EXCELL PARTNERS INC

EIN: 201862628 501(c)(3) Community Improvement

ROCHESTER, NY

Total Revenue
$1,437,243
Total Expenses
$1,067,491
Total Assets
$5,494,257
Net Assets
$5,289,920
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2005
Legal Domicile
NY
Principal Officer
YORAM KATZ
Phone
5854587333
Tax Period
2024-07-01 to 2025-06-30

EXCELL PARTNERS INC, founded in 2005, is a community nonprofit in the Community Improvement sector that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $370K, a strong 26% operating margin.

Mission

THE COMPANY'S MISSION IS TO PROVIDE FINANCIAL SUPPORT, EDUCATION, MANAGEMENT SUPPORT AND NETWORKING CONNECTIONS TO TECHNOLOGY-BASED START-UP COMPANIES EMERGING FROM THE COMMUNITIES, UNIVERSITIES, AND RESEARCH CENTERS ACROSS UPSTATE NEW YORK.

Program Service Accomplishments

Program 1

PROVIDE FINANCIAL SUPPORT TO TECHNOLOGY BASED START-UPS IN THE FORM OF EQUITY AND CONVERTIBLE NOTES, TO BE USED FOR ENTITY FORMATION, BUSINESS PLANS, MARKET ASSESSMENT, RECRUITMENT AND TECHNOLOGY...

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PROVIDE FINANCIAL SUPPORT TO TECHNOLOGY BASED START-UPS IN THE FORM OF EQUITY AND CONVERTIBLE NOTES, TO BE USED FOR ENTITY FORMATION, BUSINESS PLANS, MARKET ASSESSMENT, RECRUITMENT AND TECHNOLOGY DEVELOPMENT. PROVIDE EDUCATIONAL AND MANAGEMENT SUPPORT, AS WELL AS CONNECTIONS TO EARLY STAGE VENTURE CAPITAL FIRMS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $437,500
Program Service Revenue $0
Investment Income $29,993
Other Revenue $969,750
TOTAL REVENUE $1,437,243

Expense Breakdown

Grants Paid $0
Salaries & Benefits $274,373
Fundraising Expenses $0
Other Expenses $793,118
TOTAL EXPENSES $1,067,491

Year-over-Year Comparison

2024 2023 Change
Revenue $1,437,243 $1,014,483 +0.4%
Expenses $1,067,491 $996,647 +0.1%
Net Income $369,752 $17,836 +19.7%
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

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Governance

Voting Members
11
Independent Members
9
Employees
N/A
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
1
$342,648
Total Directors
11
$342,648
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEVE DEWHURST DIRECTOR 0.30
Director
$0 $0 $0
JOSH FARRELMAN DIRECTOR 0.30
Director
$0 $0 $0
PETER ROBINSON CHAIRMAN OF THE BOARD 0.50
Director
$0 $0 $0
STEVE MCCLUSKI DIRECTOR 0.30
Director
$0 $0 $0
YORAM KATZ CURRENT CHIEF EXECUTIVE OFFICER 40.00
Officer Director
$0 $67,872 $342,648
STEVEN FELDON DIRECTOR 0.30
Director
$0 $0 $0
DENNIS KESSLER DIRECTOR 0.30
Director
$0 $0 $0
NICHOLAS QUERQUES DIRECTOR 0.30
Director
$0 $0 $0
RYNE RAFFAELLE DIRECTOR 0.30
Director
$0 $0 $0
JENNIFER TAVARES DIRECTOR 0.30
Director
$0 $0 $0
ALEX ZAPESOCHNY DIRECTOR 0.30
Director
$0 $0 $0
THERESA MAZZULLO FORMER CHIEF EXECUTIVE OFFICER 40.00
$0 $60,120 $343,692
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 $1,437,243 $1,067,491 $5,494,257 $369,752
2024 $1,014,483 $996,647 $4,750,613 $17,836
2023 $947,711 $1,062,704 $4,820,342 $-114,993
2022 $844,909 $972,651 $4,877,874 $-127,742
2021 $1,077,415 $785,353 $5,102,560 $292,062
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