XLERATE HEALTH INC (EIN 461319390) - 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

2013

Legal Domicile

Principal Officer

ROBERT SAUNDERS

Phone

5025508185

Tax Period

2025-01-01 to 2025-12-31

Mission

Providing educational resources and training to entrepreneurs involved with early-stage healthcare startups.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,000

Fundraising Expenses $0

Program Expenses $9,227

Other Expenses $6,440

TOTAL EXPENSES $12,440

Year-over-Year Comparison

	2025	2024	Change
Revenue	N/A	$117,500	-1.0%
Expenses	$12,440	$107,123	-0.9%
Net Income	N/A	$10,377	N/A

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

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
ROBERT SAUNDERS	EXECUTIVE CHAIRMAN DIRECTOR	012.00	Director	$0	$0	$0
TED SMITH	DIRECTOR	000.25	Director	$0	$0	$0
WILLIAM STRENCH	SECRETARY AND DIRECTOR	002.00	Officer Director Highest	$0	$0	$0
JACQUELINE WILLMOT	CHIEF EXECUTIVE OFFICER	020.00	Officer Key Emp Highest	$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	No data	$12,440	$509,559	No data
2024	No data	No data	No data	No data
2023	$602,500	$131,498	$645,020	$471,002
2022	$50,000	$404,971	$287,919	$-354,971
2021	$410,400	$259,273	$727,172	$151,127
2020	$336,060	$361,925	$461,978	$-25,865
2019	$885,259	$620,642	$412,572	$264,617
2018	$103,701	$168,869	$237,944	$-65,168

XLERATE HEALTH INC