LIFEWAYS INC D/B/A EXCEPTIONAL ADVENTURES (EIN 550886516) - 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

2005

Legal Domicile

Principal Officer

SARAH BLONSKI

Phone

4124460710

Tax Period

2024-07-01 to 2025-06-30

LIFEWAYS INC D/B/A EXCEPTIONAL ADVENTURES, founded in 2005, is a small nonprofit in the Human Services sector that reported $206K in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum. Expenses of $237K exceeded revenue, resulting in a 15% operating deficit.

Mission

EXCEPTIONAL ADVENTURES SUPPORTS PEOPLE BY PROVIDING SERVICES THAT PROMOTE CHOICE, PERSONAL SATISFACTION, AND THE REALIZATION OF THEIR HOPES AND DREAMS.

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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 $105,216

Program Service Revenue $101,049

Investment Income $0

Other Revenue $0

TOTAL REVENUE $206,265

Expense Breakdown

Grants Paid $0

Salaries & Benefits $117,098

Fundraising Expenses $0

Program Expenses $211,781

Other Expenses $119,943

TOTAL EXPENSES $237,041

Year-over-Year Comparison

	2024	2023	Change
Revenue	$206,265	$132,305	+0.6%
Expenses	$237,041	$155,511	+0.5%
Net Income	$-30,776	$-23,206	+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

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

$577,521

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM DIECKS	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
DAVID DIETRICH	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
DEBBIE HARDING	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MATHIAS JAMORA	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON PHILIPS	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET ROTHENBERGER	PRESIDENT AND CEO	1.00	Officer	$0	$31,012	$301,801
CHRISTIAN WILLITTS	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$10,164	$210,350
JULIE TRBOVICH	EXECUTIVE DIRECTOR	1.00	Officer	$57,894	$7,476	$65,370

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	$206,265	$237,041	$306,852	$-30,776
2024	$132,305	$155,511	$63,316	$-23,206
2023	$67,610	$130,399	$31,666	$-62,789
2022	$133,565	$318,171	$185,882	$-184,606
2021	$16,972	$228,366	$331,584	$-211,394
2020	$579,990	$660,217	$498,131	$-80,227
2019	$890,488	$891,435	$603,929	$-947
2018	$856,639	$845,928	$607,369	$10,711

LIFEWAYS INC D/B/A EXCEPTIONAL ADVENTURES