EXCELSIOR ACADEMY (EIN 260806243) - 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

2009

Legal Domicile

Principal Officer

BRANDON CLARK

Phone

4358823062

Tax Period

2024-07-01 to 2025-06-30

EXCELSIOR ACADEMY, founded in 2009, is a mid-sized nonprofit in the Education sector that reported $16.8M in total revenue in fiscal year 2024. Expenses of $15.2M left a modest 9% surplus.

Mission

TO EDUCATE SCHOLARS WITH A BROAD CLASSICAL FOUNDATION OF KNOWLEDGE.

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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 $16,133,574

Program Service Revenue $483,995

Investment Income $187,320

Other Revenue $0

TOTAL REVENUE $16,804,889

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,185,569

Fundraising Expenses $0

Program Expenses $14,018,085

Other Expenses $4,041,809

TOTAL EXPENSES $15,227,378

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,804,889	$15,701,909	+0.1%
Expenses	$15,227,378	$14,388,621	+0.1%
Net Income	$1,577,511	$1,313,288	+0.2%

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

253

Volunteers

175

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

$164,748

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRANDON CLARK	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
DANELLE ROBINS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
HELEN EMEFO	TREASURER	2.00	Officer Director	$0	$0	$0
CATHY HUNTER	BOARD MEMBER	2.00	Director	$0	$0	$0
EMILY SMITH	BOARD MEMBER	2.00	Director	$0	$0	$0
YESENIA VALENZUELA	BOARD MEMBER	2.00	Director	$0	$0	$0
MATT HYMAS	EXECUTIVE DIRECTOR	40.00	Officer	$150,442	$14,306	$164,748
GICHIN MARSDEN	MIDDLE SCHOOL DIRECTOR	40.00	Highest	$104,159	$20,874	$125,033
SAVANNA BROADBENT	ELEMENTARY DIRECTOR	40.00	Highest	$101,555	$21,444	$122,999
JEN DRAPER	BUSINESS ADMINISTRATOR	40.00	Highest	$104,444	$24,219	$128,663
EVA HAMMON	SPECIAL EDUCATION DIRECTOR	40.00	Highest	$107,871	$13,016	$120,887
BRAD HENDERSHOT	MS ASSISTANT DIRECTOR	40.00	Highest	$106,964	$15,872	$122,836

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	$16,804,889	$15,227,378	$30,206,264	$1,577,511
2024	$15,701,909	$14,388,621	$29,294,877	$1,313,288
2023	$14,345,949	$13,221,074	$23,878,711	$1,124,875
2022	$14,135,210	$13,284,070	$21,101,376	$851,140
2021	$11,983,067	$10,906,083	$20,542,064	$1,076,984
2020	$10,443,579	$9,495,121	$19,935,758	$948,458
2019	$7,786,171	$7,705,647	$19,135,610	$80,524
2018	$5,142,617	$5,138,753	$16,151,463	$3,864

EXCELSIOR ACADEMY