EXCELENCIA ACADEMY INC (EIN 814455278) - 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

RUDOLPHUS BETHEA

Phone

2138803904

Tax Period

2019-07-01 to 2020-06-30

EXCELENCIA ACADEMY INC, founded in 2016, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2019. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

THROUGH RIGOROUS CURRICULUM, HIGH-QUALITY INSTRUCTION, AND POSITIVE CHARACTER DEVELOPMENT, EXCELENCIA CHARTER ACADEMY PREPARES STUDENTS IN TK-8 FOR ACADEMIC AND PERSONAL EXCELLENCE, LEADING TO SUCCESS IN HIGH SCHOOL, COLLEGE, AND LIFE."

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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 (2019)

Revenue Breakdown

Contributions & Grants $1,420,187

Program Service Revenue $0

Investment Income $59

Other Revenue $0

TOTAL REVENUE $1,420,246

Expense Breakdown

Grants Paid $0

Salaries & Benefits $827,509

Fundraising Expenses $0

Program Expenses $1,169,821

Other Expenses $730,605

TOTAL EXPENSES $1,558,114

Year-over-Year Comparison

	2019	2018	Change
Revenue	$1,420,246	$1,255,442	+0.1%
Expenses	$1,558,114	$1,347,309	+0.2%
Net Income	$-137,868	$-91,867	+0.5%

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

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

$98,409

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUBEN ALONZO	HEAD OF SCHOOL	40.00	Officer	$96,221	$2,188	$98,409
RODOLFUS BETHEA	CHAIR	2.00	Officer Director	$0	$0	$0
JONATHAN MYERS	SECRETARY	2.00	Officer Director	$0	$0	$0
NORAMAY CADENA	VICE CHAIR	2.00	Officer Director	$0	$0	$0
CRISTINA LOWRY	TREASURER	2.00	Officer Director	$0	$0	$0
BEN MCLEAN	MEMBER	2.00	Director	$0	$0	$0
ERICA ROSALES	MEMBER	2.00	Director	$0	$0	$0
LORI ATWATER	MEMBER	2.00	Director	$0	$0	$0
MATTHEW COOMBE	MEMBER	2.00	Director	$0	$0	$0
DANA CORONADO	MEMBER	2.00	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
2020	$1,420,246	$1,558,114	$330,435	$-137,868
2019	$1,255,442	$1,347,309	$398,055	$-91,867
2018	$332,853	$129,137	$212,896	$203,716

EXCELENCIA ACADEMY INC