EXCEL EMPLOYMENT OPTIONS INC (EIN 383187716) - 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

1994

Legal Domicile

Principal Officer

KATHY WANGEN

Phone

2482768934

Tax Period

2018-10-01 to 2019-09-30

EXCEL EMPLOYMENT OPTIONS INC, founded in 1994, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2018. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $2.4M exceeded revenue, resulting in a 22% operating deficit.

Mission

TO PROVIDE DIRECT CARE SERVICES, TREATMENT, TRAINING AND PROTECTION TO DEVELOPMENTALLY DISABLED ADULTS TO ENABLE THEM TO LIVE AND FUNCTION AS INDEPENDENTLY AS POSSIBLE.

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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 $1,912,818

Program Service Revenue $39,630

Investment Income $500

Other Revenue $6,561

TOTAL REVENUE $1,959,509

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,902,975

Fundraising Expenses $0

Program Expenses $2,159,543

Other Expenses $482,484

TOTAL EXPENSES $2,385,459

Year-over-Year Comparison

	2018	2017	Change
Revenue	$1,959,509	$2,552,419	-0.2%
Expenses	$2,385,459	$2,783,380	-0.1%
Net Income	$-425,950	$-230,961	+0.8%

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

176

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

$75,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARRY KELSCH	DIRECTOR	0	Director	$0	$0	$0
RAY ROBERTS	DIRECTOR	0	Director	$0	$0	$0
MAUREEN D'AGOSTINO	DIRECTOR	0	Director	$0	$0	$0
KATHERINE MCKOWELL	DIRECTOR	0	Director	$0	$0	$0
AMEL ALIBASIC	DIRECTOR	0	Director	$0	$0	$0
DIANN DUDASH	PRESIDENT	0	Officer	$0	$0	$0
KATHERINE LIONAS	TREASURER	0	Officer	$0	$0	$0
ANNA D'AGOSTINO	VICE PRESIDENT	40	Officer	$75,000	$0	$75,000

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	$1,959,509	$2,385,459	$241,327	$-425,950
2018	$2,552,419	$2,783,380	$505,183	$-230,961

EXCEL EMPLOYMENT OPTIONS INC