2023-10-25T17:42:21-05:00 2022-12-31 844049075 HALEY & WOODS LLP 4220 CAHABA HEIGHTS COURT SUITE 201 BIRMINGHAM AL 35243 990 2022-01-01 631096855 THE EXCEPTIONAL FOUNDATION EXCE 2058700776 1616 OXMOOR ROAD HOMEWOOD AL 35209 SARA NEWELL PRESIDENT AND CEO 2058700776 2023-10-25 1 SARA NEWELL 999009999 1 JESSICA WOODS P02351080 2052771529 2023-10-11 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z SARA NEWELL 1616 OXMOOR ROAD HOMEWOOD AL 35209 3342580 0 X EXCEPTIONALFOUNDATION.ORG X 1993 AL SOCIAL AND RECREATIONAL ACTIVITIES FOR ADULTS AND CHILDREN WITH INTELLECTUAL DISABILITIES. 20 20 56 699 0 0 2033165 1516869 632115 751514 121298 280300 0 -108141 2786578 2440542 0 0 0 0 1274899 1346935 0 0 117055 839209 802227 2114108 2149162 672470 291380 6985873 6886702 95162 71662 6890711 6815040 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 1852536 751517 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 AND 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. 1852536 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 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 23 0 1 56 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 AL X SARA NEWELL 2058700776 1616 OXMOOR ROAD HOMEWOOD AL 35209 MANDY SCHWARTING CHAIR 1.00 X X 0 0 0 PATRICK STRONG VICE CHAIR 1.00 X X 0 0 0 BETH ARNETT TREASURER 1.00 X X 0 0 0 LINDA STONE SECRETARY 1.00 X X 0 0 0 ERIC BISHOP BOARD MEMBER 1.00 X 0 0 0 DAVID BLACKMON BOARD MEMBER 1.00 X 0 0 0 DREW GEARHART BOARD MEMBER 1.00 X 0 0 0 MILTON HARSH BOARD MEMBER 1.00 X 0 0 0 LEIGH HAVER BOARD MEMBER 1.00 X 0 0 0 JEREMY HODGE BOARD MEMBER 1.00 X 0 0 0 JEMISON JONES BOARD MEMBER 1.00 X 0 0 0 BILLY MAGRUDER BOARD MEMBER 1.00 X 0 0 0 KRISTIN RITTER BOARD MEMBER 1.00 X 0 0 0 DANIEL SIMS 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 SARA NEWELL PRESIDENT AND CEO 40.00 X 148203 0 9076 MARY VIRGINIA BASTAR VICE PRESIDENT OF OPERATIONS AND PROGRAMS 40.00 X 89706 0 11656 SUSAN GARRETT VICE PRESIDENT OF MARKETING AND RESOURCE DEVELOP 40.00 X 69364 0 10795 307273 0 31527 1 0 1 0 0 754526 164764 597579 1516869 PROGRAM SERVICE FEES 624100 751514 751514 751514 29551 29551 1042646 2000 791900 1997 250746 3 250749 3 250746 0 754526 108141 -108141 -108141 2440542 751517 0 172156 338799 288610 22022 28167 869349 739449 56253 73647 7805 4009 2904 892 40916 35796 2560 2560 90066 77355 5046 7665 9698 9698 25705 20564 5141 20348 16278 4070 7746 6317 772 657 37325 27374 6954 2997 24406 16899 7507 85747 74950 10797 12101 12101 18439 17102 1337 243237 218914 24323 91363 82227 9136 ADULT PROGRAMS 55580 55580 REPAIRS AND MAINTENANCE 52520 44629 7891 FEILD TRIPS 36989 36989 BANK SERVICE CHARGES 28434 27028 1406 52589 50365 1754 470 2149162 1852536 179571 117055 1207677 822847 2297 95513 40594 19621 7493491 2899243 4639093 4594248 694522 970505 401690 383968 6985873 6886702 23499 24162 71663 47500 95162 71662 X 6890711 6599448 215592 6890711 6815040 6985873 6886702 291380 -367051 0 X X 0 1 X 1 0 X 1274821 1685735 488826 2033165 1516869 6999416 1274821 1685735 488826 2033165 1516869 6999416 6999416 14529 12979 12548 18528 29551 88135 7087551 2934963 0.98760 X FORM 990 SCHEDULE A PART II SECTION A LINE 1 AND SECTION B L THE GROSS RECIEPTS FOR 2018-2021 AND THE INVESTMENT INCOME FOR 2018 AND 2019 WERE NOT CORRECT THEREFORE THOSE CORRECTIONS HAVE BEEN MADE TO THE PREVIOUS YEARS TO CORRECTLY SHOW THE AMOUNTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7006656 2513711 4492945 486835 385532 101303 4594248 RIGHT OF USE ASSETS 383968 383968 X 2171934 -367051 108141 -258910 2430844 9698 9698 2440542 2247605 108141 108141 2139464 9698 9698 2149162 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 108,141. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 108,141. CHILI COOK OFF 421685 421685 19692 12901 3465 31174 DINNERTAINMENT 203775 203775 6926 19816 300 10702 5 129066 129066 3165 754526 754526 26618 32717 3765 45041 108141 -108141 X 0 0 0 0 0 0 0 0 0 SARA NEWELL PRESIDENT AND CEO 148203 0 0 0 0 0 0 0 9076 0 157279 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 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.