Civic Intelligence

Exceptional Persons Foundation

990 • Fiscal year 2019 • EIN 42-1484814

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 07, 2019

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

46th percentile

0.06x

Higher debt load relative to assets than 46% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

80th percentile

0.53x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

4th percentile

-72%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

79th percentile

$131,167

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 50.6% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

20th percentile

-5.0%

Faster asset growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$2,284,432

Down $119,942 (-5.0%) from 2018

Net Assets

Down

$2,147,312

Down $120,163 (-5.3%) from 2018

Liabilities

Up

$137,120

Up $221 (+0.2%) from 2018

Revenue

Up

$259,228

Up $31,730 (+14%) from 2018

Expenses

Up

$444,677

Up $60,461 (+16%) from 2018

Net Income

Down

-$185,449

Down $28,731 (-18%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$2,284,432
Liabilities$137,120
Net Assets$2,147,312

Operations Trend

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

2019

Revenue$259,228
Expenses$444,677
Net Income-$185,449
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$854,944
Mission and Program Overview

Mission

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

Supporting nonprofit organizations whose mission is to assist individuals with mental and physical disabilities by connecting people, creating opportunities and nurturing growth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,302,101$2,202,664▼ $99,437
Cash and Non-Interest-Bearing Accounts$35,887$29,409▼ $6,478
Pledges and Grants Receivable$17,363$4,467▼ $12,896
Accounts Receivable$1,936$2,001▲ $65
Total Assets$2,404,374$2,284,432▼ $119,942
Other Assets Total$47,087$45,891▼ $1,196
Liabilities
Accounts Payable and Accrued Expenses$133,188$135,186▲ $1,998
Other Liabilities$3,711$1,934▼ $1,777
Total Liabilities$136,899$137,120▲ $221
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,663,380$1,663,380→ $0
Temporarily Rstr Net Assets$352,129$351,584▼ $545
Unrestricted Net Assets$251,966$132,348▼ $119,618
Total Net Assets Fund Balance$2,267,475$2,147,312▼ $120,163
Total Liabilities and Net Assets / Fund Balance$2,404,374$2,284,432▼ $119,942

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$2,302,101$183,502▲ $163,074$446,013$2,202,664
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Debra JunglingBusiness DirectorPT$131,167$131,167

Board Members and Trustees

NameTitle
Kim FettketherPresident
Brian GabelDirector
Deb LillyDirector
Floyd WinterDirector
Heather GundersonDirector
Jordan AlbornDirector
Kirsten JuhlDirector
Sue FangmanDirector
Theresa PagelDirector
Vicki ParsonsDirector
Wade ItzenDirector
Russ CurtisPast Preside
Frank EsserSecretary
Larry FoxTreasurer
Chris FeredayVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$143,082
Program Service Revenue
$0
Investment Income
$114,836
Other Revenue
$1,310
All Other Contributions
$97,120
Change in Net Assets
$-185,449

Audited Revenue Reconciliation

Revenue per Audited Statements
$242,880
Revenue Not Reported on Financial Statements
$16,348
Revenue Not Reported on Form 990
$82,270
Total Revenue per Audited Statements
$325,150
Total Revenue per Form 990
$259,228
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$283,555
Other Expenses$161,122
Total Fundraising Expense$103,089
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$274,602--$274,602
Fees for Services Other--$103,089$103,089
Fees for Services Management-$40,496-$40,496
Fees for Service Investment Mgmnt Fees-$16,348-$16,348
Grants to Domestic Individuals$8,953--$8,953
Other Expenses-$447-$447
Interest-$260-$260
Total Functional Expenses$283,555$58,033$103,089$444,677

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$446,013
Total Expenses per Form 990$444,677
Expenses per Audited Statements$428,329
Expenses Not Reported on Form 990$17,684
Expenses Not Reported on Financial Statements$16,348
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Exceptional Persons IncWaterloo, IA501c3Further Epi Purpose$274,602
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$18,994
Fundraising Direct Expenses$17,684
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
More Than You S$64,956$18,994$607$18,387
Total Events$64,956$18,994$17,684$1,310
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$1,934
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 9

CHRIS MUDD

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 audit firm 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
2019-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Fettkether
Formed
1998
Legal Domicile
Ia
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
30

Preparer

Firm
Hogan - Hansen Pc
Address
3128 BROCKWAY ROAD, WATERLOO, IA 50701-5103
Preparer
Steven K Duggan CPA
Phone
3192335225
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contract services - fundraisi 0 0 103,089

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, 2019, 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 17,684

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

Fundraising expenses 17,684

Raw XML AppendixShowing 400 of 572 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0133188
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0135186
IRS990/AccountsReceivableGrp/BOYAmt01936
IRS990/AccountsReceivableGrp/EOYAmt02001
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPORTING NONPROFIT ORGANIZATIONS WHOSE MISSION IS TO ASSIST INDIVIDUALS WITH MENTAL AND PHYSICAL DISABILITIES BY CONNECTING PEOPLE, CREATING OPPORTUNITIES AND NURTURING GROWTH.
IRS990/AllOtherContributionsAmt097120
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0DEBRA JUNGLING
IRS990/BooksInCareOfDetail/PhoneNum03192326671
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0760 ANSBOROUGH AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WATERLOO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd050701
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt035887
IRS990/CashNonInterestBearingGrp/EOYAmt029409
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt045962
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0143082
IRS990/CYGrantsAndSimilarPaidAmt0283555
IRS990/CYInvestmentIncomeAmt0114836
IRS990/CYOtherExpensesAmt0161122
IRS990/CYOtherRevenueAmt01310
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-185449
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0444677
IRS990/CYTotalFundraisingExpenseAmt0103089
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0259228
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0EXCEPTIONAL PERSONS, INC: SUPPORTING NONPROFIT ORGANIZATIONS WHOSE MISSION IS TO ASSIST INDIVIDUALS WITH MENTAL AND PHYSICAL DISABILITIES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonatedServicesAndUseFcltsAmt0700
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0274602
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt040496
IRS990/FeesForServicesManagementGrp/TotalAmt040496
IRS990/FeesForServicesOtherGrp/FundraisingAmt0103089
IRS990/FeesForServicesOtherGrp/TotalAmt0103089
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt016348
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt016348
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt155.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1511185
IRS990/Form990PartVIISectionAGrp/PersonNm0KIM FETTKETHER
IRS990/Form990PartVIISectionAGrp/PersonNm1CHRIS FEREDAY
IRS990/Form990PartVIISectionAGrp/PersonNm2LARRY FOX
IRS990/Form990PartVIISectionAGrp/PersonNm3FRANK ESSER
IRS990/Form990PartVIISectionAGrp/PersonNm4RUSS CURTIS
IRS990/Form990PartVIISectionAGrp/PersonNm5JORDAN ALBORN
IRS990/Form990PartVIISectionAGrp/PersonNm6KIRSTEN JUHL
IRS990/Form990PartVIISectionAGrp/PersonNm7HEATHER GUNDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm8WADE ITZEN
IRS990/Form990PartVIISectionAGrp/PersonNm9THERESA PAGEL
IRS990/Form990PartVIISectionAGrp/PersonNm10VICKI PARSONS
IRS990/Form990PartVIISectionAGrp/PersonNm11FLOYD WINTER
IRS990/Form990PartVIISectionAGrp/PersonNm12SUE FANGMAN
IRS990/Form990PartVIISectionAGrp/PersonNm13BRIAN GABEL
IRS990/Form990PartVIISectionAGrp/PersonNm14DEB LILLY
IRS990/Form990PartVIISectionAGrp/PersonNm15DEBRA JUNGLING
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15119982
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15BUSINESS DIR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt045962
IRS990/FundraisingDirectExpensesAmt017684
IRS990/FundraisingGrossIncomeAmt018994
IRS990/GainOrLossGrp/SecuritiesAmt035769
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0274602
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt08953
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt08953
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0274602
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0274602
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0613801
IRS990/GrossReceiptsAmt0854944
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt0260
IRS990/InterestGrp/TotalAmt0260
IRS990/InvestmentIncomeGrp/ExclusionAmt079067
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt079067
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02302101
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02202664
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08769
IRS990/LandBldgEquipCostOrOtherBssAmt08769
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0578032
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 BY CONNECTING PEOPLE, CREATING OPPORTUNITIES AND NURTURING GROWTH.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02267475
IRS990/NetAssetsOrFundBalancesEOYAmt02147312
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt035769
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt035769
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01310
IRS990/NetUnrlzdGainsLossesInvstAmt064586
IRS990/NoncashContributionsAmt016485
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt047087
IRS990/OtherAssetsTotalGrp/EOYAmt045891
IRS990/OtherExpensesGrp/Desc0COMMUNITY FOUNDATION FEES
IRS990/OtherExpensesGrp/Desc1UNITED WAY/PAYPAL FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0482
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1447
IRS990/OtherExpensesGrp/TotalAmt0482
IRS990/OtherExpensesGrp/TotalAmt1447
IRS990/OtherLiabilitiesGrp/BOYAmt03711
IRS990/OtherLiabilitiesGrp/EOYAmt01934
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01663380
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01663380
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt017363
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04467
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KIM FETTKETHER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0ESSENTIAL NEEDS: SUPPLYING GROCERIES, MEDICATIONS, CLOTHING, EMERGENCY CHILD CARE, RENT ASSISTANCE AND OTHER ASSISTANCE TO PERSONS IN NEED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt08953
IRS990/ProgSrvcAccomActy2Grp/GrantAmt08953
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0136150
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0233534
IRS990/PYInvestmentIncomeAmt094964
IRS990/PYOtherExpensesAmt0150682
IRS990/PYOtherRevenueAmt0-3616
IRS990/PYRevenuesLessExpensesAmt0-156718
IRS990/PYTotalExpensesAmt0384216
IRS990/PYTotalRevenueAmt0227498
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-185449
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/SupportAmt0274602
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EXCEPTIONAL PERSONS INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0EXCEPTIONAL PERSON INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0274602
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.06700
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02302101
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0183502
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02202664
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0163074
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0446013
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02351758
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0168565
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02302101
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0167235
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0385457
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02334592
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0214959
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02351758
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0216238
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0414031
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01988591
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0776555
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02334592
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt041528
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0472082
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02113331
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0162628
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01988591
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt043417
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0330785
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08769
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08769
IRS990ScheduleD/ExpensesNotReportedAmt017684
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt016348
IRS990ScheduleD/ExpensesSubtotalAmt0428329
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt016348
IRS990ScheduleD/InvestmentExpensesNotIncldAmt016348
IRS990ScheduleD/NetUnrealizedGainsInvstAmt064586
IRS990ScheduleD/OtherExpensesIncludedAmt017684
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01934
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY LIABILITY
IRS990ScheduleD/OtherRevenueAmt017684
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.75510
IRS990ScheduleD/RevenueNotReportedAmt082270
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt016348
IRS990ScheduleD/RevenueSubtotalAmt0242880
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, 2019, 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 17,684
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EXPENSES 17,684
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/TermEndowmentBalanceEOYPct00.17790
IRS990ScheduleD/TotalExpensesPerForm990Amt0444677
IRS990ScheduleD/TotalLiabilityAmt01934
IRS990ScheduleD/TotalRevenuePerForm990Amt0259228
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0325150
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0446013
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt045962
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt045962
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017684
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03230
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03230
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MORE THAN YOU S
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05097
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05097

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2019Detailed filing. Detailed filing data is available for this year.$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