THE EXCEPTIONAL FOUNDATION

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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

1993

Legal Domicile

Principal Officer

SARA NEWELL

Phone

2058700776

Tax Period

2024-01-01 to 2024-12-31

THE EXCEPTIONAL FOUNDATION, founded in 1993, is a community nonprofit in the Recreation & Sports sector that reported $2.7M in total revenue in fiscal year 2024. Net assets of $7.2M represent 32 months of operating reserves.

Mission

SOCIAL AND RECREATIONAL ACTIVITIES FOR EXCEPTIONAL PEOPLE, PEOPLE WITH MENTAL AND PHYSICAL CHALLENGES, TO ENHANCE THE QUALITY OF THEIR LIVES AND THEIR FAMILY'S LIVES.

Program Service Accomplishments

Program 1

Expenses: $2,503,673 Revenue: $1,068,409

THE EXCEPTIONAL FOUNDATION PROVIDES CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES UNIQUE OPPORTUNITIES TO PROMOTE LASTING FRIENDSHIPS, HEALTHY LIVING, LIFE SKILLS, AND...

THE EXCEPTIONAL FOUNDATION PROVIDES CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES UNIQUE OPPORTUNITIES TO PROMOTE LASTING FRIENDSHIPS, HEALTHY LIVING, LIFE SKILLS, AND COMMUNITY INVOLVEMENT. SERVICES ARE PROVIDED THROUGH AN ADULT DAY PROGRAM, WHICH RUNS DAILY FROM 7:50 A.M. TO 5:30 P.M., AN AFTERSCHOOL PROGRAM FOR EXCEPTIONAL YOUTH WHICH IS OPEN FROM 3-5:30 P.M. ON WEEKDAYS ALONG WITH AN 8-WEEK YOUTH SUMMER CAMP THAT RUNS 5 DAYS A WEEK DURING THE MONTHS OF JUNE AND JULY. PROGRAM ACTIVITIES INCLUDE EXERCISE, GAMES, MUSIC, DANCE, ART, CLUBS, SOCIAL TIME, AND FIELD TRIPS TO VARIOUS DESTINATIONS RANGING FROM DOWN THE STREET TO ACROSS THE COUNTRY.

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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 $1,690,576

Program Service Revenue $1,068,409

Investment Income $76,265

Other Revenue $-138,998

TOTAL REVENUE $2,696,252

Expense Breakdown

Grants Paid $107,447

Salaries & Benefits $1,635,823

Fundraising Expenses $107,311

Program Expenses $2,503,673

Other Expenses $1,090,276

TOTAL EXPENSES $2,833,546

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,696,252	$2,762,222	0.0%
Expenses	$2,833,546	$2,573,596	+0.1%
Net Income	$-137,294	$188,626	-1.7%

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

682

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

$271,082

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MANDY SCHWARTING	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICK STRONG	CHAIR	1.00	Officer Director	$0	$0	$0
DANIEL SIMS	TREASURER	1.00	Officer Director	$0	$0	$0
LINDA STONE	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID BLACKMON	BOARD MEMBER	1.00	Director	$0	$0	$0
DREW GEARHART	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ELIZABETH HENDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BROOK BALOGH	BOARD MEMBER	1.00	Director	$0	$0	$0
BILLY DODSON	BOARD MEMBER	1.00	Director	$0	$0	$0
COBB HAGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLIE JORDAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LORI METROCK	BOARD MEMBER	1.00	Director	$0	$0	$0
MELVA TATE	BOARD MEMBER	1.00	Director	$0	$0	$0
MATT LYDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS KRAMER	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELE NICHOLS	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERREL STEWART	BOARD MEMBER	1.00	Director	$0	$0	$0
LU PITTS	BOARD MEMBER	1.00	Director	$0	$0	$0
PHILLIP SCHILLECI	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC BISHOP	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANE GRISWOLD	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEX MORTON	BOARD MEMBER	1.00	Director	$0	$0	$0
SHANE OWENS	BOARD MEMBER	1.00	Director	$0	$0	$0
CALEB WILSON	BOARD MEMBER	1.00	Director	$0	$0	$0
SARA NEWELL	PRESIDENT AND CEO	40.00	Officer	$182,252	$9,903	$192,155
MARY VIRGINIA BASTAR	VP OF OPERATION (1/1/24-06/5/24)	40.00	Officer	$42,224	$0	$42,224
SUSAN GARRETT	VP OF MARKETING (1/1/24-06/5/24)	40.00	Officer	$36,703	$0	$36,703

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	$2,696,252	$2,833,546	$7,250,251	$-137,294
2023	$2,762,222	$2,573,596	$7,320,916	$188,626
2022	$2,440,542	$2,149,162	$6,886,702	$291,380
2021	$2,786,578	$2,114,108	$6,985,867	$672,470
2020	$2,173,917	$2,039,641	$6,525,877	$134,276
2019	$2,469,056	$2,238,217	$6,603,146	$230,839
2018	$1,929,156	$2,073,952	$6,683,140	$-144,796