513,278-
Cash and Non-Interest-Bearing Accounts$5,401,566$2,649,577▼ $2,751,989
Savings and Temporary Cash Investments$43,006$135,742▲ $92,736
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,444,572$13,298,597▲ $7,854,025
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,444,572$13,298,597▲ $7,854,025
Total Liabilities and Net Assets / Fund Balance$5,444,572$13,298,597▲ $7,854,025

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$49,673--
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$7,794,737
Program Service Revenue
$0
Investment Income
$98,712
Other Revenue
$5
All Other Contributions
$7,794,737
Change in Net Assets
$7,854,025

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$7,543,737Transaction Market Value
Total Noncash Contributions$7,543,737-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$23,628
Grants and Similar Amounts Paid$15,801
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$21,128-$21,128
Grants to Domestic Orgs$11,901--$11,901
Foreign Grants$3,900--$3,900
Fees for Services Accounting-$2,500-$2,500
Total Functional Expenses$15,801$23,628$0$39,429
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sanskruti FoundationHunts Point, WA-To Assist Relief Projects in India$5,001
Abortion Care NetworkWashington, DC-Fundraiser for Advocates and Reproductive Health, Rights & Justice Groups$3,900
Hunts Point CircleHunt Point, WA-Fund Raiser Support for Bellebue Lifespring$1,500
Swaranjali Music SchoolBellevue, WA-Support to Indian Traditional Music$1,500
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
2022-09-12
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

“Fees & commission: program service expenses 0. Management and general expenses 5,263. Fundraising expenses 0. Total expenses 5,263. Interest expenses: program service expenses 0. Management and general expenses 6,004. Fundraising expenses 0. Total expenses 6,004. Amortization : program service expenses 0. Management and general expenses 9,861. Fundraising expenses 0. Total expenses 9,861.”

Raw XML AppendixShowing 400 of 617 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/BookValueAmt78229682
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt79105699
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt80485730
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt81170863
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8270847
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt83107855
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt84199181
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt851836685
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt861857602
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8749673
IRS990ScheduleD/OtherSecuritiesGrp/Desc0JPM PRIME MM FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MICROSOFT CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc2AMERN HONDA FIN
IRS990ScheduleD/OtherSecuritiesGrp/Desc3WELLS FARGO & CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc4HUNTINGTON BANCSHARES
IRS990ScheduleD/OtherSecuritiesGrp/Desc5AON PLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc6CITIGROUP INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc7ALLY FINL INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc8ALTRIA GROUP
IRS990ScheduleD/OtherSecuritiesGrp/Desc9CITIZENS BK NA
IRS990ScheduleD/OtherSecuritiesGrp/Desc10ABBVIE INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc11HASBRO INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc12AMERN EXPRESS CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc13HSBC HOLDINGS
IRS990ScheduleD/OtherSecuritiesGrp/Desc14KEURIG DR PEPPER
IRS990ScheduleD/OtherSecuritiesGrp/Desc15CVS HEALTH CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc16UT ACQUISITION SUB
IRS990ScheduleD/OtherSecuritiesGrp/Desc17GEN MOTORS
IRS990ScheduleD/OtherSecuritiesGrp/Desc18DISCOVER BK
IRS990ScheduleD/OtherSecuritiesGrp/Desc19CIGNA CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc20XYLEM INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc21KINDER MORGAN ENER PART
IRS990ScheduleD/OtherSecuritiesGrp/Desc22PUB SVC ENTERPRISE
IRS990ScheduleD/OtherSecuritiesGrp/Desc23WALGREENS BOOTS ALLIANCE
IRS990ScheduleD/OtherSecuritiesGrp/Desc24ROPER TECH INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc25MOLSON COORS BEVERAGE
IRS990ScheduleD/OtherSecuritiesGrp/Desc26BP CAP MARKETS AMER
IRS990ScheduleD/OtherSecuritiesGrp/Desc27EASTMEN CHEM CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc28CITIGROUP INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc29FEDEX CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc30GOLDMAN SACHS GROUP
IRS990ScheduleD/OtherSecuritiesGrp/Desc31CATERPILLAR FINL SVC
IRS990ScheduleD/OtherSecuritiesGrp/Desc32ROCK TENN CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc33WESTIN UN CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc34NEXTERA ENERGY CAP
IRS990ScheduleD/OtherSecuritiesGrp/Desc35PROGRESS ENERGY INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc36MORGAN STANLEY
IRS990ScheduleD/OtherSecuritiesGrp/Desc37BECTON DICKINSON & CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc38SYSCO CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc39ASTRAZENECA PLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc40CARDINAL HEALTH INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc41MONDELEZ INTL
IRS990ScheduleD/OtherSecuritiesGrp/Desc42CHARTER COMM OPT LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc43ALTRIA GROUP INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc44CHEVRON USA INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc45HONEYWELL INTL
IRS990ScheduleD/OtherSecuritiesGrp/Desc46VMWARE INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc47WALT DISNEY CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc48VERISK ANALYTICS
IRS990ScheduleD/OtherSecuritiesGrp/Desc49DISCOVER FNL SVCS
IRS990ScheduleD/OtherSecuritiesGrp/Desc50AT&T INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc51GOLDMAN SACHS GROUP
IRS990ScheduleD/OtherSecuritiesGrp/Desc52WELLS FARGO & CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc53VODAFONE GROUP PLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc54AMERN EXPRESS CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc55ROCK TENN CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc56AVALONBAY COMMUNITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc57CAMPBELL SOUP CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc58UTD PARVEL SVC
IRS990ScheduleD/OtherSecuritiesGrp/Desc59SUNTRUST BANK
IRS990ScheduleD/OtherSecuritiesGrp/Desc60FIFTH THIRD BANCORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc61KS CITY SOUTH
IRS990ScheduleD/OtherSecuritiesGrp/Desc62MORGAN STANLEY
IRS990ScheduleD/OtherSecuritiesGrp/Desc63PAYPAL HOLDINGS
IRS990ScheduleD/OtherSecuritiesGrp/Desc64UN PAC CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc65AMERN TOWER
IRS990ScheduleD/OtherSecuritiesGrp/Desc66CAP ONE FNL
IRS990ScheduleD/OtherSecuritiesGrp/Desc67INTERCONTINENTAL EXC
IRS990ScheduleD/OtherSecuritiesGrp/Desc68CIGNA CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc69CROWN CASTLE INTL CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc70BK OF AMER CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc71AMERN EXPRESS CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc72VIACOM INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc73FIDELITY 500 INDEX
IRS990ScheduleD/OtherSecuritiesGrp/Desc74FINANCIAL SELECT SECTOR SPDR
IRS990ScheduleD/OtherSecuritiesGrp/Desc75INDUSTRIAL SELECT SECT
IRS990ScheduleD/OtherSecuritiesGrp/Desc76INVESCO S&P 500
IRS990ScheduleD/OtherSecuritiesGrp/Desc77SIX CIRCLE MGD EQ
IRS990ScheduleD/OtherSecuritiesGrp/Desc78FIDELITY INTL INDX
IRS990ScheduleD/OtherSecuritiesGrp/Desc79JP MORGAN BETABUILDERS
IRS990ScheduleD/OtherSecuritiesGrp/Desc80SIX CIRCLE MGD EQ
IRS990ScheduleD/OtherSecuritiesGrp/Desc81JP MORGAN BETA BUILDERS
IRS990ScheduleD/OtherSecuritiesGrp/Desc82JPM BTABLDRS
IRS990ScheduleD/OtherSecuritiesGrp/Desc83ISHARES CORE MSCI
IRS990ScheduleD/OtherSecuritiesGrp/Desc84QQQ
IRS990ScheduleD/OtherSecuritiesGrp/Desc85SCHG
IRS990ScheduleD/OtherSecuritiesGrp/Desc86VFIAX
IRS990ScheduleD/OtherSecuritiesGrp/Desc87EQUITIES HELD IN GOLDMAN SACHS A/C NO-704-1
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,298,597
Liabilities
$0
Net assets
$13,298,597
Revenue
$7,893,454
Expenses
$39,429
Net income
$7,854,025
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
2020Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$7.89$0.04$7.85