Nonprofit · EIN 42-0794846
EXCEPTIONAL PERSONS INC
Tax-exempt · WATERLOO, IA 50704
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $25,293,289 | $22,194,684 | $3,098,605 | $21,316,259 | $2,573,780 | $18,742,479 |
| June 30, 2024 | 990 | $23,517,480 | $22,683,893 | $833,587 | $18,281,842 | $3,053,985 | $15,227,857 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,649,389
- of which government grants
- $4,434,922
- Program service revenue
- $18,003,208
- Investment income
- $533,972
- Net gain from sales of assets
- $244,105
- Other revenue
- $106,720
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $227,933
- Other salaries and wages
- $14,292,792
- Salaries, compensation and benefits (total)
- $17,641,868
- Professional fundraising fees
- $0
- Legal fees
- $43,805
- Accounting fees
- $76,423
- Occupancy
- $332,962
- Travel
- $130,206
- Depreciation
- $407,342
- Program services (functional)
- $19,746,279
- Management and general (functional)
- $2,288,017
- Fundraising (functional)
- $160,388
Balance sheet and other
- Total assets, start of year
- $18,281,842
- Total assets, end of year
- $21,316,259
- Total liabilities, end of year
- $2,573,780
- Net assets, end of year
- $18,742,479
- Land, buildings and equipment
- $3,660,846
- Publicly traded securities
- $11,570,250
- Net assets without donor restrictions
- $18,687,279
- Net assets with donor restrictions
- $55,200
- Gross receipts
- $27,392,546
- Employees
- 390
- Volunteers
- 39
- Year formed
- 1957
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATIE SLADE | EXECUTIVE DI Officer | 40 | $158,227 | $33,008 |
| FALIKU KAMARA | EMPLOYEE Highest-paid employee | 40 | $101,927 | $18,952 |
| AMY KOLPEK | EMPLOYEE Highest-paid employee | 40 | $108,834 | $10,542 |
| BERNADETTE KIPPER | EMPLOYEE Highest-paid employee | 40 | $109,371 | $7,198 |
| SARA DRISH | EMPLOYEE Highest-paid employee | 40 | $105,116 | $8,364 |
| MAGHAN BOWMAN | EMPLOYEE Highest-paid employee | 40 | $106,313 | $5,379 |
| JAMES PERRY | CFO Officer | 40 | $100,670 | $4,417 |
| JORDAN ALBORN | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| GIA SHANNON | VICE PRESIDE Trustee or director, Officer | 0.5 | $0 | $0 |
| MIKE ISAACSON | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| KIM FETTKETHER | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| STEVE LINDAMAN | PAST PRESIDE Trustee or director, Officer | 0.5 | $0 | $0 |
| JEFF HALVERSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JIM NYGREN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| IRIS VERING | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DODIE YOUNG | DIRECTOR Trustee or director | 0.5 | $0 |
| FRANK DARRAH | DIRECTOR Trustee or director | 0.5 | $0 |
| FRANK ESSER | DIRECTOR Trustee or director | 0.5 | $0 |
| MATTHEW GARY | DIRECTOR Trustee or director | 0.5 | $0 |
| BRANDON MARKS | DIRECTOR Trustee or director | 0.5 | $0 |
| BRITTNEY WEBER | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATIE SLADE | EXECUTIVE DI Officer | 50 | $154,278 | $18,941 |
| LARISSA DEEDS | EMPLOYEE Highest-paid employee | 92 | $135,632 | $16,156 |
| JAMES PERRY | CFO Officer | 50 | $147,683 | $950 |
| FALIKU KAMARA | EMPLOYEE Highest-paid employee | 87 | $103,034 | $11,608 |
| KOU MULBAH | EMPLOYEE Highest-paid employee | 93 | $101,002 | $11,524 |
| JASON YAUNK | EMPLOYEE Highest-paid employee | 85 | $100,813 | $11,271 |
| AMY KOLPEK | EMPLOYEE Highest-paid employee | 78 | $102,631 | $9,122 |
| JORDAN ALBORN | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| GIA SHANNON | VICE PRESIDE Trustee or director, Officer | 0.5 | $0 | $0 |
| MIKE ISAACSON | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| KIM FETTKETHER | SECRETARY Trustee or director | 0.5 | $0 | $0 |
| STEVE LINDAMAN | PAST PRESIDE Trustee or director, Officer | 0.5 | $0 | $0 |
| JEFF HALVERSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DAN LEVI | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JIM NYGREN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| IRIS VERING | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DODIE YOUNG | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4090, WATERLOO, IA 50704-4090
- Principal officer (990 for 2024)
- KATIE SLADE, PO BOX 4090, WATERLOO, IA 507044090
- Signed the 990
- KATIE SLADE, EXECUTIVE DIRECTOR
- Phone
- (319) 232-6671
- Website
- WWW.EPISERVICE.ORG
- Return prepared by
- HOGAN - HANSEN PC
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.
Program accomplishments
- 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.Expenses $14,010,690 · revenue $15,806,160
- 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.Expenses $4,312,766 · revenue $543,692
- 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.Expenses $559,571 · revenue $604,440
- 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 335,080Expenses $863,252 · revenue $1,048,916
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 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 42-0794846
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1958
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P820)
- Assets (IRS master file)
- $21,316,259
- Income (IRS master file)
- $27,392,546
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $25,293,289 | $22,194,684 | $21,316,259 | XML |
| 990 | June 2024 | $23,517,480 | $22,683,893 | $18,281,842 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $21,717,196 | $21,448,321 | $17,197,441 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
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 42-0794846).
Questions about EXCEPTIONAL PERSONS INC
- What is the EIN of EXCEPTIONAL PERSONS INC?
- The employer identification number (EIN) of EXCEPTIONAL PERSONS INC is 42-0794846.
- Is EXCEPTIONAL PERSONS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to EXCEPTIONAL PERSONS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EXCEPTIONAL PERSONS 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 PERSONS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EXCEPTIONAL PERSONS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of EXCEPTIONAL PERSONS INC?
- The 990 for the year ended June 30, 2025 names KATIE SLADE.
- Who are the officers and directors of EXCEPTIONAL PERSONS INC?
- The 990 for the year ended June 30, 2025 lists 21 people; 7 received compensation from the organization, the highest $158,227 (KATIE SLADE, EXECUTIVE DI).
- How much revenue does EXCEPTIONAL PERSONS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $25,293,289, expenses of $22,194,684 and total assets of $21,316,259 at year end.
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