The Exceptional Foundation: FY2022 Nonprofit Profile & Form 990 (EIN 63-1096855)

Sara Newell’s $182K as President and CEO is at the 79th percentile of top reported officer pay among 1842 $1–10M recreation & sports nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

Name	FY2024	FY2023	FY2022
Sara Newell	$182,252	$176,215	$148,203
Mary Virginia Bastar	$42,224	$93,917	$89,706
Susan Garrett	$36,703	$78,779	$69,364

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides social and recreational activities to improve the lives of people with disabilities and their families.

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1 program · $1.9M · in their own filed words · FY2022

01

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.

$1.9Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2025

Faraway FoundationFY2025$11K

Comer FoundationFY2025$5K

The Robert & Carol Flowers FoundationFY2025$1K

Total grants receivedfrom 3 funders$17K

See all 3 funders →

Grants paid · 2 grants · $170K · 2023–2024

Unitemized GrantFY2024$107,447

Unitemized GrantFY2023$62,061

By the numbers

The FY2022 990, line by line.

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1The main four

Money inPt VIII

$2.4M

Ln 12

Gifts and grantsLn 1h$1.5M

Fees for servicesLn 2g$752K

Investment incomeLn 3$280K

Money outPt IX

$2.1M

Ln 25

Programscol B$1.9M

Managementcol C$180K

Fundraisingcol D$117K

Owns and owesPt X

$6.8M

net assets · Ln 32

Cash and savingsLn 1–2$823K

Total assetsLn 16$6.9M

LiabilitiesLn 26$72K

PeoplePt VI, VII

23

listed · VII A

PaidVII A3

Voting boardVI 1a20

IndependentVI 1b20

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$1.5M

Government grantsLn 1e$165K

Fundraising eventsLn 1c$755K

Fees for servicesLn 2g$752K

Investment incomeLn 3$280K

Gains on assetsLn 7$251K

Total revenueLn 12$2.4M

Assets in detailPt X, end of year

CashLn 1$823K

Cash and savings togetherLn 1–2$823K

InvestmentsLn 11–13$971K

Land, buildings, equipmentLn 10c$4.6M

Other assetsLn 15$384K

Total assetsLn 16$6.9M

LiabilitiesLn 26$72K

Net assetsLn 32$6.8M

OperationsPt I, VI

EmployeesI 545

VolunteersI 6300

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY22	End FY22
Cash and savingsLn 1–2	$1.2M	$823K
InvestmentsLn 11–13	$695K	$971K
Land, buildings, equipmentLn 10c	$4.6M	$4.6M
Total assetsLn 16	$7.0M	$6.9M
LiabilitiesLn 26	$95K	$72K
Net assetsLn 32	$6.9M	$6.8M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$339K	$289K	$22K	$28K
Other salaries and wagesLn 7	$869K	$739K	$56K	$74K
Pension plan contributionsLn 8	$8K	$4K	$3K	$892
Other employee benefitsLn 9	$41K	$36K	$3K	$3K
Payroll taxesLn 10	$90K	$77K	$5K	$8K
Management feesLn 11a	$10K		$10K
Accounting feesLn 11c	$26K	$21K	$5K
Other fees for servicesLn 11g	$20K	$16K	$4K
Advertising and promotionLn 12	$8K	$6K	$772	$657
Office expensesLn 13	$37K	$27K	$7K	$3K
Information technologyLn 14	$24K	$17K	$8K
OccupancyLn 16	$86K	$75K	$11K
TravelLn 17	$12K	$12K
Conferences, conventions and meetingsLn 19	$18K	$17K	$1K
Depreciation, depletion and amortizationLn 22	$243K	$219K	$24K
InsuranceLn 23	$91K	$82K	$9K
Other expenses (24a–d)Ln 24	$174K	$164K	$9K
All other expensesLn 24e	$53K	$50K	$2K	$470
Total functional expensesLn 25	$2.1M	$1.9M	$180K	$117K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest	$2.7M	$2.8M	−$137K	$7.2M	990 PDF
FY2023	$2.8M	$2.6M	$189K	$7.2M	990 PDF
FY2022 Viewing	$2.4M	$2.1M	$291K	$6.8M	990 PDF
FY2021	$2.8M	$2.1M	$672K	$6.9M	990 PDF
FY2020	$2.2M	$2.0M	$134K	$6.2M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2022 990 (6 parts)

Part I · Summary $2,440,542 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $2,033,165$1,516,869

I-9 Program service revenuePrior year $632,115$751,514

I-10 Investment incomePrior year $121,298$280,300

I-11 Other revenuePrior year $0−$108,141

I-12 Total revenuePrior year $2,786,578$2,440,542

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $1,274,899$1,346,935

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $839,209$802,227

I-18 Total expensesPrior year $2,114,108$2,149,162

I-19 Revenue less expensesPrior year $672,470$291,380

Part VI · Governance 20 of 20 board members independent, 3 to look at

VI-1a Voting members of the governing body20

VI-1b Independent voting members20

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-2 Family or business relationship among officers or directorsNo

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $2,440,542 across 9 lines filed

VIII-1c Fundraising events$754,526

VIII-1e Government grants$164,764

VIII-1f All other contributions, gifts and grants$597,579

VIII-1h Total contributions, gifts and grants$1,516,869

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $751,514$751,514

VIII-3 Investment incomeExcluded from tax $29,551$29,551

VIII-7 Net gain or loss on sales of assetsRelated to mission $3 · Excluded from tax $250,746$250,749

VIII-8 Net income from fundraising eventsExcluded from tax −$108,141−$108,141

VIII-12 Total revenueRelated to mission $751,517 · Unrelated business $0 · Excluded from tax $172,156$2,440,542

Part IX · Statement of functional expenses $2,149,162 across 18 lines filed

IX-5 Pay of current officers, directors and key staffPrograms $288,610 · Management $22,022 · Fundraising $28,167$338,799

IX-7 Other salaries and wagesPrograms $739,449 · Management $56,253 · Fundraising $73,647$869,349

IX-8 Pension plan contributionsPrograms $4,009 · Management $2,904 · Fundraising $892$7,805

IX-9 Other employee benefitsPrograms $35,796 · Management $2,560 · Fundraising $2,560$40,916

IX-10 Payroll taxesPrograms $77,355 · Management $5,046 · Fundraising $7,665$90,066

IX-11a Management feesManagement $9,698$9,698

IX-11c Accounting feesPrograms $20,564 · Management $5,141$25,705

IX-11g Other fees for servicesPrograms $16,278 · Management $4,070$20,348

IX-12 Advertising and promotionPrograms $6,317 · Management $772 · Fundraising $657$7,746

IX-13 Office expensesPrograms $27,374 · Management $6,954 · Fundraising $2,997$37,325

IX-14 Information technologyPrograms $16,899 · Management $7,507$24,406

IX-16 OccupancyPrograms $74,950 · Management $10,797$85,747

IX-17 TravelPrograms $12,101$12,101

IX-19 Conferences, conventions and meetingsPrograms $17,102 · Management $1,337$18,439

IX-22 Depreciation, depletion and amortizationPrograms $218,914 · Management $24,323$243,237

IX-23 InsurancePrograms $82,227 · Management $9,136$91,363

IX-24 Other expenses (24a–d)Programs $164,226 · Management $9,297$173,523

IX-24e All other expensesPrograms $50,365 · Management $1,754 · Fundraising $470$52,589

IX-25 Total functional expensesPrograms $1,852,536 · Management $179,571 · Fundraising $117,055$2,149,162

Part X · Balance sheet $6,886,702 assets, 14 lines filed

X-1 Cash, non-interest-bearingStart of year $1,207,677$822,847

X-4 Accounts receivableStart of year $2,297$95,513

X-9 Prepaid expenses and deferred chargesStart of year $40,594$19,621

X-10c Land, buildings and equipment, netStart of year $4,639,093$4,594,248

X-11 Publicly traded securitiesStart of year $694,522$970,505

X-15 Other assetsStart of year $401,690$383,968

X-16 Total assetsStart of year $6,985,873$6,886,702

X-17 Accounts payable and accrued expensesStart of year $23,499$24,162

X-19 Deferred revenueStart of year $71,663$47,500

X-26 Total liabilitiesStart of year $95,162$71,662

X-27 Net assets without donor restrictionsStart of year $6,890,711$6,599,448

X-28 Net assets with donor restrictions$215,592

X-32 Total net assets or fund balancesStart of year $6,890,711$6,815,040

X-33 Total liabilities and net assetsStart of year $6,985,873$6,886,702

Part XI · Reconciliation of net assets $6,815,040 net assets at year end

XI-1 Total revenue$2,440,542

XI-2 Total expenses$2,149,162

XI-3 Revenue less expenses$291,380

XI-4 Net assets at start of year$6,890,711

XI-5 Net unrealized gains (losses) on investments−$367,051

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$6,815,040

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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The Exceptional Foundation FY2022 filing

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