Nonprofit · EIN 33-0542335
CALIFORNIA COUNCIL FOR EXCELLENCE
Tax-exempt · IRVINE, CA 92614
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $94,827 | $92,064 | $2,763 | $39,644 | – | $39,644 |
| December 31, 2024 | 990-EZ | $140,037 | $169,722 | -$29,685 | $36,881 | $0 | $36,881 |
| December 31, 2023 | 990-EZ | $175,861 | $180,548 | -$4,687 | $66,566 | $0 | $66,566 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $195
- Membership dues
- $35,000
- Program service revenue
- $28,554
- Other revenue
- $31,078
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $26,330
- Professional fees and payments to contractors
- $32,736
- Printing, publications and postage
- $14,652
- Other expenses
- $18,346
- Program services (functional)
- $18,346
Balance sheet and other
- Total assets, start of year
- $36,881
- Total assets, end of year
- $39,644
- Total liabilities, end of year
- –
- Net assets, end of year
- $39,644
- Cash, savings and investments
- $39,644
- Gross receipts
- $94,827
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Denise Shields | Chair | 4 | $0 |
| David Spong | Vice-Chair | 2 | $0 |
| Brent Duggleby | Treasurer | 4 | $0 |
| Amy Kosifas | Secretary | 3 | $0 |
| Peter LaBonte | Strategic Planning Chair | 3 | $0 |
| Wayne Ferch | Member-at-Large | 2 | $0 |
| Janet Wagner | Chair Council of Trustees | 2 | $0 |
| David Miller | Government Relations Chair | 2 | $0 |
| Raed Khoury | Member-at-Large | 2 | $0 |
| Karen Corson | CAPE Chair | 6 | $0 |
| Alandra Washington | Member-at-Large | 2 | $0 |
| Polly Walker | Chair Community Relations | 2 | $0 |
990-EZ for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Denise Shields | Chair | 4 | $0 |
| David Spong | Vice-Chair | 2 | $0 |
| Brent Duggleby | Treasurer | 4 | $0 |
| Amy Kosifas | Secretary | 3 | $0 |
| Peter LaBonte | Strategic Planning Chair | 3 | $0 |
| Wayne Ferch | Member-at-Large | 2 | $0 |
| Janet Wagner | Chair Council of Trustees | 2 | $0 |
| David Miller | Government Relations Chair | 2 | $0 |
| Raed Khoury | Member-at-Large | 2 | $0 |
| Karen Corson | CAPE Chair | 6 | $0 |
| Lindsey Cunningham | Member-at-Large | 2 | $0 |
| Alandra Washington | Member-at-Large | 2 | $0 |
990-EZ for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Denise Shields | Chair | 4 | $0 |
| David Spong | Vice-Chair | 2 | $0 |
| Brent Duggleby | Treasurer | 4 | $0 |
| Amy Kosifas | Secretary | 2 | $0 |
| Peter LaBonte | Strategic Planning Chair | 3 | $0 |
| Wayne Ferch | Member-at-Large | 1 | $0 |
| Janet Wagner | Chair Council of Trustees | 1 | $0 |
| David Miller | Government Relations Chair | 2 | $0 |
| Joseph Yacura | Vice-Treasurer | 2 | $0 |
| Jessica Williams | CAPE Chair | 5 | $0 |
| Lindsey Cunningham | Member-at-Large | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 17595 HARVARD AVE STE C150, IRVINE, CA 92614-8516
- In care of
- % DENISE SHIELDS
- Signed the 990-EZ
- Brent Duggleby, CCE Treasurer
- Website
- calexcellence.org
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0542335 or by the name CALIFORNIA COUNCIL FOR EXCELLENCE.
- 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
To help Californias private and public sector organizations achieve world-class results through the principles and criteria of the Malcolm Baldrige Award for Performance Excellence.
Program accomplishments
- CAPE Award program Examiner training and education Executive Briefing administering Californias Baldrige-related program benefiting hundreds of organizations and individuals across California and beyond.Expenses $5,511
- Conducting Conferences Educational forums and seminars showing how the Baldrige Criteria are applied to help achieve world-class performance in manufacturing services healthcare education not-for-profit and governmental organizations.Expenses $12,835
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-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 33-0542335
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $39,644
- Income (IRS master file)
- $94,827
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $94,827 | $92,064 | $39,644 | XML |
| 990-EZ | December 2024 | $140,037 | $169,722 | $36,881 | XML |
| 990-EZ | December 2023 | $175,861 | $180,548 | $66,566 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 33-0542335).
Questions about CALIFORNIA COUNCIL FOR EXCELLENCE
- What is the EIN of CALIFORNIA COUNCIL FOR EXCELLENCE?
- The employer identification number (EIN) of CALIFORNIA COUNCIL FOR EXCELLENCE is 33-0542335.
- Is CALIFORNIA COUNCIL FOR EXCELLENCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to CALIFORNIA COUNCIL FOR EXCELLENCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA COUNCIL FOR EXCELLENCE 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 CALIFORNIA COUNCIL FOR EXCELLENCE 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 CALIFORNIA COUNCIL FOR EXCELLENCE last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of CALIFORNIA COUNCIL FOR EXCELLENCE?
- The 990-EZ for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA COUNCIL FOR EXCELLENCE have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $94,827, expenses of $92,064 and total assets of $39,644 at year end.
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