EXCELSIOR ACTION GROUP (EIN 300347418) - 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

2017

Legal Domicile

Phone

4157695115

Tax Period

2024-07-01 to 2025-06-30

EXCELSIOR ACTION GROUP, founded in 2017, is a small nonprofit in the Community Improvement sector that reported $908K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $297K, a strong 33% operating margin.

Mission

To educate and assist enterpreneurs and small business

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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 $565,174

Program Service Revenue $342,502

Investment Income $0

Other Revenue $0

TOTAL REVENUE $907,676

Expense Breakdown

Grants Paid $28,740

Salaries & Benefits $151,445

Fundraising Expenses $0

Program Expenses $506,640

Other Expenses $430,231

TOTAL EXPENSES $610,416

Year-over-Year Comparison

	2024	2023	Change
Revenue	$907,676	$1,543,150	-0.4%
Expenses	$610,416	$976,208	-0.4%
Net Income	$297,260	$566,942	-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

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
Maribel Ramirez	Executive director	40.00		$53,051	$6,001	$59,052
Catherine Mulkey-Meyer	President	1.50	Officer Director	$0	$0	$0
Avei St Pierre	Secretary	1.50	Officer Director	$0	$0	$0
Tala Drzewiecki	Treasurer	1.50	Officer Director	$0	$0	$0
Alma Castellanos	Board member	1.50	Director	$0	$0	$0
Anton Jaber	Board member	1.50	Director	$0	$0	$0
Andre Higginbotham	Board member	1.50	Director	$0	$0	$0
Adrienne Green MD	Board member	1.50	Director	$0	$0	$0
Rebecca Alcala	Board member	1.50	Director	$0	$0	$0
Melanie Santana	Board member	1.50	Director	$0	$0	$0
Yosef Tahbazof	Board member	1.50	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
2025	$907,676	$610,416	$1,150,491	$297,260
2024	$1,219,406	$882,173	$561,155	$337,233
2023	$557,426	$549,062	$211,643	$8,364
2022	$588,550	$462,497	$211,267	$126,053
2021	$252,356	$349,230	$46,069	$-96,874
2020	$277,731	$203,795	$141,970	$73,936
2019	$216,251	$207,064	$76,539	$9,187

EXCELSIOR ACTION GROUP