Civic Intelligence

Excelsior Philanthropies Inc

990PF • Fiscal year 2021 • EIN 87-2952363

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 24, 2022

Organization Profile
340 South Lemon Ave Pmb 2928Walnut, CA 91789

(407) 344-1012

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$0

No earlier filing loaded for comparison.

Net Assets

-$2,698

No earlier filing loaded for comparison.

Liabilities

$2,698

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

$0

No earlier filing loaded for comparison.

Expenses

$2,698

No earlier filing loaded for comparison.

Net Income

-$2,698

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0K$2.0K$0-$2.0K-$4.0KAssets 2021: $0Liabilities 2021: $2,698Net Assets 2021: -$2,6982021Assets 2022: $0Liabilities 2022: $2,698Net Assets 2022: -$2,6982022

Highlighted filing

2021

Assets$0
Liabilities$2,698
Net Assets-$2,698
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2021: $0Expenses 2021: $2,698Net Income 2021: -$2,6982021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022

Highlighted filing

2021

Revenue$0
Expenses$2,698
Net Income-$2,698
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 24, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lauren H Wong BevandPresident-$0--
Marc R BevandTreasurer-$0--
Camden M GinnVice President-$0--
Filing and Contact Details

Filer

Filer Name
Excelsior Philanthropies Inc
EIN
87-2952363
Address
340 SOUTH LEMON AVE PMB 2928, WALNUT, CA 91789

Signing Officer

Name
Lauren Bevand
Title
President
Signed
2022-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Freedomtax Accounting & Multiservices
Address
1016 E Osceola Pkwy, Kissimmee, FL 34744
Preparer
Julian Vasquez
Phone
4073441012
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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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LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0Lauren Bevand
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
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ReturnHeader/Filer/EIN0872952363
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091789
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263414270
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FREEDOMTAX ACCOUNTING & MULTISERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01016 E Osceola Pkwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kissimmee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034744
ReturnHeader/PreparerPersonGrp/PhoneNum04073441012
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Julian Vasquez
ReturnHeader/ReturnTs02022-10-24T08:31:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lauren
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bevand
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$2,698
Net assets
-$2,698
Revenue
$0
Expenses
$2,698
Net income
-$2,698
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0$2,698$2,698$0$0$0
2021Detailed filing. Detailed filing data is available for this year.$0$2,698$2,698$0$2,698$2,698