Excelsior Education & Training Foundation Inc

Nonprofit profile at a glance

EIN
204830063
IRS 990-EZ coverage
2010–2014
Forms available
Form 990-EZ 2014
Location
Bradenton, FL, USA
Phone
9417952200
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Sector
Thrift Shops

Reported finances

Revenue
$36,683
Expenses
$33,345
Assets
$31,167

Source: IRS Form 990-EZ. Selected filing: tax year 2014. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • KEVIN TAYLOR (President)
  • DEANNA SPENCER (Vice President)
  • TOM LAWSON (Executive Director)

People named in this filing

  • KEVIN TAYLOR (President)
  • SCOTT NEARY (Secretary)
  • DEANNA SPENCER (Vice President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2014. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

See Schedule O

What it reported doing in 2014

Promoting awareness and education through activities and events featuring disabled individuals

Operating model

Revenue model
Earned-program. 92% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 94
  • Transparency & Controls: 82
  • Sustainability: 44
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 90.9%; rating input score 91
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 9.1%; rating input score 63; 63rd percentile among comparable filings
  • Total-asset coverage ratio: 0.93; rating input score 46; 46th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 36%; rating input score 5; 5th percentile among comparable filings

Growth

  • Program expense growth: -8.5% per year; rating input score 0; 35th percentile among comparable filings
  • Revenue growth: -12.8% per year; rating input score 0; 26th percentile among comparable filings
  • Asset growth: -6.7% per year; rating input score 0; 28th percentile among comparable filings

Details

  • Where the money goes: 90.9% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $33K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 4 filing years from 2010 to 2014
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 46/100.
  • High — Sustainability: Officer compensation ratio scored 5/100.