EXCEPTIONAL FAMILY RESOURCES INC (EIN 161098311) - 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

1976

Legal Domicile

Principal Officer

BRUCE DRAKE

Phone

3154781462

Tax Period

2024-01-01 to 2024-12-31

EXCEPTIONAL FAMILY RESOURCES INC, founded in 1976, is a mid-sized nonprofit in the Health Care sector that reported $26.5M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $25.4M left a modest 4% surplus.

Mission

EXCEPTIONAL FAMILY RESOURCES PARTNERS WITH INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES, PROVIDING SERVICES, INFORMATION, ADVOCACY AND OTHER SUPPORTS TO ENHANCE LIVES AND FOSTER COMMUNITY ACCEPTANCE.

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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 $2,552,548

Program Service Revenue $23,986,354

Investment Income $-67,256

Other Revenue $19,626

TOTAL REVENUE $26,491,272

Expense Breakdown

Grants Paid $517,227

Salaries & Benefits $19,776,841

Fundraising Expenses $3,590

Program Expenses $23,452,406

Other Expenses $5,131,199

TOTAL EXPENSES $25,425,267

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,491,272	$20,957,791	+0.3%
Expenses	$25,425,267	$20,906,971	+0.2%
Net Income	$1,066,005	$50,820	+20.0%

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

1203

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

$393,997

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDITH TARRANTS	DIRECTOR	1.00	Director	$0	$0	$0
ERICA WYNN KEARSE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PATTI MARVIN	SECRETARY	1.00	Officer Director	$0	$0	$0
ERIC STONE	PRESIDENT	1.00	Officer Director	$0	$0	$0
BENJAMIN TAYLOR	TREASURER	1.00	Officer Director	$0	$0	$0
PETER KOZIK	DIRECTOR	1.00	Director	$0	$0	$0
LINDA WEBB	DIRECTOR	1.00	Director	$0	$0	$0
KAREN BURNS	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA WANDERSEE	DIRECTOR	1.00	Director	$0	$0	$0
BETH LYNN HOEY	DIRECTOR	1.00	Director	$0	$0	$0
ROXANNE COTTER	CHIEF FINANCIAL OFFICER	40.00	Officer	$142,491	$20,935	$163,426
BRUCE DRAKE	CHIEF EXECUTIVE OFFICER	40.00	Officer	$198,496	$32,075	$230,571
DANIEL KELLEY	CHIEF OPERATING OFFICER	40.00	Highest	$112,547	$28,028	$140,575
LAWTON WILLIAMSON	DIRECTOR OF EMPLOYMENT	40.00	Highest	$122,672	$15,878	$138,550

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	$26,491,272	$25,425,267	$15,193,761	$1,066,005
2023	$20,957,791	$20,906,971	$13,611,105	$50,820
2022	$17,069,180	$17,052,027	$12,574,281	$17,153
2021	$10,936,135	$9,904,904	$9,814,349	$1,031,231
2020	$14,646,116	$10,354,896	$10,063,590	$4,291,220
2019	$9,767,155	$9,833,369	$4,461,473	$-66,214
2018	$9,446,919	$9,321,962	$4,069,062	$124,957

EXCEPTIONAL FAMILY RESOURCES INC