Civic Intelligence

Excellence Initiative

990 • Fiscal year 2021 • EIN 83-1718168

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 04, 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.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

5th percentile

0.00x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

93rd percentile

68%

Faster asset growth than 93% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

59th percentile

19%

Faster revenue growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets5th percentile

Assets

$22,292,084

No earlier filing loaded for comparison.

Net Assets

$22,292,084

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin98th percentile

Revenue

$9,371,286

No earlier filing loaded for comparison.

Expenses

$377,799

No earlier filing loaded for comparison.

Net Income

$8,993,487

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$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

2021

Assets$22,292,084
Liabilities$0
Net Assets$22,292,084
Open 2021 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$9,371,286
Expenses$377,799
Net Income$8,993,487
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 4, 2022
Return Version
2021v4.2
Gross Receipts
$13,613,450
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$13,298,597$22,292,084▲ $8,993,487
Investments Other Securities$10,513,278$19,633,722▲ $9,120,444
Cash and Non-Interest-Bearing Accounts$2,649,577$2,606,629▼ $42,948
Savings and Temporary Cash Investments$135,742$35,755▼ $99,987
Other Notes and Loans Receivable, Net-$15,978-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$13,298,597$22,292,084▲ $8,993,487
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,298,597$22,292,084▲ $8,993,487
Total Liabilities and Net Assets / Fund Balance$13,298,597$22,292,084▲ $8,993,487

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,063,907--
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
$8,959,080
Program Service Revenue
$0
Investment Income
$412,201
Other Revenue
$5
All Other Contributions
$8,959,080
Change in Net Assets
$8,993,487

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$8,959,080Transaction Market Value
Total Noncash Contributions$8,959,080-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$296,252
Other Expenses$81,547
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$201,402--$201,402
Foreign Grants$94,850--$94,850
Fees for Services Other-$76,355-$76,355
Fees for Services Accounting-$5,192-$5,192
Total Functional Expenses$296,252$81,547$0$377,799
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pratham USAHouston, TX-To Assist in the Education of Low-income Children in Mumbai.$106,000
Eval VidyalayaHouston, TX-To Support Ongoing Educational Programs for the Underprivileged.$50,000
Iowa Hindu TempleCedar Rapids, IA-To Support Building a Community Center$25,001
Positive Coaching AllianceSunnyvale, CA-To Provide Aide to Elementary School Children With Severe Behavioral and Emotional Issues and Help Them Access a Positive Sports Experience.$10,000
Yoga Academy of NaCleveland Heights, OH-To Provide Educational and Service Opportunities for Health and Balance Thru Yoga.$5,001

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
2022-10-04
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 40,591. Fundraising expenses 0. Total expenses 40,591. Interest expenses: program service expenses 0. Management and general expenses 4,901. Fundraising expenses 0. Total expenses 4,901. Amortization: program service expenses 0. Management and general expenses 29,713. Fundraising expenses 0. Total expenses 29,713. Taxes & licenses : program service expenses 0. Management and general expenses 1,150. Fundraising expenses 0. Total expenses 1,150.”

Raw XML AppendixShowing 400 of 648 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/BookValueAmt6034237
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6133767
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6229815
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6315736
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6432899
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt651070335
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6692211
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6731940
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt68115418
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt691131745
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt70131692
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt71105699
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt72638199
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7345014
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt74153009
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7582429
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7697744
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7750000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt781857602
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt792761536
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt803288369
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt811836685
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt82916761
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt831063907
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FIDELITY 500 INDEX
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MICROSOFT CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc2KKR ASIA IV PRIVATE INVESTORS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3SLP VI PRIVATE INVESTORS
IRS990ScheduleD/OtherSecuritiesGrp/Desc4AMERN HONDA FIN
IRS990ScheduleD/OtherSecuritiesGrp/Desc5STRYKER CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc6ALTRIA GROUP
IRS990ScheduleD/OtherSecuritiesGrp/Desc7UNITED HEALTH GROUP
IRS990ScheduleD/OtherSecuritiesGrp/Desc8NETFLIX
IRS990ScheduleD/OtherSecuritiesGrp/Desc9RAYTHEON TECH CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc10VALERO ENERGY CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc11COMCAST CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc12CELANESE US HOLDINGS
IRS990ScheduleD/OtherSecuritiesGrp/Desc13FISERV INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc14REP SERVICES INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc15SYNCHRONY FINL
IRS990ScheduleD/OtherSecuritiesGrp/Desc16ANTHEM INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc17GLP CAP LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc18DUKE ENERGY CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc19ABBVIE INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc20DUPONT DE NEMOURS
IRS990ScheduleD/OtherSecuritiesGrp/Desc21CONS EDISON
IRS990ScheduleD/OtherSecuritiesGrp/Desc22KELLOGG CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc23CITIGROUP INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc24GOLDMAN SACHS GROUP
IRS990ScheduleD/OtherSecuritiesGrp/Desc25CATERPILLAR FINL SVC
IRS990ScheduleD/OtherSecuritiesGrp/Desc26PROGRESS ENERGY INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc27MORGAN STANLEY
IRS990ScheduleD/OtherSecuritiesGrp/Desc28SYSCO CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc29ASTRAZENECA PLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc30MONDELEZ INTL
IRS990ScheduleD/OtherSecuritiesGrp/Desc31CHARTER COMM OPT LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc32CHEVRON USA INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc33HONEYWELL INTL
IRS990ScheduleD/OtherSecuritiesGrp/Desc34VMWARE INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc35WALT DISNEY CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc36VERISK ANALYTICS
IRS990ScheduleD/OtherSecuritiesGrp/Desc37LENNAR CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc38DISCOVER FNL SVCS
IRS990ScheduleD/OtherSecuritiesGrp/Desc39AT&T INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc40GOLDMAN SACHS GROUP
IRS990ScheduleD/OtherSecuritiesGrp/Desc41WELLS FARGO & CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc42CONSTELLATION BRANDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc43VODAFONE GROUP PLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc44AMERN EXPRESS CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc45FDLTY NATL INFO SERV
IRS990ScheduleD/OtherSecuritiesGrp/Desc46ROCK TENN CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc47AVALONBAY COMMUNITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc48CAMPBELL SOUP CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc49UTD PARVEL SVC
IRS990ScheduleD/OtherSecuritiesGrp/Desc50SUNTRUST BANK
IRS990ScheduleD/OtherSecuritiesGrp/Desc51FIFTH THIRD BANCORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc52KS CITY SOUTH
IRS990ScheduleD/OtherSecuritiesGrp/Desc53MORGAN STANLEY
IRS990ScheduleD/OtherSecuritiesGrp/Desc54PAYPAL HOLDINGS
IRS990ScheduleD/OtherSecuritiesGrp/Desc55UN PAC CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc56AMERN TOWER
IRS990ScheduleD/OtherSecuritiesGrp/Desc57CAP ONE FNL
IRS990ScheduleD/OtherSecuritiesGrp/Desc58INTERCONTINENTAL EXC
IRS990ScheduleD/OtherSecuritiesGrp/Desc59CIGNA CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc60CROWN CASTLE INTL CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc61BK OF AMER CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc62CIT GROUP INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc63AMERN EXPRESS CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc64ORACLE CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc65FIDELITY 500 INDEX
IRS990ScheduleD/OtherSecuritiesGrp/Desc66FINANCIAL SELECT SECTOR SPDR
IRS990ScheduleD/OtherSecuritiesGrp/Desc67INDUSTRIAL SELECT SECT
IRS990ScheduleD/OtherSecuritiesGrp/Desc68INVESCO S&P 500
IRS990ScheduleD/OtherSecuritiesGrp/Desc69SIX CIRCLE MGD EQ
IRS990ScheduleD/OtherSecuritiesGrp/Desc70FIDELITY INTL INDX
IRS990ScheduleD/OtherSecuritiesGrp/Desc71JP MORGAN BETABUILDERS
IRS990ScheduleD/OtherSecuritiesGrp/Desc72SIX CIRCLE MGD EQ
IRS990ScheduleD/OtherSecuritiesGrp/Desc73JP MORGAN BETA BUILDERS
IRS990ScheduleD/OtherSecuritiesGrp/Desc74JPM BTABLDRS
IRS990ScheduleD/OtherSecuritiesGrp/Desc75JPM BTABLDRS DEV ASIA
IRS990ScheduleD/OtherSecuritiesGrp/Desc76VINTAGE VIII OFFSHORE
IRS990ScheduleD/OtherSecuritiesGrp/Desc77EQUITIES HELD IN MS A/C NO 2590-090
IRS990ScheduleD/OtherSecuritiesGrp/Desc78VFIAX
IRS990ScheduleD/OtherSecuritiesGrp/Desc79QQQ
IRS990ScheduleD/OtherSecuritiesGrp/Desc80IVV
IRS990ScheduleD/OtherSecuritiesGrp/Desc81SCHG
IRS990ScheduleD/OtherSecuritiesGrp/Desc82VTV
IRS990ScheduleD/OtherSecuritiesGrp/Desc83VXUS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,292,084
Liabilities
$0
Net assets
$22,292,084
Revenue
$9,371,286
Expenses
$377,799
Net income
$8,993,487
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
2021Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$9.37$0.38$8.99