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Nonprofiteer
← EXCELENCIA IN EDUCATION INC

Form 990 for tax year 2022

Filed by EXCELENCIA IN EDUCATION INC.

Totals

Total revenue
$13,144,552
Total expenses
$3,926,984
Contributions and grants received
$12,414,958
Grants paid
$55,000
Program service revenue
$703,257
Investment income
$24,934
Other revenue
$1,403
Total assets, end of year
$25,995,112
Total liabilities, end of year
$253,104
Net assets or fund balances, end of year
$25,742,008
Program services expenses (Part IX)
$3,381,865
Management and general expenses
$433,069
Fundraising expenses
$112,050
Program service expenses (Part III)
$3,381,865

Program services were 86.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $12,414,958

  • 2a · Program service revenue: EVENT REVENUE

    total $105,585 · related or exempt $105,585

  • 2b · Program service revenue: CONTRACT FEES

    total $544,779 · related or exempt $544,779

  • 2c · Program service revenue: SPEAKING FEES

    total $52,893 · related or exempt $52,893

  • 3 · Investment income

    total $24,934 · excluded $24,934

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: CREDIT CARD REBATES

    total $879 · related or exempt $879

  • 11b · Other revenue: SALE OF MERCHANDISE WITH LOGO

    total $524 · related or exempt $524

  • 11e · Other revenue, total

    $1,403

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $55,000 · program services $55,000

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $437,451 · program services $369,326 · management and general $20,956 · fundraising $47,169

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,516,580 · program services $1,429,526 · management and general $70,612 · fundraising $16,442

  • 8 · Pension plan contributions

    total $49,164 · program services $45,523 · management and general $1,980 · fundraising $1,661

  • 9 · Other employee benefits

    total $185,262 · program services $171,541 · management and general $7,462 · fundraising $6,259

  • 10 · Payroll taxes

    total $149,762 · program services $138,672 · management and general $6,031 · fundraising $5,059

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $48,750 · management and general $48,750

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $812,639 · program services $608,387 · management and general $188,417 · fundraising $15,835

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $26,792 · program services $21,230 · management and general $4,748 · fundraising $814

  • 14 · Information technology

    total $30,017 · program services $16,755 · management and general $12,372 · fundraising $890

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $187,333 · program services $159,664 · management and general $22,491 · fundraising $5,178

  • 17 · Travel

    total $61,003 · program services $38,547 · management and general $13,563 · fundraising $8,893

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $257,244 · program services $248,845 · management and general $7,192 · fundraising $1,207

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $3,011 · program services $2,558 · management and general $368 · fundraising $85

  • 23 · Insurance

    total $5,786 · program services $4,916 · management and general $707 · fundraising $163

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $49,275 · program services $35,828 · management and general $11,366 · fundraising $2,081

  • 24b · Other expenses: PAYROLL AND BANK FEES

    total $22,290 · program services $6,647 · management and general $15,421 · fundraising $222

  • 24c · Other expenses: STAFF DEVELOPMENT AND TRAINING

    total $24,498 · program services $23,992 · management and general $456 · fundraising $50

  • 24d · Other expenses: LICENSES AND PERMITS

    total $4,125 · program services $4,057 · management and general $55 · fundraising $13

  • 24e · All other expenses

    total $1,002 · program services $851 · management and general $122 · fundraising $29

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $578,502 · end of year $755,755

  • 2 · Savings and temporary cash investments

    beginning of year $15,127,557 · end of year $16,254,948

  • 3 · Pledges and grants receivable

    beginning of year $1,217,004 · end of year $8,885,538

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $32,248 · end of year $21,988

  • 10a · Land, buildings and equipment: cost or other basis

    $219,898

  • 10b · Land, buildings and equipment: accumulated depreciation

    $219,471

  • 10c · Land, buildings and equipment, net

    beginning of year $3,438 · end of year $427

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $76,456

  • 17 · Accounts payable and accrued expenses

    beginning of year $140,617 · end of year $181,232

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $269,079 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $37,773 · end of year $71,872

  • 27 · Net assets without donor restrictions

    beginning of year $13,879,895 · end of year $15,209,808

  • 28 · Net assets with donor restrictions

    beginning of year $2,631,385 · end of year $10,532,200

Mission and programs · 2022

Mission

EXCELENCIA IN EDUCATION IS A NONPROFIT ORGANIZATION WITH A MISSION TO ACCELERATE HIGHER EDUCATION SUCCESS FOR LATINO STUDENTS BY LINKING RESEARCH, POLICY, AND PRACTICE TO SERVE LATINO STUDENTS AND THE INSTITUTIONS AND PROGRAMS WHERE THEY PARTICIPATE.

Activities or mission (Part I)

EXCELENCIA IN EDUCATION IS A NONPROFIT ORGANIZATION THAT AIMS TO ACCELERATE HIGHER EDUCATION SUCCESS FOR LATINO STUDENTS.

  • WITH SPECIAL EMPHASIS ON DECISION MAKERS, DISSEMINATED ACTION-FOCUSED SUMMARIES OF RESEARCH, AND PRACTICES AND STRATEGIES THAT ARE MAKING A DIFFERENCE IN ACHIEVING SUCCESS FOR LATINOS IN HIGHER EDUCATION.

    Expenses $3,381,865 · Grants $55,000 · Revenue $704,660

As filed on the 2022 return.

Listed in Part VII

  • Sarita E Brown

    PRESIDENT

    Total calculated
    $272,592
    From this org
    $235,551
    From related orgs
    $0
    Other
    $37,041
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,551
    Bonus
    not reported
    Other
    not reported
    Deferred
    $7,066
    Nontaxable benefits
    $29,975
    Filer's total
    $272,592

  • Deborah A Santiago

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $222,792
    From this org
    $201,901
    From related orgs
    $0
    Other
    $20,891
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,901
    Bonus
    not reported
    Other
    not reported
    Deferred
    $6,057
    Nontaxable benefits
    $14,834
    Filer's total
    $222,792

  • Eyra Perez

    VP OF INSTITUTIONAL CAPACITY

    Total calculated
    $126,910
    From this org
    $106,575
    From related orgs
    $0
    Other
    $20,335
    Hours/week
    40

  • Adriana Rodriguez

    VICE PRESIDENT FOR PROGRAMS

    Total calculated
    $125,140
    From this org
    $111,967
    From related orgs
    $0
    Other
    $13,173
    Hours/week
    40

  • Jennifer Gomez-Chavez

    VP FOR INSTIUTIONAL ENGAGEMENT

    Total calculated
    $109,772
    From this org
    $106,575
    From related orgs
    $0
    Other
    $3,197
    Hours/week
    40

  • Mario Castillo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Cavanaugh

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Audrey Dow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Juan Muoz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Shirley Collado

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Maria Harper-Marnick

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Carlos Santiago

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • marie therese dominguez

    director

    Total calculated
    $0
    Hours/week
    1

  • Robert Vela

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Massey Villarreal

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • William Serrata

    PAST-CHAIR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
6 May 2023
IRS schema version
2022v5.0
Source object
202322589349300032

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