Nonprofit · EIN 94-3034190
EXCEL FOUNDATION INC
Tax-exempt (reinstated) · COEUR D ALENE, ID 83816
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $303,864 | $288,907 | $14,957 | $2,792,856 | $54,694 | $2,738,162 |
| May 31, 2024 | 990 | $257,542 | $311,419 | -$53,877 | $2,571,254 | $24,625 | $2,546,629 |
| May 31, 2023 | 990 | $298,951 | $203,076 | $95,875 | $2,307,566 | $12,731 | $2,294,835 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $146,527
- Program service revenue
- $0
- Investment income
- $68,290
- Net income from fundraising events
- $89,047
- Other revenue
- $89,047
Expenses
- Grants and similar amounts paid
- $246,082
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $246,082
- Management and general (functional)
- $42,825
Balance sheet and other
- Total assets, start of year
- $2,571,254
- Total assets, end of year
- $2,792,856
- Total liabilities, end of year
- $54,694
- Net assets, end of year
- $2,738,162
- Publicly traded securities
- $2,746,777
- Net assets without donor restrictions
- $2,738,162
- Gross receipts
- $336,585
- Employees
- 0
- State of legal domicile
- ID
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HAYDEN ANDERL | DIRECTOR Trustee or director | – | $0 |
| STEFANY BALES | DIRECTOR Trustee or director | – | $0 |
| BRENDA BOOKHOLTZ | TREASURER Trustee or director, Officer | – | $0 |
| KRISTI HAGAN | DIRECTOR Trustee or director | – | $0 |
| MATHEW HAGUE | DIRECTOR Trustee or director | – | $0 |
| NICOLE HAMMONS | DIRECTOR Trustee or director | – | $0 |
| KELLIE HANNA | DIRECTOR Trustee or director | – | $0 |
| SHON HOCKER | EX-OFFICIO Trustee or director | – | $0 |
| AMY HOFER | DIRECTOR Trustee or director | – | $0 |
| GAVIN JACOBSON | PRESIDENT Trustee or director | – | $0 |
| RYAN JOHNSON | DIRECTOR Trustee or director | – | $0 |
| DANIELLE KUNTZ | DIRECTOR Trustee or director | – | $0 |
| KELLIE KUSTER | LEGAL COUNSE Trustee or director | – | $0 |
| SARAH MCVEY | DIRECTOR Trustee or director | – | $0 |
| KATIE MORRISROE | DIRECTOR Trustee or director | – | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOBBY MYERS | DIRECTOR Trustee or director | – | $0 |
| ISAAC REINERT | DIRECTOR Trustee or director | – | $0 |
| MIKE LINDQUIST | DIRECTOR Trustee or director | – | $0 |
| SARA MEYER | DIRECTOR Trustee or director | – | $0 |
| KIM NEWBY | DIRECTOR Trustee or director | – | $0 |
| MELISSA QUINN | DIRECTOR Trustee or director | – | $0 |
| JACK REISWIG | DIRECTOR Trustee or director | – | $0 |
| KATIE LIEN | DIRECTOR Trustee or director | – | $0 |
| BRIANNA SHRINER | DIRECTOR Trustee or director | – | $0 |
| MARNI WILSON | DIRECTOR Trustee or director | – | $0 |
| MOLLY WALLER | DIRECTOR Trustee or director | – | $0 |
| TRACY WEIMER-SHULL | DIRECTOR Trustee or director | – | $0 |
| LEXI WITHERWAX | DIRECTOR Trustee or director | – | $0 |
| INGRID YATES | DIRECTOR Trustee or director | – | $0 |
| YOUNG TREVOR | FINANCE CHAI Trustee or director, Officer | – | $0 |
| DANIELLE QUADE | DIRECTOR Trustee or director | – | $0 |
990 for the year ended May 31, 2024: 32 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HAYDEN ANDERL | DIRECTOR Trustee or director | – | $0 |
| STEFANY BALES | DIRECTOR Trustee or director | – | $0 |
| BRENDA BOOKHOLTZ | TREASURER Trustee or director, Officer | – | $0 |
| KRISTI HAGAN | DIRECTOR Trustee or director | – | $0 |
| MATHEW HAGUE | DIRECTOR Trustee or director | – | $0 |
| NICOLE HAMMONS | DIRECTOR Trustee or director | – | $0 |
| KELLIE HANNA | DIRECTOR Trustee or director | – | $0 |
| SHON HOCKER | EX-OFFICIO Trustee or director | – | $0 |
| AMY HOFER | DIRECTOR Trustee or director | – | $0 |
| JACOBSON GAVIN | PRESIDENT Trustee or director | – | $0 |
| RYAN JOHNSON | DIRECTOR Trustee or director | – | $0 |
| DANIELLE KUNTZ | DIRECTOR Trustee or director | – | $0 |
| KELLIE KUSTER | LEGAL COUNSE Trustee or director | – | $0 |
| SHAWNY LE | DIRECTOR Trustee or director | – | $0 |
| KATIE LIEN | DIRECTOR Trustee or director | – | $0 |
| MIKE LINDQUIST | DIRECTOR Trustee or director | – | $0 |
| SARAH MCVEY | DIRECTOR Trustee or director | – | $0 |
| SARA MEYER | DIRECTOR Trustee or director | – | $0 |
| KATIE MORRISROE | DIRECTOR Trustee or director | – | $0 |
| BOBBY MYERS | DIRECTOR Trustee or director | – | $0 |
| KIM NEWBY | DIRECTOR Trustee or director | – | $0 |
| CHANDRA PATON SHUPE | DIRECTOR Trustee or director | – | $0 |
| DANIELLE QUADE | DIRECTOR Trustee or director | – | $0 |
| MELISSA QUINN | DIRECTOR Trustee or director | – | $0 |
| JACK REISWIG | DIRECTOR Trustee or director | – | $0 |
| BRIANNA SHRINER | DIRECTOR Trustee or director | – | $0 |
| MOLLY WALLER | DIRECTOR Trustee or director | – | $0 |
| TRACY WEIMER-SHULL | DIRECTOR Trustee or director | – | $0 |
| MARNI WILSON | DIRECTOR Trustee or director | – | $0 |
| LEXI WITHERWAX | DIRECTOR Trustee or director | – | $0 |
| YATES INGRID | DIRECTOR Trustee or director | – | $0 |
| YOUNG TREVOR | FINANCE CHAI Trustee or director, Officer | – | $0 |
990 for the year ended May 31, 2023: 32 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOOKHOLTZ BRENDA | TREASURER Trustee or director, Officer | 2 | $0 |
| GOUCHER NINETTE | DIRECTOR Trustee or director | 2 | $0 |
| HAGAN KRISTI | DIRECTOR Trustee or director | 2 | $0 |
| HAGUE MATHEW | DIRECTOR Trustee or director | 2 | $0 |
| HAMMONS NICOLE | DIRECTOR Trustee or director | 2 | $0 |
| HANNA KELLIE | DIRECTOR Trustee or director | 2 | $0 |
| HOCKER SHON | EX-OFFICIO Trustee or director | 2 | $0 |
| JACOBSON GAVIN | PRESIDENT Trustee or director | 2 | $0 |
| JOHNSON RYAN | DIRECTOR Trustee or director | 2 | $0 |
| KUSTER KELLIE | LEGAL COUNSE Trustee or director | 2 | $0 |
| LE SHAWNY | DIRECTOR Trustee or director | 2 | $0 |
| MABEN SCOTT | EX-OFFICIO Trustee or director | 2 | $0 |
| MAIER MAREN | DIRECTOR Trustee or director | 2 | $0 |
| MCVEY SARAH | DIRECTOR Trustee or director | 2 | $0 |
| MORRISROE KATIE | DIRECTOR Trustee or director | 2 | $0 |
| MURRAY COLETTE | DIRECTOR Trustee or director | 2 | $0 |
| MYERS BOBBY | DIRECTOR Trustee or director | 2 | $0 |
| PATON SHUPE CHANDRA | DIRECTOR Trustee or director | 2 | $0 |
| PATTERSON LINDSAY | DIRECTOR Trustee or director | 2 | $0 |
| PFEIFFER CHRIS | DIRECTOR Trustee or director | 2 | $0 |
| QUADE DANIELLE | DIRECTOR Trustee or director | 2 | $0 |
| QUINN MELISSA | DIRECTOR Trustee or director | 2 | $0 |
| REISWIG JACK | DIRECTOR Trustee or director | 2 | $0 |
| SCAPPINI JACQUE | DIRECTOR Trustee or director | 2 | $0 |
| SCHNEIDMILLER ASHTON | DIRECTOR Trustee or director | 2 | $0 |
| SHRINER BRIANNA | DIRECTOR Trustee or director | 2 | $0 |
| VOORHEES JENNIFER | DIRECTOR Trustee or director | 2 | $0 |
| WALLER MOLLY | DIRECTOR Trustee or director | 2 | $0 |
| WEIMER-SHULL TRACY | DIRECTOR Trustee or director | 2 | $0 |
| WITHERWAX LEXI | DIRECTOR Trustee or director | 2 | $0 |
| YATES INGRID | DIRECTOR Trustee or director | 2 | $0 |
| YOUNG TREVOR | FINANCE CHAI Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2469, COEUR D ALENE, ID 83816-2469
- Principal officer (990 for 2024)
- BRENDA BOOKHOLTZ, PO BOX 2469, COEUR D ALANE, ID 83816
- Signed the 990
- BRENDA BOOKHOLTZ, TREASURER
- Phone
- (208) 640-9521
- Website
- WWW.EXCELFOUNDATION.ORG
- Return prepared by
- CDA-CPA GROUP PLLP
Mission
ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES THE EXCEL FOUNDATION FUNDS GRANTS TO TEACHERS FOR INNOVATIVE CLASSROOM PROJECTS IN COEUR D'ALENE SCHOOL DISTRICT 271. THESE PROJECTS WOULD NOT BE FUNDED WITH ONGOING SCHOOL MAINTENANCE DOLLARS. FUNDING IS MEANT TO IMPROVE THE LEARNING EXPERIENCE OF STUDENTS AND ENCOURAGE TEACHERS WITH CREATIVE APPROACHES TO EDUCATION. GRANTS ARE NOT AWARDED BASED ON PARTICULAR AREAS OF EMPHASIS OR RIGID CRITERIA. INSTEAD, THE EXCEL BOARD SEEKS UNIQUE AND INVENTIVE IDEAS WHICH WILL INCREASE A STUDENTS MOTIVATION TO LEARN WHILE DEVELOPING HIGHER LEVEL THINKING SKILLS AND DEPTH OF KNOWLEDGE.
Program accomplishments
- DURING THE CURRENT YEAR, GRANTS WERE ISSUED TO VARIOUS TEACHERS WORKING WITHIN SCHOOL DISTRICT 271 IN COEURD'ALENE, IDAHO.Expenses $246,082 · grants $246,082
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 94-3034190
- 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
- 2023
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $2,792,856
- Income (IRS master file)
- $336,585
Revocation and reinstatement
- Exemption revoked
- October 15, 2022
- Posted by the IRS
- February 15, 2023
- Reinstated
- Effective October 15, 2022
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $303,864 | $288,907 | $2,792,856 | XML |
| 990 | May 2024 | $257,542 | $311,419 | $2,571,254 | XML |
| 990 | May 2023 | $298,951 | $203,076 | $2,307,566 | XML |
| 990 | May 2022 | $543,515 | $158,085 | $2,403,804 | IRS |
| 990 | May 2021 | $607,658 | $212,774 | $2,362,850 | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 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 94-3034190).
Questions about EXCEL FOUNDATION INC
- What is the EIN of EXCEL FOUNDATION INC?
- The employer identification number (EIN) of EXCEL FOUNDATION INC is 94-3034190.
- Is EXCEL FOUNDATION INC tax-exempt?
- Yes. The IRS revoked its exemption on October 15, 2022 and reinstated it effective October 15, 2022.
- Are donations to EXCEL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EXCEL FOUNDATION 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 EXCEL FOUNDATION INC due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EXCEL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of EXCEL FOUNDATION INC?
- The 990 for the year ended May 31, 2025 names BRENDA BOOKHOLTZ.
- Who are the officers and directors of EXCEL FOUNDATION INC?
- The 990 for the year ended May 31, 2025 lists 31 people; 0 received compensation from the organization.
- How much revenue does EXCEL FOUNDATION INC have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $303,864, expenses of $288,907 and total assets of $2,792,856 at year end.
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