SPIRIT OF EXCELLENCE COMMUNITY OUTREACH (EIN 043644438) - 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

HELEN FLUDD

Phone

9103828156

Tax Period

2024-01-01 to 2024-12-31

SPIRIT OF EXCELLENCE COMMUNITY OUTREACH, founded in 2002, is a community nonprofit in the Mental Health sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. The organization ran a surplus of $571K, a strong 42% operating margin.

Mission

provide religious ed charitable and literary services to the community

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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 $0

Program Service Revenue $1,340,545

Investment Income $2,966

Other Revenue $0

TOTAL REVENUE $1,343,511

Expense Breakdown

Grants Paid $0

Salaries & Benefits $325,764

Fundraising Expenses $0

Other Expenses $447,173

TOTAL EXPENSES $772,937

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,343,511	$875,176	+0.5%
Expenses	$772,937	$930,104	-0.2%
Net Income	$570,574	$-54,928	-11.4%

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

N/A

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

$24,500

Total Directors

$24,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HELEN FLUDD	EXECUTIVE DIRECTOR	40	Officer Director	$24,500	$0	$24,500
OCTIVE WILKENS	CHAIRPERSON	1	Director	$0	$0	$0
BARRON FLUDD	SECRETARY	3	Officer	$0	$0	$0
GWEN DAVENPORT	TREASURER	3	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	$1,343,511	$772,937	$627,879	$570,574
2023	$875,176	$930,104	$57,305	$-54,928
2022	$930,105	$876,411	$112,233	$53,694
2021	$614,874	$536,894	$58,539	$77,980

SPIRIT OF EXCELLENCE COMMUNITY OUTREACH