EXCEL RISE ABOVE THE REST

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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

1998

Legal Domicile

Principal Officer

LISA RODRIGUEZ-HOLGUIN

Phone

2109779555

Tax Period

2024-01-01 to 2024-12-31

EXCEL RISE ABOVE THE REST, founded in 1998, is a small nonprofit in the Youth Development sector that reported $149K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $140K left a modest 6% surplus.

Mission

TO CARE FOR YOUTHS AND FAMILIES BY DEVELOPING CREATIVE AND INNOVATIVE PROGRAMS TO ENHANCE THEIR STRENGTHS AND SKILLS IN ORDER TO ASSIST THEM IN BECOMING INVESTED MEMBERS OF THE COMMUNITY

Program Service Accomplishments

Program 1

Expenses: $75,362 Revenue: $119,443

PARTNERED WITH THE CENTER FOR MENTAL HEALTH CARE SERVICES TO PROVIDE

Program 2

Expenses: $9,420 Revenue: $14,930

PROVIDED IN-HOME COUNSELING SESSIONS TO 15 CLIENTS IN 2024. INDIVIDUAL

Program 3

Expenses: $9,420 Revenue: $14,930

OFFERED ROPES - REALITY-ORIENTED EXPERIENTIAL SERVICES - TO 300

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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 $0

Program Service Revenue $149,303

Investment Income $0

Other Revenue $0

TOTAL REVENUE $149,303

Expense Breakdown

Grants Paid $0

Salaries & Benefits $39,561

Fundraising Expenses $0

Program Expenses $94,202

Other Expenses $100,747

TOTAL EXPENSES $140,308

Year-over-Year Comparison

	2024	2023	Change
Revenue	$149,303	$199,920	-0.3%
Expenses	$140,308	$187,831	-0.3%
Net Income	$8,995	$12,089	-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

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

$36,750

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALMA PALACIOS	PRESIDENT	1	Officer Director	$0	$0	$0
TERESA PALACIO	VICE-PRESIDENT	1	Officer Director	$0	$0	$0
LISA HOLGUIN	EXEC DIRECTOR	40	Key Emp	$36,750	$0	$36,750

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	$149,303	$140,308	$4,234	$8,995
2023	No data	No data	No data	No data
2022	No data	No data	No data	No data
2021	$200,769	$208,309	$4,102	$-7,540
2020	$231,853	$234,864	$3,654	$-3,011
2019	$253,064	$273,276	$3,632	$-20,212
2018	$312,264	$312,570	$5,835	$-306