Civic Intelligence

Exceptional Persons Foundation

990 • Fiscal year 2023 • EIN 42-1484814

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 30, 2023

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

46th percentile

0.05x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

74th percentile

0.34x

Higher debt load relative to revenue than 74% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

85th percentile

$162,301

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 62.1% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

56th percentile

7.0%

Faster asset growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-28%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets46th percentile

Assets

Flat

$1,914,465

Flat from 2023

Net Assets

Flat

$1,825,616

Flat from 2023

Liabilities

Flat

$88,849

Flat from 2023

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin73rd percentile

Revenue

Flat

$261,279

Flat from 2023

Expenses

Flat

$212,565

Flat from 2023

Net Income

Flat

$48,714

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth56th 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 2023: $1,914,465Liabilities 2023: $88,849Net Assets 2023: $1,825,6162023Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2023

Assets$1,914,465
Liabilities$88,849
Net Assets$1,825,616
Open 2023 Filing

Operations Trend

Revenue Growth13th 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 2023: $261,279Expenses 2023: $212,565Net Income 2023: $48,7142023Revenue 2025: $286,733Expenses 2025: $2,271,017Net Income 2025: -$1,984,2842025

Highlighted filing

2023

Revenue$261,279
Expenses$212,565
Net Income$48,714
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 30, 2023
Return Version
2022v5.0
Gross Receipts
$891,132
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$1,690,086$1,811,172▲ $121,086
Cash and Non-Interest-Bearing Accounts$36,121$40,040▲ $3,919
Pledges and Grants Receivable$6,212$3,666▼ $2,546
Accounts Receivable$1,336$316▼ $1,020
Total Assets$1,789,748$1,914,465▲ $124,717
Other Assets Total$55,993$59,271▲ $3,278
Liabilities
Accounts Payable and Accrued Expenses$57,497$85,395▲ $27,898
Other Liabilities$5,303$3,454▼ $1,849
Total Liabilities$62,800$88,849▲ $26,049
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,747,547$1,747,674▲ $127
Net Assets Without Donor Restrictions$-20,599$77,942▲ $98,541
Total Net Assets Fund Balance$1,726,948$1,825,616▲ $98,668
Total Liabilities and Net Assets / Fund Balance$1,789,748$1,914,465▲ $124,717

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$8,769$8,769

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,690,086$244,569▲ $77,942$201,424$1,811,173
2021$1,983,772$-14,994▼ $20,599$258,093$1,690,086
2020$2,003,708$65,527▲ $439,588$524,781$1,983,772
2019$2,202,664$141,576▲ $57,770$398,302$2,003,708
2018$2,302,101$183,502▲ $163,074$446,013$2,202,664
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleOtherTotal
Katie SladeExecutive Di$162,301$162,301
Debra JunglingFormer CFO$112,177$112,177
James PerryCFO$50,423$50,423

Board Members and Trustees

NameTitle
Larry FoxPresident
Dave Mason JrDirector
Deb LillyDirector
Elijah LeeDirector
Frank DarrahDirector
Hillery B OberleDirector
Jordan AlbornDirector
Stacey BentleyDirector
Steve LindamanDirector
Susan RolingerDirector
Katie SladeExecutive Director
Chris FeredayPast Preside
Matthew GarySecretary
Heather GundersonTreasurer
Frank EsserVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$129,163
Program Service Revenue
$0
Investment Income
$132,116
Other Revenue
$0
All Other Contributions
$129,163
Change in Net Assets
$48,714

Audited Revenue Reconciliation

Revenue per Audited Statements
$250,138
Revenue Not Reported on Financial Statements
$11,141
Revenue Not Reported on Form 990
$49,954
Total Revenue per Audited Statements
$300,092
Total Revenue per Form 990
$261,279
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$160,589
Total Fundraising Expense$129,826
Grants and Similar Amounts Paid$51,976
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other--$129,826$129,826
Grants to Domestic Orgs$50,428--$50,428
Fees for Services Management-$14,380-$14,380
Fees for Service Investment Mgmnt Fees-$11,141-$11,141
Grants to Domestic Individuals$1,548--$1,548
Other Expenses-$548-$548
Interest-$188-$188
Total Functional Expenses$51,976$30,763$129,826$212,565

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$212,565
Expenses per Audited Statements$201,424
Total Expenses per Audited Statements$201,424
Expenses Not Reported on Financial Statements$11,141
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Exceptional Persons IncWaterloo, IA501c3Further Epi Purpose$50,428
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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$3,454
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
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 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 employees 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 employees 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
Chris Fereday
Title
Past President
Phone
3192326671
Signed
2023-11-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Fereday
Formed
1998
Legal Domicile
Ia
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
21

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 0 129,826”

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, 2023, 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.”

Raw XML AppendixShowing 400 of 566 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/BOYAmt057497
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt085395
IRS990/AccountsReceivableGrp/BOYAmt01336
IRS990/AccountsReceivableGrp/EOYAmt0316
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/AllOtherContributionsAmt0129163
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0JAMES PERRY
IRS990/BooksInCareOfDetail/PhoneNum03192326671
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0760 ANSBOROUGH AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WATERLOO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd050701
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt036121
IRS990/CashNonInterestBearingGrp/EOYAmt040040
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0true
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0129163
IRS990/CYGrantsAndSimilarPaidAmt051976
IRS990/CYInvestmentIncomeAmt0132116
IRS990/CYOtherExpensesAmt0160589
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt048714
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0212565
IRS990/CYTotalFundraisingExpenseAmt0129826
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0261279
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/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01747547
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01747674
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt050428
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt014380
IRS990/FeesForServicesManagementGrp/TotalAmt014380
IRS990/FeesForServicesOtherGrp/FundraisingAmt0129826
IRS990/FeesForServicesOtherGrp/TotalAmt0129826
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt011141
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt011141
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt050.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt250.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.50
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/AverageHoursPerWeekRt150.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.50
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt025669
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt123384
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt23077
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/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0KATIE SLADE
IRS990/Form990PartVIISectionAGrp/PersonNm1DEBRA JUNGLING
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES PERRY
IRS990/Form990PartVIISectionAGrp/PersonNm3LARRY FOX
IRS990/Form990PartVIISectionAGrp/PersonNm4FRANK ESSER
IRS990/Form990PartVIISectionAGrp/PersonNm5HEATHER GUNDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm6MATTHEW GARY
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRIS FEREDAY
IRS990/Form990PartVIISectionAGrp/PersonNm8STACEY BENTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm9DEB LILLY
IRS990/Form990PartVIISectionAGrp/PersonNm10STEVE LINDAMAN
IRS990/Form990PartVIISectionAGrp/PersonNm11JORDAN ALBORN
IRS990/Form990PartVIISectionAGrp/PersonNm12HILLERY B OBERLE
IRS990/Form990PartVIISectionAGrp/PersonNm13FRANK DARRAH
IRS990/Form990PartVIISectionAGrp/PersonNm14ELIJAH LEE
IRS990/Form990PartVIISectionAGrp/PersonNm15DAVE MASON JR
IRS990/Form990PartVIISectionAGrp/PersonNm16SUSAN ROLINGER
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/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0136632
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt188793
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt247346
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/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1FORMER CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt081739
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt050428
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01548
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01548
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt050428
IRS990/GrantsToDomesticOrgsGrp/TotalAmt050428
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0711592
IRS990/GrossReceiptsAmt0891132
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt0188
IRS990/InterestGrp/TotalAmt0188
IRS990/InvestmentIncomeGrp/ExclusionAmt050377
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt050377
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01690086
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01811172
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08769
IRS990/LandBldgEquipCostOrOtherBssAmt08769
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0629853
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/NetAssetsOrFundBalancesBOYAmt01726948
IRS990/NetAssetsOrFundBalancesEOYAmt01825616
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt081739
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt081739
IRS990/NetUnrlzdGainsLossesInvstAmt049954
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-20599
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt077942
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt055993
IRS990/OtherAssetsTotalGrp/EOYAmt059271
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1COMMUNITY FOUNDATION FEES
IRS990/OtherExpensesGrp/Desc2UNITED WAY/PAYPAL FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03750
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1756
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2548
IRS990/OtherExpensesGrp/TotalAmt03750
IRS990/OtherExpensesGrp/TotalAmt1756
IRS990/OtherExpensesGrp/TotalAmt2548
IRS990/OtherLiabilitiesGrp/BOYAmt05303
IRS990/OtherLiabilitiesGrp/EOYAmt03454
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt06212
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03666
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CHRIS FEREDAY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0ESSENTIAL NEEDS: SUPPLYING GROCERIES, MEDICATIONS, CLOTHING, EMERGENCY CHILD CARE, RENT ASSISTANCE AND OTHER ASSISTANCE TO PERSONS IN NEED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01548
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01548
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0169388
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0148196
IRS990/PYInvestmentIncomeAmt0192400
IRS990/PYOtherExpensesAmt0124398
IRS990/PYRevenuesLessExpensesAmt089194
IRS990/PYTotalExpensesAmt0272594
IRS990/PYTotalRevenueAmt0361788
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt048714
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/SupportAmt0194634
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EXCEPTIONAL PERSONS INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0EXCEPTIONAL PERSON INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0194634
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/AgentTrusteeEtcInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01690086
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0244569
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01811173
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt077942
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0201424
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01983772
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0-14994
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01690086
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-20599
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0258093
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02003708
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt065527
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01983772
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0439588
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0524781
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02202664
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0141576
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02003708
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt057770
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0398302
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02302101
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0183502
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02202664
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0163074
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0446013
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt011141
IRS990ScheduleD/ExpensesSubtotalAmt0201424
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt011141
IRS990ScheduleD/InvestmentExpensesNotIncldAmt011141
IRS990ScheduleD/NetUnrealizedGainsInvstAmt049954
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08769
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt08769
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03454
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY LIABILITY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.95350
IRS990ScheduleD/RevenueNotReportedAmt049954
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt011141
IRS990ScheduleD/RevenueSubtotalAmt0250138
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, 2023, 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
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.04650
IRS990ScheduleD/TotalExpensesPerForm990Amt0212565
IRS990ScheduleD/TotalLiabilityAmt03454
IRS990ScheduleD/TotalRevenuePerForm990Amt0261279
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0300092

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,914,465
Liabilities
$88,849
Net assets
$1,825,616
Revenue
$261,279
Expenses
$212,565
Net income
$48,714
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
2023Detailed filing. Detailed filing data is available for this year.$1.91$0.09$1.83$0.26$0.21$0.05
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