BETA

EXCELENCIA IN EDUCATION INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
EXCELENCIA IN EDUCATION INC (EIN 20-0927912)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-17
IRS object ID
201532299349301048
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-17T09:33:21-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521392008PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GELMAN ROSENBERG & FREEDMANBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14550 MONTGOMERY AVE SUITE 650NAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP208142930ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200927912EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EXCELENCIA IN EDUCATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEXCEBusinessNameControlTxt
Phone2027857350PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11717 N STREET NW NO 2 FLAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARITA E BROWNPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2027857350PhoneNum
Signature2015-08-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Phone3019519090PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSARITA E BROWNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11717 N STREET NW NO 2 FLAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,878,117GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.EDEXCELENCIA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionSEE PART III, LINE 1.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee10TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,308,038PYContributionsGrantsAmt
CY Contributions Grants$2,745,633CYContributionsGrantsAmt
PY Program Service Revenue$176,072PYProgramServiceRevenueAmt
CY Program Service Revenue$129,270CYProgramServiceRevenueAmt
PY Investment Income$5,407PYInvestmentIncomeAmt
CY Investment Income$3,214CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,489,517PYTotalRevenueAmt
CY Total Revenue$2,878,117CYTotalRevenueAmt
PY Grants And Similar Paid$142,080PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$79,765CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$790,322PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$885,451CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$167,901CYTotalFundraisingExpenseAmt
PY Other Expenses$692,177PYOtherExpensesAmt
CY Other Expenses$918,558CYOtherExpensesAmt
PY Total Expenses$1,624,579PYTotalExpensesAmt
CY Total Expenses$1,883,774CYTotalExpensesAmt
PY Revenues Less Expenses-$135,062PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$994,343CYRevenuesLessExpensesAmt
Total Assets BOY$2,682,481TotalAssetsBOYAmt
Total Assets EOY$3,690,576TotalAssetsEOYAmt
Total Liabilities BOY$44,578TotalLiabilitiesBOYAmt
Total Liabilities EOY$58,330TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,637,903NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,632,246NetAssetsOrFundBalancesEOYAmt
MissionEXCELENCIA 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,660,367ExpenseAmt
Grant$79,765GrantAmt
Revenue$129,270RevenueAmt
DescDISSEMINATED, WITH SPECIAL EMPHASIS ON POLICY MAKERS, ACTION-FOCUSED SUMMARIES OF RESEARCH, PRACTICE AND STRATEGIES THAT ARE MAKING A DIFFERENCE IN ACHIEVING SUCCESS FOR LATINOS IN HIGHER EDUCATION.Desc
Total Program Service Expenses$1,660,367TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document20IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee10EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEBORAH SANTIAGOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2027857350PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11717 N STREET NW NO 2 FLAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SARITA E BROWN
PRESIDENT35.00Yes (X)Yes (X)$165,957$0$18,997
JOSEPH AGUERREBERE
CHAIR3.00Yes (X)Yes (X)$0$0$0
WILLIAM SERRATA
VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
BELLE SMITH WHEELAN
SECRETARY/TREASURER3.00Yes (X)Yes (X)$0$0$0
NORMA V CANTU
DIRECTOR2.00Yes (X)$0$0$0
GISELLE FERNANDEZ
DIRECTOR2.00Yes (X)$0$0$0
JORGE HAYNES
DIRECTOR2.00Yes (X)$0$0$0
ANDRES HENRIQUEZ
DIRECTOR2.00Yes (X)$0$0$0
GUADALUPE PACHECO
DIRECTOR2.00Yes (X)$0$0$0
VASTI TORRES
DIRECTOR2.00Yes (X)$0$0$0
JOSEPH TOVARES
DIRECTOR2.00Yes (X)$0$0$0
DEBORAH A SANTIAGO
COO35.00Yes (X)$138,297$0$17,192
FieldValueIRS element (for citing)
Total Reportable Comp From Org$304,254TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$36,189TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,745,633AllOtherContributionsAmt
Noncash Contributions$8,460NoncashContributionsAmt
Total Contributions$2,745,633TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRACTS900099$100,270$100,270
PROGRAM SERVICE FEES900099$29,000$29,000
FieldValueIRS element (for citing)
Total Program Service Revenue$129,270TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,214TotalRevenueColumnAmt
Exclusion$3,214ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,878,117TotalRevenueColumnAmt
Related Or Exempt Func Income$129,270RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,214ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$79,765TotalAmt
Program Services$79,765ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$340,443TotalAmt
Program Services$294,712ProgramServicesAmt
Management And General$10,213ManagementAndGeneralAmt
Fundraising$35,518FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$417,789TotalAmt
Program Services$412,627ProgramServicesAmt
Management And General$1,002ManagementAndGeneralAmt
Fundraising$4,160FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$27,899TotalAmt
Program Services$27,408ProgramServicesAmt
Management And General$100ManagementAndGeneralAmt
Fundraising$391FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$43,370TotalAmt
Program Services$41,795ProgramServicesAmt
Management And General$322ManagementAndGeneralAmt
Fundraising$1,253FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$55,950TotalAmt
Program Services$52,378ProgramServicesAmt
Management And General$785ManagementAndGeneralAmt
Fundraising$2,787FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$74,158TotalAmt
Program Services$68,121ProgramServicesAmt
Management And General$6,037ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,000TotalAmt
Program Services$2,557ProgramServicesAmt
Management And General$443ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$389,085TotalAmt
Program Services$312,106ProgramServicesAmt
Management And General$3,234ManagementAndGeneralAmt
Fundraising$73,745FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$43,460TotalAmt
Program Services$35,000ProgramServicesAmt
Management And General$8,460ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$43,197TotalAmt
Program Services$36,981ProgramServicesAmt
Management And General$4,250ManagementAndGeneralAmt
Fundraising$1,966FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$95,760TotalAmt
Program Services$76,884ProgramServicesAmt
Management And General$1,610ManagementAndGeneralAmt
Fundraising$17,266FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$64,855TotalAmt
Program Services$51,590ProgramServicesAmt
Management And General$13,265ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$54,050TotalAmt
Program Services$42,740ProgramServicesAmt
Management And General$992ManagementAndGeneralAmt
Fundraising$10,318FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$125,576TotalAmt
Program Services$105,159ProgramServicesAmt
Fundraising$20,417FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$325TotalAmt
Program Services$269ProgramServicesAmt
Management And General$56ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
ADMINISTRATIVE SUPPORT$17,737$14,072$3,665
STAFF DEVELOPMENT$6,051$5,127$924
MISCELLANEOUS$1,221$1,002$139$80
DUES & SUBSCRIPTIONS$83$74$9

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,883,774TotalAmt
Program Services$1,660,367ProgramServicesAmt
Management And General$55,506ManagementAndGeneralAmt
Fundraising$167,901FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$256,037BOYAmt
EOY$84,009EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,584,874BOYAmt
EOY$2,492,980EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$836,570BOYAmt
EOY$1,082,622EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,000BOYAmt
EOY$18,965EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$12,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,682,481BOYAmt
EOY$3,690,576EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$44,578BOYAmt
EOY$58,330EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$44,578BOYAmt
EOY$58,330EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$395,707BOYAmt
EOY$556,954EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,242,196BOYAmt
EOY$3,075,292EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,637,903BOYAmt
EOY$3,632,246EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,682,481BOYAmt
EOY$3,690,576EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$994,343ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,631,550CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,240,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,100,150CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,308,038CurrentTaxYearMinus1YearAmt
Current Tax Year$2,745,633CurrentTaxYearAmt
Total$9,025,371TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,631,550CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,240,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,100,150CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,308,038CurrentTaxYearMinus1YearAmt
Current Tax Year$2,745,633CurrentTaxYearAmt
Total$9,025,371TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$6,407,028SubstantialContributorsTotAmt
Public Support Total170$2,618,343PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,738CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,196CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,684CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,407CurrentTaxYearMinus1YearAmt
Current Tax Year$3,214CurrentTaxYearAmt
Total$23,239TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,354CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,614CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$584CurrentTaxYearMinus2YearsAmt
Total$27,552TotalAmt
FieldValueIRS element (for citing)
Total Support$9,076,162TotalSupportAmt
Gross Receipts Rltd Activities$685,802GrossReceiptsRltdActivitiesAmt
Public Support CY1700.28850PublicSupportCY170Pct
Public Support PY1700.29290PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestEXCELENCIA QUALIFIES AS A PUBLIC CHARITY UNDER THE "FACTS AND CIRCUMSTANCES" TEST OF 1.170A-9(F)(3) OF THE TREASURY REGULATIONS, BASED UPON THE FOLLOWING:ITS SUPPORT, AS REPORTED FOR 2014, IS 28.85%, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(I).EXCELENCIA IS ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL FUNDING ON A CONTINUOUS BASIS, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(II). EXCELENCIA HAS RECENTLY UNDERTAKEN SIGNIFICANT EFFORTS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT. RECOGNIZING THE VALUE OF EXCELENCIA'S WORK TO THE COMMUNITY, A SMALL NUMBER OF PRIVATE FOUNDATIONS HAVE PROVIDED EXCELENCIA WITH SUPPORT IN RECENT MONTHS NOT ONLY TO HELP THE ORGANIZATION CONTINUE ITS WORK BUT ALSO TO BEGIN A NEW DEVELOPMENT EFFORT TO BROADEN EXCELENCIA'S BASE OF SUPPORT.EXCELENCIA'S PUBLIC SUPPORT, AT 28.85%, IS WELL ABOVE THE 10% MINIMUM REQUIRED FOR THE "FACTS AND CIRCUMSTANCES" TEST, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(III). IN MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(I), EXCELENCIA HAS RECEIVED SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS, RATHER THAN RECEIVING ALL OR MOST OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY, OR FROM A SINGLE DONOR. IN FACT, EXCELENCIA HAS RECEIVED FINANCIAL SUPPORT FROM INDIVIDUAL DONORS, IN ADDITION TO GRANTS RECEIVED FROM A NUMBER OF DIFFERENT FOUNDATIONS. EXCELENCIA'S CURRENT FUNDRAISING PLANS ARE TARGETED AT A BROAD BASE OF DONORS. IN THIS RESPECT, EXCELENCIA MEETS THE REQUIREMENT OF 1.170A-9(F)(3)(III)(B).EXCELENCIA REMAINS AN ORGANIZATION COMMITTED TO SERVING THE PUBLIC THROUGH ITS WORK. EXCELENCIA DISTRIBUTES RESEARCH MATERIALS TO POLICY MAKERS AND OTHERS THAT ENCOURAGE BEST PRACTICES THAT ENABLE LATINO STUDENTS TO ACHIEVE SUCCESS IN HIGHER EDUCATION. IN THIS WAY, EXCELENCIA FURTHER DEMONSTRATES ITS PUBLIC SUPPORT. IN THIS MANNER, EXCELENCIA MEETS THE REQUIREMENT OF 1.170A-9(F)(3)(III)(D).FactsAndCircumstancesTestTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,878,117TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$2,878,117RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,878,117TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,883,774TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,883,774ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,883,774TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationFOR THE YEAR ENDED DECEMBER 31, 2014 AND 2013, 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. THE FEDERAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER IT IS FILED.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL URBAN LEAGUEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 WALL STREET 8TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10005ZIPCd
FieldValueIRS element (for citing)
Recipient EIN131840489RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$59,765CashGrantAmt
Purpose Of GrantSUB GRANT AWARD GATES RADD 2.0PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationPRIOR TO DISPERSAL OF GRANT FUNDS, EXCELENCIA IN EDUCATION BUILDS A CATALOG OF INSTITUTIONAL PRACTICES WITH EVIDENCE OF EFFECTIVENESS IN IMPROVING LATINO STUDENT ATTAINMENT AT THE ASSOCIATE AND BACHELORS LEVELS EMPHASIZING FIRST-GENERATION AND LOW-INCOME LATINO STUDENTS (PRACTICES ORGANIZED BY PROGRAM AREA, BY STATE, AND BASED ON THE PROGRAM'S POTENTIAL FOR EXPANSION OR REPLICATION), THEN WE TAP INTO PRACTITIONER EXPERTISE AND REVIEW PROGRAM PERFORMANCE THAT WILL INCLUDE IN DEPTH IMPLEMENTATION INFORMATION GATHERED DURING AN INVITATIONAL WORKSHOP. AFTER THE SELECTION PROCESS, EXCELENCIA IMPLEMENTS THE GRANT AND ONCE IMPLEMENTED PROVIDES TECHNICAL ASSISTANCE, ENGAGES CLUSTERS OF INSTITUTIONAL TEAMS, AND DELIVERS GROUP MEETINGS THROUGH THE ELECTRONIC NETWORK OF CAMPUS PROFESSIONALS COMPRISED OF GRANTEES AND EXCELENCIA STAFF. FURTHERMORE, EXCELENCIA PERFORMS AN EVALUATION OF ACTIVITIES, ASSESSMENT OF BEST PRACTICES AND BENCHMARK PROJECT PROGRESS. IN ADDITION, WE REQUEST PARTICIPATING INSTITUTIONS TO SUBMIT A MIDPOINT NARRATIVE BUDGET PROGRESS REPORT DURING THE MIDDLE OF THE TERM AGREED AND A FINAL NARRATIVE AT THE END OF THE TERM WITH OUTCOMES, TO THEN PRODUCE THE FINAL DELIVERABLES TO OUR GRANTORS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SARITA E BROWN
PRESIDENT$165,957$0$0$0$0$0$9,957$0$9,040$0$184,954$0$0$0
DEBORAH A SANTIAGO
COO$138,297$0$0$0$0$0$8,298$0$8,894$0$155,489$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE 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 12CANNUALLY, EACH DIRECTOR, 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. EXCELENCIA IN EDUCATION COLLECTS AN ANNUAL CONFLICT OF INTEREST FORM FROM ALL ITS BOARD MEMBERS. THESE ARE THEN INSPECTED FOR POSSIBLE CONFLICT OF INTEREST. 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 WILL BE RESPONSIBLE FOR THE ACTIONS DESCRIBED ABOVE. 4. THE ISSUE AND ACTIONS TAKEN MUST BE WELL DOCUMENTED, ENSURING BOTH PRIVACY AND CONFIDENTIALITY IS OBSERVED.
FORM 990, PART VI, SECTION B, LINE 15AANNUALLY, THE BOARD OF DIRECTORS PERFORMS AN EVALUATION OF THE PRESIDENT OF EXCELENCIA AND SETS HIS/HER SALARY. COMPARABLE DATA WAS USED IN THE COMPENSATION PROCESS FOR THE PRESIDENT. DELIBERATION AND DOCUMENTATION OF THE COMPENSATION PROCESS ALSO TOOK 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 SHALL BE APPROVED BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE WITHIN A REASONABLE TIME AFTER RECEIPT OF REQUEST.
FORM 990, PART IX, LINE 11GRESEARCH CONSULTANTS: PROGRAM SERVICE EXPENSES 18,074. MANAGEMENT AND GENERAL EXPENSES 187. FUNDRAISING EXPENSES 4,271. TOTAL EXPENSES 22,532. EVENT COORDINATORS: PROGRAM SERVICE EXPENSES 30,479. MANAGEMENT AND GENERAL EXPENSES 316. FUNDRAISING EXPENSES 7,202. TOTAL EXPENSES 37,997. PROGRAM TECHNICAL SUPPORT: PROGRAM SERVICE EXPENSES 72,106. MANAGEMENT AND GENERAL EXPENSES 747. FUNDRAISING EXPENSES 17,037. TOTAL EXPENSES 89,890. DESIGN AND EDITING SERVICES: PROGRAM SERVICE EXPENSES 50,115. MANAGEMENT AND GENERAL EXPENSES 519. FUNDRAISING EXPENSES 11,841. TOTAL EXPENSES 62,475. MEDIA CONSULTANTS: PROGRAM SERVICE EXPENSES 3,671. MANAGEMENT AND GENERAL EXPENSES 38. FUNDRAISING EXPENSES 868. TOTAL EXPENSES 4,577. COMMUNICATION SERVICES: PROGRAM SERVICE EXPENSES 113,556. MANAGEMENT AND GENERAL EXPENSES 1,177. FUNDRAISING EXPENSES 26,831. TOTAL EXPENSES 141,564. SUB-CONTRACTS: PROGRAM SERVICE EXPENSES 20,054. MANAGEMENT AND GENERAL EXPENSES 208. FUNDRAISING EXPENSES 4,738. TOTAL EXPENSES 25,000. DEVELOPMENT SERVICES: PROGRAM SERVICE EXPENSES 4,011. MANAGEMENT AND GENERAL EXPENSES 42. FUNDRAISING EXPENSES 948. TOTAL EXPENSES 5,001. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 40. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 9. TOTAL EXPENSES 49.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.