2025-08-28T14:49:22-05:00 2024-12-31 844049075 HALEY & WOODS LLP 4220 CAHABA HEIGHTS COURT SUITE 201 BIRMINGHAM AL 35243 990 2024-01-01 631096855 THE EXCEPTIONAL FOUNDATION EXCE 2058700776 1616 OXMOOR ROAD HOMEWOOD AL 35209 SARA NEWELL PRESIDENT AND CEO 2058700776 2025-08-28 1 1 JESSICA WOODS P02351080 2052771529 2025-08-28 2024 2025-03-06 01:10:19Z SARA NEWELL 1616 OXMOOR ROAD HOMEWOOD AL 35209 2835250 0 X EXCEPTIONALFOUNDATION.ORG X 1993 AL SOCIAL AND RECREATIONAL ACTIVITIES FOR ADULTS AND CHILDREN WITH INTELLECTUAL DISABILITIES. 24 24 69 682 0 0 1900484 1690576 927552 1068409 52289 76265 -118103 -138998 2762222 2696252 62061 107447 0 0 1623138 1635823 0 0 107311 888397 1090276 2573596 2833546 188626 -137294 7320916 7250251 167467 97039 7153449 7153212 SOCIAL AND RECREATIONAL ACTIVITIES FOR EXCEPTIONAL PEOPLE, PEOPLE WITH MENTAL AND PHYSICAL CHALLENGES, TO ENHANCE THE QUALITY OF THEIR LIVES AND THEIR FAMILY'S LIVES. 0 0 2503673 107447 1068409 THE EXCEPTIONAL FOUNDATION PROVIDES CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES UNIQUE OPPORTUNITIES TO PROMOTE LASTING FRIENDSHIPS, HEALTHY LIVING, LIFE SKILLS, AND COMMUNITY INVOLVEMENT. SERVICES ARE PROVIDED THROUGH AN ADULT DAY PROGRAM, WHICH RUNS DAILY FROM 7:50 A.M. TO 5:30 P.M., AN AFTERSCHOOL PROGRAM FOR EXCEPTIONAL YOUTH WHICH IS OPEN FROM 3-5:30 P.M. ON WEEKDAYS ALONG WITH AN 8-WEEK YOUTH SUMMER CAMP THAT RUNS 5 DAYS A WEEK DURING THE MONTHS OF JUNE AND JULY. PROGRAM ACTIVITIES INCLUDE EXERCISE, GAMES, MUSIC, DANCE, ART, CLUBS, SOCIAL TIME, AND FIELD TRIPS TO VARIOUS DESTINATIONS RANGING FROM DOWN THE STREET TO ACROSS THE COUNTRY. 2503673 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 27 0 1 69 1 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 0 0 AL X SARA NEWELL 2058700776 1616 OXMOOR ROAD HOMEWOOD AL 35209 MANDY SCHWARTING BOARD MEMBER 1.00 X 0 0 0 PATRICK STRONG CHAIR 1.00 X X 0 0 0 DANIEL SIMS TREASURER 1.00 X X 0 0 0 LINDA STONE SECRETARY 1.00 X X 0 0 0 DAVID BLACKMON BOARD MEMBER 1.00 X 0 0 0 DREW GEARHART VICE CHAIR 1.00 X X 0 0 0 ELIZABETH HENDERSON BOARD MEMBER 1.00 X 0 0 0 BROOK BALOGH BOARD MEMBER 1.00 X 0 0 0 BILLY DODSON BOARD MEMBER 1.00 X 0 0 0 COBB HAGAN BOARD MEMBER 1.00 X 0 0 0 CHARLIE JORDAN BOARD MEMBER 1.00 X 0 0 0 LORI METROCK BOARD MEMBER 1.00 X 0 0 0 MELVA TATE BOARD MEMBER 1.00 X 0 0 0 MATT LYDEN BOARD MEMBER 1.00 X 0 0 0 CHRIS KRAMER BOARD MEMBER 1.00 X 0 0 0 MICHELE NICHOLS BOARD MEMBER 1.00 X 0 0 0 SHERREL STEWART BOARD MEMBER 1.00 X 0 0 0 LU PITTS BOARD MEMBER 1.00 X 0 0 0 PHILLIP SCHILLECI BOARD MEMBER 1.00 X 0 0 0 ERIC BISHOP BOARD MEMBER 1.00 X 0 0 0 DIANE GRISWOLD BOARD MEMBER 1.00 X 0 0 0 ALEX MORTON BOARD MEMBER 1.00 X 0 0 0 SHANE OWENS BOARD MEMBER 1.00 X 0 0 0 CALEB WILSON BOARD MEMBER 1.00 X 0 0 0 SARA NEWELL PRESIDENT AND CEO 40.00 X 182252 0 9903 MARY VIRGINIA BASTAR VP OF OPERATION (1/1/24-06/5/24) 40.00 X 42224 0 0 SUSAN GARRETT VP OF MARKETING (1/1/24-06/5/24) 40.00 X 36703 0 0 261179 0 9903 1 0 1 0 0 861753 167650 661173 1690576 PROGRAM SERVICE FEES 624100 1068409 1068409 1068409 76265 76265 0 861753 138998 -138998 -138998 2696252 1068409 0 -62733 107447 107447 271082 237557 16536 16989 1161023 1016572 71342 73109 12592 8197 2600 1795 84828 75079 5204 4545 106298 92352 7029 6917 18365 15307 3058 34100 30135 3965 7492 7492 135 135 12337 10781 1556 63741 49551 13115 1075 45404 40795 4609 121267 107611 13656 14926 14926 28430 24199 3294 937 265860 239274 26586 101443 91170 10273 REPAIRS AND MAINTENANCE 125608 111724 13884 PROGRAM ACTIVITIES 52457 52457 FEILD TRIPS 45826 45826 BANK SERVICE CHARGES 34348 30858 3490 118537 101720 16429 388 2833546 2503673 222562 107311 886595 707421 153792 61603 63919 18958 27224 7984392 3378481 4527406 4605911 1306316 1497252 366246 348524 7320916 7250251 67967 54039 99500 43000 167467 97039 X 7001097 7153212 152352 0 7153449 7153212 7320916 7250251 -137294 137057 0 X X 0 1 X 1 0 X 488826 2033165 1516869 1036015 1690576 6765451 488826 2033165 1516869 1036015 1690576 6765451 6765451 12548 18528 29551 52289 76265 189181 6954632 3512512 0.97280 0.98170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7409876 2954930 4454946 574516 423551 150965 4605911 X 2964815 137057 138998 276055 2688760 7492 7492 2696252 2965052 138998 138998 2826054 7492 7492 2833546 PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS AN ALABAMA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE IRS AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION, AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION. THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, IT IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE FOUNDATION'S EXEMPT PURPOSES. THE FOUNDATION HAS DETERMINED THAT THEY ARE NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAVE NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. MANAGEMENT BELIEVES THAT THE FOUNDATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 138,998. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 138,998. CHILI COOK OFF 535848 535848 45497 8433 6016 31225 DINNERTAINMENT 217269 217269 10668 29675 875 2075 4 108636 108636 4534 861753 861753 56165 38108 6891 37834 138998 -138998 1 SCHOLARSHIPS 64 107447 X 0 0 0 0 0 0 0 0 0 SARA NEWELL PRESIDENT AND CEO 182252 0 0 0 0 0 0 0 9903 0 192155 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS ANNUALLY APPROVES THE COMPENSATION OF THE CEO. FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS DISTRIBUTED TO THE BOARD MEMBERS ONE WEEK PRIOR TO THE MEETING. THE RETURN IS THEN APPROVED BY A VOTE OF THE MAJORITY OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO SIGN AN ANNUAL DISCLOSURE STATING THAT THEY HAVE READ, UNDERSTOOD, AND COMPLIED WITH THE CONFLICTS OF INTEREST POLICY. DISCLOSURES ARE REVIEWED AT THE BEGINNING OF THE CALENDAR YEAR AND PROCEDURES ARE IN PLACE IN THE EVENT ACTIONS ARE NECESSARY TO ADDRESS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE FINANCE COMMITTEE RECOMMENDS TO THE BOARD OF DIRECTORS THE COMPENSATION OF THE PRESIDENT & CEO BASED ON THE RECOMMENDATION OF THE EXECUTIVE COMMITTEE. THE COMPENSATION OF OTHER OFFICERS AND STAFF MEMBERS IS BASED ON THE RECOMMENDATION OF THE PRESIDENT & CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990 PART XII LINE 2C THE FINANCE COMMITTEE OF THE BOARD OVERSEES THE AUDIT. THE AUDIT IS COMPLETED AND PRESENTED TO THE FINANCE COMMITTEE AND THE FULL BOARD OF DIRECTORS, ANNUALLY.