EXCEL BY 5 INC

EIN: 270406587 501(c)(3) Education

JACKSON, MS

Total Revenue
$217,610
Total Expenses
$292,813
Total Assets
$27,333
Net Assets
$25,926
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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
2008
Legal Domicile
MS
Principal Officer
DAISY CARTER
Phone
6017077726
Tax Period
2023-01-01 to 2023-12-31

EXCEL BY 5 INC, founded in 2008, is a small nonprofit in the Education sector that reported $218K in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $293K exceeded revenue, resulting in a 35% operating deficit.

Mission

THE CORPORATION IS STATEWIDE AND CERTIFIES COMMUNITIES AS "CHILD-FRIENDLY" BECAUSE THEY PROMOTE A GRASSROOTS CONSTITUENCY FOR CHILDREN AND FAMILIES; ADDRESS CHILDREN'S NEEDS WITH REGARD TO EARLY EDUCATION AND CARE, HEALTH, AND SAFETY LEADING TO CHILDREN BETTER PREPARED FOR SCHOOL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $217,209
Program Service Revenue $0
Investment Income $401
Other Revenue $0
TOTAL REVENUE $217,610

Expense Breakdown

Grants Paid $0
Salaries & Benefits $245,385
Fundraising Expenses $0
Program Expenses $267,125
Other Expenses $47,428
TOTAL EXPENSES $292,813

Year-over-Year Comparison

2023 2022 Change
Revenue $217,610 $170,979 +0.3%
Expenses $292,813 $259,849 +0.1%
Net Income $-75,203 $-88,870 -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

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Governance

Voting Members
11
Independent Members
11
Employees
3
Volunteers
630

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
5
$97,911
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HANS PETTIT BOARD PRESID 1.00
Officer Director
$0 $0 $0
OLETA FITZGERALD BOARD VICE P 1.00
Officer Director
$0 $0 $0
IRA MURRAY BOARD SECRET 1.00
Officer Director
$0 $0 $0
ALAN SUDDUTH BOARD TREASU 1.00
Officer Director
$0 $0 $0
R STEPHEN RENFROE BOARD MEMBER 1.00
Director
$0 $0 $0
DEBBY RENFROE BOARD MEMBER 1.00
Director
$0 $0 $0
SONDIA CHRISTIAN BOARD MEMBER 1.00
Director
$0 $0 $0
SHAWN SHURDEN BOARD MEMBER 1.00
Director
$0 $0 $0
CHASE MCCULLUM BOARD MEMBER 1.00
Director
$0 $0 $0
PENNY MANSELL BOARD MEMBER 1.00
Director
$0 $0 $0
TRENT FARVE BOARD MEMBER 1.00
Director
$0 $0 $0
DAISY CARTER EXECUTIVE DI 40.00
Officer
$94,911 $3,000 $97,911
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 $217,610 $292,813 $27,333 $-75,203
2022 $170,979 $259,849 $101,129 $-88,870
2021 $259,501 $285,557 $189,999 $-26,056
2020 $426,022 $415,625 $265,255 $10,397
2019 $598,385 $458,655 $205,658 $139,730
2018 $320,372 $296,061 $65,928 $24,311
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