Exceptional Opportunities Inc (EIN 420953931) - 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

1970

Legal Domicile

Principal Officer

Erin Schmidt

Phone

5153953251

Tax Period

2024-07-01 to 2025-06-30

Exceptional Opportunities Inc, founded in 1970, is a community nonprofit in the Mental Health sector that reported $6.6M in total revenue in fiscal year 2024. The organization ran a surplus of $1.0M, a strong 15% operating margin.

Mission

Providing licensed residential services, waiver-certified supported living services, and CARF accredited/waiver work/habilitative services to individuals with intellectual disabilities.

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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 $275,394

Program Service Revenue $5,779,325

Investment Income $266,424

Other Revenue $321,680

TOTAL REVENUE $6,642,823

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,950,373

Fundraising Expenses $688

Program Expenses $5,073,306

Other Expenses $675,375

TOTAL EXPENSES $5,625,748

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,642,823	$6,600,308	+0.0%
Expenses	$5,625,748	$5,223,770	+0.1%
Net Income	$1,017,075	$1,376,538	-0.3%

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

123

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

$115,331

Total Directors

$115,331

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Erin Schmidt	Executive Dir.	45.00	Officer Director	$115,331	$0	$115,331
Judy Junkermeier	President	2.00	Officer Director	$0	$0	$0
Bob Christian	Secretary	2.00	Officer Director	$0	$0	$0
Lori Ludwig	Director	2.00	Director	$0	$0	$0
Judy Weber	Director	2.00	Director	$0	$0	$0
Walter Renger	Director	2.00	Director	$0	$0	$0
Brien Rindone	Director	2.00	Director	$0	$0	$0
Judy Haag	Vice President	2.00	Officer Director	$0	$0	$0
Rebecca Lewis	Director	2.00	Director	$0	$0	$0
Pam Cox	Director	2.00	Director	$0	$0	$0
Ryan Habeger	Director	2.00	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	$6,642,823	$5,625,748	$10,116,885	$1,017,075
2024	$6,600,308	$5,223,770	$9,003,455	$1,376,538
2023	$6,762,661	$5,402,499	$7,616,196	$1,360,162
2022	$6,331,856	$5,908,811	$6,292,076	$423,045
2021	$5,882,317	$5,352,888	$5,832,053	$529,429
2020	$6,358,966	$5,528,177	$5,403,941	$830,789
2019	$5,878,790	$5,901,992	$9,911,064	$-23,202

Exceptional Opportunities Inc