SPIRIT OF EXCELLENCE INC

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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

2017

Tax Period

2025-01-01 to 2025-12-31

SPIRIT OF EXCELLENCE INC, founded in 2017, is a small nonprofit in the Human Services sector that reported $558K in total revenue in fiscal year 2025. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $148K, a strong 27% operating margin.

Mission

TO EQUIP ALL WITH THE PROPER TOOLS NEEDED TO SUCCESSFULLY SUPPORT THOSE WITH DEVELOPEMENTAL DISABILITIES IN THE HOME AND COMMUNITY TO LIVE SUCCESSFUL HEALTHY INCLUSIVE LIVES.

Program Service Accomplishments

Program 1

OUR RHYTHM OF LIFE ADULT PROGRAM CURRENTLY SERVES SIXTEEN DODD CONSUMERS AND LIVE STAFF, WHERE WE OFFER AN ARRAY OF COMMUNITY INVOLVEMENT. WE COLLABORATE WITH ART THERAPY, STUDY & IN HARMONY...

OUR RHYTHM OF LIFE ADULT PROGRAM CURRENTLY SERVES SIXTEEN DODD CONSUMERS AND LIVE STAFF, WHERE WE OFFER AN ARRAY OF COMMUNITY INVOLVEMENT. WE COLLABORATE WITH ART THERAPY, STUDY & IN HARMONY THERAPEUTICS TO PROVIDE OUR CONSUMERS ART & MUSIC THERAPY TO ENHANCE THEIR DAILY LIVES THROUGH EXPRESSION. OUR TRANSPORTATTION SERVICES, SEVICES 16 CONSUMERS TO AND FROM THEIR LIVING ARRANGEMENTS AS WELL AS TO AND FROM THEIR ACTIVITIES WHILE AT THE DAY PROGRAM THROUGHT 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 (2025)

Revenue Breakdown

Contributions & Grants $557,728

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $557,728

Expense Breakdown

Grants Paid $0

Salaries & Benefits $162,762

Fundraising Expenses $0

Other Expenses $247,040

TOTAL EXPENSES $409,802

Year-over-Year Comparison

	2025	2024	Change
Revenue	$557,728	$425,788	+0.3%
Expenses	$409,802	$281,305	+0.5%
Net Income	$147,926	$144,483	+0.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Reportable Comp	Other Comp	Total
ANTOINE BURTS	CEO/PRESIDENT	80	$0	$0	$0
IMANI CARTHON	RECORDING SECRETARY	33	$0	$0	$0
ROSETTA GLOSTER	TREASURER	17	$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	$557,728	$409,802	$134,952	$147,926
2024	No data	No data	No data	No data