The Excelsior Foundation (EIN 751078208) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

PAULA ROGERS

Phone

9036652513

Tax Period

2024-01-01 to 2024-12-31

The Excelsior Foundation, founded in 1990, is a small nonprofit in the Arts, Culture & Humanities sector that reported $442K in total revenue in fiscal year 2024. Expenses of $425K left a modest 4% surplus.

Mission

RESTORATION AND PRESERVATION OF HISTORIC STRUCTURES

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $51,332

Program Service Revenue $362,707

Investment Income $27,617

Other Revenue $0

TOTAL REVENUE $441,656

Expense Breakdown

Grants Paid $0

Salaries & Benefits $203,927

Fundraising Expenses $0

Program Expenses $425,417

Other Expenses $221,490

TOTAL EXPENSES $425,417

Year-over-Year Comparison

	2024	2023	Change
Revenue	$441,656	$441,462	+0.0%
Expenses	$425,417	$473,363	-0.1%
Net Income	$16,239	$-31,901	-1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER SANDERS	Secretary	1.00	Officer Director	$0	$0	$0
JULIANNE FISCHER	Director	1.00	Director	$0	$0	$0
CHRISTIE WOODSON	Vice President	1.00	Officer Director	$0	$0	$0
MARIANNE JONES	Director	1.00	Director	$0	$0	$0
MARY KEASLER	Director	1.00	Director	$0	$0	$0
SUE SULLIVAN	Director	1.00	Director	$0	$0	$0
PAULA ROGERS	President	1.00	Officer Director	$0	$0	$0
INDIA STANBERRY	Treasurer	1.00	Officer Director	$0	$0	$0
STACY MILLS	Director	1.00	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	$441,656	$425,417	$913,534	$16,239
2023	$441,462	$473,363	$915,683	$-31,901
2022	$463,928	$381,995	$935,419	$81,933
2021	$512,812	$373,623	$840,003	$139,189
2020	$331,578	$329,351	$710,334	$2,227
2019	$548,958	$348,822	$696,688	$200,136
2018	$386,282	$339,024	$491,068	$47,258

The Excelsior Foundation