Liabilities / Assets
63rd percentile
Higher debt load relative to assets than 63% of similar nonprofits.
990EZ • Fiscal year 2023 • EIN 85-4059911
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
63rd percentile
Higher debt load relative to assets than 63% of similar nonprofits.
Liabilities / Revenue
66th percentile
Higher debt load relative to revenue than 66% of similar nonprofits.
Net Margin
96th percentile
Higher net margin than 96% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
88th percentile
Faster asset growth than 88% of similar nonprofits.
Revenue Growth
54th percentile
Faster revenue growth than 54% of similar nonprofits.
Assets
Up$342,188
Up $137,902 (+68%) from 2022
Net Assets
Up$340,679
Up $137,736 (+68%) from 2022
Liabilities
Up$1,509
Up $166 (+12%) from 2022
Revenue
Up$179,402
Up $13,743 (+8.3%) from 2022
Expenses
Up$41,666
Up $26,120 (+168%) from 2022
Net Income
Down$137,736
Down $12,377 (-8.2%) from 2022
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.
| Description | Grants | Expenses |
|---|---|---|
| WE COMPLETED THE THIRD YEAR OF ENROLLMENT OF FIRST GRADE CHILDREN IN THE COLLEGE IN MY FUTURE CHILDREN'S SAVINGS PROGRAM, ADDING 610 CHILDREN. WE ESTABLISHED A NEW RELATIONSHIP WITH A CHILDCARE/PRE-SCHOOL PROVIDER AND ENROLLED 214 LOW-INCOME CHILDREN IN CIMF. IN TOTAL, WE HAVE OVER 2,000 CHILDREN ENROLLED. EACH CHILD IS CREDITED WITH A $50 SEED DEPOSIT IN A COLLEGE SAVINGS ACCOUNT. | $48,967 | $31,370 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BRIAN DORCY | Board Chair | - | $0 | - | - |
| HECTOR ESPINOZA | Director | - | $0 | - | - |
| SURYA TURAGA | Director | - | $0 | - | - |
| VY NGUYEN | Director | - | $0 | - | - |
| JOHN HOGAN | Exec Dir, Treasurer/Secret | PT | $0 | - | - |
“Description: investment income. Amount: 3,803.”
“Description: information technology. Amount: 6,998. Description: depreciation. Amount: 3,100. Description: insurance. Amount: 576. Description: marketing. Amount: 6,840. Description: calkids grants. Amount: 10,000. Description: fundraising expenses. Amount: 169. Total to form 990-ez, line 16: 27,683.”
“Description: children's savings program software platform. Beg. Of year amount: 4,908. End of year amount: 1,808. Description: prepaid and deferred assets. Beg. Of year amount: 0. End of year amount: 6,000.”
“Description: franklin mckinley participant funds. Beg. Of year amount: 1,343. End of year amount: 1,509.”
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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | JOHN HOGAN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4086668474 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 265 CURTNER AVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SAN JOSE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 95125 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 199378 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 334380 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 175599 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 137736 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 13983 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 204286 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 342188 |
| IRS990EZ/GrossReceiptsAmt | 0 | 179402 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 202943 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 340679 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 202943 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 340679 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 15.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | BRIAN DORCY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | HECTOR ESPINOZA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SURYA TURAGA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | VY NGUYEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JOHN HOGAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | BOARD CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | EXEC DIR, TREASURER/SECRET |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 4908 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 7808 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 27683 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 3803 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | WE COMPLETED THE THIRD YEAR OF ENROLLMENT OF FIRST GRADE CHILDREN IN THE COLLEGE IN MY FUTURE CHILDREN'S SAVINGS PROGRAM, ADDING 610 CHILDREN. WE ESTABLISHED A NEW RELATIONSHIP WITH A CHILDCARE/PRE-SCHOOL PROVIDER AND ENROLLED 214 LOW-INCOME CHILDREN IN CIMF. IN TOTAL, WE HAVE OVER 2,000 CHILDREN ENROLLED. EACH CHILD IS CREDITED WITH A $50 SEED DEPOSIT IN A COLLEGE SAVINGS ACCOUNT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 48967 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 31370 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1343 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 1509 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 41666 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 31370 |
| IRS990EZ/TotalRevenueAmt | 0 | 179402 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.EXCITEFOUNDATION.ORG |
| IRS990ScheduleA/First5Years170Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 175599 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 164001 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 57257 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 396857 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 3803 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1658 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 4 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 5465 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 262570 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 134287 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 175599 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 164001 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 57257 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 396857 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 402322 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INVESTMENT INCOME. AMOUNT: 3,803. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 6,998. DESCRIPTION: DEPRECIATION. AMOUNT: 3,100. DESCRIPTION: INSURANCE. AMOUNT: 576. DESCRIPTION: MARKETING. AMOUNT: 6,840. DESCRIPTION: CALKIDS GRANTS. AMOUNT: 10,000. DESCRIPTION: FUNDRAISING EXPENSES. AMOUNT: 169. TOTAL TO FORM 990-EZ, LINE 16: 27,683. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: CHILDREN'S SAVINGS PROGRAM SOFTWARE PLATFORM. BEG. OF YEAR AMOUNT: 4,908. END OF YEAR AMOUNT: 1,808. DESCRIPTION: PREPAID AND DEFERRED ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 6,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: FRANKLIN MCKINLEY PARTICIPANT FUNDS. BEG. OF YEAR AMOUNT: 1,343. END OF YEAR AMOUNT: 1,509. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOHN HOGAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4086668474 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-03-04 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | EXCITE FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | EXCI |
| ReturnHeader/Filer/EIN | 0 | 854059911 |
| ReturnHeader/Filer/PhoneNum | 0 | 4089795148 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 265 CURTNER AVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SAN JOSE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 95125 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 954083485 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | TURNER WARREN HWANG & CONRAD ACCTCY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 100 NORTH FIRST ST STE 202 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BURBANK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 91502 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8189549700 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | VALENTINO CREUS CPA |
| ReturnHeader/ReturnTs | 0 | 2024-03-05T20:41:32-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JOHN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | HOGAN |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
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Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.