XCELBEYOND INC

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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

1997

Legal Domicile

Principal Officer

JAMES SHANNON

Phone

3033519235

Tax Period

2018-01-01 to 2018-12-31

XCELBEYOND INC, founded in 1997, is a micro nonprofit in the Mental Health sector that reported $29K in total revenue in fiscal year 2018. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $69K exceeded revenue, resulting in a 138% operating deficit.

Mission

XCELBEYOND ENHANCES THE LIVES OF INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES WHO RECEIVE RESIDENTIAL SERVICES.

Program Service Accomplishments

Program 1

Expenses: $68,999 Revenue: $28,960

XCELBEYOND ENHANCES THE LIVES OF DEVELOPMENTAL DISABLED ADULTS (DD ADULTS) THROUGH RESIDENTIAL SERVICES. WE WORK TO INCLUDE DD ADULTS IN INCLUSIVE COMMUNITY SETTINGS AND TO ASSIST THEM IN CONNECTING...

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $28,960

Investment Income $14

Other Revenue $0

TOTAL REVENUE $28,974

Expense Breakdown

Grants Paid $500

Salaries & Benefits $25,884

Fundraising Expenses $0

Program Expenses $68,999

Other Expenses $42,615

TOTAL EXPENSES $68,999

Year-over-Year Comparison

	2018	2017	Change
Revenue	$28,974	$114,258	-0.7%
Expenses	$68,999	$37,476	+0.8%
Net Income	$-40,025	$76,782	-1.5%

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

N/A

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

$24,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES SHANNON	EXECUTIVE DIRECTOR/PRESIDE	5.00	Officer	$24,000	$0	$24,000

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
2018	$28,974	$68,999	$298,634	$-40,025