Skip to content
Nonprofiteer
← EXCEPTIONAL PERSONS FOUNDATION

Form 990 for tax year 2024

Filed by EXCEPTIONAL PERSONS FOUNDATION.

Totals

Total revenue
$286,733
Total expenses
$2,271,017
Contributions and grants received
$176,939
Grants paid
$2,214,552
Program service revenue
$0
Investment income
$109,794
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$2,214,552
Management and general expenses
$56,465
Fundraising expenses
$0
Program service expenses (Part III)
$2,214,552

Program services were 97.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $176,939

  • 3 · Investment income

    total $54,094 · excluded $54,094

  • 7a · Gross sales of assets other than inventory

    securities $279,212

  • 7b · Less cost or other basis and sales expenses

    securities $223,512

  • 7c · Gain or loss

    securities $55,700

  • 7d · Net gain or loss

    total $55,700 · excluded $55,700

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,214,467 · program services $2,214,467

  • 2 · Grants to domestic individuals

    total $85 · program services $85

  • 11a · Fees: management

    total $55,479 · management and general $55,479

  • 20 · Interest

    total $23 · management and general $23

  • 24a · Other expenses: COMMUNITY FOUNDATION FEES

    total $517 · management and general $517

  • 24b · Other expenses: UNITED WAY/PAYPAL FEES

    total $446 · management and general $446

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $29,363

  • 3 · Pledges and grants receivable

    beginning of year $4,574

  • 4 · Accounts receivable

    beginning of year $1,289

  • 10a · Land, buildings and equipment: cost or other basis

    $8,769

  • 10b · Land, buildings and equipment: accumulated depreciation

    $8,769

  • 11 · Investments: publicly traded securities

    beginning of year $1,973,107

  • 15 · Other assets

    beginning of year $63,688

  • 17 · Accounts payable and accrued expenses

    beginning of year $85,742

  • 25 · Other liabilities

    beginning of year $1,995

  • 27 · Net assets without donor restrictions

    beginning of year $242,382 · end of year -$1,984,285

  • 28 · Net assets with donor restrictions

    beginning of year $1,741,902 · end of year $1,984,285

Mission and programs · 2024

Mission

SUPPORTING NONPROFIT ORGANIZATIONS WHOSE MISSION IS TO ASSIST INDIVIDUALS WITH MENTAL AND PHYSICAL DISABILITIES BY CONNECTING PEOPLE, CREATING OPPORTUNITIES AND NURTURING GROWTH.

  • EXCEPTIONAL PERSONS, INC: SUPPORTING NONPROFIT ORGANIZATIONS WHOSE MISSION IS TO ASSIST INDIVIDUALS WITH MENTAL AND PHYSICAL DISABILITIES.

    Expenses $2,214,467 · Grants $2,214,467

  • ESSENTIAL NEEDS: SUPPLYING GROCERIES, MEDICATIONS, CLOTHING, EMERGENCY CHILD CARE, RENT ASSISTANCE AND OTHER ASSISTANCE TO PERSONS IN NEED.

    Expenses $85 · Grants $85

As filed on the 2024 return.

Listed in Part VII

  • KATIE SLADE

    EXECUTIVE DI

    Total calculated
    $191,235
    From this org
    $0
    From related orgs
    $158,227
    Other
    $33,008
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $158,227 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $10,336 related
    Nontaxable benefits
    not reported + $22,672 related
    Filer's total
    not reported + $191,235 related

  • JAMES PERRY

    CFO

    Total calculated
    $105,087
    From this org
    $0
    From related orgs
    $100,670
    Other
    $4,417
    Hours/week
    0.5 + 40 related

  • FRANK ESSER

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • HEATHER GUNDERSON

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    0.5

  • HILLERY B OBERLE

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • MATTHEW GARY

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • LARRY FOX

    PAST PRESIDE

    Total calculated
    $0
    Hours/week
    0.5

  • STACEY BENTLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • STEVE LINDAMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • JORDAN ALBORN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • FRANK DARRAH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • ELIJAH LEE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • DAVE MASON JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • SUSAN ROLINGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • GIA SHANNON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • BRITTNEY WEBER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2024
Filed
18 December 2025
IRS schema version
2024v5.0
Source object
202503579349300730

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.