Civic Intelligence

Exceptional Persons Foundation

990 • Fiscal year 2018 • EIN 42-1484814

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 02, 2018

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

44th percentile

0.06x

Higher debt load relative to assets than 44% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

80th percentile

0.60x

Higher debt load relative to revenue than 80% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

4th percentile

-69%

Higher net margin than 4% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

80th percentile

$132,059

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 58.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

38th percentile

-1.6%

Faster asset growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-33%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$2,404,374

Down $40,150 (-1.6%) from 2017

Net Assets

Down

$2,267,475

Down $67,606 (-2.9%) from 2017

Liabilities

Up

$136,899

Up $27,456 (+25%) from 2017

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin4th percentile

Revenue

Down

$227,498

Down $112,118 (-33%) from 2017

Expenses

Down

$384,216

Down $30,837 (-7.4%) from 2017

Net Income

Down

-$156,718

Down $81,281 (-108%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2018

Assets$2,404,374
Liabilities$136,899
Net Assets$2,267,475
Open 2018 Filing

Operations Trend

Revenue Growth9th 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

2018

Revenue$227,498
Expenses$384,216
Net Income-$156,718
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 2, 2018
Return Version
2017v2.3
Gross Receipts
$923,230
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$2,351,758$2,302,101▼ $49,657
Cash and Non-Interest-Bearing Accounts$35,819$35,887▲ $68
Pledges and Grants Receivable$10,409$17,363▲ $6,954
Accounts Receivable$2,870$1,936▼ $934
Total Assets$2,444,524$2,404,374▼ $40,150
Other Assets Total$43,668$47,087▲ $3,419
Liabilities
Accounts Payable and Accrued Expenses$104,097$133,188▲ $29,091
Other Liabilities$5,346$3,711▼ $1,635
Total Liabilities$109,443$136,899▲ $27,456
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,663,380$1,663,380→ $0
Temporarily Rstr Net Assets$362,922$352,129▼ $10,793
Unrestricted Net Assets$308,779$251,966▼ $56,813
Total Net Assets Fund Balance$2,335,081$2,267,475▼ $67,606
Total Liabilities and Net Assets / Fund Balance$2,444,524$2,404,374▼ $40,150

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$8,769$8,769

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$2,351,758$168,565▲ $167,235$385,457$2,302,101
2016$2,334,592$214,959▲ $216,238$414,031$2,351,758
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
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Debra JunglingBusiness DirectorPT$132,059$132,059

Board Members and Trustees

NameTitle
Kim FettketherPresident
Chris MuddDirector
Dan LeviDirector
Floyd WinterDirector
Heather GundersonDirector
Jordan AlbornDirector
Kirsten ArnoldDirector
Theresa PagelDirector
Vicki ParsonsDirector
Wade ItzenDirector
Russ CurtisPast Preside
Frank EsserSecretary
Larry FoxTreasurer
Chris FeredayVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$136,150
Program Service Revenue
$0
Investment Income
$94,964
Other Revenue
$-3,616
All Other Contributions
$101,701
Change in Net Assets
$-156,718

Audited Revenue Reconciliation

Revenue per Audited Statements
$210,657
Revenue Not Reported on Financial Statements
$16,841
Revenue Not Reported on Form 990
$107,194
Total Revenue per Audited Statements
$317,851
Total Revenue per Form 990
$227,498
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$233,534
Other Expenses$150,682
Total Fundraising Expense$90,886
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$222,431--$222,431
Fees for Services Other--$90,886$90,886
Fees for Services Management-$38,491-$38,491
Fees for Service Investment Mgmnt Fees-$16,841-$16,841
Grants to Domestic Individuals$11,103--$11,103
Interest-$403-$403
Other Expenses-$242-$242
Total Functional Expenses$233,534$59,796$90,886$384,216

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$385,458
Total Expenses per Form 990$384,216
Expenses per Audited Statements$367,375
Expenses Not Reported on Form 990$18,083
Expenses Not Reported on Financial Statements$16,841
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Exceptional Persons IncWaterloo, IA501c3Further Epi Purpose$222,431
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$18,084
Fundraising Gross Income$14,468
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
More Than You S$48,917$14,468$629$13,839
Total Events$48,917$14,468$18,084$-3,616
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Liability$3,711
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.'s employees which includes management and fundraising services.”

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

“The 990 and the annual audit are presented to the board of directors prior to submitting the form 990. The senior auditor makes the presentation reviewing both documents with officers and directors.”

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

“The conflict of interest policy addresses the need to disclose any potential conflicts an officer or director may have. The conflict of interest form is completed and reviewed annually. Any conflict arising throughout the year is to be disclosed with completion of 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 or director.”

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

“Exceptional persons foundation (epf) does not have any employeees of its own. All services are contracted with exceptional persons, inc. (epi). 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 employeees of its own. All services are contracted with exceptional persons, inc. (epi). 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, conflict of interest policy and financial statements are available to the public upon request made to the foundation. Requests are forwarded to the board of directors for prompt response.”

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
Kim Fettkether
Title
President
Phone
3192326671
Signed
2018-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Fettkether
Formed
1998
Legal Domicile
Ia
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
30

Preparer

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

Additional Explanations

Form 990, Part IX, Line 11G

“Contract services - fundraisi 0 0 90,886”

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 are 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, 2018, 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.”

Schedule D, Page 4, Part XI, Line 2D

“Fundraising expenses 18,083”

Schedule D, Page 4, Part XII, Line 2D

“Fundraising expenses 18,083”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
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IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1COMMUNITY FOUNDATION FEES
IRS990/OtherExpensesGrp/Desc2UNITED WAY/PAYPAL FEES
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IRS990/ProgSrvcAccomActy2Grp/Desc0ESSENTIAL NEEDS: SUPPLYING GROCERIES, MEDICATIONS, CLOTHING, EMERGENCY CHILD CARE, RENT ASSISTANCE AND OTHER ASSISTANCE TO PERSONS IN NEED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt011103
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IRS990/ReconcilationRevenueExpnssAmt0-156718
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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 ARE 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, 2018, 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/ExplanationTxt2FUNDRAISING EXPENSES 18,083
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EXPENSES 18,083
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE D, PAGE 4, PART XII, LINE 2D
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,404,374
Liabilities
$136,899
Net assets
$2,267,475
Revenue
$227,498
Expenses
$384,216
Net income
-$156,718
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
2018Detailed filing. Detailed filing data is available for this year.$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. 2018 filings • 501(c)3 • $1M-$5M nonprofits