Civic Intelligence

Exceptional Persons Foundation

990 • Fiscal year 2017 • EIN 42-1484814

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 13, 2017

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

40th percentile

0.04x

Higher debt load relative to assets than 40% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.32x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

12th percentile

-22%

Higher net margin than 12% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

25th percentile

-3.1%

Faster asset growth than 25% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

49%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$2,444,524

Down $77,905 (-3.1%) from 2016

Net Assets

Down

$2,335,081

Down $6,730 (-0.3%) from 2016

Liabilities

Down

$109,443

Down $71,175 (-39%) from 2016

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin12th percentile

Revenue

Up

$339,616

Up $111,259 (+49%) from 2016

Expenses

Down

$415,053

Down $69,505 (-14%) from 2016

Net Income

Up

-$75,437

Up $180,764 (+71%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2017

Assets$2,444,524
Liabilities$109,443
Net Assets$2,335,081
Open 2017 Filing

Operations Trend

Revenue Growth86th 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

2017

Revenue$339,616
Expenses$415,053
Net Income-$75,437
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 13, 2017
Return Version
2016v3.0
Gross Receipts
$1,092,338
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$2,334,592$2,351,758▲ $17,166
Cash and Non-Interest-Bearing Accounts$33,552$35,819▲ $2,267
Pledges and Grants Receivable$11,717$10,409▼ $1,308
Accounts Receivable$1,834$2,870▲ $1,036
Total Assets$2,522,429$2,444,524▼ $77,905
Other Assets Total$140,734$43,668▼ $97,066
Liabilities
Accounts Payable and Accrued Expenses$173,770$104,097▼ $69,673
Other Liabilities$6,848$5,346▼ $1,502
Total Liabilities$180,618$109,443▼ $71,175
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,653,380$1,663,380▲ $10,000
Temporarily Rstr Net Assets$343,100$362,922▲ $19,822
Unrestricted Net Assets$345,331$308,779▼ $36,552
Total Net Assets Fund Balance$2,341,811$2,335,081▼ $6,730
Total Liabilities and Net Assets / Fund Balance$2,522,429$2,444,524▼ $77,905

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2012$1,974,780$118,571▲ $215,978$298,322$2,011,007
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeOtherTotal
Debra JunglingBusiness DirectorPT$122,217$122,217

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$175,029
Program Service Revenue
$0
Investment Income
$164,919
Other Revenue
$-332
All Other Contributions
$140,900
Change in Net Assets
$-75,437

Audited Revenue Reconciliation

Revenue per Audited Statements
$322,228
Revenue Not Reported on Financial Statements
$17,388
Revenue Not Reported on Form 990
$85,073
Total Revenue per Audited Statements
$407,301
Total Revenue per Form 990
$339,616
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$269,332
Other Expenses$145,721
Total Fundraising Expense$79,608
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$263,686--$263,686
Fees for Services Other--$79,608$79,608
Fees for Services Management-$45,929-$45,929
Fees for Service Investment Mgmnt Fees-$17,388-$17,388
Grants to Domestic Individuals$5,646--$5,646
Interest-$535-$535
Other Expenses-$503-$503
Total Functional Expenses$269,332$66,113$79,608$415,053

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$415,053
Total Expenses per Audited Statements$414,031
Expenses per Audited Statements$397,665
Expenses Not Reported on Financial Statements$17,388
Expenses Not Reported on Form 990$16,366
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Exceptional Persons IncWaterloo, IA501c3Further Epi Purpose$263,686
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$16,366
Fundraising Gross Income$16,034
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
More Than You S$50,163$16,034$663$15,371
Total Events$50,163$16,034$16,366$-332
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$5,346
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
Russ Curtis
Title
President
Phone
3192326671
Signed
2017-12-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russ Curtis
Formed
1998
Legal Domicile
Ia
Voting Board Members
15
Independent Board Members
15
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 79,608”

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, 2017, 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 16,366”

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

“Fundraising expenses 16,366”

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IRS990/FundraisingAmt034129
IRS990/FundraisingDirectExpensesAmt016366
IRS990/FundraisingGrossIncomeAmt016034
IRS990/GainOrLossGrp/SecuritiesAmt088907
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0263686
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt05646
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt05646
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0263686
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0263686
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0825263
IRS990/GrossReceiptsAmt01092338
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt0535
IRS990/InterestGrp/TotalAmt0535
IRS990/InvestmentIncomeGrp/ExclusionAmt076012
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt076012
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02334592
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02351758
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08769
IRS990/LandBldgEquipCostOrOtherBssAmt08769
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0736356
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORTING NONPROFIT ORGANIZATIONS WHOSE MISSION IS TO ASSIST INDIVIDUALS WITH MENTAL AND PHYSICAL DISABILITIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02341811
IRS990/NetAssetsOrFundBalancesEOYAmt02335081
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt088907
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt088907
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-332
IRS990/NetUnrlzdGainsLossesInvstAmt068707
IRS990/NoncashContributionsAmt07542
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0140734
IRS990/OtherAssetsTotalGrp/EOYAmt043668
IRS990/OtherExpensesGrp/Desc0UNITED WAY/PAYPAL FEES
IRS990/OtherExpensesGrp/Desc1COMMUNITY FOUNDATION FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01758
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1503
IRS990/OtherExpensesGrp/TotalAmt01758
IRS990/OtherExpensesGrp/TotalAmt1503
IRS990/OtherLiabilitiesGrp/BOYAmt06848
IRS990/OtherLiabilitiesGrp/EOYAmt05346
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01653380
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01663380
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt011717
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt010409
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RUSS CURTIS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0ESSENTIAL NEEDS: SUPPLYING GROCERIES, MEDICATIONS, CLOTHING, EMERGENCY CHILD CARE, RENT ASSISTANCE AND OTHER ASSISTANCE TO PERSONS IN NEED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05646
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05646
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0170672
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0313034
IRS990/PYInvestmentIncomeAmt057387
IRS990/PYOtherExpensesAmt0171524
IRS990/PYOtherRevenueAmt0298
IRS990/PYRevenuesLessExpensesAmt0-256201
IRS990/PYTotalExpensesAmt0484558
IRS990/PYTotalRevenueAmt0228357
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-75437
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
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/SupportAmt0263686
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EXCEPTIONAL PERSONS INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0EXCEPTIONAL PERSON INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0263686
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/BoardDesignatedBalanceEOYPct00.13460
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02334592
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0214959
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02351758
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0216238
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0414031
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01988591
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0776555
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02334592
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt041528
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0472082
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02113331
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0162628
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01988591
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt043417
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0330785
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02011007
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0141519
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02113331
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0288262
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0327457
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01974780
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0118571
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02011007
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0215978
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0298322
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08769
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08769
IRS990ScheduleD/ExpensesNotReportedAmt016366
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt017388
IRS990ScheduleD/ExpensesSubtotalAmt0397665
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt017388
IRS990ScheduleD/InvestmentExpensesNotIncldAmt017388
IRS990ScheduleD/NetUnrealizedGainsInvstAmt068707
IRS990ScheduleD/OtherExpensesIncludedAmt016366
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05346
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY LIABILITY
IRS990ScheduleD/OtherRevenueAmt016366
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.70730
IRS990ScheduleD/RevenueNotReportedAmt085073
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt017388
IRS990ScheduleD/RevenueSubtotalAmt0322228
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, 2017, 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 16,366
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EXPENSES 16,366
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
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.15810
IRS990ScheduleD/TotalExpensesPerForm990Amt0415053
IRS990ScheduleD/TotalLiabilityAmt05346
IRS990ScheduleD/TotalRevenuePerForm990Amt0339616
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0407301
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0414031
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt034129

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,444,524
Liabilities
$109,443
Net assets
$2,335,081
Revenue
$339,616
Expenses
$415,053
Net income
-$75,437
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
2017Detailed filing. Detailed filing data is available for this year.$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