EXCELLENCE IN MISSOURI FOUNDATION … - Form 990 Financial Data

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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

1992

Legal Domicile

Phone

5736591233

Tax Period

2019-01-01 to 2019-12-31

EXCELLENCE IN MISSOURI FOUNDATION DBA MIDWEST EXCELLENCE INSTITUTE, founded in 1992, is a small nonprofit that reported $378K in total revenue in fiscal year 2019. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $608K exceeded revenue, resulting in a 61% operating deficit.

Mission

The Excellence in Missouri Foundation's mission is to educate and recognize Missouri organizations in their pursuit of performance excellence using the Baldrige Management Model.

Program Service Accomplishments

Program 1

Expenses: $337,735

MISSOURI QUALITY AWARD-THIS PROGRAM IS THE FLAG SHIP FOR THE FOUNDATION. THROUGH THE YEAR APPRX 159 VOLUNTEERS ARE PROVIDED 3+ DAYS OF TRAINING AND THEN WORK AS A TEAM TO REVIEW, PERFORM ANALYSIS AND ASSESS THE MQA APPLICATIONS TO CREATE A FEEDBACK REPORT WHICH WILL BE USED BY AN APPLICANT ORGANIZATION TO IMPROVE THEIR BUSINESS.IN ADDITION TO FEEDBACK, REPORT APPLICANTS ARE PROVIDED WITH ADDITIONAL EDUCATIONAL SERVICES BY THE FOUNDATION STAFF SUCH AS CRITERIA INTERPRETATIONS, FEEDBACK INTERPRETATION AND IDEAS FOR HOW TO IMPLEMENT CHANGES TO THEIR ORGANIZATION.

Program 2

Expenses: $17,037

EDUCATIONAL SESSIONS/PUBLIC OFFERINGS - THE FOUNDATION SPONSORS AND PRESENTS A NUMBER OF PUBLIC EDUCATIONAL OFFERINGS THROUGHOUT THE YEAR. AT THE ANNUAL EXCELLENCE IN MISSOURI CONFERENCE, APPROX. 200 INDIVIDUALS LEARN FROM PAST MQA RECIPIENTS AS WELL AS NATIONAL MBNQA RECIPIENTS ABOUT HOW TO APPLY THE BALDRIGE PRINCIPLES WITHIN THEIR BUSINESS. ADDITIONALLY, SMALLER 1 AND 2 DAY SEMINARS ARE CONDUCTED IN WHICH PARTICIPANTS ARE PROVIDED WITH THE SKILLS NECESSARY TO DEVELOP AND IMPLEMENT THEIR OWN BALDRIGE BASED ASSESSMENT PROGRAM WITHIN THEIR ORGANZATION. STAFF ALSO SPEAK AT A VARIETY OF CONFERENCES SPONSORED BY OTHER ORGANIZATIONS THAT ARE RELATED TO THE CORE MISSION OF THE FOUNDATION. PLUS CUSTOMIZED TRAINING/CONSULTING-MANY CLIENTS WORK WITH EIMF ON A ONE-ON-ONE BASIS TO IMPROVE THEIR ORGANIZATION. STAFF WORK DIRECTLY WITH A VARIETY OF "CLIENTS" TO DEVELOP CUSTOMIZED STRATEGIC PLANS, MEASUREMENT SYSTEMS AS WELL AS ASSESSMENT PROGRAMS.

Program 3

Expenses: $1,879

EXPENSES TO BENEFIT MEMBERS SUCH AS MEMBERSHIP DUES IN OTHER PROFESSIONAL ORGANIZATIONS AND OCCUPANCY COSTS FOR MEMBERSHIP MEETINGS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $18,750

Program Service Revenue $359,179

Investment Income $9

Other Revenue $0

TOTAL REVENUE $377,938

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $356,651

Other Expenses $607,794

TOTAL EXPENSES $607,794

Year-over-Year Comparison

	2019	2018	Change
Revenue	$377,938	$506,703	-0.3%
Expenses	$607,794	$641,585	-0.1%
Net Income	$-229,856	$-134,882	+0.7%

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

N/A

Volunteers

110

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
DONALD BABB	Director	1.00	Director	$0	$0	$0
DIANE BROCKMEIER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RICHARD ROYER	Chairman	1.00	Officer Director	$0	$0	$0
JASON PEACH	Treasurer	1.00	Officer Director	$0	$0	$0
FR ROBERT SMITH	Director	1.00	Director	$0	$0	$0
STEFFANI WEBB	Director	1.00	Director	$0	$0	$0
CHRISTINE HEATH	Director	1.00	Director	$0	$0	$0
SHERRY MARSHALL	CEO	40.00	Officer 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
2019	$377,938	$607,794	$161,363	$-229,856
2018	$506,703	$641,585	$89,874	$-134,882

EXCELLENCE IN MISSOURI FOUNDATION DBA MIDWEST EXCELLENCE INSTITUTE