2024-11-04T10:25:05-06:00 2023-12-31 844049075 HALEY & WOODS LLP 4220 CAHABA HEIGHTS COURT SUITE 201 BIRMINGHAM AL 35243 990 2023-01-01 631096855 THE EXCEPTIONAL FOUNDATION EXCE 2058700776 1616 OXMOOR ROAD HOMEWOOD AL 35209 SARA NEWELL PRESIDENT AND CEO 2058700776 2024-11-04 1 1 JESSICA WOODS P02351080 2052771529 2024-11-04 2023 2024-10-15 13:58:12Z SARA NEWELL 1616 OXMOOR ROAD HOMEWOOD AL 35209 2880325 0 X EXCEPTIONALFOUNDATION.ORG X 1993 AL SOCIAL AND RECREATIONAL ACTIVITIES FOR ADULTS AND CHILDREN WITH INTELLECTUAL DISABILITIES. 24 24 65 859 0 0 1516869 1900484 751514 927552 280300 52289 -108141 -118103 2440542 2762222 0 62061 0 0 1346935 1623138 0 0 132144 802227 888397 2149162 2573596 291380 188626 6886702 7320916 71662 167467 6815040 7153449 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 2249455 62061 927552 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. 2249455 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 1 65 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 CHAIR 1.00 X X 0 0 0 PATRICK STRONG VICE 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 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 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 SARA NEWELL PRESIDENT AND CEO 40.00 X 176215 0 6834 MARY VIRGINIA BASTAR VICE PRESIDENT OF OPERATIO 40.00 X 93917 0 8472 SUSAN GARRETT VICE PRESIDENT OF MARKETIN 40.00 X 78779 0 8080 348911 0 23386 1 0 1 0 0 864469 195420 840595 1900484 PROGRAM SERVICE FEES 624100 927552 927552 927552 52289 52289 0 864469 118103 -118103 -118103 2762222 927552 0 -65814 62061 62061 372297 316452 26782 29063 1073041 912467 76762 83812 13565 9659 1435 2471 58428 49665 4148 4615 105807 89201 8422 8184 11619 9876 1743 6391 6391 19500 17137 2363 8905 8127 778 59833 51964 6049 1820 33594 30748 2846 101150 91034 10116 14114 14114 18708 15876 1895 937 241293 217164 24129 107621 96878 10743 PROGRAM ACTIVITIES 62895 62895 REPAIRS AND MAINTENANCE 48329 44049 4280 FEILD TRIPS 47318 47318 BANK SERVICE CHARGES 31093 29844 1249 76034 72926 2644 464 2573596 2249455 191997 132144 822847 886595 153792 95513 61603 19621 18958 7640029 3112623 4594248 4527406 970505 1306316 383968 366246 6886702 7320916 24162 67967 47500 99500 71662 167467 X 6599448 7001097 215592 152352 6815040 7153449 6886702 7320916 188626 149783 0 X X 0 1 X 1 0 X 1685735 488826 2033165 1516869 1036015 6760610 1685735 488826 2033165 1516869 1036015 6760610 6760610 12979 12548 18528 29551 52289 125895 6886505 3163761 0.98170 0.98760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7086241 2722799 4363442 553788 389824 163964 4527406 RIGHT OF USE ASSETS 366246 366246 X 3023717 149783 118103 267886 2755831 6391 6391 2762222 2685308 118103 118103 2567205 6391 6391 2573596 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 118,103. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 118,103. CHILI COOK OFF 450932 450932 23062 5673 1767 46116 DINNERTAINMENT 217086 217086 6878 24438 75 5586 5 196451 196451 4508 864469 864469 29940 30111 1842 56210 118103 -118103 1 SCHOLARSHIPS 36 62061 X 0 0 0 0 0 0 0 0 0 SARA NEWELL PRESIDENT AND CEO 176215 0 0 0 0 0 0 0 6834 0 183049 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.