EXCELLENCE AND ADVANCEMENT FOUNDATION (EIN 472738914) - 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

2014

Legal Domicile

Phone

5126193105

Tax Period

2024-01-01 to 2024-12-31

EXCELLENCE AND ADVANCEMENT FOUNDATION, founded in 2014, is a small nonprofit in the Crime & Legal sector that reported $643K in total revenue in fiscal year 2024. Revenue surged 86% from the prior year, signaling strong growth momentum. The organization ran a surplus of $295K, a strong 46% operating margin.

Mission

INVEST IN CHILDRENS EDUCATION, DEVELOPMENT AND COMMUNITY ENGAGEMENT. OUR PROGRAM ARE DEDICATED TO PROVIDING ENRICHMENT TO INCREASE ACADEMIC PERFORMANCE AND COMMUNITY ENGAGEMENT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $642,363

Program Service Revenue $176

Investment Income $10

Other Revenue $0

TOTAL REVENUE $642,549

Expense Breakdown

Grants Paid $25,500

Salaries & Benefits $28,831

Fundraising Expenses $2,775

Program Expenses $312,886

Other Expenses $293,611

TOTAL EXPENSES $347,942

Year-over-Year Comparison

	2024	2023	Change
Revenue	$642,549	$344,868	+0.9%
Expenses	$347,942	$207,124	+0.7%
Net Income	$294,607	$137,744	+1.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COURTNEY ROBINSON	EXECUTIVE DIRECTOR	60.00	Officer Director	$0	$0	$0
TARAH TOWNSEND	DIRECTOR	5.00	Director	$0	$0	$0
REGINALD SHERMAN	DIRECTOR	5.00	Director	$0	$0	$0
TUSHON ROBINSON	DIRECTOR	5.00	Director	$0	$0	$0
JENNIFER ADAIR	DIRECTOR	5.00	Director	$0	$0	$0
PAMELA BENSON OWENS	DIRECTOR	5.00	Director	$0	$0	$0
DAINA RAMEY BERRY	DIRECTOR	5.00	Director	$0	$0	$0
ALTON L SCOTT	DIRECTOR	5.00	Director	$0	$0	$0
LUIS URRIETA Jr	DIRECTOR	5.00	Director	$0	$0	$0
DANTE D WRIGHT	DIRECTOR	5.00	Director	$0	$0	$0
DARIUS SHERMAN	DIRECTOR	5.00	Director	$0	$0	$0
CARLISHA ROBINSON	PRESIDENT	10.00	Officer	$0	$0	$0
TORI BATTIESTE	VICE PRESIDENT	10.00	Officer	$0	$0	$0
MORGAN CRAVEN	SECRETARY	10.00	Officer	$0	$0	$0
JOHN DESPERTT	TREASURER	10.00	Officer	$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	$642,549	$347,942	$499,754	$294,607
2023	$344,868	$207,124	$205,147	$137,744
2022	$192,510	$257,874	$67,403	$-65,364
2021	$204,651	$199,048	$132,767	$5,603
2020	$208,022	$106,283	$137,454	$101,739

EXCELLENCE AND ADVANCEMENT FOUNDATION