Excel Education Foundation Inc (EIN 680372817) - 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

Legal Domicile

Phone

5103383590

Tax Period

2023-01-01 to 2023-12-31

Excel Education Foundation Inc is a small nonprofit in the Education sector that reported $228K in total revenue in fiscal year 2023. The organization ran a surplus of $72K, a strong 32% operating margin.

Mission

TO PROVIDE PERSONAL AND PROFESSIONAL DEVELOPEMENT TO WOMEN THROUGH A VARIETY OF ACTIVITIES AND PROGRAMS AND AFTER SCHOOL AND SUMMER PROGRAMS FOR YOUTHS.

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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 $131,979

Program Service Revenue $94,594

Investment Income $741

Other Revenue $585

TOTAL REVENUE $227,899

Expense Breakdown

Grants Paid $3,150

Salaries & Benefits $204

Fundraising Expenses $0

Program Expenses $152,598

Other Expenses $152,200

TOTAL EXPENSES $155,554

Year-over-Year Comparison

	2023	2022	Change
Revenue	$227,899	$225,293	+0.0%
Expenses	$155,554	$165,368	-0.1%
Net Income	$72,345	$59,925	+0.2%

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

N/A

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
Gemma Ferrer	Treasurer	1.00	Officer	$0	$0	$0
Joshlyn De Ala	President	1.00	Officer	$0	$0	$0
Perseveranda Sison	Vice President	1.00	Officer	$0	$0	$0
Margareta Lim	Secretary	1.00	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	No data	No data	No data	No data
2023	$227,899	$155,554	$377,540	$72,345
2022	$225,293	$165,368	$305,195	$59,925
2020	$236,203	$127,953	$253,652	$108,250
2019	$243,159	$145,711	$145,402	$97,448

Excel Education Foundation Inc