Excellence In Investing For Childrens Causes Inc
- Assets
- $112.1k
- Revenue
- $228.4k
- Investments
- $0.0
- Employees
- 0
- Location
- San Francisco, CA
- Founding
- 03/2011
- Data as of
- 12/2022
- EIN
- 27-2015422
Organization Overview
Excellence In Investing For Childrens Causes Inc is located in San Francisco, CA. The organization was established in 2011. According to its NTEE Classification (P12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Excellence In Investing For Childrens Causes Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Excellence In Investing For Childrens Causes Inc generated $228.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (5.3%) each year. All expenses for the organization totaled $181.3k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (7.1%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Excellence In Investing For Childrens Causes Inc has awarded 33 individual grants totaling $1,373,576. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
EXCELLENCE IN INVESTING FOR CHILDRENS CAUSES, INC. ORGANIZES THE SOHN CONFERENCE SAN FRANCISCO, AN ANNUAL INVESTMENT CONFERENCE BENEFITING BAY AREA AND NATIONAL ORGANIZATIONS INVOLVED IN EDUCATION AND OTHER CHILDRENS CAUSES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE EXCELLENCE IN INVESTING CONFERENCE BRINGS TOGETHER SOME OF THE WORLD'S TOP INVESTORS AND OTHER PROMINENT THINKERS FROM WALL STREET, SILICON VALLEY AND EVERYWHERE IN BETWEEN. THE SPEAKERS HAVE GENEROUSLY AGREED TO SHARE THEIR TIME AND IDEAS TO BENEFIT THE EXCELLENCE IN INVESTING FOR CHILDREN'S CAUSES FOUNDATION AND ITS BENEFICIARIES.THE CONFERENCE ALLOWS PORTFOLIO MANAGERS, ASSET ALLOCATORS AND PRIVATE INVESTORS AN OPPORTUNITY TO LEARN FROM THE INSIGHTS AND SPECIFIC INVESTMENT IDEAS OF THESE HIGHLY SUCCESSFUL SPEAKERS.DURING THE YEAR ENDED DECEMBER 31, 2021, THE ORGANIZATION ISSUED GRANTS TOTALING $165,446 TO FOUR DIFFERENT NONPROFIT ORGANIZATIONS, AS REFLECTED IN SCHEDULE I.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Seth Blackman President | OfficerTrustee | 4 | $0 |
Peter Lardner Treasurer | OfficerTrustee | 2 | $0 |
Jim Frolik Secretary | OfficerTrustee | 2 | $0 |
Alice Kennon Director | Trustee | 2 | $0 |
Lindsay Costigan Director | Trustee | 2 | $0 |
Julia Moore Director (frmr) | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $228,352 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $228,352 |
| Total Program Service Revenue | $0 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $228,352 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $105,000 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $15,094 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $3,008 |
| Information technology | $1,072 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $360 |
| All other expenses | $0 |
| Total functional expenses | $181,349 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $106,865 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $5,206 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $112,071 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $112,071 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $112,071 |
Grants Awarded
Over the last fiscal year, Excellence In Investing For Childrens Causes Inc has awarded $105,000 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
COMMUNITY EDUCATION PURPOSE: Programs for homeless youth | $35,000 |
BRIDGE THE GAP COLLEGE PREP PURPOSE: College prep & youth development | $35,000 |
826 VALENCIA PURPOSE: Youth programs | $35,000 |