Excel Inc (EIN 640801905) - 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

1988

Legal Domicile

Tax Period

2023-10-01 to 2024-09-30

Excel Inc, founded in 1988, is a small nonprofit that reported $366K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $315K left a modest 14% surplus.

Mission

Nonprofit that promotes education, welfare and community involvement for adults & children.

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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 $246,931

Program Service Revenue $16,085

Investment Income $36,953

Other Revenue $65,547

TOTAL REVENUE $365,516

Expense Breakdown

Grants Paid $8,469

Salaries & Benefits $135,071

Fundraising Expenses $4,060

Program Expenses $291,388

Other Expenses $171,862

TOTAL EXPENSES $315,402

Year-over-Year Comparison

	2023	2022	Change
Revenue	$365,516	$331,993	+0.1%
Expenses	$315,402	$481,281	-0.3%
Net Income	$50,114	$-149,288	-1.3%

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

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

$45,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Nancy Schreck	Recording Secretary	15.00	Officer	$26,000	$0	$26,000
Elizabeth Brown	Executive Director	15.00	Officer	$19,500	$0	$19,500
Susan Schultz	Director	1.00	Director	$0	$0	$0
Stella Smith	Director	1.00	Director	$0	$0	$0
Bobbie Montgomery	Director	1.00	Director	$0	$0	$0
Gary Ervin	President	1.00	Officer Director	$0	$0	$0
Jan West	Vice President	1.00	Officer 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	$365,516	$315,402	$1,373,160	$50,114
2023	$331,993	$481,281	$1,292,737	$-149,288
2022	$463,972	$778,584	$1,413,630	$-314,612
2021	$396,826	$353,352	$1,817,730	$43,474
2020	$377,027	$383,116	$1,739,424	$-6,089
2019	$374,730	$376,562	$1,694,361	$-1,832
2018	$307,459	$386,449	$1,665,600	$-78,990

Excel Inc