EXCELSIOR LOCAL DEVELOPMENT CORPORATION

EIN: 842112665 501(c)(3) Community Improvement

LATHAM, NY

Total Revenue
$351,465
Total Expenses
$249,660
Total Assets
$3,669,467
Net Assets
$3,635,273
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
NY
Principal Officer
CHRIS LEVY
Phone
5184632268
Tax Period
2024-10-01 to 2025-09-30

EXCELSIOR LOCAL DEVELOPMENT CORPORATION, founded in 2019, is a small nonprofit in the Community Improvement sector that reported $351K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $102K, a strong 29% operating margin.

Mission

TO ASSIST SMALL BUSINESSES IN THE ACQUISITION OF REAL PROPERTY, AND CONSTRUCTION, RENOVATION OR OTHER IMPROVEMENTS THEREON, AND THEREBY PROMOTE AND ENCOURAGE THE BUSINESS PROSPERITY AND ECONOMIC WELFARE OF THE STATE OF NEW YORK; TO ENCOURAGE AND ASSIST IN THE LOCATION OF NEW BUSINESS AND INDUSTRY IN THE STATE OF NEW YORK; AND TO PROVIDE FINANCING TO BOTH NEW AND EXISTING BUSINESSES AND INDUSTRY; AND TO CREATE AND RETAIN JOBS WITHIN THE STATE OF NEW YORK.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $351,465
Investment Income $0
Other Revenue $0
TOTAL REVENUE $351,465

Expense Breakdown

Grants Paid $0
Salaries & Benefits $136,910
Fundraising Expenses $0
Program Expenses $205,776
Other Expenses $112,750
TOTAL EXPENSES $249,660

Year-over-Year Comparison

2024 2023 Change
Revenue $351,465 $509,067 -0.3%
Expenses $249,660 $334,893 -0.3%
Net Income $101,805 $174,174 -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

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Liquidity & Cash Position

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Governance

Voting Members
4
Independent Members
3
Employees
1
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
5
$767,347
Total Directors
4
$462,308
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PATRICK J MACKRELL CHAIRMAN, PRESIDENT & CEO 1.00
Officer Director
$0 $0 $0
CHRIS LEVY VP & SECRETARY 1.00
Officer Director
$0 $0 $462,308
BRUCE W BOYEA DIRECTOR 1.00
Officer Director
$0 $0 $0
JEFFREY LEVY DIRECTOR 1.00
Officer Director
$0 $0 $0
OWEN BURNS VP & TREASURER 1.00
Officer
$0 $0 $305,039
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 $351,465 $249,660 $3,669,467 $101,805
2024 $509,067 $334,893 $6,798,471 $174,174
2023 $1,282,544 $622,035 $3,554,505 $660,509
2022 $2,081,971 $255,589 $5,240,927 $1,826,382
2021 $1,105,630 $471,039 $11,704,713 $634,591
2020 $880,813 $644,574 $7,103,689 $236,239
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