EXCEPTIONAL LIVES INC (EIN 462333038) - 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

2013

Legal Domicile

Principal Officer

ANNE PUNZAK MARCUS

Phone

6173126829

Tax Period

2024-07-01 to 2025-06-30

EXCEPTIONAL LIVES INC, founded in 2013, is a community nonprofit in the Human Services sector that reported $1.0M in total revenue in fiscal year 2024. Expenses of $968K left a modest 3% surplus.

Mission

THE ORGANIZATION'S MISSION IS TO SUPPORT FAMILIES CARING FOR CHILDREN OR ADULTS WITH DISABILITIES AND TO HELP THESE FAMILIES ACCESS THE KNOWLEDGE, ACTIVITIES, RESOURCES AND SERVICES THEY NEED BEFORE, DURING ANE AFTER THE TIME THEY RECEIVE A POTENTIAL OR ACTUAL DISABILITY DIAGNOSIS.

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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 $1,002,515

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,002,515

Expense Breakdown

Grants Paid $0

Salaries & Benefits $782,216

Fundraising Expenses $22,093

Program Expenses $884,061

Other Expenses $185,406

TOTAL EXPENSES $967,622

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,002,515	$987,277	+0.0%
Expenses	$967,622	$972,686	0.0%
Net Income	$34,893	$14,591	+1.4%

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

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
DAVID SARGENT	PRESIDENT	5.00	Officer Director	$0	$0	$0
CYNTHIA STRAUSS	CLERK	5.00	Officer Director	$0	$0	$0
ANNE PUNZAK MARCUS	TREASURER	5.00	Officer Director	$0	$0	$0
CAROL RAPHAEL	DIRECTOR	5.00	Director	$0	$0	$0
DARLIKA BOINES	DIRECTOR	5.00	Director	$0	$0	$0
PAMELA WHITE	DIRECTOR	5.00	Director	$0	$0	$0
JOHN LYTLE	DIRECTOR	5.00	Director	$0	$0	$0
JULIE MCKINNEY	DIR OR PROD.	32.00	Highest	$150,584	$6,678	$157,262
MARISA HOWARD KARP	COO	32.00	Highest	$149,441	$40,472	$189,913
MARY NELL QUEST	HEAD OF PROD	32.00	Highest	$121,874	$30,951	$152,825

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	$1,002,515	$967,622	$75,374	$34,893
2024	$987,277	$972,686	$32,925	$14,591
2023	$969,421	$968,298	$22,072	$1,123
2022	$884,852	$848,154	$18,903	$36,698
2021	$793,781	$785,285	$55,849	$8,496
2020	$696,670	$713,384	$21,481	$-16,714
2019	$745,755	$772,509	$17,731	$-26,754
2018	$543,602	$578,744	$22,197	$-35,142

EXCEPTIONAL LIVES INC