EXCELSIOR ALUMNI ASSOCIATION USA INC (EIN 237213245) - 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

1971

Legal Domicile

Principal Officer

ANNETTE HARPER

Phone

9178424758

Tax Period

2023-05-01 to 2024-04-30

EXCELSIOR ALUMNI ASSOCIATION USA INC, founded in 1971, is a micro nonprofit in the Education sector that reported $23K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $21K left a modest 9% surplus.

Mission

ASSIST AND EXPAND EDUCATIONAL OPPORTUNITIES FOR YOUTHS AT EXCELSIOR HIGH SCHOOL IN KINGSTON JAMAICA WI

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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 (2023)

Revenue Breakdown

Contributions & Grants $17,414

Program Service Revenue $0

Investment Income $0

Other Revenue $6,026

TOTAL REVENUE $23,440

Expense Breakdown

Grants Paid $16,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,260

Other Expenses $4,960

TOTAL EXPENSES $21,260

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,440	$20,456	+0.1%
Expenses	$21,260	$11,959	+0.8%
Net Income	$2,180	$8,497	-0.7%

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

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	Role	Reportable Comp	Other Comp	Total
ANNETTE HARPER	PRESIDENT	4.000	Officer	$0	$0	$0
IHEARTA ROBINSON	VICE PRESIDENT	2.000	Officer	$0	$0	$0
ORVILLE HAYLES	TREASURER	4.000	Officer	$0	$0	$0
CHARLES ELLIS	ASST TREASURER	2.000	Officer	$0	$0	$0
NOELENE JOHNSON-RANGER	RECORDING SECRETARY	3.000	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	$23,440	$21,260	$3,176	$2,180

EXCELSIOR ALUMNI ASSOCIATION USA INC