EXCEL ACADEMY (EIN 043453316) - 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

1998

Legal Domicile

Principal Officer

Wanda Ross

Tax Period

2023-01-01 to 2023-12-31

EXCEL ACADEMY, founded in 1998, is a small nonprofit in the Human Services sector that reported $373K in total revenue in fiscal year 2023. Expenses of $419K exceeded revenue, resulting in a 12% operating deficit.

Mission

The purpose of the organization is to provide a positive environment where children are free to explore and learn. The daycare facility provides services for children between 1 month and 7 yrs old. children between 1 month and 7 years old.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $373,034

Investment Income $0

Other Revenue $0

TOTAL REVENUE $373,034

Expense Breakdown

Grants Paid $0

Salaries & Benefits $259,494

Fundraising Expenses $0

Program Expenses $419,290

Other Expenses $159,796

TOTAL EXPENSES $419,290

Year-over-Year Comparison

	2023	2022	Change
Revenue	$373,034	$383,635	0.0%
Expenses	$419,290	$332,313	+0.3%
Net Income	$-46,256	$51,322	-1.9%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Wanda Ross	Director	40.00	Officer Director	$0	$0	$0
Sharon Hubbard	Treasurer	0.00	Officer	$0	$0	$0
Nancy Wallace	Secretary	0.00	Officer	$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
2024	No data	No data	No data	No data
2023	$373,034	$419,290	$104,583	$-46,256
2022	$383,635	$332,313	$150,839	$51,322
2021	$208,863	$266,240	$99,517	$-57,377
2020	$316,976	$379,849	$117,604	$-62,873
2019	$483,294	$477,845	$132,177	$5,449
2018	$457,275	$446,346	$105,728	$10,929

EXCEL ACADEMY