2016-07-18T08:25:32-05:00 2015-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2015-01-01 200927912 EXCELENCIA IN EDUCATION INC EXCE 2027857350 1156 15TH STREET NW NO 1001 WASHINGTON DC 20005 SARITA E BROWN PRESIDENT 2027857350 2016-07-18 1 3019519090 2015 2016-12-15 16:53:06Z X SARITA E BROWN 1156 15TH STREET NW NO 1001 WASHINGTON DC 20005 829821 0 X WWW.EDEXCELENCIA.ORG X 2004 DC SEE PART III, LINE 1. 10 9 14 14 0 0 2745633 455580 129270 365379 3214 3355 0 5507 2878117 829821 79765 20000 0 0 885451 983985 0 0 644495 918558 824427 1883774 1828412 994343 -998591 3690576 2704098 58330 70443 3632246 2633655 EXCELENCIA IN EDUCATION IS A NONPROFIT ORGANIZATION THAT AIMS 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. 0 0 1101649 20000 365379 WITH SPECIAL EMPHASIS ON POLICY MAKERS, DISSEMINATED ACTION-FOCUSED SUMMARIES OF RESEARCH, PRACTICE AND STRATEGIES THAT ARE MAKING A DIFFERENCE IN ACHIEVING SUCCESS FOR LATINOS IN HIGHER EDUCATION. 1101649 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 14 1 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X DEBORAH SANTIAGO 2027857350 1156 15TH STREET NW NO 1001 WASHINGTON DC 20005 SARITA E BROWN PRESIDENT 35.00 X X 165957 0 33056 JOE AGUERREBERE CHAIR 3.00 X X 0 0 0 WILLIAM SERRATA VICE CHAIR 2.00 X X 0 0 0 BELLE SMITH WHEELAN SECRETARY/TREASURER 3.00 X X 0 0 0 NORMA V CANTU DIRECTOR 2.00 X 0 0 0 JORGE HAYNES DIRECTOR 2.00 X 0 0 0 ANDRES HENRIQUEZ DIRECTOR 2.00 X 0 0 0 MARTHA KANTER DIRECTOR 2.00 X 0 0 0 VASTI TORRES DIRECTOR 2.00 X 0 0 0 JOSEPH TOVARES DIRECTOR 2.00 X 0 0 0 GISELLE FERNANDEZ DIRECTOR (THROUGH NOV. 2015) 2.00 X 0 0 0 GUADALUPE PACHECO JR DIRECTOR (THROUGH DEC. 2015) 2.00 X 0 0 0 DEBORAH A SANTIAGO COO 35.00 X 148669 0 26880 314626 0 59936 2 0 1 0 0 455580 3547 455580 CONTRACTS 900099 345804 345804 PROGRAM SERVICE FEES 900099 19575 19575 365379 3355 3355 5242 0 5242 5242 5242 MISCELLANEOUS 900099 265 265 265 829821 365379 0 8862 X 20000 20000 374562 243444 2268 128850 486415 316141 2946 167328 13427 8727 81 4619 47160 30651 286 16223 62421 40570 378 21473 8189 5523 1520 1146 32750 19111 3990 9649 1900 754 1006 140 379216 142812 -512 236916 23547 20000 3547 21223 16027 3104 2092 45134 34349 6440 4345 94346 37051 49117 8178 62752 56193 371 6188 106373 83236 23137 456 456 5241 3223 1316 702 RECRUITMENT FEES 14140 9622 2538 1980 ADMINISTRATIVE SUPPORT 11589 2054 9535 STAFF DEVELOPMENT 8567 5182 2284 1101 MISCELLANEOUS 4173 2932 661 580 4831 4047 471 313 1828412 1101649 82268 644495 84009 26462 2492980 2282537 1082622 323420 18965 28596 16416 456 0 15960 12000 27123 3690576 2704098 58330 39760 0 30683 58330 70443 X 556954 625710 3075292 2007945 3632246 2633655 3690576 2704098 -998591 0 X 0 1 X 1 0 X 1240000 2100150 1308038 2745633 455580 7849401 1240000 2100150 1308038 2745633 455580 7849401 5203149 2646252 3196 3684 5407 3214 8597 24098 2614 584 265 3463 7876962 877672 0.33590 0.28850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16416 456 15960 15960 DEFERRED RENT ABATEMENT 30683 30683 X 829821 0 829821 0 829821 1828412 0 1828412 0 1828412 PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2015 AND 2014, EXCELENCIA HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X 0 0 0 0 0 0 0 0 0 SARITA E BROWN PRESIDENT 165957 0 0 0 0 0 4979 0 28077 0 199013 0 0 0 DEBORAH A SANTIAGO COO 148669 0 0 0 0 0 4460 0 22420 0 175549 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY MANAGEMENT BEFORE IT WAS PROVIDED TO THE BOARD OF DIRECTORS AND THEN FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH DIRECTOR, BOARD MEMBER, OFFICER, EMPLOYEE AND VOLUNTEER COMPLETES A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH S/HE IS INVOLVED THAT S/HE BELIEVES COULD CONSTITUTE A CONFLICT OF INTEREST. SUCH RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES MIGHT INCLUDE SERVICE AS A DIRECTOR OF OR CONSULTANT TO ANOTHER NONPROFIT ORGANIZATION, OR OWNERSHIP OF A BUSINESS THAT MIGHT PROVIDE GOODS OR SERVICES TO EXCELENCIA. ANY SUCH INFORMATION REGARDING THE BUSINESS INTERESTS OF A DIRECTOR, OFFICER, EMPLOYEE OR VOLUNTEER, OR A FAMILY MEMBER THEREOF, IS TREATED AS CONFIDENTIAL AND IS GENERALLY AVAILABLE ONLY TO THE CHAIR, THE EXECUTIVE DIRECTOR AND ANY COMMITTEE APPOINTED TO ADDRESS CONFLICTS OF INTEREST, EXCEPT TO THE EXTENT ADDITIONAL DISCLOSURE IS NECESSARY IN CONNECTION WITH THE IMPLEMENTATION OF THIS POLICY. THIS POLICY IS REVIEWED ANNUALLY BY EACH MEMBER OF THE BOARD OF DIRECTORS. ANY CHANGES TO THE POLICY ARE COMMUNICATED TO ALL STAFF AND VOLUNTEERS. SHOULD A CONFLICT OF INTEREST ARISE AMONG BOARD MEMBERS, EXCELENCIA WOULD TAKE THE FOLLOWING STEPS TO RESOLVE IT: 1. THE PRESIDENT EVALUATES THE SITUATION AND DETERMINES THE APPROPRIATE STEPS TO TAKE TO ELIMINATE AND AVOID THE PERCEPTION OR PRESENCE OF A CONFLICT OF INTEREST. 2. WHERE THERE IS CONFIRMATION OF A CONFLICT OF INTEREST, THE PRESIDENT APPROPRIATELY TAKES ONE OF THE FOLLOWING ACTIONS: - PROVIDES A LETTER OF CAUTION TO THE BOARD MEMBER - PROVIDES A LETTER OF DIRECTION TO RESOLVE THE CONFLICT - IF APPROPRIATE, DISCIPLINES THE BOARD MEMBER BY TERMINATING HIS/HER TERM 3. IF THERE IS CONFLICT OF INTEREST WITH THE PRESIDENT, THE CHAIR WOULD BE RESPONSIBLE FOR THE ACTIONS DESCRIBED ABOVE. 4. THE ISSUE AND ACTIONS TAKEN MUST BE WELL DOCUMENTED, ENSURING THAT BOTH PRIVACY AND CONFIDENTIALITY ARE OBSERVED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS PERFORMS AN EVALUATION OF THE PRESIDENT OF EXCELENCIA AND SETS HIS/HER SALARY. COMPARABLE DATA IS USED IN THE COMPENSATION PROCESS FOR THE PRESIDENT. DELIBERATION AND DOCUMENTATION OF THE COMPENSATION PROCESS ALSO TAKES PLACE. THE LAST COMPENSATION REVIEW TOOK PLACE IN MARCH 2012. OTHER SALARIES ARE RECOMMENDED BY THE PRESIDENT AND APPROVED BY THE BOARD AS PART OF THE ANNUAL BUDGETING PROCESS. WHEN A NEW POSITION OR CATEGORY OF EMPLOYEE IS ADDED, THE SALARY RANGE FOR THAT CATEGORY OF EMPLOYEE IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE WITHIN A REASONABLE TIME AFTER RECEIPT OF REQUEST. FORM 990, PART IX, LINE 11G COMMUNICATION SERVICES: PROGRAM SERVICE EXPENSES 51,350. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 86,650. TOTAL EXPENSES 138,000. DESIGN AND EDITING SERVICES: PROGRAM SERVICE EXPENSES 40,085. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 450. TOTAL EXPENSES 40,535. EVENT COORDINATOR: PROGRAM SERVICE EXPENSES 21,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,500. MEDIA CONSULTANTS: PROGRAM SERVICE EXPENSES 400. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 400. TECHNICAL ASSISTANCE: PROGRAM SERVICE EXPENSES 25,024. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 11,398. TOTAL EXPENSES 36,422. DEVELOPMENT SERVICES: PROGRAM SERVICE EXPENSES 4,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 138,306. TOTAL EXPENSES 142,306. OTHER FINANCIAL SERVICES: PROGRAM SERVICE EXPENSES 453. MANAGEMENT AND GENERAL EXPENSES -512. FUNDRAISING EXPENSES 112. TOTAL EXPENSES 53.