2024-11-08T11:01:42-06:00 2024-06-30 800867011 MASTRO & ASSOCIATES 6740 N WEST AVESTE 103 FRESNO CA 937114302 990 2023-07-01 770263702 EXCEPTIONAL PARENTS UNLIMITED INC EXCE 5592292000 4440 N 1ST ST FRESNO CA 93726 LOWELL J ENS PRESIDENT/CEO 5592292000 2024-11-06 1 0 MATTHEW A MASTROCPA P01341423 5594491040 2024-11-06 2023 2024-10-15 13:58:12Z LOWELL J ENS 4440 N 1ST ST FRESNO CA 93726 13045274 0 X www.epuchildren.org X 1990 CA PROVIDE FAMILY SUPPORT AND EARLY INTERVENTION TO INFANTS AND CHILDREN WITH UNIQUE NEEDS. 12 12 152 150 0 0 6981440 6328155 1784233 4613770 30816 218037 1685029 1731310 10481518 12891272 0 0 0 0 6906855 8384701 0 0 217110 2397647 2299247 9304502 10683948 1177016 2207324 6173168 8658190 1965571 2243269 4207597 6414921 X 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. 0 0 3084944 3746237 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. 3470334 3427215 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. 1608593 1614991 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. 1900163 794558 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. 1900163 794558 10064034 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 37 0 1 152 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X EXCEPTIONAL PARENTS UNLIMITEDINC 5592292000 4440 N 1ST ST FRESNO CA 93726 FRED FORD PRESIDENT 1.00 X X 0 0 0 JENNIFER RANDLES PhD VICE PRESIDENT 1.00 X X 0 0 0 BELINDA BRIER TREASURER 1.00 X X 0 0 0 AJ FLORES SECRETARY 1.00 X X 0 0 0 MELISSA PEREZ-GARCIA DIRECTOR 1.00 X 0 0 0 BROCK HEASLEY DIRECTOR 1.00 X 0 0 0 JENNIFER DAVIS DIRECTOR 1.00 X 0 0 0 MALARIE SILOS DIRECTOR 1.00 X 0 0 0 PAUL PESCHEL DIRECTOR 1.00 X 0 0 0 DR NORMA FIGUEROA DIRECTOR 1.00 X 0 0 0 GNIA JOE LEE DIRECTOR 1.00 X 0 0 0 CHRISTINA LEYVA DIRECTOR 1.00 X 0 0 0 SUZANNE ELLIS CHIEF FINANCIAL OFFICER 40.00 X 139345 0 44893 LOWELL ENS PRESIDENT/CEO 40.00 X 158677 0 26028 KIM MAJORS DIRECTOR OF HUMAN RESOURCES 40.00 X 103960 0 40971 JACQUI CAVALLARO DIRECTOR OF CLINICAL SERVI 40.00 X 105841 0 22896 KRISTINE RAMIREZ PHYSICAL THERAPIST 40.00 X 106823 0 13886 614646 0 148674 5 0 1 0 0 6103957 224198 77479 6328155 EARLY INTERVENTION SER 624100 3381161 3381161 MENTAL HEALTH SERVICES 624100 972645 972645 ACCESS TO HEALTH SERVE 624100 259964 259964 4613770 218308 218308 271 -271 -271 -271 316681 153731 162950 162950 EMPLOYEE RETENTION TAX 900099 1479940 1479940 MISCELLANEOUS INCOME 900099 88420 88420 1568360 12891272 6400167 0 162950 614646 316624 298022 6339020 5696222 516076 126722 918566 770554 138474 9538 512469 445314 57629 9526 88887 26650 62237 606715 355512 250390 813 25857 19252 6598 7 94121 73122 18856 2143 324879 263776 51553 9550 25403 20057 5346 18713 18713 192694 192694 103554 97128 5376 1050 REPAIRS & MAINTENANCE 164793 161620 3173 MINOR EQUIPMENT 103629 82361 21268 TELEPHONE 100936 90982 8265 1689 PROGRAM SUPPLIES 97933 93103 4756 74 351133 1340350 -1045215 55998 10683948 10064034 402804 217110 655341 411967 1004547 433767 1582410 2477524 266000 255773 4731588 2823623 1901648 1907965 2562605 763222 608589 6173168 8658190 1139411 1732462 826160 510807 1965571 2243269 X 4207597 6414921 4207597 6414921 6173168 8658190 2207324 0 X X 0 1 X 1 1 1 X 5830784 7433735 7390747 6981440 6328155 33964861 5830784 7433735 7390747 6981440 6328155 33964861 33964861 12638 14339 6572 12840 218308 264697 211792 992532 31456 1812656 1809361 4857797 39087355 11853208 0.86890 0.91040 X PART II SCHEDULE A, SECTION B, LINE 10 EXPLAINATIONS OF INCOME ITEMS NOT INCLUDED IN SECTION B,PART 11 OF SCHEDULE A ARE AS FOLLOW: NET UNREALIZED GAIN ON LONG-TERM INVESTMENTS $75,680 REALIZED LOSS ON ASSETS RETIRED, NET (271) _______ NET GAIN $75,409 0 303784 36698 340482 279686 24098 303784 333544 -53858 279686 255296 78248 333544 249521 5775 255296 1.00000 0 0 734375 734375 3997213 2823623 1173590 1907965 SHORT TERM INVESTMENTS 2562605 C 2562605 RIGHT OF USE ASSET 268106 ENDOWMENT FUND - BOARD DESIGNATED 340483 608589 13045003 153731 153731 12891272 0 12891272 10837679 153731 153731 10683948 0 10683948 Part V, Line 4: THE ENTITY CONSISTS OF TWO DONOR NON-RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE MAIN PURPOSE OF THESE FUNDS IS TO PROVIDE FINANCIAL SUPPORT FOR THE ENTITY'S ACTIVITIES WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THESE ENDOWMENT ASSETS, WITH SECONDARY EXPECTATION OF MODERATE GROWTH. Part XI, Line 2d - Other Adjustments: OTHER EXPENSES 153731. Part XII, Line 2d - Other Adjustments: OTHER EXPENSES 153731. FIESTA 225236 225236 17007 31329 GALA 91445 91445 30531 70351 2 4513 316681 316681 47538 106193 153731 162950 X X 0 0 0 0 0 0 0 0 0 LOWELL ENS PRESIDENT/CEO 158677 0 0 0 0 0 0 0 26028 0 184705 0 0 0 SUZANNE ELLIS CHIEF FINANCIAL OFFICER 139345 0 0 0 0 0 0 0 44893 0 184238 0 0 0 KIM MAJORS DIRECTOR OF HUMAN RESOURCES 103960 0 0 0 0 0 0 0 40971 0 144931 0 0 0 JACQUI CAVALLARO DIRECTOR OF CLINICAL SERVI 105841 0 0 0 0 0 0 0 22896 0 128737 0 0 0 KRISTINE RAMIREZ PHYSICAL THERAPIST 106823 0 0 0 0 0 0 0 13886 0 120709 0 0 0 Part I, Line 3 THE CHIEF EXECUTIVE OFFICER HAS AN EMPLOYMENT CONTRACT AND THE COMPENSATION IS SUBJECT TO APPROVAL BY THE BOARD. Form 990, Part VI, Section B, line 11b FORM 990 IS REVIEWED BY THE GOVERNING BODY. THE POLICY INCLUDES PROVIDING A COPY TO EACH OF THE BOARD OF DIRECTOR MEMBERS FOR THEIR REVIEW BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Section B, line 12c CONFLICT OF INTEREST FORMS ARE COMPLETED BY OFFICERS, DIRECTORS AND KEY EMPLOYEES AS NECESSARY. Form 990, Part VI, Section B, line 15a THE BOARD OF DIRECTORS APPROVES COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATIONS OFFICE. FORM 990, PART XII, LINE 2c AN AUDIT COMMITTEE REVIEWS THE TAX FORMS. THERE IS NO CHANGE FROM PRIOR YEARS. FORM 990, PART XII, LINE 3B THE ORGANIZATION RECEIVED FEDERAL FUNDS IN EXCESS OF $750,000 DURING THE CURRENT YEAR AND IN COMPLIANCE WITH THE SINGLE AUDIT PROVISIONS UNDERWENT THE REQUIRED SINGLE AUDIT IN ACCORDANCE WITH OMB UNIFORM GUIDENCE.