Nonprofit · EIN 83-0993675
EXCEPTIONAL OPPORTUNITIES FOUNDATION INC
Tax-exempt · ALGONA, IA 50511
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $380,304 | $597,064 | -$216,760 | $6,153,376 | $0 | $6,153,376 |
| June 30, 2025 | 990 | $324,382 | $36,463 | $287,919 | $5,827,918 | $0 | $5,827,918 |
| June 30, 2024 | 990 | $91,426 | $286,008 | -$194,582 | $5,249,782 | $0 | $5,249,782 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $40,478
- Program service revenue
- $0
- Investment income
- $338,212
- Net gain from sales of assets
- $24,302
- Net income from fundraising events
- $1,614
- Other revenue
- $1,614
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,050
- Management and general (functional)
- $597,064
Balance sheet and other
- Total assets, start of year
- $5,827,918
- Total assets, end of year
- $6,153,376
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,153,376
- Publicly traded securities
- $5,405,230
- Net assets without donor restrictions
- $6,153,376
- Gross receipts
- $642,749
- Employees
- 0
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Erin Schmidt | Executive Dir. Officer | 1 | $0 | $112,457 |
| Judy Junkermeier | Director Trustee or director | 1 | $0 | $0 |
| Bob Christensen | President Trustee or director, Officer | 1 | $0 | $0 |
| Lori Ludwig | Director Trustee or director | 1 | $0 | $0 |
| Judy Weber | Director Trustee or director | 1 | $0 | $0 |
| Pam Cox | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Beany Bode | Director Trustee or director | 1 | $0 | $0 |
| Karie Young | Director Trustee or director | 1 | $0 | $0 |
| Eric Wiltgen | Director Trustee or director | 1 | $0 | $0 |
| Rebecca Lewis | Director Trustee or director | 1 | $0 | $0 |
| Ryan Habeger | Vice President Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended June 30, 2025: 11 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Erin Schmidt | Executive Dir. Officer | 1 | $0 | $115,331 |
| Judy Junkermeier | President Trustee or director, Officer | 1 | $0 | $0 |
| Bob Christensen | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Lori Ludwig | Director Trustee or director | 1 | $0 | $0 |
| Judy Weber | Director Trustee or director | 1 | $0 | $0 |
| Pam Cox | Director Trustee or director | 1 | $0 | $0 |
| Walter Renger | Director Trustee or director | 1 | $0 | $0 |
| Brien Rindone | Director Trustee or director | 1 | $0 | $0 |
| Judy Haag | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Rebecca Lewis | Director Trustee or director | 1 | $0 | $0 |
| Ryan Habeger | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Erin Schmidt | Executive Dir. Officer | 1 | $0 | $114,148 |
| Judy Junkermeier | President Trustee or director, Officer | 1 | $0 | $0 |
| Bob Christensen | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Lori Ludwig | Director Trustee or director | 1 | $0 | $0 |
| Judy Weber | Director Trustee or director | 1 | $0 | $0 |
| Pam Cox | Director Trustee or director | 1 | $0 | $0 |
| Walter Renger | Director Trustee or director | 1 | $0 | $0 |
| Brien Rindone | Director Trustee or director | 1 | $0 | $0 |
| Judy Haag | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Rebecca Lewis | Director Trustee or director | 1 | $0 | $0 |
| Ryan Habeger | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 119 S JONES ST, ALGONA, IA 50511-2704
- In care of
- % JEAN MENNING
- Mailing address (990-N for 2018)
- 119 South Jones St, Algona IA 50511
- Principal officer (990 for 2025)
- Erin Schmidt, 119 South Jones St, Algona, IA 50511
- Principal officer (990-N for 2018)
- Jean Menning, 119 South Jones St, Algona IA 50511
- Signed the 990
- Erin Schmidt, Executive Director
- Phone
- (515) 395-3251
- Return prepared by
- TP ANDERSON & COMPANY PC CPAS
Mission
The primary purpose of the not for profit is to support and benefit Exceptional Opportunities, Inc. and all the income of the foundation shall be distributed to or for the benefit of Exceptional Opportunities, Inc.
Program accomplishments
- To improve the lives of individuals with intellectual disabilities served by Exceptional Opportunities, Inc, a not-for-profit organization organized under Section 501(c)(3) of the Internal Revenue Code.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 83-0993675
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2019
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P19)
- Assets (IRS master file)
- $6,153,376
- Income (IRS master file)
- $642,749
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $380,304 | $597,064 | $6,153,376 | XML |
| 990 | June 2025 | $324,382 | $36,463 | $5,827,918 | XML |
| 990 | June 2024 | $91,426 | $286,008 | $5,249,782 | XML |
| 990 | June 2023 | $150,184 | $266,268 | $4,869,588 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: Jean Menning | June 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-0993675).
Questions about EXCEPTIONAL OPPORTUNITIES FOUNDATION INC
- What is the EIN of EXCEPTIONAL OPPORTUNITIES FOUNDATION INC?
- The employer identification number (EIN) of EXCEPTIONAL OPPORTUNITIES FOUNDATION INC is 83-0993675.
- Is EXCEPTIONAL OPPORTUNITIES FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to EXCEPTIONAL OPPORTUNITIES FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does EXCEPTIONAL OPPORTUNITIES FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EXCEPTIONAL OPPORTUNITIES FOUNDATION INC due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EXCEPTIONAL OPPORTUNITIES FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of EXCEPTIONAL OPPORTUNITIES FOUNDATION INC?
- The 990 for the year ended June 30, 2026 names Erin Schmidt.
- Who are the officers and directors of EXCEPTIONAL OPPORTUNITIES FOUNDATION INC?
- The 990 for the year ended June 30, 2026 lists 11 people; 0 received compensation from the organization.
- How much revenue does EXCEPTIONAL OPPORTUNITIES FOUNDATION INC have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $380,304, expenses of $597,064 and total assets of $6,153,376 at year end.
Other nonprofits in ALGONA
- ACTIVE SENIOR CITIZENS OF ALGONA EIN 42-1256740 · last filed 990 for 2024
- DONALD R TIETZ CHARITABLE FOUNDATION EIN 35-2503399 · last filed 990-PF for 2024
- EXCEPTIONAL OPPORTUNITIES INC EIN 42-0953931 · last filed 990 for 2026
- WILLARD E AND ELLA P THOMPSON EDUCATIONAL FUND EIN 36-6028029 · last filed 990-PF for 2025
- FRIENDS OF GARRIGAN HIGH SCHOOL INC EIN 23-7362367 · last filed 990 for 2025
- ALGONA COMMUNITY SCHOOL FOUNDATION EIN 42-1240404 · last filed 990 for 2025
- ALGONA FAMILY YOUNG MENS CHRISTIAN ASSOCIATION EIN 42-1225829 · last filed 990 for 2024
- KOSSUTH COUNTY HOSPITAL FOUNDATION EIN 42-1324032 · last filed 990 for 2025