SPIRIT OF EXCELLENCE INC (EIN 680669239) - 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

2008

Legal Domicile

Principal Officer

DENISE MARTI

Phone

3363509181

Tax Period

2024-07-01 to 2025-06-30

SPIRIT OF EXCELLENCE INC, founded in 2008, is a small nonprofit in the Education sector that reported $982K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $216K, a strong 22% operating margin.

Mission

TO OPERATE A SCHOOL OF MONTESSORI LEARNING

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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 $39,105

Program Service Revenue $874,891

Investment Income $9,994

Other Revenue $57,571

TOTAL REVENUE $981,561

Expense Breakdown

Grants Paid $0

Salaries & Benefits $438,037

Fundraising Expenses $1,399

Program Expenses $576,878

Other Expenses $327,676

TOTAL EXPENSES $765,713

Year-over-Year Comparison

	2024	2023	Change
Revenue	$981,561	$884,471	+0.1%
Expenses	$765,713	$703,073	+0.1%
Net Income	$215,848	$181,398	+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

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

$43,265

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENISE MARTI	EXECUTIVE DI	40.00	Officer	$43,265	$0	$43,265
ROWENA KHOT	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH MCLEOD	BLDGS AND GR	1.00	Director	$0	$0	$0
ARIEL MILLER	PHILANTHROPY	1.00	Director	$0	$0	$0
SETH GARDNER	TREASURER	1.00	Officer	$0	$0	$0
ANGELA WATKINS	BOARD PRESID	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
2025	$981,561	$765,713	$2,831,572	$215,848
2024	$884,471	$703,073	$2,699,756	$181,398
2023	$400,502	$319,714	$2,631,987	$80,788
2022	$858,824	$623,717	$2,599,762	$235,107
2021	$635,333	$487,573	$2,520,098	$147,760
2020	$480,588	$345,391	$657,985	$135,197
2019	$419,422	$363,642	$613,179	$55,780
2018	$479,819	$450,468	$294,043	$29,351

SPIRIT OF EXCELLENCE INC