EXCELLERATE FOUNDATION (EIN 311682365) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

BRAD SIKORSKI

Phone

4792221240

Tax Period

2024-01-01 to 2024-12-31

ENDEAVOR FOUNDATION, founded in 1999, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.3M in total revenue in fiscal year 2018. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $5.4M exceeded revenue, resulting in a 129% operating deficit.

Mission

EXCELLERATE FOUNDATION IS COMMITTED TO ENSURING THAT ALL RESIDENTS OF NORTHWEST ARKANSAS ARE MENTALLY AND PHYSICALLY HEALTHY, SAFE, AND ECONOMICALLY AND SOCIALLY STABLE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,622,590

Program Service Revenue $0

Investment Income $151,142

Other Revenue $0

TOTAL REVENUE $10,773,732

Expense Breakdown

Grants Paid $3,177,057

Salaries & Benefits $3,198,275

Fundraising Expenses $0

Program Expenses $6,622,016

Other Expenses $832,832

TOTAL EXPENSES $7,208,164

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,773,732	$6,523,534	+0.7%
Expenses	$7,208,164	$5,372,947	+0.3%
Net Income	$3,565,568	$1,150,587	+2.1%

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

$1,623,229

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CURTISS SMITH	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN DACUS	CHAIR	1.00	Officer Director	$0	$0	$0
JULIO ECHEGOYEN	DIRECTOR	1.00	Director	$0	$0	$0
KELLY SIKORSKI	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROBIN EASON	DIRECTOR	1.00	Director	$0	$0	$0
RYAN FAUST	DIRECTOR	1.00	Director	$0	$0	$0
LUCAS CAMPBELL	DIRECTOR	1.00	Director	$0	$0	$0
WILL GLADDEN	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN LANE	ACTING TREASURER	1.00	Officer Director	$0	$0	$0
YVETTE MURPHY-ERBY	DIRECTOR	1.00	Director	$0	$0	$0
JOSH HALL	VP/EXEC DIR	40.00	Officer	$167,378	$22,185	$189,563
JUSTIN FLETCHER	VP OF PROGRAMS	40.00	Officer	$195,490	$44,660	$240,150
CAROL MORALES	PRESIDENT/CEO UPSKILL	40.00	Officer	$202,551	$47,307	$249,858
SUSAN UPCHURCH	CFO	40.00	Officer	$322,473	$54,007	$376,480
JEFF WEBSTER	PRESIDENT/CEO	40.00	Officer	$510,883	$56,295	$567,178
CHRISTY GUITERREZ	DIRECTOR OF TECHNOLOGY, SE	40.00	Highest	$100,325	$28,692	$129,017
ALI JOHNSON	MARKETING DIRECTOR	40.00	Highest	$113,504	$17,836	$131,340
JAMION NASH	FORMER VP OF HOUSING	40.00		$138,103	$2,052	$140,155
ANTHONY HENSON	FORMER DIRECTOR OF ANALYTICS	40.00		$116,512	$7,366	$123,878

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	$10,773,732	$7,208,164	$10,817,607	$3,565,568
2023	$6,523,534	$5,372,947	$7,364,002	$1,150,587
2022	$6,978,498	$5,428,816	$4,076,172	$1,549,682
2021	$18,582,776	$17,328,351	$1,422,117	$1,254,425
2020	$3,514,381	$3,990,892	$273,219	$-476,511
2019	$2,656,088	$4,269,713	$1,066,648	$-1,613,625
2018	$2,342,607	$5,361,072	$2,209,993	$-3,018,465

EXCELLERATE FOUNDATION