Lifeways INC EIN 55-0886516

Lifeways INC

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Empowering individuals to achieve their hopes and dreams through choice and personal satisfaction. For fiscal year 2025 it reported $206K in revenue, $237K in expenses, and $129K in net assets.Pt I

Type
Public charity (501(c)(3)) · Human Services
Location
McKees Rocks, PA
Website
exceptionaladventures.com
Filings
6 on file (2020–2025)
Revenue
$206KFY2025
Expenses
$237K
Net assets
$129K
People
8
Filings
6
Updates
0
More identity details & actions ⌄
EIN  55-0886516 Public charity (501(c)(3)) McKees Rocks, PA
Form 990 (PDF)
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Size
$100K–1M
What they do
Empowering individuals to achieve their hopes and dreams through choice and personal satisfaction.
Leadership
Julie Trbovich · Executive Director · $58K
Money in and out
$206K revenue, $237K expenses
Bottom line
89% program efficiency
Where the money goes · FY2025
Total revenue
$206K
Pt VIII · Ln 12
Total expenses
$237K
Pt IX · Ln 25
Net assets
$129K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$31K
Where spending went · Part IX cols B–D
Program services $0.89 Management & general $0.11
Program efficiency
89%
of spending reaches programs▲ +4% vs prior filing year
Operating runway
10.7mo
months of highly liquid reserves at operating expense rate▲ +613% vs prior filing year
Surplus margin
-15%
revenue over expenses, this year▲ +15% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$206K
FY2025▲ +56%
Expenses
$237K
FY2025▲ +52%
Total assets
$307K
FY2025▲ +385%
Total liabilities
$178K
FY2025▼ -13%
Total revenue
$206K
Pt VIII · Ln 12
Total expenses
$237K
Pt IX · Ln 25
Net assets
$129K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$31K
Total assetsPt X · Ln 16$307K
Program-expense ratioPt IX · col B89%
Voting members of governing bodyPt I · Ln 35
Independent voting membersPt I · Ln 45
Mission & Programs · Part III

Where the work happens

1 program service account for $212K of program spending, described in the organization's own filed words · FY2024.
01

Lifeways, inc. D/B/A exceptional adventures, operates a supervised recreational travel service made available to adults w/ intellectual disabilities. Through this service, lifeways offers a wide variety of excursions & travel opportunities designed to assist guests in participating in recreational and leisure experiences through…

$212Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CLifeways INC
EINHdr · item D55-0886516
Principal addressHdr · item CMcKees Rocks, PA
WebsiteHdr · item Jexceptionaladventures.com
Year of formationHdr · item Lpending
State of legal domicileHdr · item MPA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P82)
Ruling yearIRS BMFMar 2005

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a5
Independent voting membersPt VI · Ln 1b5
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Director
$57,894Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
Chairperson
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Chairperson
$0Pt VII · Sec A
President and CEO
$0Pt VII · Sec A
Chief Financial Officer
$0Pt VII · Sec A
$0Pt VII · Sec A

Julie Trbovich’s $58K as Executive Director is at the 47th percentile of top reported officer pay among 2165 $100K–1M 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 Trbovich$57,894$18,008
Sarah Blonski$53,057$51,022$48,338
Sarah Shultz$44,984

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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Statement of Revenue

Part VIII
Contributions & grants$105K · 51%
Program service revenue$101K · 49%
Contributions & grants51%$105K
Program service revenue49%$101K
Total revenueLn 12$206K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.89 Management & general $0.11
Program services89%$212K
Management & general11%$25K
Total functional expensesLn 25$237K

Balance Sheet

Part X · end of year
CashLn 1$211K
Total assetsLn 16$307K
Total liabilitiesLn 26$178K
Total net assetsLn 32$129K
Months of cash on handcomputed10.7

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $211K · Operating expenses/yr $237K
10.7 months
Where the money goes
Program services
Program services $212K · Total expenses $237K
89%
Management & General
Management & general $25K · Total expenses $237K
11%
Fundraising
Fundraising $0 · Total expenses $237K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $68K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $105K · Total revenue $206K
51%
Government reliance
Government grants — · Total revenue $206K
Earned-income share
Program service revenue $101K · Total revenue $206K
49%
Investment reliance
Investment income $0 · Total revenue $206K
0%
Program self-sufficiency
Program service revenue $101K · Total expenses $237K
43%
Growth & trend
Revenue growth (YoY)
This year $206K · Prior year $132K
+56%
Revenue CAGR
FY2019 $580K · FY2024 $206K
-19%
Net-asset trend (YoY)
End of year $129K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $206K · Expenses $237K
-15%
Liabilities-to-Assets
Total liabilities — · Total assets $307K
Net-asset ratio
Net assets $129K · Total assets $307K
42%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $307K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Julie Trbovich · Reported title EXECUTIVE DIRECTOR · Highest reported compensation $58K · Total expenses $237K
24%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $117K · Total expenses $237K
49%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 89%
Overhead ratio 11%
Fundraising cost ratio 0%
Revenue growth 56%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2023
Total grants receivedfrom 1 funder$100K
Grants paid · 2 grants · $28K · 2019–2020
Unitemized GrantFY2020$11,999
Unitemized GrantFY2019$15,883

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$206K revenue · viewing · ⤓ 990 PDF
FY2024$132K revenue · ⤓ 990 PDF
FY2023$68K revenue · ⤓ 990 PDF
FY2022$134K revenue · ⤓ 990 PDF
FY2021$17K revenue · ⤓ 990 PDF
FY2020$580K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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