Civic Intelligence

Exceptional Persons Foundation

990 • Fiscal year 2012 • EIN 42-1484814

Jul 01, 2011 to Jun 30, 2012 • Filed on Sep 01, 2012

Organization ProfileN/A
760 Ansborough Avenue50704
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.03x

Higher debt load relative to assets than 32% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

18th percentile

-6.8%

Faster asset growth than 18% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,014,151

Down $147,153 (-6.8%) from 2011

Net Assets

Down

$1,950,405

Down $156,999 (-7.4%) from 2011

Liabilities

Up

$63,746

Up $9,846 (+18%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$282,733

Up $88,791 (+46%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,161,304Liabilities 2011: $53,900Net Assets 2011: $2,107,4042011Assets 2012: $2,014,151Liabilities 2012: $63,746Net Assets 2012: $1,950,4052012Assets 2013: $2,069,513Liabilities 2013: $78,533Net Assets 2013: $1,990,9802013Assets 2014: $2,200,865Liabilities 2014: $71,648Net Assets 2014: $2,129,2172014Assets 2015: $2,686,300Liabilities 2015: $84,905Net Assets 2015: $2,601,3952015Assets 2016: $2,522,429Liabilities 2016: $180,618Net Assets 2016: $2,341,8112016Assets 2017: $2,444,524Liabilities 2017: $109,443Net Assets 2017: $2,335,0812017Assets 2018: $2,404,374Liabilities 2018: $136,899Net Assets 2018: $2,267,4752018Assets 2019: $2,284,432Liabilities 2019: $137,120Net Assets 2019: $2,147,3122019Assets 2020: $2,091,767Liabilities 2020: $123,382Net Assets 2020: $1,968,3852020Assets 2021: $2,086,172Liabilities 2021: $67,392Net Assets 2021: $2,018,7802021Assets 2022: $1,789,748Liabilities 2022: $62,800Net Assets 2022: $1,726,9482022Assets 2023: $1,914,465Liabilities 2023: $88,849Net Assets 2023: $1,825,6162023Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2012

Assets$2,014,151
Liabilities$63,746
Net Assets$1,950,405
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $193,9422011Expenses 2012: $282,7332012Expenses 2013: $305,5942013Revenue 2014: $278,611Expenses 2014: $334,836Net Income 2014: -$56,2252014Revenue 2015: $1,099,787Expenses 2015: $338,033Net Income 2015: $761,7542015Revenue 2016: $228,357Expenses 2016: $484,558Net Income 2016: -$256,2012016Revenue 2017: $339,616Expenses 2017: $415,053Net Income 2017: -$75,4372017Revenue 2018: $227,498Expenses 2018: $384,216Net Income 2018: -$156,7182018Revenue 2019: $259,228Expenses 2019: $444,677Net Income 2019: -$185,4492019Revenue 2020: $245,788Expenses 2020: $413,705Net Income 2020: -$167,9172020Revenue 2021: $325,111Expenses 2021: $540,206Net Income 2021: -$215,0952021Revenue 2022: $361,788Expenses 2022: $272,594Net Income 2022: $89,1942022Revenue 2023: $261,279Expenses 2023: $212,565Net Income 2023: $48,7142023Revenue 2025: $286,733Expenses 2025: $2,271,017Net Income 2025: -$1,984,2842025

Highlighted filing

2012

Revenue-
Expenses$282,733
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Sep 1, 2012
Return Version
2011v1.2
Gross Receipts
$492,075
Mission and Program Overview

Mission

Supporting nonprofit organizations whose mission is to assist individuals with mental and physical disabilities.

Filing and Contact Details

Filer

EIN
42-1484814
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IRS990/ScheduleJRequired0false
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson0LARRY BURGER
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson1WADE ITZEN
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson2DAN LEVI
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson3KATY WILLIAMS
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0BOARD MEMBER
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship1BOARD MEMBER
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship2BOARD MEMBER
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship3BOARD MEMBER
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues0false
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues1false
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues2false
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues3false
IRS990ScheduleL/Form990ScheduleLPartV/Explanation0A NAME OF PERSON LARRY BURGER B RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION BOARD MEMBER OF BOTH EPI AND EPF A NAME OF PERSON WADE ITZEN B RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION BOARD MEMBER OF BOTH EPI AND EPF A NAME OF PERSON DAN LEVI B RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION BOARD MEMBER OF BOTH EPI AND EPF A NAME OF PERSON KATY WILLIAMS B RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION BOARD MEMBER OF BOTH EPI AND EPF
IRS990ScheduleL/Form990ScheduleLPartV/Identifier0ADDITIONAL INFORMATION
IRS990ScheduleL/Form990ScheduleLPartV/ReturnReference0SCHEDULE L PART V
IRS990ScheduleO/GeneralExplanation/Explanation0SUE FANGMAN MILLER ROSKAMP PAST PRES DIRECTOR BUSINESS
IRS990ScheduleO/GeneralExplanation/Explanation1EXCEPTIONAL PERSONS FOUNDATION HAS NO EMPLOYEES. ALL WORK IS DONE BY EXCEPTIONAL PERSONS, INC. EMPLOYEES, INCLUDING MANAGEMENT DUTIES.
IRS990ScheduleO/GeneralExplanation/Explanation2THE 990 AND THE ANNUAL AUDIT ARE PRESENTED TO THE AUDIT COMMITTEE AND THE BOARD OF DIRECTORS AT THE OCTOBER MEETING PRIOR TO SUBMITTINGS THE FORM 990.
IRS990ScheduleO/GeneralExplanation/Explanation3IF A CONFLICT OF INTEREST ARISES THROUGHOUT THE YEAR THE OFFICER COMPLETES A NEW CONFLICT OF INTEREST FORM AT THAT TIME. THE FORMS ARE REVIEWED AND KEPT ON FILE TO ASSURE THE ABSTENTION FROM VOTING FOR ANY ITEM RELATING TO THE CONFLICT OF AN OFFICER, DIRECTOR, OR KEY EMPLOYEE.
IRS990ScheduleO/GeneralExplanation/Explanation4EXCPETIONAL PERSONS FOUNDATION (EPF) DOES NOT HAVE ANY OFFICERS OR EMPLOYEEES OF ITS OWN. ALL CONTRACTRACTED WITH EXCEPTIONAL PERSONS, INC. (EPI) AND ARE NOT COMPENSATED BY EPF. EPI GOES THROUGH A PROCESS OF BOARD APPROVAL FOR ITS OFFICERS, DIRECTORS, AND KEY EMPLOYEES.
IRS990ScheduleO/GeneralExplanation/Explanation5EXCPETIONAL PERSONS FOUNDATION (EPF) DOES NOT HAVE ANY OFFICERS OR EMPLOYEEES OF ITS OWN. ALL CONTRACTRACTED WITH EXCEPTIONAL PERSONS, INC. (EPI) AND ARE NOT COMPENSATED BY EPF. EPI GOES THROUGH A PROCESS OF BOARD APPROVAL FOR ITS OFFICERS, DIRECTORS, AND KEY EMPLOYEES.
IRS990ScheduleO/GeneralExplanation/Explanation6AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation7LINE 5: THE CHANGE IN NET ASSETS IS THE UNRECOGNIZED GAIN ON INVESTMENT OF 49,558.00

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,014,151
Liabilities
$63,746
Net assets
$1,950,405
Revenue
-
Expenses
$282,733
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.29$2.27$1.98
2023Summary only. Only limited summary data is available for this year.$1.91$0.09$1.83$0.26$0.21$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.06$1.73$0.36$0.27$0.09
2021Summary only. Only limited summary data is available for this year.$2.09$0.07$2.02$0.33$0.54$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.12$1.97$0.25$0.41$0.17
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$0.14$2.15$0.26$0.44$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.14$2.27$0.23$0.38$0.16
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.11$2.34$0.34$0.42$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.52$0.18$2.34$0.23$0.48$0.26
2015Detailed filing. Detailed filing data is available for this year.$2.69$0.08$2.60$1.10$0.34$0.76
2014Detailed filing. Detailed filing data is available for this year.$2.20$0.07$2.13$0.28$0.33$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$0.08$1.99$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.06$1.95$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.05$2.11$0.19