TOWERS OF EXCELLENCE (EIN 464742506) - 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

2015

Legal Domicile

Principal Officer

KATHERINE LIST

Phone

3125231817

Tax Period

2025-01-01 to 2025-12-31

TOWERS OF EXCELLENCE, founded in 2015, is a small nonprofit in the Human Services sector that reported $298K in total revenue in fiscal year 2025. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $267K left a modest 10% surplus.

Mission

TOWER OF EXCELLENCE PROVIDES STUDENTS IN UNDERSERVED COMMUNITIES WITH QUALITY MENTORSHIP, ACADEMIC GUIDANCE, AND VALUABLE LIFE EXPERIENCES.

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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 $312,514

Program Service Revenue $0

Investment Income $0

Other Revenue $-14,073

TOTAL REVENUE $298,441

Expense Breakdown

Grants Paid $31,311

Salaries & Benefits $97,658

Fundraising Expenses $0

Program Expenses $207,139

Other Expenses $138,273

TOTAL EXPENSES $267,242

Year-over-Year Comparison

	2025	2024	Change
Revenue	$298,441	$220,085	+0.4%
Expenses	$267,242	$200,443	+0.3%
Net Income	$31,199	$19,642	+0.6%

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

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

$41,000

Total Directors

$41,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH SMITH	CO-CHAIR / PRESIDENT	1.00	Officer Director	$0	$0	$0
NATHAN BURNETT	CO-CHAIR / PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID WENDEL	BOARD MEMBER	0.50	Director	$0	$0	$0
CODY STEPHENS	BOARD MEMBER	0.50	Director	$0	$0	$0
MATTHEW LANDWEHR	BOARD MEMBER	0.50	Director	$0	$0	$0
CALEB SHEPPARD	BOARD MEMBER	0.50	Director	$0	$0	$0
SALA SIMS	BOARD MEMBER	0.50	Director	$0	$0	$0
KATHERINE LIST	CEO	40.00	Officer Director	$41,000	$0	$41,000
BRIAN THOMAS	BOARD MEMBER	0.50	Director	$0	$0	$0
ERIC DAVIS	BOARD MEMBER	0.50	Director	$0	$0	$0
CHRISTINE DIPLOMA	BOARD MEMBER	0.50	Director	$0	$0	$0
JEFFREY JAMISION	BOARD MEMBER	0.50	Director	$0	$0	$0
BONNIE SMITH	BOARD MEMBER	0.50	Director	$0	$0	$0
JEN FUNCHES	BOARD MEMBER	0.50	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
2025	$298,441	$267,242	$56,192	$31,199
2024	$220,085	$200,443	$25,116	$19,642
2023	$185,291	$187,084	$5,474	$-1,793
2022	$163,741	$175,806	$7,267	$-12,065
2021	$193,579	$198,739	$19,332	$-5,160

TOWERS OF EXCELLENCE