EXCEED ENTERPRISES INC (EIN 237017274) - 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

Legal Domicile

Phone

5036529036

Tax Period

2022-07-01 to 2023-06-30

EXCEED ENTERPRISES INC is a community nonprofit in the Employment sector that reported $6.8M in total revenue in fiscal year 2022. Expenses of $6.5M left a modest 4% surplus.

Mission

INVEST IN THE SUCCESS OF PERSONS WITH DISABILITIES THROUGH THE CREATION OF SERVICE AND BUSINESS VENTURES THAT RETURN BOTH SOCIAL AND ECONOMIC DIVIDENDS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $220,143

Program Service Revenue $6,494,475

Investment Income $24,640

Other Revenue $31,740

TOTAL REVENUE $6,770,998

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,911,567

Fundraising Expenses $143,549

Program Expenses $5,029,486

Other Expenses $1,619,759

TOTAL EXPENSES $6,531,326

Year-over-Year Comparison

	2022	2021	Change
Revenue	$6,770,998	$6,341,272	+0.1%
Expenses	$6,531,326	$5,839,932	+0.1%
Net Income	$239,672	$501,340	-0.5%

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

174

Volunteers

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

$147,022

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES BEVILACQUA	CFO	40.00	Officer	$90,006	$3,081	$93,087
NADJA SAILESMAN	CHIEF EXCUTIVE	40.00	Officer	$49,677	$4,258	$53,935
AARON GOFF	President	2.00	Officer Director	$0	$0	$0
JOSELYN BIGELOW	BOARD MEMBER	2.00	Director	$0	$0	$0
JASON JONES	SEC/TREASURER	2.00	Officer Director	$0	$0	$0
SCOTT HATLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDY POWELL	Vice President	2.00	Officer Director	$0	$0	$0
HELEN SIEGFRIED	BOARD MEMBER	1.00	Director	$0	$0	$0
SALLY WOODCOCK	BOARD MEMEBER	1.00	Director	$0	$0	$0
TIM WOOD	BOARD MEMEBER	1.00	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	No data	No data	No data	No data
2023	$6,770,998	$6,531,326	$3,719,116	$239,672
2022	$6,341,272	$5,839,932	$3,450,008	$501,340
2021	$5,106,679	$4,520,628	$4,142,309	$586,051
2020	$5,394,345	$5,677,984	$3,808,239	$-283,639
2019	$6,000,266	$6,182,032	$3,239,584	$-181,766
2018	$5,958,315	$5,737,166	$3,314,053	$221,149

EXCEED ENTERPRISES INC