THE EXCELLER FUND INC (EIN 752937532) - 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

2001

Legal Domicile

Principal Officer

ANGELA THEWES

Phone

8179997250

Tax Period

2020-01-01 to 2020-12-31

THE EXCELLER FUND INC, founded in 2001, is a small nonprofit in the Animal-Related sector that reported $364K in total revenue in fiscal year 2018. Revenue surged 122% from the prior year, signaling strong growth momentum. The organization ran a surplus of $200K, a strong 55% operating margin.

Mission

SAVING THOROUGHBRED RACEHORSES FROM BEING SENT TO SLAUGHTER BY PLACING THE HORSES IN TEMPORARY BOARDING FACILITIES UNTIL THEY ARE ADOPTED. PREVENTION OF CRUELTY TO ANIMALS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $136,081

Program Service Revenue $0

Investment Income $2,932

Other Revenue $0

TOTAL REVENUE $139,013

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,501

Fundraising Expenses $0

Program Expenses $118,260

Other Expenses $123,647

TOTAL EXPENSES $151,148

Year-over-Year Comparison

	2020	2019	Change
Revenue	$139,013	$145,258	0.0%
Expenses	$151,148	$158,985	0.0%
Net Income	$-12,135	$-13,727	-0.1%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CORY WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA POOLE	DIRECTOR	1.00	Director	$0	$0	$0
HALDIS MCEVOY	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN ZIPSE	DIRECTOR	2.00	Director	$0	$0	$0
MIKE MULLANEY	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN VAIL	DIRECTOR	1.00	Director	$0	$0	$0
GARY CONTESSA	PRESIDENT	1.00	Officer	$0	$0	$0
ANGELA THEWES	SECRETARY/TREASURER	5.00	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
2020	$139,013	$151,148	$250,094	$-12,135
2019	$145,258	$158,985	$250,902	$-13,727
2018	$364,114	$164,236	$266,335	$199,878

THE EXCELLER FUND INC