EXCEL FOUNDATION INC

EIN: 943034190 501(c)(3) Education

COEUR D ALENE, ID

Total Revenue
$303,864
Total Expenses
$288,907
Total Assets
$2,792,856
Net Assets
$2,738,162
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Legal Domicile
ID
Principal Officer
BRENDA BOOKHOLTZ
Phone
2086409521
Tax Period
2024-06-01 to 2025-05-31

EXCEL FOUNDATION INC is a small nonprofit in the Education sector that reported $304K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $289K left a modest 5% surplus.

Mission

ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES THE EXCEL FOUNDATION FUNDS GRANTS TO TEACHERS FOR INNOVATIVE CLASSROOM PROJECTS IN COEUR D'ALENE SCHOOL DISTRICT 271. THESE PROJECTS WOULD NOT BE FUNDED WITH ONGOING SCHOOL MAINTENANCE DOLLARS. FUNDING IS MEANT TO IMPROVE THE LEARNING EXPERIENCE OF STUDENTS AND ENCOURAGE TEACHERS WITH CREATIVE APPROACHES TO EDUCATION. GRANTS ARE NOT AWARDED BASED ON PARTICULAR AREAS OF EMPHASIS OR RIGID CRITERIA. INSTEAD, THE EXCEL BOARD SEEKS UNIQUE AND INVENTIVE IDEAS WHICH WILL INCREASE A STUDENTS MOTIVATION TO LEARN WHILE DEVELOPING HIGHER LEVEL THINKING SKILLS AND DEPTH OF KNOWLEDGE.

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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 $146,527
Program Service Revenue $0
Investment Income $68,290
Other Revenue $89,047
TOTAL REVENUE $303,864

Expense Breakdown

Grants Paid $246,082
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $246,082
Other Expenses $42,825
TOTAL EXPENSES $288,907

Year-over-Year Comparison

2024 2023 Change
Revenue $303,864 $257,542 +0.2%
Expenses $288,907 $311,419 -0.1%
Net Income $14,957 $-53,877 -1.3%
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

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Governance

Voting Members
31
Independent Members
31
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
2
$0
Total Directors
31
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HAYDEN ANDERL DIRECTOR N/A
Director
$0 $0 $0
STEFANY BALES DIRECTOR N/A
Director
$0 $0 $0
BRENDA BOOKHOLTZ TREASURER N/A
Officer Director
$0 $0 $0
KRISTI HAGAN DIRECTOR N/A
Director
$0 $0 $0
MATHEW HAGUE DIRECTOR N/A
Director
$0 $0 $0
NICOLE HAMMONS DIRECTOR N/A
Director
$0 $0 $0
KELLIE HANNA DIRECTOR N/A
Director
$0 $0 $0
SHON HOCKER EX-OFFICIO N/A
Director
$0 $0 $0
AMY HOFER DIRECTOR N/A
Director
$0 $0 $0
GAVIN JACOBSON PRESIDENT N/A
Director
$0 $0 $0
RYAN JOHNSON DIRECTOR N/A
Director
$0 $0 $0
DANIELLE KUNTZ DIRECTOR N/A
Director
$0 $0 $0
KELLIE KUSTER LEGAL COUNSE N/A
Director
$0 $0 $0
SARAH MCVEY DIRECTOR N/A
Director
$0 $0 $0
KATIE MORRISROE DIRECTOR N/A
Director
$0 $0 $0
BOBBY MYERS DIRECTOR N/A
Director
$0 $0 $0
ISAAC REINERT DIRECTOR N/A
Director
$0 $0 $0
MIKE LINDQUIST DIRECTOR N/A
Director
$0 $0 $0
SARA MEYER DIRECTOR N/A
Director
$0 $0 $0
KIM NEWBY DIRECTOR N/A
Director
$0 $0 $0
MELISSA QUINN DIRECTOR N/A
Director
$0 $0 $0
JACK REISWIG DIRECTOR N/A
Director
$0 $0 $0
KATIE LIEN DIRECTOR N/A
Director
$0 $0 $0
BRIANNA SHRINER DIRECTOR N/A
Director
$0 $0 $0
MARNI WILSON DIRECTOR N/A
Director
$0 $0 $0
MOLLY WALLER DIRECTOR N/A
Director
$0 $0 $0
TRACY WEIMER-SHULL DIRECTOR N/A
Director
$0 $0 $0
LEXI WITHERWAX DIRECTOR N/A
Director
$0 $0 $0
INGRID YATES DIRECTOR N/A
Director
$0 $0 $0
YOUNG TREVOR FINANCE CHAI N/A
Officer Director
$0 $0 $0
DANIELLE QUADE DIRECTOR N/A
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 $303,864 $288,907 $2,792,856 $14,957
2024 $257,542 $311,419 $2,571,254 $-53,877
2023 $298,951 $203,076 $2,307,566 $95,875
2022 $543,515 $158,085 $2,403,804 $385,430
2021 $607,658 $212,774 $2,362,850 $394,884
2019 $319,793 $159,130 $1,829,799 $160,663
2018 $268,418 $151,259 $1,669,136 $117,159
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