Nonprofit · EIN 75-2200565
FOUNDATION FOR EXCELLENCE
Tax-exempt · LUBBOCK, TX 79401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $249,773 | $261,133 | -$11,360 | $860,069 | $0 | $860,069 |
| August 31, 2024 | 990 | $243,041 | $243,214 | -$173 | $871,429 | $0 | $871,429 |
| August 31, 2023 | 990 | $2,242,575 | $2,226,555 | $16,020 | $871,602 | $0 | $871,602 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $226,905
- Program service revenue
- $0
- Investment income
- $23,353
- Net income from fundraising events
- -$485
- Other revenue
- -$485
Expenses
- Grants and similar amounts paid
- $240,417
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $7,353
- Program services (functional)
- $249,704
- Management and general (functional)
- $11,429
Balance sheet and other
- Total assets, start of year
- $871,429
- Total assets, end of year
- $860,069
- Total liabilities, end of year
- $0
- Net assets, end of year
- $860,069
- Net assets without donor restrictions
- $488,229
- Net assets with donor restrictions
- $371,840
- Gross receipts
- $270,791
- Employees
- 0
- Year formed
- 1987
- State of legal domicile
- TX
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEVIN MCCAIN | Scholarship Chr Trustee or director, Officer | 1 | $0 |
| KASI BOUTWELL | Director Trustee or director | 1 | $0 |
| JOSEPH WALLACE | Director Trustee or director | 1 | $0 |
| KIMBERLY VARDEMAN | Director Trustee or director | 1 | $0 |
| LALA CHAVEZ | Director Trustee or director | 1 | $0 |
| MARK VINSON | Director Trustee or director | 1 | $0 |
| CARY FULGHAM | Director Trustee or director | 1 | $0 |
| MICHAEL WHITE | Director Trustee or director | 1 | $0 |
| NATALIA MOORE | Director Trustee or director | 1 | $0 |
| REED HOOKS | Director Trustee or director | 1 | $0 |
| TERRI MORRIS | Director Trustee or director | 1 | $0 |
| BRITTA TYE | Secretary Trustee or director, Officer | 2 | $0 |
| NICOLE MORELOCK | Director Trustee or director | 1 | $0 |
| LANDRY ALLEN | Director Trustee or director | 1 | $0 |
| HENRY MENDOZA | FUNDRAISING CHR Trustee or director, Officer | 1 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANISSA BRISENO | Director Trustee or director | 1 | $0 |
| RENEE DAVIS | Director Trustee or director | 1 | $0 |
| ANGELICA WILBANKS | Director Trustee or director | 1 | $0 |
| JON MARK BERNAL | President Trustee or director, Officer | 2 | $0 |
| SHANNON DUNLAP | Director Trustee or director | 1 | $0 |
| MELISSA HANCOCK | Director Trustee or director | 1 | $0 |
| PHILIP LITTLEJOHN | Director Trustee or director | 1 | $0 |
| GEOFF LYNN | Director Trustee or director | 1 | $0 |
| JASON POTTER | Director Trustee or director | 1 | $0 |
| MARGARET RANDLE | Director Trustee or director | 1 | $0 |
| SCOTT RIDDLE | Director Trustee or director | 1 | $0 |
| MICHAEL STEWART | Director Trustee or director | 1 | $0 |
| HILARY WATKINS | Director Trustee or director | 1 | $0 |
| MEGAN WHITE | Director Trustee or director | 1 | $0 |
| LEONARD WILLIAMS | Director Trustee or director | 1 | $0 |
| MITZI ZIEGNER | Director Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 34 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JASON RATLIFF | Director Trustee or director | 1 | $0 |
| KASI BOUTWELL | Director Trustee or director | 1 | $0 |
| SHELBY CREWS | Treasurer Trustee or director, Officer | 2 | $0 |
| RODNEY CATES | Director Trustee or director | 1 | $0 |
| CARY FULGHAM | Director Trustee or director | 1 | $0 |
| JOBY HINTON | Director Trustee or director | 1 | $0 |
| DEVIN MCCAIN | SCHOLARSHIP CHR Trustee or director, Officer | 2 | $0 |
| NICOLE MORELOCK | Director Trustee or director | 1 | $0 |
| LANDRY ALLEN | Director Trustee or director | 1 | $0 |
| HENRY MENDOZA | FUNDRAISING CHR Trustee or director, Officer | 2 | $0 |
| JASON RATLIFF | Director Trustee or director | 1 | $0 |
| NICK REID | Director Trustee or director | 1 | $0 |
| ANISSA BRISENO | Director Trustee or director | 1 | $0 |
| RENEE DAVIS | Director Trustee or director | 1 | $0 |
| ANGELICA WILBANKS | Director Trustee or director | 1 | $0 |
| JON MARK BERNAL | President Trustee or director | 2 | $0 |
| SHANNON DUNLAP | Director Trustee or director | 1 | $0 |
| ALLISON EUBANKS | Director Trustee or director | 1 | $0 |
| DAYLAN FLOWERS | Director Trustee or director | 1 | $0 |
| MELISSA HANCOCK | Director Trustee or director | 1 | $0 |
| PHILIP LITTLEJOHN | Director Trustee or director | 1 | $0 |
| GEOFF LYNN | Director Trustee or director | 1 | $0 |
| MELISSA MCDOUGAL | Director Trustee or director | 1 | $0 |
| NICK REID | Director Trustee or director | 1 | $0 |
| JASON POTTER | Director Trustee or director | 1 | $0 |
| MARGARET RANDLE | Director Trustee or director | 1 | $0 |
| SCOTT RIDDLE | Director Trustee or director | 1 | $0 |
| AMBERJANE SALINAS | Director Trustee or director | 1 | $0 |
| MICHAEL STEWART | Director Trustee or director | 1 | $0 |
| PHYLLIS UNDERWOOD | Secretary Trustee or director | 1 | $0 |
| HILARY WATKINS | Director Trustee or director | 1 | $0 |
| MEGAN WHITE | Director Trustee or director | 1 | $0 |
| LEONARD WILLIAMS | Director Trustee or director | 1 | $0 |
| MITZI ZIEGNER | Director Trustee or director | 1 | $0 |
990 for the year ended August 31, 2023: 26 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLA ALLEN | Director Trustee or director | 1 | $0 |
| KASI BOUTWELL | Director Trustee or director | 1 | $0 |
| WILL BOYLES | Director Trustee or director | 1 | $0 |
| DANI BRADY | Director Trustee or director | 1 | $0 |
| SHELBY CREWS | Treasurer Trustee or director, Officer | 2 | $0 |
| RODNEY CATES | Director Trustee or director | 1 | $0 |
| CARY FULGHAM | Director Trustee or director | 1 | $0 |
| JULIE DOSS | GRANTS CHAIR Trustee or director, Officer | 2 | $0 |
| JOBY HINTON | Director Trustee or director | 1 | $0 |
| DANNY JOHNSTON | Director Trustee or director | 1 | $0 |
| DEVIN MCCAIN | Director Trustee or director | 1 | $0 |
| CHAD HILL | Director Trustee or director | 1 | $0 |
| NICOLE MORELOCK | Director Trustee or director | 1 | $0 |
| BLAKE JOHNSTON | President Trustee or director, Officer | 2 | $0 |
| HENRY MENDOZA | GOLF CHAIR Trustee or director, Officer | 2 | $0 |
| JASON RATLIFF | Director Trustee or director | 1 | $0 |
| NICK REID | Director Trustee or director | 1 | $0 |
| MATT STEPHENS | Director Trustee or director | 1 | $0 |
| BRUCE SIFRIT | Director Trustee or director | 1 | $0 |
| BILL STUBBLEFIELD | Director Trustee or director | 1 | $0 |
| JACI UNDERWOOD | Director Trustee or director | 1 | $0 |
| CRAIG WELLS | President Trustee or director | 1 | $0 |
| ANGELICA WILBANKS | Director Trustee or director | 1 | $0 |
| JONATHAN ZEIGNER | Director Trustee or director | 1 | $0 |
| JON MARK BERNAL | Director Trustee or director | 2 | $0 |
| JENNY CARDELLI | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1628 19TH ST, LUBBOCK, TX 79401-4832
- Principal officer (990 for 2024)
- JON MARK BERNAL, 1628 19TH STREET, LUBBOCK, TX 79401
- Signed the 990
- JON MARK BERNAL, President
- Phone
- (806) 219-0013
- Return prepared by
- Kathryn Hardaway CPA PC
Mission
TO PROVIDE FINANCIAL ASSISTANCE VIA GRANTS TO STUDENTS OF LUBBOCK ISD WHO PARTICIPATE IN AN ACTIVITY THAT IS BEYOND THE SCOPE OF LISD FISCAL POLICY
Program accomplishments
- GRANTS/EDUCATIONAL COSTS FOR STUDENTS OF LUBBOCK ISD TO PARTICIPATE IN ACTIVITIES ABOVE AND BEYOND THE SCOPE OF THE DISTRICT'S FINANCIAL POLICIESExpenses $249,704 · grants $226,420
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 75-2200565
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1988
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $860,069
- Income (IRS master file)
- $270,791
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $249,773 | $261,133 | $860,069 | XML |
| 990 | August 2024 | $243,041 | $243,214 | $871,429 | IRS |
| 990 | August 2023 | $2,242,575 | $2,226,555 | $871,602 | XML |
| 990 | August 2022 | $341,309 | $261,664 | $855,582 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 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 75-2200565).
Questions about FOUNDATION FOR EXCELLENCE
- What is the EIN of FOUNDATION FOR EXCELLENCE?
- The employer identification number (EIN) of FOUNDATION FOR EXCELLENCE is 75-2200565.
- Is FOUNDATION FOR EXCELLENCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to FOUNDATION FOR EXCELLENCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does FOUNDATION 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 FOUNDATION FOR EXCELLENCE due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FOUNDATION FOR EXCELLENCE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of FOUNDATION FOR EXCELLENCE?
- The 990 for the year ended August 31, 2025 names JON MARK BERNAL.
- Who are the officers and directors of FOUNDATION FOR EXCELLENCE?
- The 990 for the year ended August 31, 2025 lists 31 people; 0 received compensation from the organization.
- How much revenue does FOUNDATION FOR EXCELLENCE have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $249,773, expenses of $261,133 and total assets of $860,069 at year end.
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