2026-01-07T15:15:44-05:00 2025-06-30 420991212 HOGAN - HANSEN PC 3128 BROCKWAY ROAD WATERLOO IA 507015103 990 2024-07-01 420794846 EXCEPTIONAL PERSONS INC EXCE 3192326671 PO BOX 4090 WATERLOO IA 507044090 KATIE SLADE EXECUTIVE DIRECTOR 3192326671 2025-12-19 true true STEVEN K DUGGAN CPA P00424293 3192335225 2025-12-12 2024 2025-03-06 01:10:19Z KATIE SLADE PO BOX 4090 WATERLOO IA 507044090 27392546 false X WWW.EPISERVICE.ORG X 1957 IA EXCEPTIONAL PERSONS, INC. (EPI) IS DEDICATED TO CONNECTING PEOPLE, CREATING OPPORTUNITIES, AND NURTURING GROWTH. OUR MISSION COMES TO LIFE THROUGH FOUR CORE SERVICE AREAS: COMMUNITY LIVING, CHILDREN & FAMILY SERVICES, EMPLOYMENT SERVICES, AND PROPERTY MANAGEMENT. WITH A REACH ACROSS 23 COUNTIES, EPI IS COMMITTED TO BUILDING VIBRANT, INCLUSIVE COMMUNITIES WHERE INDIVIDUALS WITH DIABILITIES CAN THRIVE. 14 14 390 39 0 5223893 6649389 17310529 18003208 685673 533972 297385 106720 23517480 25293289 0 0 17289108 17641868 0 160388 5394785 4552816 22683893 22194684 833587 3098605 18281842 21316259 3053985 2573780 15227857 18742479 X EXCEPTIONAL PERSONS, INC. (EPI) IS DEDICATED TO CONNECTING PEOPLE, CREATING OPPORTUNITIES, AND NURTURING GROWTH. OUR MISSION COMES TO LIFE THROUGH FOUR CORE SERVICE AREAS: COMMUNITY LIVING, CHILDREN & FAMILY SERVICES, EMPLOYMENT SERVICES, AND PROPERTY MANAGEMENT. WITH A REACH ACROSS 23 COUNTIES, EPI IS COMMITTED TO BUILDING VIBRANT, INCLUSIVE COMMUNITIES WHERE INDIVIDUALS WITH DIABILITIES CAN THRIVE. false false 14010690 15806160 COMMUNITY LIVING - EPI EMPOWERS PEOPLE TO LIVE MEANINGFUL LIVES BY PROMOTING COMMUNITY ENGAGEMENT AND ENSURING THAT EVERYONE FEELS VALUED AND INCLUDED IN THEIR COMMUNITIES. IN 2025, WE ACHIEVED A SIGNIFICANT MILESTONE: WE HELPED A YOUNG MAN RETURN TO HIS HOME STATE OF IOWA, TRANSITIONING FROM AN INSTITUTIONAL SETTING INTO HIS OWN HOME. THIS WAS MADE POSSIBLE THROUGH A COMBINATION OF IN-PERSON AND VIRTUAL DIRECT SUPPORT PROFESSIONALS (DSPS). SINCE MAKING THIS MOVE, HIS QUALITY OF LIFE HAS IMPROVED DRAMATICALLY - INCIDENTS OF ELOPEMENT AND EMERGENCY DEPARTMENT VISITS HAVE DECREASED, REFLECTING THE POSITIVE IMPACT OF PERSON-CENTERED SUPPORT AND COMMUNITY INTEGRATION. CURRENTLY, 100% OF EPI-OWNED HOMES UTILIZE THESE INNOVATIVE SOLUTIONS, FOSTERING INDEPENDENCE AND GROWTH EVERY DAY. 4312766 543692 CHILDREN AND FAMILY SERVICES - OUR CHILDREN & FAMILY SERVICES PROVIDE ESSENTIAL RESOURCES AND SUPPORT FOR FAMILIES THROUGH CHILD CARE RESOURCE AND REFERRAL (CCR&R). THIS PROGRAM CONNECTS FAMILIES TO QUALITY CHILD CARE PROVIDERS AND OFFERS TRAINING AND SUPPORT TO CHILD CARE PROVIDERS. BY STRENGTHENING FAMILIES AND THE CHILD CARE SYSTEM, WE ARE FOSTERING BRIGHTER FUTURES FOR CHILDREN AND COMMUNITIES ALIKE. IN 2025 ALONE, THESE SERVICES CONNECTED 779 FAMILIES TO QUALITY CHILD CARE, OFFERED OVER 100 PROFESSIONAL DEVELOPMENT OPPORTUNITIES AND SERVED 709 CHILD CARE PROVIDERS. 559571 604440 EMPLOYMENT SERVICES - EXCEPTIONAL PERSONS, INC. HELPS INDIVIDUALS WITH DISABILITIES ACHIEVE COMPETITIVE, COMMUNITY-BASED EMPLOYMENT THROUGH JOB DEVELOPMENT, SKILLS TRAINING, AND ONGOING SUPPORT. THESE SERVICES FOSTER INDEPENDENCE, FINANCIAL STABILITY, AND INCLUSION. ACROSS THE CEDAR VALLEY, 149 INDIVIDUALS ARE THRIVING IN COMMUNITY EMPLOYMENT, WORKING AN AVERAGE OF 14 HOURS PER WEEK AND EARNING AN AVERAGE WAGE OF 12.39 PER HOUR. IN THE PAST YEAR, 29 INDIVIDULAS COLLECTVELY WORKED 8,394 DAYS, AVERAGING 289 DAYS PER PERSON - ABOUT 79% OF A FULL YEAR. THIS STRONG JOB RETENTION REFLECTS EPI'S SUCCESS IN HELPING PEOPLE NOT ONLY FIND JOBS BUT KEEP THEM, CREATING LASTING IMPACT FOR INDIVIDUALS AND THE COMMUNITY. 863252 1048916 PROPERTY MANAGEMENT - OUR PROPERTY MANAGEMENT ENSURES THAT INDIVIDUALS HAVE SAFE, ACCESSIBLE HOUSING WHERE THEY CAN THRIVE. EPI CURRENTLY PROVIDES HOUSING FOR 252 INDIVIDUALS ACROSS 132 HOMES IN THE CEDAR VALLEY. THESE HOMES OFFER MORE THAN JUST SHELTER; THEY PROVIDE A STABLE FOUNDATION FOR GROWTH AND COMMUNITY CONNECTION, HELPING INDIVIDUALS ACHIEVE THEIR PERSONAL GOALS AND LIVE INDEPENDENTLY. EXPENSES 517,297 REVENUE 713,836 OTHER PROGRAMS EXPENSES 345,955 REVENUE 335,080 863252 1048916 19746279 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 true false false false false true false false false true 254 0 true 390 true false 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 KRISTIN SNYDER 3912326671 PO BOX 4090 WATERLOO IA 507044090 KATIE SLADE EXECUTIVE DI 40.00 0.50 X 158227 0 33008 FALIKU KAMARA EMPLOYEE 40.00 X 101927 0 18952 AMY KOLPEK EMPLOYEE 40.00 X 108834 0 10542 BERNADETTE KIPPER EMPLOYEE 40.00 X 109371 0 7198 SARA DRISH EMPLOYEE 40.00 X 105116 0 8364 MAGHAN BOWMAN EMPLOYEE 40.00 X 106313 0 5379 JAMES PERRY CFO 40.00 0.50 X 100670 0 4417 JORDAN ALBORN PRESIDENT 0.50 0.50 X X 0 0 0 GIA SHANNON VICE PRESIDE 0.50 0.50 X X 0 0 0 MIKE ISAACSON TREASURER 0.50 X X 0 0 0 KIM FETTKETHER SECRETARY 0.50 X X 0 0 0 STEVE LINDAMAN PAST PRESIDE 0.50 0.50 X X 0 0 0 JEFF HALVERSON DIRECTOR 0.50 X 0 0 0 JIM NYGREN DIRECTOR 0.50 X 0 0 0 IRIS VERING DIRECTOR 0.50 X 0 0 0 DODIE YOUNG DIRECTOR 0.50 X 0 0 0 FRANK DARRAH DIRECTOR 0.50 0.50 X 0 0 0 FRANK ESSER DIRECTOR 0.50 0.50 X 0 0 0 MATTHEW GARY DIRECTOR 0.50 0.50 X 0 0 0 BRANDON MARKS DIRECTOR 0.50 X 0 0 0 BRITTNEY WEBER DIRECTOR 0.50 0.50 X 0 0 0 790458 87860 7 false true false 2214467 4434922 2172209 6649389 COMMUNITY LIVING 624100 15806160 15806160 PROPERTY MANAGEMENT 624100 713836 713836 EMPLOYMENT SERVICES 624310 604440 604440 CHILDCARE 624410 533365 533365 MEMBER AGENCIES 624100 180810 180810 164597 164597 18003208 289867 289867 2289263 54099 2099257 190006 54099 244105 244105 ADMINISTRATIVE REIMBURSEMENTS 900099 55479 55479 PRIVATE AGENCY FEES 624100 38391 38391 VAN INCOME 624100 12850 12850 106720 25293289 18109928 533972 227933 227933 14292792 12950197 1257195 85400 604965 539842 56569 8554 1451967 1333395 108946 9626 1064211 946770 111414 6027 43805 566 40171 3068 76423 2998 63395 10030 59751 59751 1391311 1298660 88477 4174 44885 43398 1487 261397 179631 75105 6661 332962 315219 17077 666 130206 128105 2101 139503 103776 35637 90 23957 19245 4712 407342 360269 46707 366 161031 109098 47481 4452 INCENTIVES 935836 935836 SUPPLIES 238647 214496 24146 5 REPAIRS & MAINTENANCE 235981 222388 13385 208 MEMBERSHIP DUES 26584 21823 4761 43195 20567 1567 21061 22194684 19746279 2288017 160388 133 100 3384743 3867245 1039658 378857 1436534 1398565 343979 328050 8494711 4833865 3214174 3660846 8704540 11570250 158081 112346 18281842 21316259 1515329 1344485 520045 356197 554394 390637 464217 482461 3053985 2573780 X 15166392 18687279 61465 55200 15227857 18742479 18281842 21316259 3098605 416017 X false true X true true true X 3761930 3539588 4033275 5223893 6649389 23208075 3761930 3539588 4033275 5223893 6649389 23208075 2364928 20843147 61833 70845 198594 264369 289867 885508 131872 226199 172796 530867 24624450 86140981 0.84640 0.94220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 606452 606452 6491948 3909965 2581983 490323 463777 26546 905988 460123 445865 3660846 X 25649555 416017 416017 25233538 59751 59751 25293289 22134933 22134933 59751 59751 22194684 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, 2025, 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 158227 10336 22672 191235 A BLACK HAWK COUNTY IA 426005328 2005-12-01 1500000 PART I, LINE A(F) DESCRIPTION OF PURPOSE: TO PURCHASE LAND, BUILDINGS, IMPROVEMENTS AND EQUIPMENT FO 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 PART I, LINE A(F) DESCRIPTION OF PURPOSE: TO PURCHASE LAND, BUILDINGS, IMPROVEMENTS AND EQUIPMENT FOR A FACILITY. X 1 2106939 X BENEF. INTEREST 1 65270 false false false FORM 990 - ORGANIZATION'S MISSION EXCEPTIONAL PERSONS, INC. (EPI) IS DEDICATED TO CONNECTING PEOPLE, CREATING OPPORTUNITIES, AND NURTURING GROWTH. OUR MISSION COMES TO LIFE THROUGH FOUR CORE SERVICE AREAS: COMMUNITY LIVING, CHILDREN & FAMILY SERVICES, EMPLOYMENT SERVICES, AND PROPERTY MANAGEMENT. WITH A REACH ACROSS 23 COUNTIES, EPI IS COMMITTED TO BUILDING VIBRANT, INCLUSIVE COMMUNITIES WHERE INDIVIDUALS WITH DIABILITIES CAN THRIVE. FORM 990, PAGE 2, PART III, LINE 4A COMMUNITY LIVING - EPI EMPOWERS PEOPLE TO LIVE MEANINGFUL LIVES BY PROMOTING COMMUNITY ENGAGEMENT AND ENSURING THAT EVERYONE FEELS VALUED AND INCLUDED IN THEIR COMMUNITIES. IN 2025, WE ACHIEVED A SIGNIFICANT MILESTONE: WE HELPED A YOUNG MAN RETURN TO HIS HOME STATE OF IOWA, TRANSITIONING FROM AN INSTITUTIONAL SETTING INTO HIS OWN HOME. THIS WAS MADE POSSIBLE THROUGH A COMBINATION OF IN-PERSON AND VIRTUAL DIRECT SUPPORT PROFESSIONALS (DSPS). SINCE MAKING THIS MOVE, HIS QUALITY OF LIFE HAS IMPROVED DRAMATICALLY - INCIDENTS OF ELOPEMENT AND EMERGENCY DEPARTMENT VISITS HAVE DECREASED, REFLECTING THE POSITIVE IMPACT OF PERSON-CENTERED SUPPORT AND COMMUNITY INTEGRATION. CURRENTLY, 100% OF EPI-OWNED HOMES UTILIZE THESE INNOVATIVE SOLUTIONS, FOSTERING INDEPENDENCE AND GROWTH EVERY DAY. FORM 990, PAGE 2, PART III, LINE 4D PROPERTY MANAGEMENT - OUR PROPERTY MANAGEMENT ENSURES THAT INDIVIDUALS HAVE SAFE, ACCESSIBLE HOUSING WHERE THEY CAN THRIVE. EPI CURRENTLY PROVIDES HOUSING FOR 252 INDIVIDUALS ACROSS 132 HOMES IN THE CEDAR VALLEY. THESE HOMES OFFER MORE THAN JUST SHELTER; THEY PROVIDE A STABLE FOUNDATION FOR GROWTH AND COMMUNITY CONNECTION, HELPING INDIVIDUALS ACHIEVE THEIR PERSONAL GOALS AND LIVE INDEPENDENTLY. EXPENSES 517,297 REVENUE 713,836 OTHER PROGRAMS EXPENSES 345,955 REVENUE 335,080 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 55479 ACTUAL AMOUNT EXCEPTIONAL PERSONS FOUNDATION C 2214467 ACTUAL AMOUNT SCHEDULE R PART II, LINE (1)(B): TO SUPPORT THE ACTIVITIES OF EXCEPTIONAL PERSONS, INC.