2023-12-18T14:35:13-05:00 2023-06-30 420991212 HOGAN - HANSEN PC 3128 BROCKWAY ROAD WATERLOO IA 507015103 990 2022-07-01 420794846 EXCEPTIONAL PERSONS INC EXCE 3192326671 PO BOX 4090 WATERLOO IA 507044090 KATIE SLADE EXECUTIVE DIRECTOR 3192326671 2023-11-15 true KATIE SLADE 999009999 true STEVEN K DUGGAN CPA P00424293 3192335225 2023-11-28 2022 2023-04-26 12:10:37Z KATIE SLADE PO BOX 4090 WATERLOO IA 507044090 26849198 false X WWW.EPISERVICE.ORG X 1957 IA EXCEPTIONAL PERSONS, INC. MAKES A POSITIVE DIFFERENCE FOR PEOPLE LIVING WITH DISABILITIES, ENHANCES COMMUNITY CHILD CARE AND STRENGTHENS FAMILIES. 14 14 425 22 188285 3539588 4033275 17200874 17391489 260672 139795 130440 152637 21131574 21717196 0 0 16419434 17290486 0 151126 3923850 4157835 20343284 21448321 788290 268875 16374370 17197441 3378663 3459642 12995707 13737799 X EXCEPTIONAL PERSONS, INC. MAKES A POSITIVE DIFFERENCE FOR PEOPLE LIVING WITH DISABILITIES, ENHANCES COMMUNITY CHILD CARE AND STRENGTHENS FAMILIES. false false 13286496 14716394 COMMUNITY LIVING - A WIDE RANGE OF SUPPORT SERVICES FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES AND BRAIN INJURIES. 3635469 452860 CHILDREN AND FAMILY SERVICES- PROVIDE RESOURCE AND REFERRAL ASSISTANCE TO DAY CARE PROVIDERS AND OPERATE THE FEDERAL CHILD AND ADULT CARE FOOD PROGRAM. 305038 197586 TRANSPORTATION SERVICES- PROVIDE BUSING AND OTHER TRANSPORTATION SERVICES TO RESIDENTIAL CLIENTS, SCHOOLS, AND OTHER INDIVIDUALS WHO REQUEST THE SERVICE. 1912321 2024649 DAY HABILITATION EXPENSES 495,752 REVENUE 556,406 EMPLOYMENT SERVICES EXPENSES 496,829 REVENUE 487,077 MEMBER AGENCIES EXPENSES 176,709 REVENUE 190,968 OTHER PROGRAMS EXPENSES 158,918 REVENUE 279,662 PROPERTY MANAGEMENT EXPENSES 584,113 REVENUE 510,536 1912321 2024649 19139324 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 1 0 true 425 true true true false false false false false false false false false false false false false X 14 14 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 X 136632 0 25669 LARISSA DEEDS EMPLOYEE 112.00 X 141017 0 18902 SHADRICH PAYE EMPLOYEE 40.00 X 113907 0 4781 JASON YAUNK EMPLOYEE 40.00 X 103801 0 14766 VEZELIBA BANNA EMPLOYEE 40.00 X 100702 0 16062 KIMBERLY BUMGARDNER-BERGMAN EMPLOYEE 40.00 X 106029 0 6362 DEB JUNGLING PAST CFO 50.00 X 88793 0 23384 JAMES PERRY CFO 50.00 X 47346 0 3077 STEVE LINDAMAN PRESIDENT 0.50 0.50 X X 0 0 0 JORDAN ALBORN VICE PRESIDE 0.50 0.50 X X 0 0 0 GIA SHANNON TREASURER 0.50 X X 0 0 0 MIKE ISAACSON SECRETARY 0.50 X X 0 0 0 DEB LILLY PAST PRESIDE 0.50 0.50 X X 0 0 0 KIM FETTKETHER DIRECTOR 0.50 X 0 0 0 JEFF HALVERSON DIRECTOR 0.50 X 0 0 0 DAN LEVI DIRECTOR 0.50 X 0 0 0 JULEA NEHAR DIRECTOR 0.50 X 0 0 0 KYLE ROED DIRECTOR 0.50 X 0 0 0 DODIE YOUNG DIRECTOR 0.50 X 0 0 0 838227 113003 6 false true false 50428 3982847 4033275 FEES AND CONTRACTS 624100 15668071 15668071 RENTAL INCOME 624229 475430 475430 CHILDCARE FEES 624100 359302 359302 BLACK HAWK CO BD OF SUPV 624100 217035 217035 VEHICLE REPAIRS 624310 188285 188285 483366 483366 17391489 198594 198594 5064040 9163 5132002 -67962 9163 -58799 -58799 MISCELLANEOUS 624100 152637 152637 152637 21717196 17203204 188285 292432 326734 326734 13896606 12667580 1143519 85507 612804 558477 50677 3650 1411273 1316047 82220 13006 1043069 931572 105424 6073 13340 7467 5873 67850 730 57845 9275 43199 43199 78291 44689 33556 46 329236 241048 76054 12134 392423 376249 15639 535 135560 134134 1426 96671 89981 6582 108 39638 35993 3642 3 425640 382183 43350 107 154839 101445 48960 4434 CONTRACTED SERVICES 1390316 1330626 54874 4816 INCENTIVES 361991 361991 REPAIRS & MAINTENANCE 259239 241407 17759 73 SUPPLIES 233900 196299 37563 38 135702 121406 2975 11321 21448321 19139324 2157871 151126 295 276 7722488 3355243 465175 710596 1337220 1326450 1118 6762 37100 180803 8574303 4983972 4171310 3590331 2639664 7712076 314904 16374370 17197441 1315076 1362310 653869 901766 877659 764496 532059 431070 3378663 3459642 X 12906873 13697494 88834 40305 12995707 13737799 16374370 17197441 268875 473217 X false true X true true true X 3021079 3135350 3761930 3539588 4033275 17491222 3021079 3135350 3761930 3539588 4033275 17491222 17491222 80211 80529 61833 70845 198594 492012 131872 227293 359165 18342399 84096773 0.95360 0.97130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 683452 683452 6524691 3780533 2744158 748925 738325 10600 617235 465114 152121 3590331 X 22147214 473217 473217 21673997 43199 43199 21717196 21405122 21405122 43199 43199 21448321 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, 2023, 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 136632 8789 16880 162301 LARISSA DEEDS EMPLOYEE 141017 8793 10109 159919 A BLACK HAWK COUNTY IA 426005328 2005-12-01 1500000 SEE PART VI 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 SEE PART VI ADDITIONAL INFORMATION BLACK HAWK COUNTY, IA PART I, LINE A(F) DESCRIPTION OF PURPOSE: TO PURCHASE LAND, BUILDINGS, IMPROVEMENTS AND EQUIPMENT FOR A FACILITY. FORM 990, PAGE 2, PART III, LINE 4D DAY HABILITATION EXPENSES 495,752 REVENUE 556,406 EMPLOYMENT SERVICES EXPENSES 496,829 REVENUE 487,077 MEMBER AGENCIES EXPENSES 176,709 REVENUE 190,968 OTHER PROGRAMS EXPENSES 158,918 REVENUE 279,662 PROPERTY MANAGEMENT EXPENSES 584,113 REVENUE 510,536 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 144207 ACTUAL AMOUNT EXCEPTIONAL PERSONS FOUNDATION C 50428 ACTUAL AMOUNT SCHEDULE R PART II, LINE (1)(B): TO SUPPORT THE ACTIVITIES OF EXCEPTIONAL PERSONS, INC.