Civic Intelligence

Exceptional Lives Inc.

990 • Fiscal year 2016 • EIN 46-2333038

Jul 01, 2015 to Jun 30, 2016 • Filed on May 10, 2017

Organization ProfileEXCEPTIONALLIVES.ORG
C/O Anne Marcus 77 Heath StreetBrookline, MA 02445

(617) 312-6829

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

90th percentile

0.59x

Higher debt load relative to assets than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

78th percentile

0.06x

Higher debt load relative to revenue than 78% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

98th percentile

$98,318

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 39.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

16th percentile

-28%

Faster asset growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

59%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$26,250

Down $10,207 (-28%) from 2015

Net Assets

Down

$10,652

Down $25,805 (-71%) from 2015

Liabilities

Up

$15,598

Up $15,598 from 2015

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin23rd percentile

Revenue

Up

$252,089

Up $93,089 (+59%) from 2015

Expenses

Up

$277,894

Up $152,308 (+121%) from 2015

Net Income

Down

-$25,805

Down $59,219 (-177%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0-$50K-$100KAssets 2013: $52,041Liabilities 2013: $3,5002013Assets 2014: $6,105Liabilities 2014: $3,0622014Assets 2015: $36,457Liabilities 2015: $0Net Assets 2015: $36,4572015Assets 2016: $26,250Liabilities 2016: $15,598Net Assets 2016: $10,6522016Assets 2017: $72,679Liabilities 2017: $64,926Net Assets 2017: $7,7532017Assets 2018: $22,197Liabilities 2018: $49,586Net Assets 2018: -$27,3892018Assets 2019: $17,731Liabilities 2019: $71,874Net Assets 2019: -$54,1432019Assets 2020: $21,481Liabilities 2020: $92,338Net Assets 2020: -$70,8572020Assets 2021: $55,849Liabilities 2021: $118,210Net Assets 2021: -$62,3612021Assets 2022: $18,903Liabilities 2022: $44,566Net Assets 2022: -$25,6632022Assets 2023: $22,072Liabilities 2023: $46,612Net Assets 2023: -$24,5402023Assets 2024: $32,925Liabilities 2024: $42,874Net Assets 2024: -$9,9492024Assets 2025: $75,374Liabilities 2025: $50,430Net Assets 2025: $24,9442025

Highlighted filing

2016

Assets$26,250
Liabilities$15,598
Net Assets$10,652
Open 2016 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2013: $90,120Expenses 2013: $41,579Net Income 2013: $48,5412013Revenue 2014: $15,000Expenses 2014: $60,498Net Income 2014: -$45,4982014Revenue 2015: $159,000Expenses 2015: $125,586Net Income 2015: $33,4142015Revenue 2016: $252,089Expenses 2016: $277,894Net Income 2016: -$25,8052016Revenue 2017: $434,766Expenses 2017: $437,665Net Income 2017: -$2,8992017Revenue 2018: $543,602Expenses 2018: $578,744Net Income 2018: -$35,1422018Revenue 2019: $745,755Expenses 2019: $772,509Net Income 2019: -$26,7542019Revenue 2020: $696,670Expenses 2020: $713,384Net Income 2020: -$16,7142020Revenue 2021: $793,781Expenses 2021: $785,285Net Income 2021: $8,4962021Revenue 2022: $884,852Expenses 2022: $848,154Net Income 2022: $36,6982022Revenue 2023: $969,421Expenses 2023: $968,298Net Income 2023: $1,1232023Revenue 2024: $987,277Expenses 2024: $972,686Net Income 2024: $14,5912024Revenue 2025: $1,002,515Expenses 2025: $967,622Net Income 2025: $34,8932025

Highlighted filing

2016

Revenue$252,089
Expenses$277,894
Net Income-$25,805
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 10, 2017
Return Version
2015v3.0
Gross Receipts
$252,089
Mission and Program Overview

Mission

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.

The organizations'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 and after the time they receive a potential or actual disablitiy diagnosis.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$35,707$25,550▼ $10,157
Intangible Assets$750$450▼ $300
Prepaid Expenses and Deferred Charges-$250-
Total Assets$36,457$26,250▼ $10,207
Liabilities
Accounts Payable and Accrued Expenses-$15,598-
Total Liabilities$0$15,598▲ $15,598
Net Assets / Fund Balance
Unrestricted Net Assets$36,457$10,652▼ $25,805
Total Net Assets Fund Balance$36,457$10,652▼ $25,805
Total Liabilities and Net Assets / Fund Balance$36,457$26,250▼ $10,207
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joseph W ObrienClerkFT$98,318$98,318

Board Members and Trustees

NameTitle
Anne Punzak MarcusPresident
Carol RaphaelDirector
Charles J JohnsonDirector
Christene LettsDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$252,089
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$252,089
Change in Net Assets
$-25,805
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$175,613
Other Expenses$102,281
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$78,654$19,664-$98,318
Other Salaries and Wages$50,667$12,665-$63,332
Payroll Taxes$11,170$2,793-$13,963
Conferences and Meetings$8,491--$8,491
Office Expenses$2,118$4,925-$7,043
Fees for Services Accounting-$6,140-$6,140
Advertising-$3,611-$3,611
Occupancy$2,418$605-$3,023
Fees for Services Legal-$2,937-$2,937
Other Expenses$666--$666
Insurance-$516-$516
Depreciation Depletion$240$60-$300
All Other Expenses$202--$202
Total Functional Expenses$223,978$53,916$0$277,894
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“A draft 990 is electronically distributed to the board who are asked to review and submit comments back to the president prior to filing the return.”

Form 990, Part VI, Section B, Line 12C

“Each board member annually is required to sign an conflict of interest statement in which they declare that they have received, understand and will comply with the organization's conflict of interest policy.”

Form 990, Part VI, Section B, Line 15

“Management utilizes market comparability in determining the salaries of all employees.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and its financial statements are available to the public by request.”

Filing and Contact Details

Filer

Filer Name
Exceptional Lives Inc
EIN
46-2333038
Phone
6173126829
Address
C/O ANNE MARCUS 77 HEATH STREET, BROOKLINE, MA 02445

Signing Officer

Name
Anne Punzak Marcus
Title
President
Phone
6173126829
Signed
2017-05-10

Organization Details

Principal Officer
Anne Punzak Marcus
Formed
2013
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
4
Volunteers
4

Preparer

Firm
Giardina & French Cpas LLC
Address
33 BROAD STREET 5TH FL, BOSTON, MA 02109
Preparer
Scott French
Phone
6177205520
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The fiscal year ended june 30, 2016 is the first year a review set of financials are required by the commonwealth of massachusetts and that a form 990 instead of a 990ez needs to be filed. This was the first year the organization's gross receipts exceeded $200,000. An audit committee was formed on january 23, 2017 consisting of 3 board members.”

Raw XML Appendix333 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT 990 IS ELECTRONICALLY DISTRIBUTED TO THE BOARD WHO ARE ASKED TO REVIEW AND SUBMIT COMMENTS BACK TO THE PRESIDENT PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH BOARD MEMBER ANNUALLY IS REQUIRED TO SIGN AN CONFLICT OF INTEREST STATEMENT IN WHICH THEY DECLARE THAT THEY HAVE RECEIVED, UNDERSTAND AND WILL COMPLY WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT UTILIZES MARKET COMPARABILITY IN DETERMINING THE SALARIES OF ALL EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND ITS FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FISCAL YEAR ENDED JUNE 30, 2016 IS THE FIRST YEAR A REVIEW SET OF FINANCIALS ARE REQUIRED BY THE COMMONWEALTH OF MASSACHUSETTS AND THAT A FORM 990 INSTEAD OF A 990EZ NEEDS TO BE FILED. THIS WAS THE FIRST YEAR THE ORGANIZATION'S GROSS RECEIPTS EXCEEDED $200,000. AN AUDIT COMMITTEE WAS FORMED ON JANUARY 23, 2017 CONSISTING OF 3 BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt036457
IRS990/TotalAssetsEOYAmt026250
IRS990/TotalAssetsGrp/BOYAmt036457
IRS990/TotalAssetsGrp/EOYAmt026250
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0252089
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt053916
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0223978
IRS990/TotalFunctionalExpensesGrp/TotalAmt0277894
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt015598
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt015598
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt036457
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010652
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0223978
IRS990/TotalReportableCompFromOrgAmt098318
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0252089
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt036457
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt026250
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt036457
IRS990/UnrestrictedNetAssetsGrp/EOYAmt010652
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt077 HEATH STREET
IRS990/USAddress/CityNm0BROOKLINE
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002445
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0EXCEPTIONALLIVES.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE PUNZAK MARCUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06173126829
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EXCEPTIONAL LIVES INC
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0462333038
ReturnHeader/Filer/PhoneNum06173126829
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O ANNE MARCUS 77 HEATH STREET
ReturnHeader/Filer/USAddress/CityNm0BROOKLINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002445
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461307047
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GIARDINA & FRENCH CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt033 BROAD STREET 5TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06177205520
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT FRENCH
ReturnHeader/ReturnTs02017-05-12T12:19:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,250
Liabilities
$15,598
Net assets
$10,652
Revenue
$252,089
Expenses
$277,894
Net income
-$25,805
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.08$0.05$0.02$1.00$0.97$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.04$0.01$0.99$0.97$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.05$0.02$0.97$0.97$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.04$0.03$0.88$0.85$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.06$0.12$0.06$0.79$0.79$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.09$0.07$0.70$0.71$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.07$0.05$0.75$0.77$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.05$0.03$0.54$0.58$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.07$0.06$0.01$0.43$0.44$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.02$0.01$0.25$0.28$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.16$0.13$0.03
2014Summary only. Only limited summary data is available for this year.$0.01$0.00$0.02$0.06$0.05
2013Summary only. Only limited summary data is available for this year.$0.05$0.00$0.09$0.04$0.05