Excel Academy

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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

2018

Legal Domicile

Principal Officer

Summer Anderson

Phone

3072373963

Tax Period

2023-07-01 to 2024-06-30

Excel Academy, founded in 2018, is a small nonprofit in the Education sector that reported $206K in total revenue in fiscal year 2023. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $331K exceeded revenue, resulting in a 60% operating deficit.

Mission

Students of Excel Academy engage in a safe and nurturing learning environment. Enrichment and real life opportunities allow for students to further broaden their educational foundations.

Program Service Accomplishments

Program 1

Expenses: $330,813 Revenue: $187,511

The primary purpose of Excel Academy is to provide a safe and fun learning environment. Students will engage in daily enrichment opportunities that will allow them to grow and flourish in all aspects...

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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 (2023)

Revenue Breakdown

Contributions & Grants $13,223

Program Service Revenue $186,045

Investment Income $1,466

Other Revenue $5,744

TOTAL REVENUE $206,478

Expense Breakdown

Grants Paid $0

Salaries & Benefits $229,777

Fundraising Expenses $0

Program Expenses $330,813

Other Expenses $101,036

TOTAL EXPENSES $330,813

Year-over-Year Comparison

	2023	2022	Change
Revenue	$206,478	$375,173	-0.4%
Expenses	$330,813	$400,188	-0.2%
Net Income	$-124,335	$-25,015	+4.0%

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

$48,272

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jennifer Wistisen	President	40.00	Officer	$48,272	$0	$48,272
Patrick Ford	Director	2.00	Director	$0	$0	$0
Stacey Pearson	Director	2.00	Director	$0	$0	$0
David McKenzie	Director	2.00	Director	$0	$0	$0
Mattea Steinert	Director	2.00	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
2024	$206,478	$330,813	$471,683	$-124,335
2023	$375,173	$400,188	$611,290	$-25,015
2022	$421,373	$450,274	$649,062	$-28,901
2020	$470,531	$392,233	$669,770	$78,298
2019	$353,829	$337,437	$450,354	$16,392