Form 990 for tax year 2023
Filed by EXCEPTIONAL PARENTS UNLIMITED INC.
Totals
- Total revenue
- $12,891,272
- Total expenses
- $10,683,948
- Contributions and grants received
- $6,328,155
- Grants paid
- $0
- Program service revenue
- $4,613,770
- Investment income
- $218,037
- Other revenue
- $1,731,310
- Total assets, end of year
- $8,658,190
- Total liabilities, end of year
- $2,243,269
- Net assets or fund balances, end of year
- $6,414,921
- Program services expenses (Part IX)
- $10,064,034
- Management and general expenses
- $402,804
- Fundraising expenses
- $217,110
- Program service expenses (Part III)
- $10,064,034
Program services were 94.2% 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.
-
1e · Government grants (contributions)
$6,103,957
-
1f · All other contributions, gifts and grants
$224,198
-
1g · Noncash contributions included above
$77,479
-
2a · Program service revenue: EARLY INTERVENTION SER
total $3,381,161 · related or exempt $3,381,161
-
2b · Program service revenue: MENTAL HEALTH SERVICES
total $972,645 · related or exempt $972,645
-
2c · Program service revenue: ACCESS TO HEALTH SERVE
total $259,964 · related or exempt $259,964
-
3 · Investment income
total $218,308 · related or exempt $218,308
-
7b · Less cost or other basis and sales expenses
other assets $271
-
7c · Gain or loss
other assets -$271
-
7d · Net gain or loss
total -$271 · related or exempt -$271
-
8a · Fundraising events: gross income
$316,681
-
8b · Fundraising events: direct expenses
$153,731
-
8c · Net income from fundraising events
total $162,950 · excluded $162,950
-
11a · Other revenue: EMPLOYEE RETENTION TAX
total $1,479,940 · related or exempt $1,479,940
-
11b · Other revenue: MISCELLANEOUS INCOME
total $88,420 · related or exempt $88,420
-
11e · Other revenue, total
$1,568,360
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $614,646 · program services $316,624 · management and general $298,022
-
7 · Other salaries and wages
total $6,339,020 · program services $5,696,222 · management and general $516,076 · fundraising $126,722
-
9 · Other employee benefits
total $918,566 · program services $770,554 · management and general $138,474 · fundraising $9,538
-
10 · Payroll taxes
total $512,469 · program services $445,314 · management and general $57,629 · fundraising $9,526
-
11c · Fees: accounting
total $88,887 · program services $26,650 · management and general $62,237
-
11g · Fees: other
total $606,715 · program services $355,512 · management and general $250,390 · fundraising $813
-
12 · Advertising and promotion
total $25,857 · program services $19,252 · management and general $6,598 · fundraising $7
-
13 · Office expenses
total $94,121 · program services $73,122 · management and general $18,856 · fundraising $2,143
-
16 · Occupancy
total $324,879 · program services $263,776 · management and general $51,553 · fundraising $9,550
-
17 · Travel
total $25,403 · program services $20,057 · management and general $5,346
-
20 · Interest
total $18,713 · program services $18,713
-
22 · Depreciation, depletion and amortization
total $192,694 · program services $192,694
-
23 · Insurance
total $103,554 · program services $97,128 · management and general $5,376 · fundraising $1,050
-
24a · Other expenses: REPAIRS & MAINTENANCE
total $164,793 · program services $161,620 · management and general $3,173
-
24b · Other expenses: MINOR EQUIPMENT
total $103,629 · program services $82,361 · management and general $21,268
-
24c · Other expenses: TELEPHONE
total $100,936 · program services $90,982 · management and general $8,265 · fundraising $1,689
-
24d · Other expenses: PROGRAM SUPPLIES
total $97,933 · program services $93,103 · management and general $4,756 · fundraising $74
-
24e · All other expenses
total $351,133 · program services $1,340,350 · management and general -$1,045,215 · fundraising $55,998
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $655,341 · end of year $411,967
-
2 · Savings and temporary cash investments
beginning of year $1,004,547 · end of year $433,767
-
4 · Accounts receivable
beginning of year $1,582,410 · end of year $2,477,524
-
9 · Prepaid expenses and deferred charges
beginning of year $266,000 · end of year $255,773
-
10a · Land, buildings and equipment: cost or other basis
$4,731,588
-
10b · Land, buildings and equipment: accumulated depreciation
$2,823,623
-
10c · Land, buildings and equipment, net
beginning of year $1,901,648 · end of year $1,907,965
-
12 · Investments: other securities
end of year $2,562,605
-
15 · Other assets
beginning of year $763,222 · end of year $608,589
-
17 · Accounts payable and accrued expenses
beginning of year $1,139,411 · end of year $1,732,462
-
23 · Secured mortgages and notes payable
beginning of year $826,160 · end of year $510,807
-
27 · Net assets without donor restrictions
beginning of year $4,207,597 · end of year $6,414,921
Mission and programs · 2023
Mission
MISSION:EXCEPTIONAL PARENTS UNLIMITED, INC. (EPU) GUIDES AND STRENGTHENS CHILDREN AND FAMILIES WITH UNIQUE NEEDS THROUGH EARLY INTERVENTION, AND SUPPORTIVE SERVICES THAT CULTIVATE HOPE AND RESILIENCE.VISION:OUR VISION IS THAT FAMILIES ARE THE SAFE PLACE FOR CHILDREN WITH UNIQUE NEEDS TO FIND LOVE, BELONGING, GUIDANCE, AND SUPPORT.
Activities or mission (Part I)
PROVIDE FAMILY SUPPORT AND EARLY INTERVENTION TO INFANTS AND CHILDREN WITH UNIQUE NEEDS.
-
EARLY INTERVENTION SERVICES-PROVIDES EARLY INTERVENTION TO INFANTS AND TODDLERS (AGES 0-3) WITH DELAYS IN THEIR DEVELOPMENT, IDENTIFIED DISABILITIES OR WHO ARE AT RISK OF DEVELOPMENTAL DISABILITIES. PARENT/FAMILY SUPPORT AND EDUCATION, ALONG WITH SOCIALIZATION ACTIVITIES ARE ALSO PROVIDED. APPROX. 436 CHILDREN SERVED WITH 14,929 SERVICES PROVIDED. PROGRAM STAFF ALSO COMPLETED 560 INITIAL ASSESSMENTS OF CHILDREN 0 - 3 UNDER CONTRACT WITH THE CENTRAL VALLEY REGIONAL CENTER. THE CHILDCARE PROGRAM SERVED 13 CHILDREN (18 TO 36 MONTHS) WITH 2,404 DAYS OF ATTENDANCE.
Expenses $3,084,944 · Revenue $3,746,237
-
PARENTING SERVICES-PROVIDES HOME VISITATION AND CENTER BASED SERVICES TO FAMILIES IN WHICH CHILDREN 0-5 YEARS OF AGE ARE AT RISK OF CHILD ABUSE AND/OR NEGLECT. PARENTING EDUCATION AND SUPPORT ARE PROVIDED TO THE PARENTS WITH MENTAL HEALTH SERVICES AVAILABLE IF NEEDED. APPROXIMATELY 1,928 FAMILIES WERE SERVED WITH 14,627 SERVICES PROVIDED.
Expenses $3,470,334 · Revenue $3,427,215
-
PARENT EDUCATION & SUPPORT-PROVIDE PARENT TO PARENT SUPPORT, INFORMATION, TRAINING AND ADVOCACY ASSISTANCE TO FAMILIES OF CHILDREN WITH DISABILITIES (AGES 0 - 26) IN A 12 COUNTY REGION IN CENTRAL AND SOUTHERN CALIFORNIA. APPROXIMATELY 2,398 CHILDREN RECEIVED SERVICES WITH 18,255 SERVICES PROVIDED.
Expenses $1,608,593 · Revenue $1,614,991
-
ASSESSMENT CENTER -PROVIDES SCREENING, ASSESSMENT, PLAN OF CARE, REFERRAL AND EVIDENCE-BASED INTERVENTIONS FOR CHILDREN (TARGETING CHILDREN 0-6, ABLE TO SERVICE CHILDREN 0-8) FOR WHOM THERE ARE CONCERNS ABOUT EMOTIONAL, BEHAVORIAL, AND/OR DEVELOPMENT CHALLENGES. STAFF INCLUDES CLINICAL PSYCHOLOGIST, MENTAL HEALTH CLINICIANS, AND A TEAM OF CHILDREN'S SERVICES COORDINATORS. APPROXIMATELY 208 FAMILIES AND 4,190 TOTAL HOURS OF SERVICES WERE PROVIDED.
Expenses $1,900,163 · Revenue $794,558
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Fred FordFRED FORD
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
JENNIFER RANDLES PhD
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Belinda BrierBELINDA BRIER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Aj FloresAJ FLORES
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Melissa Perez-GarciaMELISSA PEREZ-GARCIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brock HeasleyBROCK HEASLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer DavisJENNIFER DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Malarie SilosMALARIE SILOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Paul PeschelPAUL PESCHEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Norma FigueroaDR NORMA FIGUEROA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gnia Joe LeeGNIA JOE LEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christina LeyvaCHRISTINA LEYVA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Suzanne EllisSUZANNE ELLIS
CHIEF FINANCIAL OFFICER
- Total calculated
- $184,238
- From this org
- $139,345
- From related orgs
- $0
- Other
- $44,893
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $139,345
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $44,893
- Filer's total
- $184,238
-
Lowell EnsLOWELL ENS
PRESIDENT/CEO
- Total calculated
- $184,705
- From this org
- $158,677
- From related orgs
- $0
- Other
- $26,028
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $158,677
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $26,028
- Filer's total
- $184,705
-
Kim MajorsKIM MAJORS
DIRECTOR OF HUMAN RESOURCES
- Total calculated
- $144,931
- From this org
- $103,960
- From related orgs
- $0
- Other
- $40,971
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $103,960
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $40,971
- Filer's total
- $144,931
-
Jacqui CavallaroJACQUI CAVALLARO
DIRECTOR OF CLINICAL SERVI
- Total calculated
- $128,737
- From this org
- $105,841
- From related orgs
- $0
- Other
- $22,896
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $105,841
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $22,896
- Filer's total
- $128,737
-
Kristine RamirezKRISTINE RAMIREZ
PHYSICAL THERAPIST
- Total calculated
- $120,709
- From this org
- $106,823
- From related orgs
- $0
- Other
- $13,886
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $106,823
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $13,886
- Filer's total
- $120,709
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 · 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
The filer's explanations (Part III)
- Part I, Line 3
- THE CHIEF EXECUTIVE OFFICER HAS AN EMPLOYMENT CONTRACT AND THE COMPENSATION IS SUBJECT TO APPROVAL BY THE BOARD.
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433139349301243
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