Civic Intelligence

Excite Foundation

990EZ • Fiscal year 2021 • EIN 85-4059911

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 01, 2022

Organization ProfileWWW.EXCITEFOUNDATION.ORG
265 Curtner AveSan Jose, CA 95125

(408) 979-5148

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

97th percentile

92%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

100th percentile

5283900%

Faster asset growth than 100% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$52,840

Up $52,839 (+5283900%) from 2020

Net Assets

$52,840

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin97th percentile

Revenue

Up

$57,261

Up $57,261 from 2020

Expenses

Up

$4,421

Up $4,421 from 2020

Net Income

Up

$52,840

Up $52,840 from 2020

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$400K$300K$200K$100K$0Assets 2020: $1Liabilities 2020: $02020Assets 2021: $52,840Liabilities 2021: $0Net Assets 2021: $52,8402021Assets 2022: $204,286Liabilities 2022: $1,343Net Assets 2022: $202,9432022Assets 2023: $342,188Liabilities 2023: $1,509Net Assets 2023: $340,6792023Assets 2024: $321,972Liabilities 2024: $1,450Net Assets 2024: $320,5222024Assets 2025: $269,738Liabilities 2025: $2,550Net Assets 2025: $267,1882025

Highlighted filing

2021

Assets$52,840
Liabilities$0
Net Assets$52,840
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $57,261Expenses 2021: $4,421Net Income 2021: $52,8402021Revenue 2022: $165,659Expenses 2022: $15,546Net Income 2022: $150,1132022Revenue 2023: $179,402Expenses 2023: $41,666Net Income 2023: $137,7362023Revenue 2024: $93,875Expenses 2024: $114,032Net Income 2024: -$20,1572024Revenue 2025: $41,103Expenses 2025: $94,437Net Income 2025: -$53,3342025

Highlighted filing

2021

Revenue$57,261
Expenses$4,421
Net Income$52,840
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 1, 2022
Return Version
2021v4.2
Gross Receipts
$57,261
Mission and Program Overview

Mission

We exist to enhance the lives of people living in the communities served by excite credit union. We do this by primarily focusing on children's savings programs and stand ready to support disaster relief when needed.

Program Services

DescriptionGrantsExpenses
THE COLLEGE IN MY FUTURE CHILDREN'S SAVINGS PROGRAM WAS LAUNCHED IN Q4 2021, INCLUDING ACQUIRING AND IMPLEMENTING THE SOFTWARE PLATFORM. WE CREDITED 626 FIRST GRADE CHILDREN WITH $50 EACH IN A COLLEGE SAVINGS ACCOUNT.$35,000$4,239
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN DORCYDirector-$0--
HECTOR ESPINOZADirector-$0--
JOHN HOGANExec Dir, Treasurer/SecretaryPT$0--
SURYA TURAGADirector-$0--
Filing and Contact Details

Filer

Filer Name
Excite Foundation
EIN
85-4059911
Phone
4089795148
Address
265 CURTNER AVE, SAN JOSE, CA 95125

Signing Officer

Name
John Hogan
Title
Treasurer
Phone
4086668474
Signed
2022-06-01
Discuss with paid preparer
Yes

Preparer

Firm
Turner Warren Hwang & Conrad Acctcy
Address
100 NORTH FIRST ST STE 202, BURBANK, CA 91502
Preparer
Valentino Creus CPA
Phone
8189549700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: investment income. Amount: 4.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: information technology. Amount: 2,600. Description: depreciation. Amount: 1,292. Description: insurance. Amount: 434. Description: fundraising platform transaction fees. Amount: 95. Total to form 990-ez, line 16: 4,421.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: prepaid expenses. Beg. Of year amount: 0. End of year amount: 520. Description: children's savings program software platform. Beg. Of year amount: 0. End of year amount: 8,008.”

Raw XML Appendix149 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOHN HOGAN
IRS990EZ/BooksInCareOfDetail/PhoneNum04086668474
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0265 CURTNER AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095125
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt057257
IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt057261
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052840
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052840
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN DORCY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HECTOR ESPINOZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN HOGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SURYA TURAGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXEC DIR, TREASURER/SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08528
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt04421
IRS990EZ/OtherRevenueTotalAmt04
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0WE EXIST TO ENHANCE THE LIVES OF PEOPLE LIVING IN THE COMMUNITIES SERVED BY EXCITE CREDIT UNION. WE DO THIS BY PRIMARILY FOCUSING ON CHILDREN'S SAVINGS PROGRAMS AND STAND READY TO SUPPORT DISASTER RELIEF WHEN NEEDED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE COLLEGE IN MY FUTURE CHILDREN'S SAVINGS PROGRAM WAS LAUNCHED IN Q4 2021, INCLUDING ACQUIRING AND IMPLEMENTING THE SOFTWARE PLATFORM. WE CREDITED 626 FIRST GRADE CHILDREN WITH $50 EACH IN A COLLEGE SAVINGS ACCOUNT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04239
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt04421
IRS990EZ/TotalProgramServiceExpensesAmt04239
IRS990EZ/TotalRevenueAmt057261
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.EXCITEFOUNDATION.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt057257
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt057257
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt04890
IRS990ScheduleA/SubstantialContributorsTotAmt052367
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt057257
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt057257
IRS990ScheduleA/TotalSupportAmt057261
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 4.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 2,600. DESCRIPTION: DEPRECIATION. AMOUNT: 1,292. DESCRIPTION: INSURANCE. AMOUNT: 434. DESCRIPTION: FUNDRAISING PLATFORM TRANSACTION FEES. AMOUNT: 95. TOTAL TO FORM 990-EZ, LINE 16: 4,421.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 520. DESCRIPTION: CHILDREN'S SAVINGS PROGRAM SOFTWARE PLATFORM. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 8,008.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HOGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04086668474
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EXCITE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EXCI
ReturnHeader/Filer/EIN0854059911
ReturnHeader/Filer/PhoneNum04089795148
ReturnHeader/Filer/USAddress/AddressLine1Txt0265 CURTNER AVE
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095125
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954083485
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TURNER WARREN HWANG & CONRAD ACCTCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 NORTH FIRST ST STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURBANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091502
ReturnHeader/PreparerPersonGrp/PhoneNum08189549700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VALENTINO CREUS CPA
ReturnHeader/ReturnTs02022-06-07T20:10:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOGAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$52,840
Liabilities
$0
Net assets
$52,840
Revenue
$57,261
Expenses
$4,421
Net income
$52,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.70$0.03$2.67$0.41$0.94$0.53
2024Detailed filing. Detailed filing data is available for this year.$3.22$0.01$3.21$0.94$1.14$0.20
2023Detailed filing. Detailed filing data is available for this year.$3.42$0.02$3.41$1.79$0.42$1.38
2022Detailed filing. Detailed filing data is available for this year.$2.04$0.01$2.03$1.66$0.16$1.50
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.57$0.04$0.53
2020Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00