Lifeways INC FY2023 filing

Tax-deductible

McKees Rocks, PA501(c)(3)Human ServicesEIN 55-0886516Revenue $68K in FY2023

On file with the IRSexceptionaladventures.com250 Clever Rd, 15136-1088 · McKees Rocks, PATax-exempt since Mar 2005Publicly supported — 509(a)(2)

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Exceptional adventures supports people by providing services that promote choice, personal satisfaction, and the realization of their hopes and dreams.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
$45K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2023 · 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
0 of 6
filings with a surplus
Average deficit $99K a year · 52% of revenue · last 6 filings
Concern: a surplus in 0 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$45K
to officers and key staff · 34% of spending
Concern: pay to officers and key staff is 34% of spending; over 30%.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $100K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$148K
469% of total assets
Concern: liabilities are 469% 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
$68K
-49% vs prior year
Spent
$130K
To programs
100%
Net assets
−$117K
By yearFY2020–FY2025
Revenue
$68K
FY2023▼ -49%
Tap a bar for its year
Revenue by fiscal year
FY2020$580K
FY2021$17K
FY2022$134K
FY2023$68K
FY2024$132K
FY2025$206K
Expenses
$130K
FY2023▼ -59%
Tap a bar for its year
Expenses by fiscal year
FY2020$660K
FY2021$228K
FY2022$318K
FY2023$130K
FY2024$156K
FY2025$237K
Net assets
−$117K
FY2023▼ -116%
Tap a bar for its year
Net assets by fiscal year
FY2020$342K
FY2021$131K
FY2022−$54K
FY2023−$117K
FY2024−$140K
FY2025$129K

From the FY2023 Form 990 (year ending June 2023) · see the original

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You’re viewing the FY2023 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 Mar 2005.

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

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $130K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990; $45K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Executive Director Through 9/30/2022
$44,984Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
Chairperson
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Chairperson
$0Pt VII · Sec A
CFO Through 06/02/2023
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
President and CEO
$0Pt VII · Sec A

Julie Trbovich’s $58K as Executive Director is at the 46th percentile of top reported officer pay among 2168 $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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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

Empowering individuals to achieve their hopes and dreams through choice and personal satisfaction.

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Provided by the organization

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1 program · $130K · in their own filed words · FY2022
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…

$130Kprogram expense

Funders

Who pays for it.

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

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

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$68K
Ln 12
Fees for servicesLn 2g$68K
Money outPt IX
$130K
Ln 25
Programscol B$130K
Owns and owesPt X
−$117K
net assets · Ln 32
Cash and savingsLn 1–2$19K
Total assetsLn 16$32K
LiabilitiesLn 26$148K
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$68K
Total revenueLn 12$68K
Assets in detailPt X, end of year
CashLn 1$19K
Cash and savings togetherLn 1–2$19K
Other assetsLn 15$2K
Total assetsLn 16$32K
LiabilitiesLn 26$148K
Net assetsLn 32−$117K
OperationsPt I, VI
EmployeesI 516
VolunteersI 6105
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 FY23End FY23
Cash and savingsLn 1–2$135K$19K
Total assetsLn 16$186K$32K
LiabilitiesLn 26$240K$148K
Net assetsLn 32−$54K−$117K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$21K$21K
Other salaries and wagesLn 7$19K$19K
Pension plan contributionsLn 8$1K$1K
Other employee benefitsLn 9$4K$4K
Payroll taxesLn 10$3K$3K
Other fees for servicesLn 11g$11K$11K
Office expensesLn 13$4K$4K
TravelLn 17$54$54
InsuranceLn 23$11K$11K
Other expenses (24a–d)Ln 24$56K$56K
Total functional expensesLn 25$130K$130K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $206K$237K−$31K$129K 990 PDF
FY2024 $132K$156K−$23K−$140K 990 PDF
FY2023 Viewing $68K$130K−$63K−$117K 990 PDF
FY2022 $134K$318K−$185K−$54K 990 PDF
FY2021 $17K$228K−$211K$131K 990 PDF
FY2020 $580K$660K−$80K$342K 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 FY2023 990 (6 parts)
Part I · Summary $67,610 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $133,565$67,610
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $133,565$67,610
I-13 Grants and similar amounts paidPrior year $27$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $155,728$48,281
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $162,416$82,118
I-18 Total expensesPrior year $318,171$130,399
I-19 Revenue less expensesPrior year −$184,606−$62,789
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 $67,610 across 2 lines filed
Lines not itemized here account for $810 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $66,800$66,800
VIII-12 Total revenueRelated to mission $67,610 · Unrelated business $0 · Excluded from tax $0$67,610
Part IX · Statement of functional expenses $130,399 across 10 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $21,068$21,068
IX-7 Other salaries and wagesPrograms $19,079$19,079
IX-8 Pension plan contributionsPrograms $1,050$1,050
IX-9 Other employee benefitsPrograms $3,833$3,833
IX-10 Payroll taxesPrograms $3,251$3,251
IX-11g Other fees for servicesPrograms $11,240$11,240
IX-13 Office expensesPrograms $3,603$3,603
IX-17 TravelPrograms $54$54
IX-23 InsurancePrograms $11,343$11,343
IX-24 Other expenses (24a–d)Programs $55,878$55,878
IX-25 Total functional expensesPrograms $130,399 · Management $0 · Fundraising $0$130,399
Part X · Balance sheet $31,666 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $135,200$19,131
X-4 Accounts receivableStart of year $25,692$10,090
X-15 Other assetsStart of year $0$2,445
X-16 Total assetsStart of year $185,882$31,666
X-17 Accounts payable and accrued expensesStart of year $24,684$185
X-19 Deferred revenueStart of year $212,105$148,207
X-25 Other liabilitiesStart of year $3,030$0
X-26 Total liabilitiesStart of year $239,819$148,392
X-27 Net assets without donor restrictionsStart of year −$53,937−$116,726
X-32 Total net assets or fund balancesStart of year −$53,937−$116,726
X-33 Total liabilities and net assetsStart of year $185,882$31,666
Part XI · Reconciliation of net assets −$116,726 net assets at year end
XI-1 Total revenue$67,610
XI-2 Total expenses$130,399
XI-3 Revenue less expenses−$62,789
XI-4 Net assets at start of year−$53,937
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$116,726

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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