Yavapai Exceptional Industries (EIN 860283530) - 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

1973

Legal Domicile

Principal Officer

William J Loughney

Phone

9284450991

Tax Period

2024-07-01 to 2025-06-30

Yavapai Exceptional Industries, founded in 1973, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $2.9M exceeded revenue, resulting in a 16% operating deficit.

Mission

Yavapai Exceptional Industries (YEI!) is a non-profit, tax-exempt, 501(c)(3) charitable organization founded in 1974 to render an individual with a disability as independent as their condition will allow.

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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 $455,337

Program Service Revenue $2,026,402

Investment Income $39,572

Other Revenue $3,121

TOTAL REVENUE $2,524,432

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,279,976

Fundraising Expenses $36,765

Program Expenses $2,397,836

Other Expenses $648,969

TOTAL EXPENSES $2,928,945

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,524,432	$3,514,217	-0.3%
Expenses	$2,928,945	$2,725,435	+0.1%
Net Income	$-404,513	$788,782	-1.5%

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

185

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

$110,779

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
William J Loughney	Executive Dir	40.00	Officer	$95,777	$15,002	$110,779
Sandy Griffis	Vice President	0.50	Officer Director	$0	$0	$0
Jonathan Linford	Board Member	0.50	Director	$0	$0	$0
Al Kaplan	Board Member	0.50	Director	$0	$0	$0
Eric Williams	Board Member	0.50	Director	$0	$0	$0
Steve McIntyre	Recording Secty	0.50	Officer Director	$0	$0	$0
Howell Shay	Treasurer	0.50	Officer Director	$0	$0	$0
Cynthia White	President	0.50	Officer Director	$0	$0	$0
Dawn Lukes	Board Member	0.50	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	$2,524,432	$2,928,945	$2,293,463	$-404,513
2024	$3,514,217	$2,725,435	$2,590,079	$788,782
2023	$2,617,280	$2,619,006	$1,754,359	$-1,726
2022	$3,143,660	$2,870,071	$1,723,337	$273,589
2021	$2,717,819	$3,100,237	$1,831,490	$-382,418
2020	$3,129,527	$2,601,275	$2,138,210	$528,252
2019	$2,324,420	$2,437,957	$1,192,691	$-113,537

Yavapai Exceptional Industries