PROACTIVE LIFESTYLE EVENTS COMPANY (EIN 271550540) - 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

2011

Legal Domicile

Principal Officer

J MERRITT WAGNER

Phone

2489782976

Tax Period

2025-01-01 to 2025-12-31

PROACTIVE LIFESTYLE EVENTS COMPANY, founded in 2011, is a small nonprofit in the Public & Societal Benefit sector that reported $275K in total revenue in fiscal year 2025. Revenue surged 150% from the prior year, signaling strong growth momentum. The organization ran a surplus of $238K, a strong 87% operating margin.

Mission

PROACTIVE LIFESTYLE EVENTS COMPANY IS A NC BASED NONPROFIT CORPORATION THAT WAS FORMED TO PRODUCE COMPETITIONS, SUCH AS MARATHONS, IN ORDER TO PROVIDE A VEHICLE FOR DIRECT BENEFITS TO ESTABLISHED IRC SECTION 501(C)(3) NONPROFIT CHARITABLE ORGANIZATIONS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $158,351

Program Service Revenue $0

Investment Income $5,603

Other Revenue $111,284

TOTAL REVENUE $275,238

Expense Breakdown

Grants Paid $36,904

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,904

Other Expenses $0

TOTAL EXPENSES $36,904

Year-over-Year Comparison

	2025	2024	Change
Revenue	$275,238	$110,035	+1.5%
Expenses	$36,904	$32,169	+0.1%
Net Income	$238,334	$77,866	+2.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDDIE BUCHANNAN	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
SHANNON MAUS	SECRETARY	N/A	Officer Director	$0	$0	$0
J MERRITT WAGNER	PRESIDENT	N/A	Officer Director	$0	$0	$0
ALECIA WILLIAMS	TREASURER	N/A	Officer 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	$275,238	$36,904	$655,701	$238,334
2024	$110,035	$32,169	$417,598	$77,866
2023	$55,759	$27,106	$345,773	$28,653
2022	$20,341	$18,725	$310,559	$1,616
2021	$135,652	$23,900	$309,396	$111,752
2020	$90,659	$24,981	$197,891	$65,678
2019	$19,753	$39,725	$134,094	$-19,972
2018	$39,658	$44,943	$151,664	$-5,285

PROACTIVE LIFESTYLE EVENTS COMPANY