EXCELLENT SCHOOLS WASHINGTON (EIN 992170547) - 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

2024

Legal Domicile

Principal Officer

JULIE KENNEDY

Phone

9176172724

Tax Period

2025-01-01 to 2025-06-30

EXCELLENT SCHOOLS WASHINGTON, founded in 2024, is a mid-sized nonprofit in the Education sector that reported $11.5M in total revenue in fiscal year 2024. Revenue surged 154% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.3M, a strong 81% operating margin.

Mission

OUR MISSION IS TO ACCELERATE THE GROWTH AND SUSTAINABILITY OF HIGH-QUALITY SCHOOLS IN THE STATE OF WASHINGTON THAT FOSTER EQUITABLE ACCESS AND INNOVATION FOR FAMILIES AND STUDENTS WHO HAVE BEEN SYSTEMICALLY UNDERSERVED. EXCELLENT SCHOOLS WASHINGTON CONVENES EDUCATORS TO COLLABORATE AND SHARE BEST PRACTICES, PROVIDES THOUGHT PARTNERSHIP AND RESOURCES TO ENTREPRENEURIAL EDUCATORS EXPANDING THEIR IMPACT AND SUPPORTS THE DEVELOPMENT AND CAPACITY-BUILDING OF NEW EDUCATION LEADERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $11,433,698

Program Service Revenue $0

Investment Income $36,899

Other Revenue $2,349

TOTAL REVENUE $11,472,946

Expense Breakdown

Grants Paid $1,475,613

Salaries & Benefits $156,813

Fundraising Expenses $14,463

Program Expenses $2,142,336

Other Expenses $586,506

TOTAL EXPENSES $2,218,932

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,472,946	$4,512,580	+1.5%
Expenses	$2,218,932	$1,715,140	+0.3%
Net Income	$9,254,014	$2,797,440	+2.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRAVIS FRANKLIN	CHAIRMAN	2.00	Officer Director	$0	$0	$0
CHRIS KORSMO	DIRECTOR	2.00	Director	$0	$0	$0
SAM GOESSLING	DIRECTOR	2.00	Director	$0	$0	$0
ANA MARTINEZ SHROPSHIRE	DIRECTOR	2.00	Director	$0	$0	$0
JULIE KENNEDY	EXECUTIVE DIRECTOR	60.00	Officer	$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	$11,472,946	$2,218,932	$12,075,101	$9,254,014
2024	$4,512,580	$1,715,140	$2,815,217	$2,797,440

EXCELLENT SCHOOLS WASHINGTON