EXCELLENCE IN EDUCATION (EIN 680105303) - 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

1986

Legal Domicile

Principal Officer

Anna Yarbrough

Phone

5305507984

Tax Period

2024-07-01 to 2025-06-30

EXCELLENCE IN EDUCATION, founded in 1986, is a small nonprofit in the Education sector that reported $601K in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. Net assets of $3.0M represent 60 months of operating reserves.

Mission

To enhance public education within the Tahoe Truckee Unified School District to strengthen the learning experience for 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 $124,147

Program Service Revenue $0

Investment Income $166,618

Other Revenue $310,460

TOTAL REVENUE $601,225

Expense Breakdown

Grants Paid $422,304

Salaries & Benefits $130,879

Fundraising Expenses $48,285

Program Expenses $522,092

Other Expenses $93,194

TOTAL EXPENSES $646,377

Year-over-Year Comparison

	2024	2023	Change
Revenue	$601,225	$445,380	+0.3%
Expenses	$646,377	$477,136	+0.4%
Net Income	$-45,152	$-31,756	+0.4%

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

$101,884

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA BROWN	ED til Nov '24	32.00	Officer	$79,477	$2,029	$81,506
Amy Macosko	Interim ED	26.00	Officer	$20,378	$0	$20,378
MEGAN EVANS	President	0.00	Officer Director	$0	$0	$0
KIRSTEN PEKAREK	Vice President	2.00	Officer Director	$0	$0	$0
JAIME GIGNOUX	CFO/Treasurer	1.50	Officer Director	$0	$0	$0
MICHAEL BROWN	DIRECTOR	1.00	Director	$0	$0	$0
JOOLY HOPKINS	Director	2.00	Director	$0	$0	$0
LIZA SMITH	Director	1.00	Director	$0	$0	$0
JOJO ROUAS	Director	1.00	Director	$0	$0	$0
ELENA DELUNA	Director	2.00	Director	$0	$0	$0
AMANDA HELM	Director	1.50	Director	$0	$0	$0
NATHAN KENDALL	Director	1.00	Director	$0	$0	$0
CHRISTINE NGAI RYAN	Director	1.25	Director	$0	$0	$0
MAX LEABMAN	Director	1.00	Director	$0	$0	$0
SUSIE OVERALL	Director	1.00	Director	$0	$0	$0
CINDY FLORES	Director	1.00	Director	$0	$0	$0
SAIRA WEST	Director	1.00	Director	$0	$0	$0
LINDSAY HILL	Director	1.00	Director	$0	$0	$0
ANNIE MACFADYEN	Director	1.00	Director	$0	$0	$0
KATJA DAHL	Director	1.00	Director	$0	$0	$0
LAUREN CHOREY	Director	1.00	Director	$0	$0	$0
SARAH COUSTETTE	Director	1.00	Director	$0	$0	$0
HAYDEN PRUITT	Director	1.50	Director	$0	$0	$0
Anna Yarbrough	Executive Dir.	35.00	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
2025	$601,225	$646,377	$3,009,418	$-45,152
2024	$445,380	$477,136	$2,941,189	$-31,756
2023	$464,174	$415,440	$2,787,366	$48,734
2022	$448,906	$251,796	$2,613,891	$197,110
2021	$342,255	$409,642	$2,846,998	$-67,387
2020	$178,057	$432,533	$2,431,918	$-254,476
2019	$339,921	$356,592	$2,726,368	$-16,671
2018	$717,194	$362,034	$2,704,829	$355,160

EXCELLENCE IN EDUCATION