EMPOWERED FOR EXCELLENCE INC (EIN 814044030) - 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

2016

Legal Domicile

Principal Officer

JONATHON JAMES

Phone

4192051748

Tax Period

2023-07-01 to 2024-06-30

EMPOWERED FOR EXCELLENCE INC, founded in 2016, is a community nonprofit in the Mental Health sector that reported $5.5M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $4.9M left a modest 11% surplus.

Mission

THE MISSION OF EMPOWERED FOR EXCELLENCE, INC. IS TO PROVIDE COMPREHENSIVE, COMPASSIONATE, INTEGRATED MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES WHICH ARE CLIENT-FOCUSED AND CULTURALLY INCLUSIVE TO FULFILL PERSONAL GOALS.

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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 $168,230

Program Service Revenue $5,263,604

Investment Income $54,043

Other Revenue $0

TOTAL REVENUE $5,485,877

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,689,979

Fundraising Expenses $18,681

Program Expenses $4,448,971

Other Expenses $1,192,711

TOTAL EXPENSES $4,882,690

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,485,877	$6,028,965	-0.1%
Expenses	$4,882,690	$5,059,830	0.0%
Net Income	$603,187	$969,135	-0.4%

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

$390,599

Total Directors

$390,599

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHON JAMES	PRESIDENT	40.00	Officer Director	$390,599	$0	$390,599
CEDRIC M BROCK	BOARD MEMBER	1.00	Director	$0	$0	$0
GENE PARKER	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH A ROBINSON	BOARD MEMBER	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
2025	No data	No data	No data	No data
2024	$5,485,877	$4,882,690	$5,381,111	$603,187
2023	$6,028,965	$5,059,830	$4,946,746	$969,135
2022	$5,988,325	$4,331,840	$3,816,652	$1,656,485
2021	$4,888,575	$4,130,239	$1,319,451	$758,336
2020	$3,873,825	$4,137,407	$1,116,666	$-263,582
2019	$4,845,332	$4,844,309	$750,898	$1,023
2018	$6,765,443	$6,424,247	$501,324	$341,196

EMPOWERED FOR EXCELLENCE INC