2023-07-12T15:30:57-07:00 2022-12-31 680260103 REGALIA & ASSOCIATES CPAS 103 TOWN COUNTRY DR STE K DANVILLE CA 94526 990 2022-01-01 272015422 Excellence in Investing for Childrens Causes EXCE 4152467567 3053 Fillmore St 115 San Francisco CA 94123 Peter Lardner Treasurer 4158347962 2023-07-12 true Peter Lardner 999009999 true Douglas W Regalia P00186389 9253140390 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Peter Lardner 3053 Fillmore St 115 San Francisco CA 94123 228352 false X www.excellencesf.org X 2010 DE 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. 4 4 0 20 0 236200 228352 0 0 0 236200 228352 165446 105000 0 0 0 2829 66881 76349 232327 181349 3873 47003 65126 112071 58 0 65068 112071 The conference brings together some of the world's top investors and other prominent thinkers to share their investment ideas and insights. The conference was inspired by and is patterned after the Ira Sohn Investment Research Conference. false false 159366 105000 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. 159366 true true false false false false false false false false false false false false false true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 0 0 true 0 false false false false false true true false 0 false false false false false false false X 4 4 false false false false false false false true true false false true true true true true true true true false CA X X Peter Lardner 4152467567 3053 Fillmore St 115 San Francisco CA 94123 X Seth Blackman President 4.00 0.00 X X 0 0 0 Peter Lardner Treasurer 2.00 0.00 X X 0 0 0 Jim Frolik Secretary 2.00 0.00 X X 0 0 0 Alice Kennon Director 2.00 0.00 X 0 0 0 Lindsay Costigan Director 2.00 0.00 X 0 0 0 Julia Moore Director (Frmr) 2.00 0.00 X 0 0 0 0 false false false 0 228352 228352 0 0 0 0 0 0 0 0 0 0 228352 105000 105000 0 0 0 0 0 0 0 0 0 0 0 15094 15094 0 0 0 0 0 3008 715 2293 1072 536 536 0 0 0 0 0 0 0 0 360 360 Conferences 43830 43830 Event management services 10000 10000 Business Registration Fees 2708 2708 Bank/merchant charges 277 277 0 181349 159366 19154 2829 55609 106865 0 0 0 0 0 0 0 9517 5206 0 0 0 0 0 0 65126 112071 58 58 0 X 65068 112071 65068 112071 65126 112071 47003 X false true X true false X 335175 338999 219470 236200 228352 1358196 0 0 335175 338999 219470 236200 228352 1358196 91008 1267188 0 0 0 1358196 0.93300 0.95460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 228352 228352 228352 181349 181349 181349 Part X : FIN48 Footnote Income TaxesFinancial statement presentation follows the recommendations of ASC 740, Income Taxes, Income Taxes. Under ASC 740, EICC is required to report information regarding its exposure to various tax positions taken by EICC and requires a two-step process that separates recognition from measurement. The first step is determining whether a tax position has met the recognition threshold; the second step is measuring a tax position that meets the recognition threshold. Management believes that EICC has adequately evaluated its current tax positions and has concluded that as of December 31, 2022 EICC does not have any uncertain tax positions for which a reserve or an accrual for a tax liability would be necessary.EICC has received notification from the Internal Revenue Service and the State of California that it qualifies for tax-exempt status under Section 501(c)(3) of the Internal Revenue Code and Section 23701d of the California Revenue and Taxation Code. This exemption is subject to periodic review by the federal and state taxing authorities and management is confident that EICC continues to satisfy all federal and state statutes in order to qualify for continued tax exemption status. EICC may periodically receive unrelated business income requiring EICC to file separate tax returns under federal and state statutes. Under such conditions, EICC calculates and accrues the applicable taxes payable. true 826 Valencia 826 Valencia Street San Francisco CA 94110 043694151 501(c)(3) 35000 0 Youth programs Bridge the Gap College Prep PO Box 1390 Sausalito CA 94965 911930327 501(c)(3) 35000 0 College prep & youth development Community Education PO Box 5632 Berkeley CA 94705 274215840 501(c)(3) 35000 0 Programs for homeless youth 3 0 Grantmaker's Description of How Grants are Used Excellence in Investing for Children's Causes requires ongoing feedback in the form of written reports in order to monitor the progress of each funded grant. Form 990, Part VI, Section B, Line 11b Form 990 is prepared by an outside tax professional. The form is then reviewed by the organization's management. After a full review, the final version of the tax return is provided to all members of the organization's voting body. A representative of management authorizes the final form 990 which is then e-filed with the internal revenue service. Form 990, Part VI, Section B, Line 12c Members of the board of directors review the compensation of all high-level personnel periodically in accordance with IRS rules and regulations. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries. Every effort is made to ensure that the process is thorough and transparent in accordance with IRS guidelines and the organization's policies and procedures. Form 990, Part VI, Section B, Line 15a The Organization has no paid employees. All of the activities are carried out by an all-volunteer board of directors and other individuals who contribute their time and talents. Form 990, Part VI, Section B, Line 15b The Organization has no paid employees. All of the activities are carried out by an all-volunteer board of directors and other individuals who contribute their time and talents. Form 990, Part VI, Section C, Line 19 All of the organization's governing documents, financial statements, and other legal filings are maintained in a secure environment and held available for inspection by tax authorities and the general public. Tax returns are posted annually to our website and to www.guidestar.org (where they are available for viewing as electronic copies) and are also available by request from the organization's office.