Civic Intelligence

Exceptional Foresters Incorporated

990 • Fiscal year 2022 • EIN 91-0773423

Jan 01, 2022 to Dec 31, 2022 • Filed on May 23, 2023

Organization ProfileWWW.TEAM-EFI.ORG

View Organization Page

2009 West RailroadShelton, WA 98584

(360) 426-0077

Siviq Scores

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

Liabilities / Assets

54th percentile

0.21x

Higher debt load relative to assets than 54% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

43rd percentile

0.17x

Higher debt load relative to revenue than 43% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

39th percentile

2.5%

Higher net margin than 39% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

35th percentile

$136,828

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

36th percentile

-3.4%

Faster asset growth than 36% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

65th percentile

14%

Faster revenue growth than 65% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$8,477,828

Down $299,546 (-3.4%) from 2021

Net Assets

Down

$6,706,495

Down $496,454 (-6.9%) from 2021

Liabilities

Up

$1,771,333

Up $196,908 (+13%) from 2021

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin39th percentile

Revenue

Up

$10,715,193

Up $1,293,228 (+14%) from 2021

Expenses

Up

$10,451,783

Up $1,286,578 (+14%) from 2021

Net Income

Up

$263,410

Up $6,650 (+2.6%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2010: $4,227,042Liabilities 2010: $1,434,636Net Assets 2010: $2,792,4062010Assets 2011: $4,325,790Liabilities 2011: $1,429,787Net Assets 2011: $2,896,0032011Assets 2012: $4,459,678Liabilities 2012: $1,448,430Net Assets 2012: $3,011,2482012Assets 2013: $4,866,764Liabilities 2013: $1,456,077Net Assets 2013: $3,410,6872013Assets 2014: $5,111,308Liabilities 2014: $1,468,203Net Assets 2014: $3,643,1052014Assets 2015: $5,320,759Liabilities 2015: $1,571,345Net Assets 2015: $3,749,4142015Assets 2016: $5,686,732Liabilities 2016: $1,520,094Net Assets 2016: $4,166,6382016Assets 2017: $6,184,503Liabilities 2017: $1,516,621Net Assets 2017: $4,667,8822017Assets 2018: $6,165,720Liabilities 2018: $1,579,607Net Assets 2018: $4,586,1132018Assets 2019: $6,968,924Liabilities 2019: $1,517,583Net Assets 2019: $5,451,3412019Assets 2020: $8,029,702Liabilities 2020: $1,612,300Net Assets 2020: $6,417,4022020Assets 2021: $8,777,374Liabilities 2021: $1,574,425Net Assets 2021: $7,202,9492021Assets 2022: $8,477,828Liabilities 2022: $1,771,333Net Assets 2022: $6,706,4952022Assets 2023: $8,624,772Liabilities 2023: $1,945,354Net Assets 2023: $6,679,4182023Assets 2024: $8,793,674Liabilities 2024: $1,799,935Net Assets 2024: $6,993,7392024

Highlighted filing

2022

Assets$8,477,828
Liabilities$1,771,333
Net Assets$6,706,495
Open 2022 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $2,969,0082010Expenses 2011: $3,112,2702011Expenses 2012: $3,258,3412012Revenue 2013: $3,770,144Expenses 2013: $3,541,104Net Income 2013: $229,0402013Revenue 2014: $4,318,966Expenses 2014: $4,108,239Net Income 2014: $210,7272014Revenue 2015: $4,692,008Expenses 2015: $4,493,372Net Income 2015: $198,6362015Revenue 2016: $5,070,858Expenses 2016: $4,720,925Net Income 2016: $349,9332016Revenue 2017: $5,550,049Expenses 2017: $5,315,241Net Income 2017: $234,8082017Revenue 2018: $6,231,219Expenses 2018: $6,069,816Net Income 2018: $161,4032018Revenue 2019: $7,575,549Expenses 2019: $7,313,423Net Income 2019: $262,1262019Revenue 2020: $9,434,072Expenses 2020: $8,843,856Net Income 2020: $590,2162020Revenue 2021: $9,421,965Expenses 2021: $9,165,205Net Income 2021: $256,7602021Revenue 2022: $10,715,193Expenses 2022: $10,451,783Net Income 2022: $263,4102022Revenue 2023: $11,976,341Expenses 2023: $12,518,589Net Income 2023: -$542,2482023Revenue 2024: $13,285,238Expenses 2024: $13,491,490Net Income 2024: -$206,2522024

Highlighted filing

2022

Revenue$10,715,193
Expenses$10,451,783
Net Income$263,410
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 23, 2023
Return Version
2022v5.0
Gross Receipts
$10,748,721
Mission and Program Overview

Mission

To assist people with disabilities to maximize their sense of dignity and self-worth by providing quality vocational evaluation and training, community employment suited to the individual's needs, skills, desires and social development, and residential services which enable them to attain their highest level of independence in all phases of their lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,907,006$4,163,187▼ $743,819
Land, Buildings, and Equipment, Net$1,889,013$1,952,986▲ $63,973
Accounts Receivable$822,389$1,044,233▲ $221,844
Savings and Temporary Cash Investments$719,241$1,023,477▲ $304,236
Cash and Non-Interest-Bearing Accounts$331,195$163,335▼ $167,860
Prepaid Expenses and Deferred Charges$108,530$130,610▲ $22,080
Total Assets$8,777,374$8,477,828▼ $299,546
Liabilities
Mortgage Notes Payable Secured by Investment Property$951,964$928,953▼ $23,011
Accounts Payable and Accrued Expenses$622,461$842,380▲ $219,919
Total Liabilities$1,574,425$1,771,333▲ $196,908
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,202,949$6,706,495▼ $496,454
Total Net Assets Fund Balance$7,202,949$6,706,495▼ $496,454
Total Liabilities and Net Assets / Fund Balance$8,777,374$8,477,828▼ $299,546

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$998,580$835,240$1,833,820
Equipment$697,491$519,839$1,217,330
Land$256,915-$256,915
Other Securities$4,163,187--
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Danielle CookExecutive DirectorFT$133,538$3,290$136,828
Lisa MaynardFinance DirectorFT$87,320$6,441$93,761

Board Members and Trustees

NameTitle
Marty CrowBoard Chair
Lisa WelanderVice Chair
Laura SkillingsBoard Member
Curt BennettSecretary
Marcie MckaigTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$536
Program Service Revenue
$10,598,040
Investment Income
$94,512
Other Revenue
$22,105
All Other Contributions
$536
Change in Net Assets
$263,410

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,715,193
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-759,864
Total Revenue per Audited Statements
$9,955,329
Total Revenue per Form 990
$10,715,193
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,396,323
Other Expenses$1,055,460
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,397,076$347,229-$7,744,305
Payroll Taxes$750,057$40,438-$790,495
Other Employee Benefits$501,038$17,643-$518,681
Current Officers, Directors, Trustees, and Key Employees$123,145$107,444-$230,589
Depreciation Depletion$203,680$14,061-$217,741
Pension Plan Contributions$108,983$3,270-$112,253
Occupancy$100,272$8,509-$108,781
Insurance$86,739$18,147-$104,886
Interest$33,014$8,152-$41,166
Office Expenses$31,488$3,032-$34,520
Other Expenses$21,267$565-$21,832
Fees for Services Other$16,824$424-$17,248
Conferences and Meetings$15,485$1,761-$17,246
All Other Expenses$5,856$400-$6,256
Advertising$3,263$1,095-$4,358
Travel$2,315--$2,315
Total Functional Expenses$9,802,886$648,897$0$10,451,783

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,451,783
Total Expenses per Audited Statements$10,451,783
Total Expenses per Form 990$10,451,783
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organization's finance director, executive director, and board of directors review the form 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The organization uses a personal honor system to monitor compliance. Progressive disciplinary procuredures are used for any staff who are out of compliance.”

Form 990, Part VI, Section B, Line 15

“Compensation is based on annual performance reviews and all increases are performance based.”

Form 990, Part VI, Section C, Line 18

“The organization's policy is to provide requested information in response to a written request except those of a sensitive nature regarding particular funds.”

Form 990, Part VI, Section C, Line 19

“The organization provides its governing documents, conflict of interest policy, and financial statements to the public upon a written or in person request, except those of a sensitive nature regarding particular funds.”

Filing and Contact Details

Filer

Filer Name
Exceptional Foresters Inc
EIN
91-0773423
Phone
3604260077
Address
2009 WEST RAILROAD, SHELTON, WA 98584

Signing Officer

Name
Danielle Cook
Title
Executive Director
Phone
3604260077
Signed
2023-05-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Danielle Cook
Formed
1957
Legal Domicile
Wa
Voting Board Members
5
Independent Board Members
5
Employees
236
Volunteers
0

Preparer

Firm
Aiken & Sanders Inc Ps
Address
324 S MAIN ST UNIT A, MONTESANO, WA 98563-4502
Preparer
Lonnie Rich CPA
Phone
3605333370
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 2C:

“The process in place for selection of an independent auditor and oversight of the independent auditor's work have not changed from the prior year.”

Financial Statement Notes

PART IV, LINE 1B:

“The organization is trustee in the exceptional foresters pooled trust. The principal activity of the trust is to provide management of trust funds for disabled adults. The purpose for the pooled trust is to supplement, but not to supplant, whatever benefits and services the beneficiaries may from time to time be eligible to receive from other sources. The asset and liability balances of the exceptional foresters pooled trust have not been included in the financial statements of the organization because the organization has no economic interest in these assets and liabilities. The organization has no residual rights to the funds held by the exceptional foresters pooled trust.”

PART IV, LINE 2B:

“The trust accounts payable are funds that the organization receives on behalf of its clients from the social security administration or the clients' employers. The funds are held in one separate collective bank account. The funds are accounted for separately by client. The organization acts as the social security representative payee for most of the clients it serves in its residential services program. The funds are used to pay monthly recurring bills and expenditures for goods and services needed or desired by the organization's clientele. The funds are held in fdic or sipc insured accounts.”

PART X, LINE 2:

“Efi is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code and is not classified as a private foundation. Accordingly, the financial statements do not include any provision for taxes. Efi files income tax returns in the us federal jurisdiction. Efi is no longer subject to us federal income tax examinations by tax authorities for years before 2019. Currently, there is no examination or pending examination with the internal revenue service (irs). As of december 31, 2022, there are no tax positions for which the deductibility is certain but for which there is uncertainty regarding the timing of such deductibility.”

Raw XML AppendixShowing 400 of 515 raw XML fields

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IRS990/NetAssetsOrFundBalancesBOYAmt07202949
IRS990/NetAssetsOrFundBalancesEOYAmt06706495
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt021043
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt021043
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-759864
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07202949
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06706495
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt08509
IRS990/OccupancyGrp/ProgramServicesAmt0100272
IRS990/OccupancyGrp/TotalAmt0108781
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03032
IRS990/OfficeExpensesGrp/ProgramServicesAmt031488
IRS990/OfficeExpensesGrp/TotalAmt034520
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017643
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0501038
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0518681
IRS990/OtherExpensesGrp/Desc0PROGRAM & OPERATING SUP
IRS990/OtherExpensesGrp/Desc1R&M, SMALL EQUIPMENT
IRS990/OtherExpensesGrp/Desc2AUTO & TRUCK EXPENSE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt056973
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt119540
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2214
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3565
IRS990/OtherExpensesGrp/ProgramServicesAmt0188740
IRS990/OtherExpensesGrp/ProgramServicesAmt1119728
IRS990/OtherExpensesGrp/ProgramServicesAmt293916
IRS990/OtherExpensesGrp/ProgramServicesAmt321267
IRS990/OtherExpensesGrp/TotalAmt0245713
IRS990/OtherExpensesGrp/TotalAmt1139268
IRS990/OtherExpensesGrp/TotalAmt294130
IRS990/OtherExpensesGrp/TotalAmt321832
IRS990/OtherRevenueMiscGrp/BusinessCd0485000
IRS990/OtherRevenueMiscGrp/Desc0TRAINING RECOVERY
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt022105
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt022105
IRS990/OtherRevenueTotalAmt022105
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0347229
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07397076
IRS990/OtherSalariesAndWagesGrp/TotalAmt07744305
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt040438
IRS990/PayrollTaxesGrp/ProgramServicesAmt0750057
IRS990/PayrollTaxesGrp/TotalAmt0790495
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03270
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0108983
IRS990/PensionPlanContributionsGrp/TotalAmt0112253
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0108530
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0130610
IRS990/PrincipalOfficerNm0DANIELLE COOK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENTIAL AND VOCATIONAL SERVIC
IRS990/ProgramServiceRevenueGrp/Desc1PRIVATE CONTRACTS
IRS990/ProgramServiceRevenueGrp/Desc2OTHER SERVICES FEE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010493134
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1104506
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010493134
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1104506
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2400
IRS990/ProgSrvcAccomActy2Grp/Desc0EFI'S VOCATIONAL SERVICES DEPARTMENT PROVIDES EMPLOYMENT ASSISTANCE, VOCATIONAL PROGRAMS, AND COMMUNITY INCLUSION FOR DISABLED YOUTH AND ADULTS. EFI STAFF WORK CLOSELY WITH THE DEPARTMENT OF SOCIAL & HEALTH SERVICES DIVISION OF VOCATIONAL REHABILITATION AND THE DEVELOPMENTAL DISABILITIES ADMINISTRATION TO PLACE INDIVIDUALS WITH DISABILITIES IN THE COMMUNITY WORKFORCE AND HELP FACILITATE ACCESS TO NON-EMPLOYMENT RELATED ACTIVITIES THAT HELP TO ENHANCE LIFE AREAS AND DEVELOP MEANINGFUL RELATIONSHIPS IN THE COMMUNITY. WE ALSO PROVIDE SERVICES TO HIGH SCHOOL STUDENTS THROUGH THURSTON-MASON COUNTY DEVELOPMENTAL DISABILITIES PROGRAM AND JOB PLACEMENT AND RETENTION SERVICES THROUGH A MEDICAID FUNDED PROGRAM, FOUNDATIONAL COMMUNITY SUPPORTS. IN 2022, WE SERVED 222 CLIENTS ACROSS ALL PROGRAMS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01305567
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01310773
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01853
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0137756
IRS990/PYOtherExpensesAmt0881178
IRS990/PYOtherRevenueAmt09265
IRS990/PYProgramServiceRevenueAmt09273091
IRS990/PYRevenuesLessExpensesAmt0256760
IRS990/PYSalariesCompEmpBnftPaidAmt08284027
IRS990/PYTotalExpensesAmt09165205
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09421965
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0263410
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt09309372
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0719241
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01023477
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0536
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01853
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02992
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05411
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012686
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0123170
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt065990
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt080875
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt084541
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0120419
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0474995
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010625015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09282356
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt09331007
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07486465
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06081908
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt042806751
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0123170
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt065990
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt080875
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt084541
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0120419
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0474995
IRS990ScheduleA/InvestmentIncomeCYPct00.01100
IRS990ScheduleA/InvestmentIncomePYPct00.01120
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98900
IRS990ScheduleA/PublicSupportPY509Pct00.98880
IRS990ScheduleA/PublicSupportTotal509Amt042819437
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010625551
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09284209
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt09332901
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07489457
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06087319
IRS990ScheduleA/Total509Grp/TotalAmt042819437
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010748721
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt09350199
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt09413776
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07573998
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt06207738
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt043294432
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AdditionsDuringYearAmt049097
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BeginningBalanceAmt0468765
IRS990ScheduleD/BuildingsGrp/BookValueAmt0998580
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0835240
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01833820
IRS990ScheduleD/DistributionsDuringYearAmt098936
IRS990ScheduleD/EndingBalanceAmt0418926
IRS990ScheduleD/EquipmentGrp/BookValueAmt0697491
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0519839
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01217330
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt010451783
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt0256915
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0256915
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-759864
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04163187
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-759864
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt010715193
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS TRUSTEE IN THE EXCEPTIONAL FORESTERS POOLED TRUST. THE PRINCIPAL ACTIVITY OF THE TRUST IS TO PROVIDE MANAGEMENT OF TRUST FUNDS FOR DISABLED ADULTS. THE PURPOSE FOR THE POOLED TRUST IS TO SUPPLEMENT, BUT NOT TO SUPPLANT, WHATEVER BENEFITS AND SERVICES THE BENEFICIARIES MAY FROM TIME TO TIME BE ELIGIBLE TO RECEIVE FROM OTHER SOURCES. THE ASSET AND LIABILITY BALANCES OF THE EXCEPTIONAL FORESTERS POOLED TRUST HAVE NOT BEEN INCLUDED IN THE FINANCIAL STATEMENTS OF THE ORGANIZATION BECAUSE THE ORGANIZATION HAS NO ECONOMIC INTEREST IN THESE ASSETS AND LIABILITIES. THE ORGANIZATION HAS NO RESIDUAL RIGHTS TO THE FUNDS HELD BY THE EXCEPTIONAL FORESTERS POOLED TRUST.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE TRUST ACCOUNTS PAYABLE ARE FUNDS THAT THE ORGANIZATION RECEIVES ON BEHALF OF ITS CLIENTS FROM THE SOCIAL SECURITY ADMINISTRATION OR THE CLIENTS' EMPLOYERS. THE FUNDS ARE HELD IN ONE SEPARATE COLLECTIVE BANK ACCOUNT. THE FUNDS ARE ACCOUNTED FOR SEPARATELY BY CLIENT. THE ORGANIZATION ACTS AS THE SOCIAL SECURITY REPRESENTATIVE PAYEE FOR MOST OF THE CLIENTS IT SERVES IN ITS RESIDENTIAL SERVICES PROGRAM. THE FUNDS ARE USED TO PAY MONTHLY RECURRING BILLS AND EXPENDITURES FOR GOODS AND SERVICES NEEDED OR DESIRED BY THE ORGANIZATION'S CLIENTELE. THE FUNDS ARE HELD IN FDIC OR SIPC INSURED ACCOUNTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2EFI IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. ACCORDINGLY, THE FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR TAXES. EFI FILES INCOME TAX RETURNS IN THE US FEDERAL JURISDICTION. EFI IS NO LONGER SUBJECT TO US FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2019. CURRENTLY, THERE IS NO EXAMINATION OR PENDING EXAMINATION WITH THE INTERNAL REVENUE SERVICE (IRS). AS OF DECEMBER 31, 2022, THERE ARE NO TAX POSITIONS FOR WHICH THE DEDUCTIBILITY IS CERTAIN BUT FOR WHICH THERE IS UNCERTAINTY REGARDING THE TIMING OF SUCH DEDUCTIBILITY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 1B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01952986
IRS990ScheduleD/TotalBookValueSecuritiesAmt04163187
IRS990ScheduleD/TotalExpensesPerForm990Amt010451783
IRS990ScheduleD/TotalRevenuePerForm990Amt010715193
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09955329
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010451783
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S FINANCE DIRECTOR, EXECUTIVE DIRECTOR, AND BOARD OF DIRECTORS REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION USES A PERSONAL HONOR SYSTEM TO MONITOR COMPLIANCE. PROGRESSIVE DISCIPLINARY PROCUREDURES ARE USED FOR ANY STAFF WHO ARE OUT OF COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS BASED ON ANNUAL PERFORMANCE REVIEWS AND ALL INCREASES ARE PERFORMANCE BASED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S POLICY IS TO PROVIDE REQUESTED INFORMATION IN RESPONSE TO A WRITTEN REQUEST EXCEPT THOSE OF A SENSITIVE NATURE REGARDING PARTICULAR FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON A WRITTEN OR IN PERSON REQUEST, EXCEPT THOSE OF A SENSITIVE NATURE REGARDING PARTICULAR FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS IN PLACE FOR SELECTION OF AN INDEPENDENT AUDITOR AND OVERSIGHT OF THE INDEPENDENT AUDITOR'S WORK HAVE NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,477,828
Liabilities
$1,771,333
Net assets
$6,706,495
Revenue
$10,715,193
Expenses
$10,451,783
Net income
$263,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.79$1.80$6.99$13.3$13.5$0.21
2023Summary only. Only limited summary data is available for this year.$8.62$1.95$6.68$12.0$12.5$0.54
2022Detailed filing. Detailed filing data is available for this year.$8.48$1.77$6.71$10.7$10.5$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.78$1.57$7.20$9.42$9.17$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.03$1.61$6.42$9.43$8.84$0.59
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.97$1.52$5.45$7.58$7.31$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.17$1.58$4.59$6.23$6.07$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.18$1.52$4.67$5.55$5.32$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.69$1.52$4.17$5.07$4.72$0.35
2015Detailed filing. Detailed filing data is available for this year.$5.32$1.57$3.75$4.69$4.49$0.20
2014Detailed filing. Detailed filing data is available for this year.$5.11$1.47$3.64$4.32$4.11$0.21
2013Summary only. Only limited summary data is available for this year.$4.87$1.46$3.41$3.77$3.54$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.46$1.45$3.01$3.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.33$1.43$2.90$3.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.23$1.43$2.79$2.97