THE ROBISON EXCELSIOR FOUNDATION

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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

2011

Legal Domicile

Principal Officer

LEAH DOTY

Phone

9727417529

Tax Period

2023-01-01 to 2023-12-31

THE ROBISON EXCELSIOR FOUNDATION, founded in 2011, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $962K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum.

Mission

THE FOUNDATION'S MISSION IS TO SERVE AS AN EXAMPLE OF, AND CATALYST FOR, CHRISTIAN CHARITY TO PEOPLE IN NEED THROUGH A PLATFORM OF GRANTMAKING, VOLUNTEERING, FUNDER COLLABORATION AND COMMUNITY LEADERSHIP.

Program Service Accomplishments

Program 1

Expenses: $569,100

VARIOUS CONTRIBUTIONS TO EXEMPT CHARITIES IN ACCORDANCE WITH ITS MISSION TO SERVE AS AN EXAMPLE OF, AND CATALYST FOR, CHRISTIAN CHARITY TO PEOPLE IN NEED.

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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 $962,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $962,000

Expense Breakdown

Grants Paid $569,100

Salaries & Benefits $363,222

Fundraising Expenses $0

Program Expenses $569,100

Other Expenses $47,862

TOTAL EXPENSES $980,184

Year-over-Year Comparison

	2023	2022	Change
Revenue	$962,000	$744,000	+0.3%
Expenses	$980,184	$771,541	+0.3%
Net Income	$-18,184	$-27,541	-0.3%

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

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

$296,582

Total Directors

$324,437

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL ROBISON	COO	40.00	Officer Director	$82,000	$65,455	$147,455
LEAH DOTY	EXECUTIVE DIRECTOR	40.00	Officer Director	$75,000	$74,127	$149,127
KREGG CONDER	BOARD MEMBER	0.00	Director	$0	$0	$0
TIMOTHY HALSTEAD	BOARD MEMBER	0.00	Director	$0	$0	$0
DOUGLASS ROBISON	BOARD MEMBER	0.00	Director	$0	$27,855	$27,855

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
2024	No data	No data	No data	No data
2023	$962,000	$980,184	$51,682	$-18,184
2022	$744,000	$771,541	$73,293	$-27,541
2021	$850,000	$781,461	$97,610	$68,539
2020	$1,228,100	$1,340,198	$29,080	$-112,098
2019	$982,268	$865,221	$140,537	$117,047
2018	$787,000	$778,697	$32,340	$8,303