Exceptional Lives INC FY2020 filing

Tax-deductible

Brookline, MA501(c)(3)Human ServicesEIN 46-2333038Revenue $697K in FY2020

On file with the IRSexceptionallives.org77 Heath St, 02445-5904 · Brookline, MATax-exempt since Aug 2014Publicly supported charity — 170(b)(1)(A)(vi)

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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.

501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
$150K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $13K a year · 1% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$150K
to officers and key staff · 21% of spending
Worth a look: pay to officers and key staff is 21% of spending; over 20%.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.3 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $801K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$92K
430% of total assets
Concern: liabilities are 430% of assets; over 80%.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$697K
Spent
$713K
To programs
81%
Net assets
−$71K
By yearFY2020–FY2025
Revenue
$697K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$697K
FY2021$794K
FY2022$885K
FY2023$969K
FY2024$987K
FY2025$1.0M
Expenses
$713K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$713K
FY2021$785K
FY2022$848K
FY2023$968K
FY2024$973K
FY2025$968K
Net assets
−$71K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020−$71K
FY2021−$62K
FY2022−$26K
FY2023−$25K
FY2024−$10K
FY2025$25K

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 2014.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $574K Management & general 13% · $92K Fundraising 7% · $46K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990; $150K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Director of Product Conten
$150,000Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Julie McKinney’s $151K as Dir or Prod. is at the 73rd percentile of top reported officer pay among 3869 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Julie McKinney$150,584$150,000$150,000$150,000$155,769$150,000
Marisa Howard Karp$149,441$143,192$135,488$129,064——
Mary Nell Quest$121,874$113,748————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports families with disabled loved ones by connecting them to needed knowledge, activities, resources, and services.

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Provided by the organization

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1 program · $574K · in their own filed words · FY2019
01

The organization provides parents and caregivers with the support necessary to assist children with disablities through its website, EXCEPTIONALLIVES.ORG. The website is always being improved to present streamlined access to relevant knowledge, skills and resources families need at key transition points in their exceptional children's…

$574Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 6 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$697K
Ln 12
Gifts and grantsLn 1h$697K
Money outPt IX
$713K
Ln 25
Programscol B$574K
Managementcol C$92K
Fundraisingcol D$46K
Owns and owesPt X
−$71K
net assets · Ln 32
Cash and savingsLn 1–2$17K
Total assetsLn 16$21K
LiabilitiesLn 26$92K
PeoplePt VI, VII
6
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$697K
Noncash giftsLn 1g$100K
Total revenueLn 12$697K
Assets in detailPt X, end of year
CashLn 1$17K
Cash and savings togetherLn 1–2$17K
Total assetsLn 16$21K
LiabilitiesLn 26$92K
Net assetsLn 32−$71K
OperationsPt I, VI
EmployeesI 57
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$16K$17K
Total assetsLn 16$18K$21K
LiabilitiesLn 26$72K$92K
Net assetsLn 32−$54K−$71K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$150K$135K$15K
Pay of disqualified personsLn 6$256K$206K$41K$9K
Pension plan contributionsLn 8$13K$11K$1K$767
Other employee benefitsLn 9$6K$5K$584$349
Payroll taxesLn 10$31K$26K$3K$2K
Accounting feesLn 11c$2K$2K
Advertising and promotionLn 12$19K$19K
Office expensesLn 13$255$132$123
OccupancyLn 16$15K$13K$2K$918
TravelLn 17$5K$5K
Conferences, conventions and meetingsLn 19$1K$1K
InsuranceLn 23$3K$3K$326$195
Other expenses (24a–d)Ln 24$204K$145K$41K$17K
All other expensesLn 24e$8K$6K$2K$561
Total functional expensesLn 25$713K$574K$92K$46K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.0M$968K$35K$25K 990 PDF
FY2024 $987K$973K$15K−$10K 990 PDF
FY2023 $969K$968K$1K−$25K 990 PDF
FY2022 $885K$848K$37K−$26K 990 PDF
FY2021 $794K$785K$8K−$62K 990 PDF
FY2020 Viewing $697K$713K−$17K−$71K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $696,670 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $745,755$696,670
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $745,755$696,670
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $236,502$455,596
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $536,007$257,788
I-18 Total expensesPrior year $772,509$713,384
I-19 Revenue less expensesPrior year −$26,754−$16,714
Part VI · Governance 5 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $696,670 across 4 lines filed
VIII-1f All other contributions, gifts and grants$696,670
VIII-1g Noncash contributions (included above)$100,000
VIII-1h Total contributions, gifts and grants$696,670
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$696,670
Part IX · Statement of functional expenses $713,384 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $135,000 · Fundraising $15,000$150,000
IX-6 Pay of disqualified personsPrograms $205,843 · Management $40,588 · Fundraising $9,453$255,884
IX-8 Pension plan contributionsPrograms $10,734 · Management $1,277 · Fundraising $767$12,778
IX-9 Other employee benefitsPrograms $4,895 · Management $584 · Fundraising $349$5,828
IX-10 Payroll taxesPrograms $26,129 · Management $3,111 · Fundraising $1,866$31,106
IX-11c Accounting feesManagement $1,981$1,981
IX-12 Advertising and promotionPrograms $18,940$18,940
IX-13 Office expensesPrograms $132 · Management $123$255
IX-16 OccupancyPrograms $12,852 · Management $1,530 · Fundraising $918$15,300
IX-17 TravelPrograms $4,606$4,606
IX-19 Conferences, conventions and meetingsPrograms $1,090$1,090
IX-23 InsurancePrograms $2,735 · Management $326 · Fundraising $195$3,256
IX-24 Other expenses (24a–d)Programs $145,370 · Management $41,376 · Fundraising $17,288$204,034
IX-24e All other expensesPrograms $6,170 · Management $1,595 · Fundraising $561$8,326
IX-25 Total functional expensesPrograms $574,496 · Management $92,491 · Fundraising $46,397$713,384
Part X · Balance sheet $21,481 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $16,270$17,481
X-9 Prepaid expenses and deferred chargesStart of year $1,461$4,000
X-16 Total assetsStart of year $17,731$21,481
X-17 Accounts payable and accrued expensesStart of year $71,874$31,661
X-25 Other liabilitiesStart of year $0$60,677
X-26 Total liabilitiesStart of year $71,874$92,338
X-27 Net assets without donor restrictionsStart of year −$54,143−$70,857
X-32 Total net assets or fund balancesStart of year −$54,143−$70,857
X-33 Total liabilities and net assetsStart of year $17,731$21,481
Part XI · Reconciliation of net assets −$70,857 net assets at year end
XI-1 Total revenue$696,670
XI-2 Total expenses$713,384
XI-3 Revenue less expenses−$16,714
XI-4 Net assets at start of year−$54,143
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$70,857

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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