ENERGIZED FOR EXCELLENCE ACADEMY INC (EIN 760618162) - 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

1999

Legal Domicile

Principal Officer

PAULA HARRIS

Phone

7136843200

Tax Period

2023-07-01 to 2024-06-30

ENERGIZED FOR EXCELLENCE ACADEMY INC, founded in 1999, is a mid-sized nonprofit in the Education sector that reported $12.2M in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring.

Mission

ENERGIZED FOR EXCELLENCE ACADEMY OPERATES AS AN HISD CHARTER SCHOOL DESIGNED TO PROVIDE STUDENTS WITH A VARIETY OF EXEMPLARY EDUCATIONAL SERVICES AND ASSIST STUDENTS IN ACHIEVING THE HIGHEST LEVELS OF ACADEMIC AND SOCIAL SKILLS.

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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 $0

Program Service Revenue $11,988,048

Investment Income $18,016

Other Revenue $193,867

TOTAL REVENUE $12,199,931

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,312,759

Fundraising Expenses $0

Program Expenses $11,135,406

Other Expenses $5,808,150

TOTAL EXPENSES $13,120,909

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,199,931	$16,350,217	-0.3%
Expenses	$13,120,909	$13,357,209	0.0%
Net Income	$-920,978	$2,993,008	-1.3%

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

123

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
OPAL BRANDY	SECRETARY	N/A	Officer Director	$0	$0	$0
JAMES DOUGLAS	TREASURER	N/A	Officer Director	$0	$0	$0
YAMILET FERNANDEZ	BOARD MEMBER	N/A	Director	$0	$0	$0
PAULA HARRIS	PRESIDENT	N/A	Officer Director	$0	$0	$0
MANUEL D LEAL	BOARD MEMBER	N/A	Director	$0	$0	$0
MICHAEL LUNCEFORD	BOARD MEMBER	N/A	Director	$0	$0	$0
JOHN RUDLEY	BOARD MEMBER	N/A	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
2025	No data	No data	No data	No data
2024	$12,199,931	$13,120,909	$12,386,085	$-920,978
2023	$16,350,217	$13,357,209	$18,349,584	$2,993,008
2022	$15,700,607	$15,109,170	$813,052	$591,437
2021	$18,898,659	$16,610,181	$1,351,482	$2,288,478
2020	$17,827,881	$20,184,780	$2,959,977	$-2,356,899
2019	$18,006,122	$25,472,906	$4,482,173	$-7,466,784

ENERGIZED FOR EXCELLENCE ACADEMY INC