EXCELENCIA IN EDUCATION INC (EIN 200927912) - 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

2004

Legal Domicile

Principal Officer

Deborah Santiago

Phone

2027857350

Tax Period

2024-01-01 to 2024-12-31

EXCELENCIA IN EDUCATION INC, founded in 2004, is a community nonprofit in the Education sector that reported $6.3M in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. Net assets of $25.4M represent 48 months of operating reserves.

Mission

EXCELENCIA IN EDUCATION IS A NONPROFIT ORGANIZATION THAT AIMS TO ACCELERATE HIGHER EDUCATION SUCCESS FOR LATINO STUDENTS.

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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 $4,787,717

Program Service Revenue $935,434

Investment Income $602,767

Other Revenue $2,105

TOTAL REVENUE $6,328,023

Expense Breakdown

Grants Paid $477,500

Salaries & Benefits $3,953,021

Fundraising Expenses $111,961

Program Expenses $5,268,652

Other Expenses $2,133,433

TOTAL EXPENSES $6,563,954

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,328,023	$4,669,979	+0.4%
Expenses	$6,563,954	$5,214,745	+0.3%
Net Income	$-235,931	$-544,766	-0.6%

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

$300,943

Key Employees

$548,808

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARITA E BROWN	PRESIDENT	40.0	Director Key Emp	$269,593	$31,350	$300,943
DEBORAH A SANTIAGO	CHIEF EXECUTIVE OFFICER	40.0	Key Emp	$222,640	$25,225	$247,865
EYRA PEREZ	VP OF INSTITUTIONAL CAPACITY	40.0	Highest	$124,862	$25,363	$150,225
ADRIANA RODRIGUEZ	VICE PRESIDENT FOR PROGRAMS	40.0	Highest	$131,870	$15,664	$147,534
Michelle Santiago	VP of Communications	40.0	Highest	$113,620	$19,942	$133,562
JENNIFER GOMEZ-CHAVEZ	VP FOR INSTIUTIONAL ENGAGEMENT	40.0	Highest	$121,449	$3,643	$125,092
Matthew Cuozzo	chief of staff	40.0	Highest	$112,840	$11,923	$124,763
MARIO CASTILLO	DIRECTOR until 3/23/24	1.0	Director	$0	$0	$0
andres henriquez	director	1.0	Director	$0	$0	$0
AUDREY DOW	DIRECTOR	1.0	Director	$0	$0	$0
Juan Muoz	DIRECTOR	1.0	Director	$0	$0	$0
SHIRLEY COLLADO	DIRECTOR	1.0	Director	$0	$0	$0
MARIA HARPER-MARNICK	PAST CHAIR	1.0	Officer Director	$0	$0	$0
CARLOS SANTIAGO	CHAIR	1.0	Officer Director	$0	$0	$0
marie therese dominguez	director	1.0	Director	$0	$0	$0
ROBERT VELA	DIRECTOR until 3/1/24	1.0	Director	$0	$0	$0
MASSEY VILLARREAL	vice chair	1.0	Officer Director	$0	$0	$0
Robert Chiappetta	sEC/tREASURER UNTIL 9/4/24	1.0	Officer Director	$0	$0	$0
elizabeth bejar	director	1.0	Director	$0	$0	$0
geronimo rodriguez	director from 9/10/24	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
2024	$6,328,023	$6,563,954	$26,683,462	$-235,931
2023	$4,669,979	$5,214,745	$26,802,297	$-544,766
2022	$13,144,552	$3,926,984	$25,995,112	$9,217,568
2021	$12,336,645	$3,160,509	$16,958,749	$9,176,136
2020	$2,867,961	$3,042,905	$7,914,642	$-174,944
2019	$3,760,900	$3,212,871	$7,855,303	$548,029
2018	$4,698,037	$2,571,125	$7,221,433	$2,126,912

EXCELENCIA IN EDUCATION INC