2025-02-05T12:22:28-05:00 2024-06-30 420991212 HOGAN - HANSEN PC 3128 BROCKWAY ROAD WATERLOO IA 507015103 990 2023-07-01 420794846 EXCEPTIONAL PERSONS INC EXCE 3192326671 PO BOX 4090 WATERLOO IA 507044090 KATIE SLADE EXECUTIVE DIRECTOR 3192326671 2025-01-31 true true STEVEN K DUGGAN CPA P00424293 3192335225 2025-01-28 2023 2025-03-06 01:10:19Z KATIE SLADE PO BOX 4090 WATERLOO IA 507044090 25497289 false X WWW.EPISERVICE.ORG X 1957 IA EXCEPTIONAL PERSONS, INC. (EPI) IS DEDICATED TO CONNECTING PEOPLE, CREATING OPPORTUNITIES, AND NURTURING GROWTH. OUR MISSION COMES TO LIFE THROUGH FOUR CORE SERVICE AREAS: COMMUNITY LIVING, CHILDREN & FAMILY SERVICES, EMPLOYMENT SERVICES, AND PROPERTY MANAGEMENT. WITH A REACH ACROSS 23 COUNTIES, EPI IS COMMITTED TO BUILDING VIBRANT, INCLUSIVE COMMUNITIES WHERE INDIVIDUALS WITH DIABILITIES CAN THRIVE. 10 10 393 22 75575 4033275 5223893 17391489 17310529 139795 685673 152637 297385 21717196 23517480 0 0 17290486 17289108 0 137773 4157835 5394785 21448321 22683893 268875 833587 17197441 18281842 3459642 3053985 13737799 15227857 X EXCEPTIONAL PERSONS, INC. (EPI) IS DEDICATED TO CONNECTING PEOPLE, CREATING OPPORTUNITIES, AND NURTURING GROWTH. OUR MISSION COMES TO LIFE THROUGH FOUR CORE SERVICE AREAS: COMMUNITY LIVING, CHILDREN & FAMILY SERVICES, EMPLOYMENT SERVICES, AND PROPERTY MANAGEMENT. WITH A REACH ACROSS 23 COUNTIES, EPI IS COMMITTED TO BUILDING VIBRANT, INCLUSIVE COMMUNITIES WHERE INDIVIDUALS WITH DIABILITIES CAN THRIVE. false false 14146459 15402343 COMMUNITY LIVING - WE EMPOWER INDIVIDUALS TO THRIVE IN THEIR HOMES AND COMMUNITIES. FOR EXAMPLE, FOR THE FIRST TIME IN 34 YEARS, CHAD LIVES INDEPENDENTLY IN HIS OWN HOME, THANKS TO OUR TECH-ENABLED SERVICES. THESE SERVICES HELP HIM MANAGE DAILY TASKS, STAY SAFE, AND REMAIN CONNECTED TO SUPPORT WHEN NEEDED. CURRENTLY, 71% OF EPI-OWNED HOMES UTILIZE THESE INNOVATIVE SOLUTIONS, FOSTERING INDEPENDENCE AND GROWTH EVERY DAY. 4665681 460916 CHILDREN AND FAMILY SERVICES - OUR CHILDREN & FAMILY SERVICES PROVIDE ESSENTIAL RESOURCES AND SUPPORT FOR FAMILIES THROUGH CHILD CARE RESOURCE AND REFERRAL (CCR&R). THIS PROGRAM CONNECTS FAMILIES TO QUALITY CHILD CARE PROVIDERS AND OFFERS TRAINING AND SUPPORT TO CHILD CARE PROVIDERS. BY STRENGTHENING FAMILIES AND THE CHILD CARE SYSTEM, WE ARE FOSTERING BRIGHTER FUTURES FOR CHILDREN AND COMMUNITIES ALIKE. IN 2024 ALONE, THESE SERVICES CONNECTED 321 FAMILIES TO QUALITY CHILD CARE, LED NEARLY 1,300 TRAININGS AND SERVED 863 PROVIDERS. 580822 523784 EMPLOYMENT SERVICES - EPI'S EMPLOYMENT SERVICES CONNECT INDIVIDUALS WITH DISABILITIES TO MEANINGFUL WORK OPPORTUNITIES. FOR INSTANCE, BECKY RECENTLY CELEBRATED ONE YEAR ON THE JOB AT VILLAGE INN, FINDING INDEPENDENCE AND COMMUNITY THROUGH HER WORK. ACROSS THE CEDAR VALLEY, 133 INDIVIDUALS ARE THRIVING IN COMMUNITY EMPLOYMENT, WORKING AN AVERAGE OF 16 HOURS PER WEEK AND EARNING AN AVERAGE WAGE OF 12.31 PER HOUR. MEANINGFUL EMPLOYMENT TRANSFORMS LIVES BY FOSTERING INDEPENDENCE, FINANCIAL STABILITY, AND PERSONAL GROWTH. 963758 923486 PROPERTY MANAGEMENT - OUR PROPERTY MANAGEMENT ENSURES THAT INDIVIDUALS HAVE SAFE, ACCESSIBLE HOUSING WHERE THEY CAN THRIVE. EPI CURRENTLY PROVIDES HOUSING FOR 337 INDIVIDUALS ACROSS 159 HOMES IN THE CEDAR VALLEY. THESE HOMES OFFER MORE THAN JUST SHELTER; THEY PROVIDE A STABLE FOUNDATION FOR GROWTH AND COMMUNITY CONNECTION, HELPING INDIVIDUALS ACHIEVE THEIR PERSONAL GOALS AND LIVE INDEPENDENTLY. EXPENSES 496,112 REVENUE 488,162 OTHER PROGRAMS EXPENSES 467,646 REVENUE 435,324 963758 923486 20356720 true true false false false false false false true false true false false false false true true false false false false false false false false false false false false true true false false false false false false false false false false false false false false false true false false false true 236 0 true 393 true true true false false false false false false false false false false false false false X 10 10 false false false false false false false true true false false true true true true true true true false false X X JAMES PERRY 3192326671 760 ANSBOROUGH AVENUE WATERLOO IA 50701 KATIE SLADE EXECUTIVE DI 50.00 0.50 X 154278 0 18941 JAMES PERRY CFO 50.00 0.50 X 147683 0 950 LARISSA DEEDS EMPLOYEE 92.00 X 135632 0 16156 FALIKU KAMARA EMPLOYEE 87.00 X 103034 0 11608 KOU MULBAH EMPLOYEE 93.00 X 101002 0 11524 JASON YAUNK EMPLOYEE 85.00 X 100813 0 11271 AMY KOLPEK EMPLOYEE 78.00 X 102631 0 9122 JORDAN ALBORN PRESIDENT 0.50 0.50 X X 0 0 0 GIA SHANNON VICE PRESIDE 0.50 0.50 X X 0 0 0 MIKE ISAACSON TREASURER 0.50 X X 0 0 0 KIM FETTKETHER SECRETARY 0.50 X 0 0 0 STEVE LINDAMAN PAST PRESIDE 0.50 0.50 X X 0 0 0 JEFF HALVERSON DIRECTOR 0.50 X 0 0 0 DAN LEVI DIRECTOR 0.50 X 0 0 0 JIM NYGREN DIRECTOR 0.50 X 0 0 0 IRIS VERING DIRECTOR 0.50 X 0 0 0 DODIE YOUNG DIRECTOR 0.50 X 0 0 0 845073 79572 7 false true false 33963 5189930 5223893 CLIENT SERVICE FEES 624100 15547110 15547110 EMPLOYMENT SERVICES FEES 624310 523784 523784 RENTAL INCOME 624229 474752 474752 CHILDCARE FEES 624410 460916 460916 CONTRACTED SERVICES FEES 624100 221537 221537 82430 6855 75575 17310529 264369 264369 1925249 475864 1796727 183082 128522 292782 421304 276401 144903 ADMINISTRATIVE REIMBURSEMENTS 900099 147070 147070 REPAIRS INCOME 900099 104347 104347 PRIVATE AGENCY FEES 624100 30042 30042 15926 13276 2650 297385 23517480 17659020 75575 558992 346662 346662 13878174 12641660 1164678 71836 608869 552914 51909 4046 1426062 1310641 102022 13399 1029341 916878 107363 5100 10131 2099 8032 80070 70520 9550 55625 55625 65617 62174 2885 558 240156 178180 54620 7356 362100 345614 15986 500 125167 124808 359 166711 152581 14122 8 34738 28763 5975 435713 385291 50331 91 155589 100231 50909 4449 INCENTIVES 1496152 1496152 CONTRACTED SERVICES 1365660 1325692 34224 5744 SUPPLIES 448736 417297 30225 1214 REPAIRS & MAINTENANCE 273127 255624 17440 63 79493 60121 5513 13859 22683893 20356720 2189400 137773 276 133 3355243 3384743 710596 1039658 1326450 1436534 6762 180803 343979 7771141 4556967 3590331 3214174 7712076 8704540 314904 158081 17197441 18281842 1362310 1515329 901766 520045 764496 554394 431070 464217 3459642 3053985 X 13697494 15166392 40305 61465 13737799 15227857 17197441 18281842 833587 656471 X false true X true true true X 3135350 3761930 3539588 4033275 5223893 19694036 3135350 3761930 3539588 4033275 5223893 19694036 19694036 80529 61833 70845 198594 264369 676170 131872 226199 172796 530867 20901073 84781044 0.94220 0.95370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 566452 566452 6219480 3681323 2538157 471030 470405 625 514179 405239 108940 3214174 X 24118326 656471 656471 23461855 55625 55625 23517480 22628268 22628268 55625 55625 22683893 SCHEDULE D, PAGE 2, PART IV, LINE 2B CUSTODIAL ACCOUNTS - FEE FOR SERVICE (FFS) REPRESENTATIVE PAYEE SERVICES WILL BE PROVIDED WITH ACCOUNTABILITY TO THE INDIVIDUAL, GUARDIAN, AND SOCIAL SECURITY ADMINISTRATION THROUGH ACCESSIBLE PROCEDURES OF ACCOUNTING, MANAGING AND DOCUMENTING FUND DISBURSEMENT WITHIN A SYSTEM OF INTERNAL CONTROL INSURING APPROPRIATE USE OF FUNDS IN COMPLIANCE WITH SECTION 414- 54.5 OF IOWA STATE CODE AND THE SOCIAL SECURITY REGULATIONS. FFS PAYEESHIP SERVICES WILL COORDINATE WITH PERSONAL OUTCOME PLANNING TO PROVIDE OPPORTUNITIES TO INDIVIDUALS TO DEVELOP NEW FINANCIAL MANAGEMENT SKILLS ENCOURAGING INDEPENDENCE AND AUTONOMY. SCHEDULE D, PAGE 3, PART X MANAGEMENT ANNUALLY MAKES AN APPROPRIATE EVALUATION OF ANY UNCERTAIN INCOME TAX POSITIONS BASED UPON CURRENT STATUTES IN COMPLETING THESE FINANCIAL STATEMENTS AND THE NOTES TO THE FINANCIAL STATEMENTS. AS OF JUNE 30, 2024, MANAGEMENT BELIEVES THAT THERE WERE NO UNCERTAIN INCOME TAX POSITIONS FOR WHICH A MATERIAL CHANGE IN THE UNRECOGNIZED EFFECT WOULD BE REASONABLY POSSIBLE WITHIN THE NEXT 12 MONTHS. X X X false false false false false false false false false KATIE SLADE EXECUTIVE DIRECTOR 154278 645 18296 173219 LARISSA DEEDS EMPLOYEE 135632 880 15276 151788 A BLACK HAWK COUNTY IA 426005328 2005-12-01 1500000 PART I, LINE A(F) DESCRIPTION OF PURPOSE: TO PURCHASE LAND, BUILDINGS, IMPROVEMENTS AND EQUIPMENT FO false false false A 2006 false false true true A false false false false false false false A false false false false false false false false false A false PURPOSE OF ISSUE DESCRIPTION BLACK HAWK COUNTY, IA PART I, LINE A(F) DESCRIPTION OF PURPOSE: TO PURCHASE LAND, BUILDINGS, IMPROVEMENTS AND EQUIPMENT FOR A FACILITY. FORM 990 - ORGANIZATION'S MISSION EXCEPTIONAL PERSONS, INC. (EPI) IS DEDICATED TO CONNECTING PEOPLE, CREATING OPPORTUNITIES, AND NURTURING GROWTH. OUR MISSION COMES TO LIFE THROUGH FOUR CORE SERVICE AREAS: COMMUNITY LIVING, CHILDREN & FAMILY SERVICES, EMPLOYMENT SERVICES, AND PROPERTY MANAGEMENT. WITH A REACH ACROSS 23 COUNTIES, EPI IS COMMITTED TO BUILDING VIBRANT, INCLUSIVE COMMUNITIES WHERE INDIVIDUALS WITH DIABILITIES CAN THRIVE. FORM 990, PAGE 2, PART III, LINE 4D PROPERTY MANAGEMENT - OUR PROPERTY MANAGEMENT ENSURES THAT INDIVIDUALS HAVE SAFE, ACCESSIBLE HOUSING WHERE THEY CAN THRIVE. EPI CURRENTLY PROVIDES HOUSING FOR 337 INDIVIDUALS ACROSS 159 HOMES IN THE CEDAR VALLEY. THESE HOMES OFFER MORE THAN JUST SHELTER; THEY PROVIDE A STABLE FOUNDATION FOR GROWTH AND COMMUNITY CONNECTION, HELPING INDIVIDUALS ACHIEVE THEIR PERSONAL GOALS AND LIVE INDEPENDENTLY. EXPENSES 496,112 REVENUE 488,162 OTHER PROGRAMS EXPENSES 467,646 REVENUE 435,324 FORM 990, PAGE 6, PART VI, LINE 11B THE 990 AND ANNUAL AUDIT ARE PRESENTED TO THE FINANCE COMMITTEE AND BOARD OF DIRECTORS PRIOR TO SUBMITTING THE FORM 990. THE SENIOR AUDITOR MAKES THE PRESENTATION REVIEWING BOTH DOCUMENTS WITH OFFICERS AND DIRECTORS. DIRECTORS RECEIVE THESE MATERIALS A WEEK PRIOR TO THE MEETINGS FOR THEIR REVIEW. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY ADDRESSES THE NEED TO DISCLOSE ANY POTENTIAL CONFLICTS AN OFFICER, DIRECTOR, OR ANY KEY EMPLOYEE MAY HAVE. THE CONFLICT OF INTEREST FORM IS COMPLETED AND REVIEWED ANNUALLY. ANY CONFLICT ARISING THROUGHOUT THE YEAR IS TO BE DISCLOSED WITH COMPLETION OF A NEW CONFLICT OF INTEREST FORM AT THAT TIME. THE FORMS ARE REVIEWED AND KEPT ON FILE TO ASSURE THE ABSTENTION FROM VOTING FOR ANY ITEM RELATING TO THE CONFLICT OF AN OFFICER, DIRECTOR, OR KEY EMPLOYEE. FORM 990, PAGE 6, PART VI, LINE 15A WAGE SURVEY DATA FOR ALL ORGANIZATIONAL POSITIONS IS OBTAINED ANNUALLY DURING THE BUDGETING PROCESS. THE INFORMATION IS USED TO ESTABLISH THE OVERALL PAY PLAN FOR THE NEXT FISCAL YEAR AS WELL AS DETERMINING COMPARABILITY OF EXECUTIVE DIRECTOR AND TOP MANAGEMENT COMPENSATION. ALL INFORMATION AND THE PROPOSED PAY PLAN ARE REVIEWED BY HUMAN RESOURCES COMMITTEE AND FINANCE COMMITTEE FOR RECOMMENDATION OF APPROVAL TO THE FULL BOARD OF DIRECTORS. EXECUTIVE DIRECTOR AND TOP MANAGEMENT COMPENSATION ARE SPECIFICALLY LISTED FOR REVIEW AND APPROVAL DURING THIS PROCESS. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST MADE TO THE AGENCY. REQUESTS ARE FORWARDED TO THE EXECUTIVE DIRECTOR AND BUSINESS DIRECTOR FOR PROMPT RESPONSE. EXCEPTIONAL PERSONS FOUNDATION 760 ANSBOROUGH AVENUE WATERLOO IA 50701 421484814 SEE PT VII IA 501 C3 12A NA false false false true false false false false false false false false false false false false false true false false EXCEPTIONAL PERSONS FOUNDATION Q 140601 ACTUAL AMOUNT EXCEPTIONAL PERSONS FOUNDATION C 33963 ACTUAL AMOUNT SCHEDULE R PART II, LINE (1)(B): TO SUPPORT THE ACTIVITIES OF EXCEPTIONAL PERSONS, INC.