Civic Intelligence

Exceptional Persons Foundation

990 • Fiscal year 2013 • EIN 42-1484814

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 10, 2013

Organization ProfileN/A
760 Ansborough Avenue50701
Siviq Scores

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

Liabilities / Assets

35th percentile

0.04x

Higher debt load relative to assets than 35% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

52nd percentile

2.7%

Faster asset growth than 52% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$2,069,513

Up $55,362 (+2.7%) from 2012

Net Assets

Up

$1,990,980

Up $40,575 (+2.1%) from 2012

Liabilities

Up

$78,533

Up $14,787 (+23%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$305,594

Up $22,861 (+8.1%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2013

Assets$2,069,513
Liabilities$78,533
Net Assets$1,990,980
Open 2013 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

2013

Revenue-
Expenses$305,594
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Oct 10, 2013
Return Version
2012v2.3
Gross Receipts
$657,177
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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IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990/ScheduleJRequired0false
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction0ALSO A BOARD MEMBER
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction1ALSO A BOARD MEMBER
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction2ALSO A BOARD MEMBER
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction3ALSO A BOARD MEMBER
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction4ALSO A BOARD MEMBER
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction5PDCM INSURANCE IS
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson0KATY WILLIAMS
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson1SUSAN FANGMAN
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson2WADE ITZEN
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson3DAN LEVI
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson4BILL WILSON
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson5BILL WILSON
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0BOARD MEMBER
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship1PAST PRESIDENT
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship2BOARD MEMBER
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship3BOARD MEMBER
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship4TREASURER
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship5BOARD MEMBER
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues0false
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues1false
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues2false
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues3false
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues4false
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues5false
IRS990ScheduleL/Form990ScheduleLPartV/Explanation0A NAME OF INTERESTED PERSON KATY WILLIAMS D DESCRIPTION OF TRANSACTION ALSO A BOARD MEMBER OF EXCEPTIONAL PERSONS INC A NAME OF INTERESTED PERSON SUSAN FANGMAN D DESCRIPTION OF TRANSACTION ALSO A BOARD MEMBER OF EXCEPTIONAL PERSONS INC A NAME OF INTERESTED PERSON WADE ITZEN D DESCRIPTION OF TRANSACTION ALSO A BOARD MEMBER OF EXCEPTIONAL PERSONS INC A NAME OF INTERESTED PERSON DAN LEVI D DESCRIPTION OF TRANSACTION ALSO A BOARD MEMBER OF EXCEPTIONAL PERSONS INC A NAME OF INTERESTED PERSON BILL WILSON D DESCRIPTION OF TRANSACTION ALSO A BOARD MEMBER OF EXCEPTIONAL PERSONS INC A NAME OF INTERESTED PERSON BILL WILSON B RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION BILL WILSON IS AN EMPLOYEE OF PDCM AND A BOARD MEMBER OF EXCEPTIONAL PERSONS FOUNDATION D DESCRIPTION OF TRANSACTION PDCM INSURANCE IS THE ORGANIZATIONS INSURANCE PROVIDER
IRS990ScheduleL/Form990ScheduleLPartV/Identifier0ADDITIONAL INFORMATION
IRS990ScheduleL/Form990ScheduleLPartV/ReturnReference0SCHEDULE L PART V
IRS990ScheduleO/GeneralExplanation/Explanation0SUSAN 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 SUBMITTING 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/Explanation4EXCEPTIONAL PERSONS FOUNDATION (EPF) DOES NOT HAVE ANY OFFICERS OR EMPLOYEEES OF ITS OWN. ALL CONTRACTED 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/Explanation5EXCEPTIONAL PERSONS FOUNDATION (EPF) DOES NOT HAVE ANY OFFICERS OR EMPLOYEEES OF ITS OWN. ALL CONTRACTED 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/Explanation6GOVERNING DOCUMENTS ARE AVALIABLE UPON REQUEST AT EXCEPTIONAL PERSONS, INC.
IRS990ScheduleO/GeneralExplanation/Explanation7MISC. ADJUSTMENT 1
IRS990ScheduleO/GeneralExplanation/Identifier0RELATED PARTY INFORMATION AMONG OFFICERS
IRS990ScheduleO/GeneralExplanation/Identifier1MANAGEMENT DELEGATED
IRS990ScheduleO/GeneralExplanation/Identifier2ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier3ENFORCEMENT OF CONFLICTS POLICY
IRS990ScheduleO/GeneralExplanation/Identifier4COMPENSATION PROCESS FOR TOP OFFICIAL
IRS990ScheduleO/GeneralExplanation/Identifier5COMPENSATION PROCESS FOR OFFICERS

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,069,513
Liabilities
$78,533
Net assets
$1,990,980
Revenue
-
Expenses
$305,594
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits