EXCELSIOR ACADEMY (EIN 330293186) - 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

1988

Legal Domicile

Phone

6195836762

Tax Period

2018-09-01 to 2019-08-31

EXCELSIOR ACADEMY, founded in 1988, is a small nonprofit that reported $866K in total revenue in fiscal year 2018. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $960K exceeded revenue, resulting in a 11% operating deficit.

Mission

SCHOOLING, EDUCATION AND COUNSELING.

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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 (2018)

Revenue Breakdown

Contributions & Grants $28,654

Program Service Revenue $892,350

Investment Income $-54,950

Other Revenue $0

TOTAL REVENUE $866,054

Expense Breakdown

Grants Paid $0

Salaries & Benefits $499,117

Fundraising Expenses $0

Program Expenses $833,627

Other Expenses $460,505

TOTAL EXPENSES $959,622

Year-over-Year Comparison

	2018	2017	Change
Revenue	$866,054	$1,362,721	-0.4%
Expenses	$959,622	$1,394,010	-0.3%
Net Income	$-93,568	$-31,289	+2.0%

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

$113,237

Total Directors

$69,667

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLAUDIA FARNUM	VOTING MEMBER	0.00	Director	$0	$0	$0
SARAH ANAYA	VOTING MEMBER	0.00	Director	$0	$0	$0
JULIE GILLIS	Treasurer	40.00	Officer Director	$54,000	$0	$54,000
LISA BROWN	VOTING MEMBER	0.00	Director	$0	$0	$0
NANCE MAGUIRE	ADVISING MEMBER	15.00	Officer Director	$15,667	$0	$15,667
SCOTT HILKENE	ADVISING MEMBER	0.00	Director	$0	$0	$0
NIKO SASSO	VOTING MEMBER	0.00	Director	$0	$0	$0
BILL BROWN	ADVISING MEMBER	0.00	Director	$0	$0	$0
PAUL GILMARTIN	Vice President	0.00	Officer	$0	$0	$0
SHIRLEY WILLADSEN	President	15.00	Officer	$43,570	$0	$43,570

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
2019	$866,054	$959,622	$26,152	$-93,568

EXCELSIOR ACADEMY