REACH FOR EXCELLENCE INC (EIN 010614724) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

LINDA LEHMIL

Phone

7709366481

Tax Period

2024-08-01 to 2025-07-31

REACH FOR EXCELLENCE INC, founded in 2002, is a small nonprofit in the Education sector that reported $584K in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $645K exceeded revenue, resulting in a 10% operating deficit.

Mission

TO CHANGE THE LIVES OF UNDERSERVED MIDDLE SCHOOL STUDENTS THROUGH EDUCATION AND OPPORTUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $549,219

Program Service Revenue $0

Investment Income $34,122

Other Revenue $923

TOTAL REVENUE $584,264

Expense Breakdown

Grants Paid $15,448

Salaries & Benefits $395,621

Fundraising Expenses $101,853

Program Expenses $377,037

Other Expenses $234,205

TOTAL EXPENSES $645,274

Year-over-Year Comparison

	2024	2023	Change
Revenue	$584,264	$873,913	-0.3%
Expenses	$645,274	$586,272	+0.1%
Net Income	$-61,010	$287,641	-1.2%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$215,680

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Linda Lehmil	Executive Director	40.0	Officer	$108,761	$8,378	$117,139
Catherine Markwalter	Director of Development	40.0	Officer	$92,968	$5,573	$98,541
Rocco Testani	CEO/BOARD CHAIR	1.0	Officer Director	$0	$0	$0
NORMAN Brothers	Director	1.0	Director	$0	$0	$0
NATALIE CHILDS	Director	1.0	Director	$0	$0	$0
Angela Dorsey	Director	1.0	Director	$0	$0	$0
Wollinsky Mendez	Director	1.0	Director	$0	$0	$0
Lisa Maulding	Director	1.0	Director	$0	$0	$0
Kelly Miles	Director	1.0	Director	$0	$0	$0
AnnaMarie R Robb	Director	1.0	Director	$0	$0	$0
Candace Rodriguez	Director	1.0	Director	$0	$0	$0
Asbury D Major Snow	Director	1.0	Director	$0	$0	$0
Alison Macginnitie Thompson	Director	1.0	Director	$0	$0	$0
Vicki Brewster	Director	1.0	Director	$0	$0	$0
John Utsch	Director	1.0	Director	$0	$0	$0
Jordan Snellings	Director	1.0	Director	$0	$0	$0
JENNIFER GORDON	DIRECTOR	1.0	Director	$0	$0	$0
JD CHILDS	Director	1.0	Director	$0	$0	$0
Amanda Bradley	Director	1.0	Director	$0	$0	$0
Brendan Dete	Director	1.0	Director	$0	$0	$0
Whitney Frank	Director	1.0	Director	$0	$0	$0
Derrick Lewis	Director	1.0	Director	$0	$0	$0
Brad Milsaps	Director	1.0	Director	$0	$0	$0
Aubrey Waddell	Director	1.0	Director	$0	$0	$0
Brandon Fountain	Director	1.0	Director	$0	$0	$0
Katherine Robb	Director	1.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$584,264	$645,274	$1,408,654	$-61,010
2024	No data	No data	No data	No data
2023	$527,300	$554,115	$1,025,848	$-26,815
2022	$660,291	$562,715	$1,024,443	$97,576
2021	$463,177	$443,753	$1,019,735	$19,424
2020	$1,153,144	$429,207	$953,577	$723,937
2019	$408,278	$485,372	$268,999	$-77,094
2018	$345,090	$412,916	$299,799	$-67,826

REACH FOR EXCELLENCE INC