Civic Intelligence

Exceptional Persons Foundation

990 • Fiscal year 2016 • EIN 42-1484814

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 05, 2016

Organization ProfileN/A
760 Ansborough AvenueWaterloo, IA 50701

(319) 232-6671

Siviq Scores

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

Liabilities / Assets

45th percentile

0.07x

Higher debt load relative to assets than 45% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.79x

Higher debt load relative to revenue than 83% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

3rd percentile

-112%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

18th percentile

-6.1%

Faster asset growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-79%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$2,522,429

Down $163,871 (-6.1%) from 2015

Net Assets

Down

$2,341,811

Down $259,584 (-10.0%) from 2015

Liabilities

Up

$180,618

Up $95,713 (+113%) from 2015

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin3rd percentile

Revenue

Down

$228,357

Down $871,430 (-79%) from 2015

Expenses

Up

$484,558

Up $146,525 (+43%) from 2015

Net Income

Down

-$256,201

Down $1,017,955 (-134%) from 2015

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

2016

Assets$2,522,429
Liabilities$180,618
Net Assets$2,341,811
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

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

2016

Revenue$228,357
Expenses$484,558
Net Income-$256,201
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 5, 2016
Return Version
2015v2.1
Gross Receipts
$1,330,991
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,988,591$2,334,592▲ $346,001
Cash and Non-Interest-Bearing Accounts$36,600$33,552▼ $3,048
Pledges and Grants Receivable$626,557$11,717▼ $614,840
Accounts Receivable$3,161$1,834▼ $1,327
Total Assets$2,686,300$2,522,429▼ $163,871
Other Assets Total$31,391$140,734▲ $109,343
Liabilities
Accounts Payable and Accrued Expenses$76,676$173,770▲ $97,094
Other Liabilities$8,229$6,848▼ $1,381
Total Liabilities$84,905$180,618▲ $95,713
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,629,692$1,653,380▲ $23,688
Unrestricted Net Assets$632,195$345,331▼ $286,864
Temporarily Rstr Net Assets$339,508$343,100▲ $3,592
Total Net Assets Fund Balance$2,601,395$2,341,811▼ $259,584
Total Liabilities and Net Assets / Fund Balance$2,686,300$2,522,429▼ $163,871

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$8,769$8,769
Other Assets Org$3,917--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,988,591$776,555▲ $41,528$472,082$2,334,592
2014$2,113,331$162,628▲ $43,417$330,785$1,988,591
2013$2,011,007$141,519▲ $288,262$327,457$2,113,331
2012$1,974,780$118,571▲ $215,978$298,322$2,011,007
2011$2,121,713$121,636▲ $14,164$282,733$1,974,780
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Russ CurtisPresident
Chris MuddDirector
Dan LeviDirector
Floyd WinterDirector
Heather GundersonDirector
Jordan AlbornDirector
Joyce CoilDirector
Kirsten ArnoldDirector
Miller RoskampDirector
Theresa PagelDirector
Vicki ParsonsDirector
Wade ItzenDirector
Corey ClarkPast Preside
Chris FeredaySecretary
Larry FoxTreasurer
Kim FettketherVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$170,672
Program Service Revenue
$0
Investment Income
$57,387
Other Revenue
$298
All Other Contributions
$138,185
Change in Net Assets
$-256,201

Audited Revenue Reconciliation

Revenue per Audited Statements
$215,881
Revenue Not Reported on Financial Statements
$12,476
Revenue Not Reported on Form 990
$-3,383
Total Revenue per Audited Statements
$212,498
Total Revenue per Form 990
$228,357
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$313,034
Other Expenses$171,524
Total Fundraising Expense$119,594
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$308,334--$308,334
Fees for Service Investment Mgmnt Fees-$12,476-$12,476
Grants to Domestic Individuals$4,700--$4,700
Other Expenses-$693$119,594$693
Interest-$656-$656
Total Functional Expenses$313,034$51,930$119,594$484,558

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$484,558
Expenses per Audited Statements$472,082
Total Expenses per Audited Statements$472,082
Expenses Not Reported on Financial Statements$12,476
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Exceptional Persons IncWaterloo, IA501c3Further Epi Purpose$308,334
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,906
Fundraising Direct Expenses$23,608
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
More Than You S$56,393$23,906$2,233$21,673
Total Events$56,393$23,906$23,608$298
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Chris FeredaySecretaryPdcm Insurance IsNo-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Liability$6,848
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Exceptional persons foundation has no employees. All work is done by exceptional persons, inc. Employees, including management duties.”

Form 990, Page 6, Part VI, Line 11B

“The 990 and the annual audit are presented to the audit committee and the board of directors prior to submitting the form 990.”

Form 990, Page 6, Part VI, Line 12C

“If 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.”

Form 990, Page 6, Part VI, Line 15A

“Exceptional 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.”

Form 990, Page 6, Part VI, Line 15B

“Exceptional persons foundation (epf) does not have any officers or employees 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.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request at exceptional persons, inc.”

Filing and Contact Details

Filer

Filer Name
Exceptional Persons Foundation
EIN
42-1484814
Phone
3192326671
Address
760 ANSBOROUGH AVENUE, WATERLOO, IA 50701

Signing Officer

Name
Russ Curtis
Title
President
Phone
3192326671
Signed
2016-12-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russ Curtis
Formed
1998
Legal Domicile
Ia
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
27

Preparer

Firm
Hogan - Hansen Pc
Address
PO BOX 240, WATERLOO, IA 50704-0240
Preparer
Steven K Duggan CPA
Phone
3192335225
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The foundation's permanently restricted net assets consist of permanent endowments of assets donated by exceptional persons, inc. And an individual donor. The use of endowment income and gains or losses is unrestricted. The corpus of the endowments are not allowed to be spent and will be held in permanently restricted net assets until further notice from exceptional persons, inc. Or the individual donor.”

Schedule D, Page 3, Part X

“Management annually makes an appropriate evaluation of any uncertain income tax positions based upon current statutes in completing these financial statements and the notes to the financial statements. As of june 30, 2016, management believes that there were no uncertain income tax positions for which a material change in the unrecognized effect would be reasonably possible within the next 12 months.”

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IRS990/NetAssetsOrFundBalancesEOYAmt02341811
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-39758
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IRS990/NetUnrlzdGainsLossesInvstAmt0-3383
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt011200
IRS990/NondeductibleContributionsInd0false
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt031391
IRS990/OtherAssetsTotalGrp/EOYAmt0140734
IRS990/OtherExpensesGrp/Desc0CONTRACT SERVICES - FUNDR
IRS990/OtherExpensesGrp/Desc1CONTRACTED SERVICES
IRS990/OtherExpensesGrp/Desc2UNITED WAY/PAYPAL FEES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt038105
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1693
IRS990/OtherExpensesGrp/TotalAmt0119594
IRS990/OtherExpensesGrp/TotalAmt138105
IRS990/OtherExpensesGrp/TotalAmt2693
IRS990/OtherLiabilitiesGrp/BOYAmt08229
IRS990/OtherLiabilitiesGrp/EOYAmt06848
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01629692
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt011717
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RUSS CURTIS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0ESSENTIAL NEEDS: SUPPLYING GROCERIES, MEDICATIONS, CLOTHING, EMERGENCY CHILD CARE, RENT ASSISTANCE, AND MUCH MORE TO PERSONS IN NEED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04700
IRS990/ProgSrvcAccomActy2Grp/GrantAmt04700
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0759546
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0207813
IRS990/PYInvestmentIncomeAmt0340241
IRS990/PYOtherExpensesAmt0130220
IRS990/PYRevenuesLessExpensesAmt0761754
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IRS990/PYTotalRevenueAmt01099787
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IRS990/ReconcilationRevenueExpnssAmt0-256201
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0420794846
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0308334
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EXCEPTIONAL PERSONS INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0EXCEPTIONAL PERSON INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0308334
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.14640
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01988591
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0776555
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02334592
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt041528
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0472082
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02113331
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0162628
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01988591
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt043417
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0330785
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02011007
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0141519
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02113331
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0288262
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0327457
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01974780
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0118571
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02011007
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0215978
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0298322
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0121636
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01974780
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014164
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0282733
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08769
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08769
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt012476
IRS990ScheduleD/ExpensesSubtotalAmt0472082
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt012476
IRS990ScheduleD/InvestmentExpensesNotIncldAmt012476
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3383
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0111918
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt124899
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt23917
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RECEIVABLE FROM EPI
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1COMMUNITY FOUNDATION INVESTMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ACCRUED INVESTMENT INCOME
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06848
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY LIABILITY
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IRS990ScheduleD/RevenueNotReportedAmt0-3383
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt012476
IRS990ScheduleD/RevenueSubtotalAmt0215881
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S PERMANENTLY RESTRICTED NET ASSETS CONSIST OF PERMANENT ENDOWMENTS OF ASSETS DONATED BY EXCEPTIONAL PERSONS, INC. AND AN INDIVIDUAL DONOR. THE USE OF ENDOWMENT INCOME AND GAINS OR LOSSES IS UNRESTRICTED. THE CORPUS OF THE ENDOWMENTS ARE NOT ALLOWED TO BE SPENT AND WILL BE HELD IN PERMANENTLY RESTRICTED NET ASSETS UNTIL FURTHER NOTICE FROM EXCEPTIONAL PERSONS, INC. OR THE INDIVIDUAL DONOR.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT ANNUALLY MAKES AN APPROPRIATE EVALUATION OF ANY UNCERTAIN INCOME TAX POSITIONS BASED UPON CURRENT STATUTES IN COMPLETING THESE FINANCIAL STATEMENTS AND THE NOTES TO THE FINANCIAL STATEMENTS. AS OF JUNE 30, 2016, MANAGEMENT BELIEVES THAT THERE WERE NO UNCERTAIN INCOME TAX POSITIONS FOR WHICH A MATERIAL CHANGE IN THE UNRECOGNIZED EFFECT WOULD BE REASONABLY POSSIBLE WITHIN THE NEXT 12 MONTHS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalExpensesPerForm990Amt0484558
IRS990ScheduleD/TotalLiabilityAmt06848
IRS990ScheduleD/TotalRevenuePerForm990Amt0228357
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0212498
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0472082
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt032487
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt032487
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023608
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03350
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03350
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MORE THAN YOU S
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04313
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt056393
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt056393
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023906
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0298
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt013243
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02233
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02233
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0469
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0469
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0308334
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FURTHER EPI PURPOSE

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,522,429
Liabilities
$180,618
Net assets
$2,341,811
Revenue
$228,357
Expenses
$484,558
Net income
-$256,201
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