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Nonprofiteer
← EXCEPTIONAL PERSONS FOUNDATION

Form 990 for tax year 2023

Filed by EXCEPTIONAL PERSONS FOUNDATION.

Totals

Total revenue
$263,581
Total expenses
$199,416
Contributions and grants received
$126,998
Grants paid
$43,342
Program service revenue
$0
Investment income
$136,583
Other revenue
$0
Total assets, end of year
$2,072,021
Total liabilities, end of year
$87,737
Net assets or fund balances, end of year
$1,984,284
Program services expenses (Part IX)
$43,342
Management and general expenses
$40,042
Fundraising expenses
$116,032
Program service expenses (Part III)
$43,342

Program services were 21.7% 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

    $126,998

  • 3 · Investment income

    total $52,755 · excluded $52,755

  • 7a · Gross sales of assets other than inventory

    securities $301,632

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

    securities $217,804

  • 7c · Gain or loss

    securities $83,828

  • 7d · Net gain or loss

    total $83,828 · excluded $83,828

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $33,963 · program services $33,963

  • 2 · Grants to domestic individuals

    total $9,379 · program services $9,379

  • 11a · Fees: management

    total $24,569 · management and general $24,569

  • 11f · Fees: investment management

    total $10,823 · management and general $10,823

  • 11g · Fees: other

    total $116,032 · fundraising $116,032

  • 20 · Interest

    total $69 · management and general $69

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $3,265 · management and general $3,265

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

    total $672 · management and general $672

  • 24c · Other expenses: COMMUNITY FOUNDATION FEES

    total $644 · management and general $644

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $40,040 · end of year $29,363

  • 3 · Pledges and grants receivable

    beginning of year $3,666 · end of year $4,574

  • 4 · Accounts receivable

    beginning of year $316 · end 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 $1,811,172 · end of year $1,973,107

  • 15 · Other assets

    beginning of year $59,271 · end of year $63,688

  • 17 · Accounts payable and accrued expenses

    beginning of year $85,395 · end of year $85,742

  • 25 · Other liabilities

    beginning of year $3,454 · end of year $1,995

  • 27 · Net assets without donor restrictions

    beginning of year $77,942 · end of year $242,382

  • 28 · Net assets with donor restrictions

    beginning of year $1,747,674 · end of year $1,741,902

Mission and programs · 2023

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 $33,963 · Grants $33,963

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

    Expenses $9,379 · Grants $9,379

As filed on the 2023 return.

Listed in Part VII

  • Katie Slade

    EXECUTIVE DI

    Total calculated
    $173,219
    From this org
    $0
    From related orgs
    $154,278
    Other
    $18,941
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $154,278 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $645 related
    Nontaxable benefits
    not reported + $18,296 related
    Filer's total
    not reported + $173,219 related

  • James Perry

    CFO

    Total calculated
    $148,633
    From this org
    $0
    From related orgs
    $147,683
    Other
    $950
    Hours/week
    0.5 + 50 related

  • Frank Esser

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • 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

  • 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

  • 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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.0
Source object
202423599349300212

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