EXCEL ACADEMY CHARTER SCHOOLS

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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

HEIDI GASCA

Phone

9493877822

Tax Period

2024-07-01 to 2025-06-30

EXCEL ACADEMY CHARTER SCHOOLS, founded in 2015, is a mid-sized nonprofit in the Education sector that reported $25.0M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $23.0M left a modest 8% surplus.

Mission

PROVIDES A FLEXIBLE, PERSONALIZED LEARNING THROUGH A CUSTOMIZED COURSE OF STUDY THAT WILL EDUCATE, MOTIVATE, AND INSTILL A LOVE OF LEARNING IN EACH INDIVIDUAL STUDENT. TEACHERS AND PARENTS WILL JOIN TOGETHER TO MAINTAIN HIGH EXPECTATIONS AND PROMOTE ACADEMIC EXCELLENCE FOR ALL STUDENTS CREATING THE NEXT GENERATION OF LEADERS.

Program Service Accomplishments

Program 1

Expenses: $20,731,939 Revenue: $0

OFFERING AN INDEPENDENT STUDY PERSONALIZED LEARNING MODEL FOR STUDENTS IN GRADES TK-12. ALLOWING PARENTS TO SELECT A WIDE VARIETY OF EDUCATIONAL RESOURCES AND MATERIALS FROM APPROVED CONTENT AND...

OFFERING AN INDEPENDENT STUDY PERSONALIZED LEARNING MODEL FOR STUDENTS IN GRADES TK-12. ALLOWING PARENTS TO SELECT A WIDE VARIETY OF EDUCATIONAL RESOURCES AND MATERIALS FROM APPROVED CONTENT AND COMMUNITY PROVIDERS USING STATE INSTRUCTIONAL FUND. THE ORGANIZATION SERVED APPROXIMATELY 1,710 STUDENTS.

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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 $24,579,743

Program Service Revenue $0

Investment Income $416,843

Other Revenue $1,858

TOTAL REVENUE $24,998,444

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,123,681

Fundraising Expenses $0

Program Expenses $20,731,939

Other Expenses $7,890,331

TOTAL EXPENSES $23,014,012

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,998,444	$22,833,675	+0.1%
Expenses	$23,014,012	$19,959,910	+0.2%
Net Income	$1,984,432	$2,873,765	-0.3%

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

157

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

$584,267

Total Directors

$51,913

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEIDI M GASCA	EXECUTIVE DIRECTOR	40.00	Officer	$216,685	$62,183	$278,868
CLAUDIO SORRERA	DIRECTOR OF BUSINESS SERVICES	40.00	Officer	$177,310	$98,089	$275,399
LARA C ULMER	ASSISTANT DIR OF SPED	40.00	Highest	$172,108	$68,066	$240,174
KERI A SCHNEEWEISS	DIRECTOR OF OPERATIONS	40.00	Highest	$169,461	$65,854	$235,315
NOELL SCOTT	SCHOOL PSYCHOLOGIST	40.00	Highest	$160,857	$59,482	$220,339
JENNIFER CRAIG	DIRECTOR OF OP/ACCOUNTABILITY	40.00	Highest	$157,019	$44,918	$201,937
ANGELA GALAVIZ	SPEECH AND LANGUAGE PATHOLOGIST	40.00	Highest	$148,341	$40,371	$188,712
WILLIAM HALL	PRESIDENT	5.00	Officer Director	$13,590	$0	$13,590
MICHAEL HUMPREY	VICE PRESIDENT	2.00	Officer Director	$8,220	$0	$8,220
STEVE FRAIRE	CLERK	2.00	Officer Director	$8,190	$0	$8,190
LARRY ALVARADO	DIRECTOR	3.00	Director	$13,723	$0	$13,723
SUSAN HOULE	DIRECTOR	2.00	Director	$8,190	$0	$8,190

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	$24,998,444	$23,014,012	$13,606,357	$1,984,432
2024	No data	No data	No data	No data
2023	$20,943,400	$18,896,838	$9,975,217	$2,046,562
2022	$22,921,938	$19,266,382	$6,603,445	$3,655,556
2020	$18,058,297	$18,887,644	$11,403,735	$-829,347
2019	$9,377,005	$5,869,475	$8,291,642	$3,507,530
2018	$25,863,214	$22,120,275	$7,143,837	$3,742,939