Nonprofit · EIN 27-2015422
EXCELLENCE IN INVESTING FOR CHILDRENS CAUSES INC
Tax-exempt · SAN FRANCISCO, CA 94123
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $561,063 | $589,843 | -$28,780 | $13,422 | $280 | $13,142 |
| December 31, 2024 | 990 (amended) | $523,820 | $530,041 | -$6,221 | $44,044 | $2,122 | $41,922 |
| December 31, 2023 | 990 | $438,010 | $501,938 | -$63,928 | $48,143 | $0 | $48,143 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $418,897
- Program service revenue
- $126,050
- Investment income
- $0
- Net income from gaming
- $16,116
- Other revenue
- $16,116
Expenses
- Grants and similar amounts paid
- $265,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $27,717
- Program services (functional)
- $554,089
- Management and general (functional)
- $35,102
- Fundraising (functional)
- $652
Balance sheet and other
- Total assets, start of year
- $44,044
- Total assets, end of year
- $13,422
- Total liabilities, end of year
- $280
- Net assets, end of year
- $13,142
- Net assets without donor restrictions
- $13,142
- Gross receipts
- $561,263
- Employees
- 0
- Volunteers
- 20
- Year formed
- 2010
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Seth Blackman | President Trustee or director, Officer | 2 | $0 |
| Peter Lardner | Treasurer Trustee or director, Officer | 2 | $0 |
| James Frolik | Secretary Trustee or director, Officer | 2 | $0 |
| Mike Moscuzza | Director Trustee or director | 2 | $0 |
| Lindsay Costigan | Director Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Seth Blackman | President Trustee or director, Officer | 4 | $0 |
| Peter Lardner | Treasurer Trustee or director, Officer | 2 | $0 |
| Jim Frolik | Secretary Trustee or director, Officer | 2 | $0 |
| Alice Kennon | Director Trustee or director | 2 | $0 |
| Lindsay Costigan | Director Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Seth Blackman | President Trustee or director, Officer | 4 | $0 |
| Peter Lardner | Treasurer Trustee or director, Officer | 2 | $0 |
| Jim Frolik | Secretary Trustee or director, Officer | 2 | $0 |
| Alice Kennon | Director Trustee or director | 2 | $0 |
| Lindsay Costigan | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3053 FILLMORE ST 115, SAN FRANCISCO, CA 94123-4009
- In care of
- % DAVIDSON DAWSON & CLARK LLP
- Principal officer (990 for 2025)
- Peter Lardner, 3053 Fillmore St 115, San Francisco, CA 94123
- Signed the 990
- Peter Lardner, Treasurer
- Phone
- (415) 246-7567
- Website
- www.excellencesf.org
- Return prepared by
- REGALIA BERGER & BERGER CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 27-2015422 or by the name EXCELLENCE IN INVESTING FOR CHILDRENS CAUSES INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- 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, 2025, the organization issued grants totaling $265,000 to five different nonprofit organizations.Expenses $554,089 · grants $265,000 · revenue $126,050
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-2015422
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P123)
- Assets (IRS master file)
- $13,422
- Income (IRS master file)
- $561,263
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $561,063 | $589,843 | $13,422 | IRS |
| 990 | December 2024 | $523,820 | $530,041 | $44,044 | XML |
| 990 | December 2023 | $438,010 | $501,938 | $48,143 | XML |
| 990 | December 2022 | $228,352 | $181,349 | $112,071 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-2015422).
Questions about EXCELLENCE IN INVESTING FOR CHILDRENS CAUSES INC
- What is the EIN of EXCELLENCE IN INVESTING FOR CHILDRENS CAUSES INC?
- The employer identification number (EIN) of EXCELLENCE IN INVESTING FOR CHILDRENS CAUSES INC is 27-2015422.
- Is EXCELLENCE IN INVESTING FOR CHILDRENS CAUSES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to EXCELLENCE IN INVESTING FOR CHILDRENS CAUSES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EXCELLENCE IN INVESTING FOR CHILDRENS CAUSES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EXCELLENCE IN INVESTING FOR CHILDRENS CAUSES INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EXCELLENCE IN INVESTING FOR CHILDRENS CAUSES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of EXCELLENCE IN INVESTING FOR CHILDRENS CAUSES INC?
- The 990 for the year ended December 31, 2025 names Peter Lardner.
- Who are the officers and directors of EXCELLENCE IN INVESTING FOR CHILDRENS CAUSES INC?
- The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does EXCELLENCE IN INVESTING FOR CHILDRENS CAUSES INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $561,063, expenses of $589,843 and total assets of $13,422 at year end.
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