Exceeding Expectations Foundation

Nonprofit profile at a glance

EIN
204227809
IRS 990-EZ coverage
2009–2024
Forms available
Form 990-EZ 2024
Location
Cathedral City, CA, USA
Phone
9513181543
Rating
91
Verdict
STRONG
Rating confidence
Moderate
Sector
Amateur Sports

Official website

Reported finances

Revenue
$122,802
Expenses
$93,830
Assets
$238,612
Liabilities
$844

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

4 people listed

People named in this filing

  • CHERIE GRUENFELD (CHAIRMAN/PRES)
  • LEE GRUENFELD (CFO/TREASURER)
  • JACQUIE IRONS (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Ee, a program in the ca san bernardino school district which serves an inner city type population, is designed to encourage at-risk kids to move their lives in positive directions, using the sport of triathlon as a vehicle. The organization also provides higher education financial assistance to qualifying students in the program.

What it reported doing in 2024

The organization continued to provide opportunities/activities for kids to participate in a healthy and goal oriented lifestyle using triathlon as a vehicle.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Member-benefit provider. The nonprofit used 100% of its reported program spending for member benefits.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 85
  • Transparency & Controls: 100
  • Sustainability: 75
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 76.1%; rating input score 76
  • Program expense ratio: 99.6%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 23.6%; rating input score 78; 78th percentile among comparable filings
  • Total-asset coverage ratio: 2.54; rating input score 86; 86th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 47; 47th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 5.6% per year; rating input score 100; 49th percentile among comparable filings
  • Revenue growth: 3.5% per year; rating input score 100; 40th percentile among comparable filings
  • Asset growth: 4.7% per year; rating input score 100; 44th percentile among comparable filings

Details

  • Where the money goes: 76.1% of revenue deployed · 99.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $94K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 15 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Liabilities to assets ratio scored 47/100.