Exceptional Foresters Incorporated FY2021 filing

Tax-deductible

Shelton, WA501(c)(3)Since 1957Human ServicesEIN 91-0773423

To assist people with disabilities to maximize their sense of dignity and self-worth by providing quality vocational evaluation and training, community employment suited to the individual's needs, skills, desires and social development, and residential services which enable them to attain their highest level of independence in all phases of their lives.

501(c)(3) charity; gifts are tax-deductible.
94¢ of each $1 spent went to programs.
$226K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $72K a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$226K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $51
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.6M
18% of total assets
Looks good: liabilities are 18% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$9.4M
-0.1% vs prior year
Spent
$9.2M
To programs
94%
Net assets
$7.2M
By yearFY2020–FY2024
Revenue
$9.4M
FY2021-0.1%
Revenue by fiscal year
FY2020$9.4M
FY2021$9.4M
FY2022$10.7M
FY2023$12.0M
FY2024$13.3M
Expenses
$9.2M
FY2021▲ +4%
Expenses by fiscal year
FY2020$8.8M
FY2021$9.2M
FY2022$10.5M
FY2023$12.5M
FY2024$13.5M
Net assets
$7.2M
FY2021▲ +12%
Net assets by fiscal year
FY2020$6.4M
FY2021$7.2M
FY2022$6.7M
FY2023$6.7M
FY2024$7.0M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1967.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

94 cents of each dollar spent went to programs.

Program services 94% · $8.6M Management & general 6% · $581K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

9 people listed on the 990; $226K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$119,930Pt VII · Sec A
Past Finance Director
$61,090Pt VII · Sec A
Past Finance Director
$44,937Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Danielle Cook’s $157K as Executive Director is at the 23rd percentile of top reported officer pay among 3122 $10–100M human services 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 · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Danielle Cook$156,743$147,714$133,538$119,930$107,196
Lisa Maynard$123,579$111,777$87,320——
Judy Canaday———$44,937$70,093
Anita Hansen———$61,090$58,090

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

Empowers people with disabilities through job training, community employment, and housing for independence.

Provided by the organization

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2 program services account for $8.6M of program spending, described in the organization's own filed words · FY2021.
01

Efi's supported living program serves 49 clients in mason and thurston counties. Skilled staff of approximately 110 serve both our supported living program as well as our community GUIDE/ENGAGEMENT in different settings; supporting them with goals, safety and independence.

$7.6Mprogram expense
02

Efi's vocational services department provides employment assistance, vocational programs, and community inclusion for disabled youth and adults. Efi staff work closely with the department of social & health services division of vocational rehabilitation and the developmental disabilities administration to place individuals with…

$937Kprogram expense

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Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$51

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$9.4M
Ln 12
Fees for servicesLn 2g$9.3M
Investment incomeLn 3$138K
Other incomeLn 4–11$9K
Money outPt IX
$9.2M
Ln 25
Programscol B$8.6M
Managementcol C$581K
Owns and owesPt X
$7.2M
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$8.8M
LiabilitiesLn 26$1.6M
PeoplePt VI, VII
9
listed · VII A
PaidVII A3
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2K
Fees for servicesLn 2g$9.3M
Investment incomeLn 3$138K
Other incomeLn 4–11$9K
Gains on assetsLn 7$72K
Total revenueLn 12$9.4M
Assets in detailPt X, end of year
CashLn 1$331K
SavingsLn 2$719K
Cash and savings togetherLn 1–2$1.1M
InvestmentsLn 11–13$4.9M
Land, buildings, equipmentLn 10c$1.9M
Total assetsLn 16$8.8M
LiabilitiesLn 26$1.6M
Net assetsLn 32$7.2M
OperationsPt I, VI
EmployeesI 5193
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$964K$1.1M
InvestmentsLn 11–13$4.4M$4.9M
Land, buildings, equipmentLn 10c$1.8M$1.9M
Total assetsLn 16$8.0M$8.8M
LiabilitiesLn 26$1.6M$1.6M
Net assetsLn 32$6.4M$7.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$237K$111K$126K
Other salaries and wagesLn 7$6.7M$6.4M$295K
Pension plan contributionsLn 8$107K$103K$4K
Other employee benefitsLn 9$581K$559K$22K
Payroll taxesLn 10$672K$637K$35K
Other fees for servicesLn 11g$9K$8K$2K
Advertising and promotionLn 12$1K$936$77
Office expensesLn 13$12K$9K$3K
OccupancyLn 16$96K$89K$7K
TravelLn 17$594$594
InterestLn 20$42K$34K$8K
Depreciation, depletion and amortizationLn 22$176K$163K$13K
InsuranceLn 23$95K$78K$17K
Other expenses (24a–d)Ln 24$438K$390K$48K
All other expensesLn 24e$11K$11K$699
Total functional expensesLn 25$9.2M$8.6M$581K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $13.3M$13.5M−$206K$7.0M 990 PDF
FY2023 $12.0M$12.5M−$542K$6.7M 990 PDF
FY2022 $10.7M$10.5M$263K$6.7M 990 PDF
FY2021 Viewing $9.4M$9.2M$257K$7.2M 990 PDF
FY2020 $9.4M$8.8M$590K$6.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $9,421,965 across 7 lines filed
VIII-1f All other contributions, gifts and grants$1,853
VIII-1h Total contributions, gifts and grants$1,853
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $9,273,091$9,273,091
VIII-3 Investment incomeExcluded from tax $65,990$65,990
VIII-7 Net gain or loss on sales of assetsExcluded from tax $71,766$71,766
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $9,265$9,265
VIII-12 Total revenueRelated to mission $9,282,356 · Unrelated business $0 · Excluded from tax $137,756$9,421,965
Part IX · Statement of functional expenses $9,165,205 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $110,554 · Management $126,408$236,962
IX-7 Other salaries and wagesPrograms $6,392,451 · Management $294,633$6,687,084
IX-8 Pension plan contributionsPrograms $103,312 · Management $4,031$107,343
IX-9 Other employee benefitsPrograms $558,651 · Management $22,077$580,728
IX-10 Payroll taxesPrograms $636,769 · Management $35,141$671,910
IX-11g Other fees for servicesPrograms $7,953 · Management $1,535$9,488
IX-12 Advertising and promotionPrograms $936 · Management $77$1,013
IX-13 Office expensesPrograms $9,248 · Management $3,050$12,298
IX-16 OccupancyPrograms $89,004 · Management $6,855$95,859
IX-17 TravelPrograms $594$594
IX-20 InterestPrograms $33,803 · Management $8,340$42,143
IX-22 Depreciation, depletion and amortizationPrograms $163,475 · Management $12,631$176,106
IX-23 InsurancePrograms $77,550 · Management $17,168$94,718
IX-24 Other expenses (24a–d)Programs $389,607 · Management $47,962$437,569
IX-24e All other expensesPrograms $10,691 · Management $699$11,390
IX-25 Total functional expensesPrograms $8,584,598 · Management $580,607 · Fundraising $0$9,165,205
Part X · Balance sheet $8,777,374 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $44,423$331,195
X-2 Savings and temporary cash investmentsStart of year $919,597$719,241
X-4 Accounts receivableStart of year $813,445$822,389
X-9 Prepaid expenses and deferred chargesStart of year $103,318$108,530
X-10c Land, buildings and equipment, netStart of year $1,797,022$1,889,013
X-12 Other securitiesStart of year $4,351,897$4,907,006
X-16 Total assetsStart of year $8,029,702$8,777,374
X-17 Accounts payable and accrued expensesStart of year $638,308$622,461
X-26 Total liabilitiesStart of year $1,612,300$1,574,425
X-27 Net assets without donor restrictionsStart of year $6,417,402$7,202,949
X-32 Total net assets or fund balancesStart of year $6,417,402$7,202,949
X-33 Total liabilities and net assetsStart of year $8,029,702$8,777,374
Part XI · Reconciliation of net assets $7,202,949 net assets at year end
XI-1 Total revenue$9,421,965
XI-2 Total expenses$9,165,205
XI-3 Revenue less expenses$256,760
XI-4 Net assets at start of year$6,417,402
XI-5 Net unrealized gains (losses) on investments$528,787
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,202,949

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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