EXCEPTIONAL FORESTERS INCORPORATED: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: EXCEPTIONAL FORESTERS INCORPORATED (EIN 91-0773423)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-01
IRS object ID: 202401229349300810
Schema version: 2023v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-01T08:01:31-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	910870697	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	AIKEN & SANDERS INC PS	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	324 S MAIN ST UNIT A	AddressLine1Txt
City	MONTESANO	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	985634502	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	910773423	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	EXCEPTIONAL FORESTERS INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	EXCE	BusinessNameControlTxt
Phone	3604260077	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2009 WEST RAILROAD	AddressLine1Txt
City	SHELTON	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	98584	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DANIELLE COOK	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	3604260077	PhoneNum
Signature	2024-04-29	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DANIELLE	PersonFirstNm
Person Last	COOK	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LONNIE RICH CPA	PreparerPersonNm
PTIN	P00333655	PTIN
Phone	3605333370	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DANIELLE COOK	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2009 WEST RAILROAD	AddressLine1Txt
City	SHELTON	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	98584	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$12,197,245	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.TEAM-EFI.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1957	FormationYr
Legal Domicile State	WA	LegalDomicileStateCd
Activity Or Mission	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.	ActivityOrMissionDesc
Voting Members Governing Body	7	VotingMembersGoverningBodyCnt
Voting Members Independent	7	VotingMembersIndependentCnt
Total Employee	304	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$536	PYContributionsGrantsAmt
CY Contributions Grants	$4,904	CYContributionsGrantsAmt
PY Program Service Revenue	$10,598,040	PYProgramServiceRevenueAmt
CY Program Service Revenue	$12,006,089	CYProgramServiceRevenueAmt
PY Investment Income	$94,512	PYInvestmentIncomeAmt
CY Investment Income	-$68,087	CYInvestmentIncomeAmt
PY Other Revenue	$22,105	PYOtherRevenueAmt
CY Other Revenue	$33,435	CYOtherRevenueAmt
PY Total Revenue	$10,715,193	PYTotalRevenueAmt
CY Total Revenue	$11,976,341	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$9,396,323	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$11,245,221	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,055,460	PYOtherExpensesAmt
CY Other Expenses	$1,273,368	CYOtherExpensesAmt
PY Total Expenses	$10,451,783	PYTotalExpensesAmt
CY Total Expenses	$12,518,589	CYTotalExpensesAmt
PY Revenues Less Expenses	$263,410	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$542,248	CYRevenuesLessExpensesAmt
Total Assets BOY	$8,477,828	TotalAssetsBOYAmt
Total Assets EOY	$8,624,772	TotalAssetsEOYAmt
Total Liabilities BOY	$1,771,333	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,945,354	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$6,706,495	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$6,679,418	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	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.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$10,172,708	ExpenseAmt
Revenue	$10,345,946	RevenueAmt
Desc	EFI'S SUPPORTED LIVING PROGRAM SERVES 51 CLIENTS IN MASON AND THURSTON COUNTIES. SKILLED STAFF OF APPROXIMATELY 158 SERVE BOTH OUR SUPPORTED LIVING PROGRAM AS WELL AS OUR COMMUNITY GUIDE/ENGAGEMENT IN DIFFERENT SETTINGS; SUPPORTING THEM WITH GOALS, SAFETY AND INDEPENDENCE.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,491,048	ExpenseAmt
Revenue	$1,693,578	RevenueAmt
Desc	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 DISABILITIES IN THE COMMUNITY WORKFORCE AND HELP FACILITATE ACCESS TO NON-EMPLOYMENT RELATED ACTIVITIES THAT HELP TO ENHANCE LIFE AREAS AND DEVELOP MEANINGFUL RELATIONSHIPS IN THE COMMUNITY. WE ALSO PROVIDE SERVICES TO HIGH SCHOOL STUDENTS THROUGH THURSTON-MASON COUNTY DEVELOPMENTAL DISABILITIES PROGRAM AND JOB PLACEMENT AND RETENTION SERVICES THROUGH A MEDICAID FUNDED PROGRAM, FOUNDATIONAL COMMUNITY SUPPORTS. IN 2023, WE SERVED 250 CLIENTS ACROSS ALL PROGRAMS.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$11,663,756	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	Yes (1)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	2	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	304	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	7	GoverningBodyVotingMembersCnt
Independent Voting Member	7	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ORGANIZATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3604260077	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2009 WEST RAILROAD	AddressLine1Txt
City	SHELTON	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	98584	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
LAURA SKILLINGS
BOARD MEMBER	2.00	Yes (X)	$0	$0	$0
CONNIE CHAPMAN
VICE CHAIR	4.00	Yes (X)	$0	$0	$0	Yes (X)
LISA WELANDER
BOARD CHAIR	4.00	Yes (X)	$0	$0	$0	Yes (X)
MARCIE MCKAIG
TREASURER	4.00	Yes (X)	$0	$0	$0	Yes (X)
SARA HARVEY
SECRETARY	4.00	Yes (X)	$0	$0	$0	Yes (X)
CURT BENNETT
BOARD MEMBER	2.00	Yes (X)	$0	$0	$0
LAURIE BROWN
BOARD MEMBER	2.00	Yes (X)	$0	$0	$0
DANIELLE COOK
EXECUTIVE DIRECTOR	40.00		$147,714	$0	$4,037	Yes (X)
LISA MAYNARD
FINANCE DIRECTOR	40.00		$111,777	$0	$10,930	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$259,491	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$14,967	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$4,904	AllOtherContributionsAmt
Total Contributions	$4,904	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RESIDENTIAL AND VOCATIONAL SERVIC	624100	$11,850,069	$11,850,069
PRIVATE CONTRACTS	624100	$156,020	$156,020

Field	Value	IRS element (for citing)
Total Program Service Revenue	$12,006,089	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$110,421	TotalRevenueColumnAmt
Exclusion	$110,421	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Other	$42,396	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$187,000	SecuritiesAmt
Other	$33,904	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$187,000	SecuritiesAmt
Other	$8,492	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$178,508	TotalRevenueColumnAmt
Exclusion	-$178,508	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	TRAINING RECOVERY	Desc
Business	485000	BusinessCd
Total Revenue Column	$33,435	TotalRevenueColumnAmt
Related Or Exempt Func Income	$33,435	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$33,435	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,976,341	TotalRevenueColumnAmt
Related Or Exempt Func Income	$12,039,524	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$68,087	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$274,458	TotalAmt
Program Services	$136,576	ProgramServicesAmt
Management And General	$137,882	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$9,278,993	TotalAmt
Program Services	$8,797,600	ProgramServicesAmt
Management And General	$481,393	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$136,704	TotalAmt
Program Services	$131,269	ProgramServicesAmt
Management And General	$5,435	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$590,084	TotalAmt
Program Services	$559,577	ProgramServicesAmt
Management And General	$30,507	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$964,982	TotalAmt
Program Services	$903,478	ProgramServicesAmt
Management And General	$61,504	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$15,834	TotalAmt
Program Services	$14,825	ProgramServicesAmt
Management And General	$1,009	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$5,264	TotalAmt
Program Services	$3,316	ProgramServicesAmt
Management And General	$1,948	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,597	TotalAmt
Program Services	$8,799	ProgramServicesAmt
Management And General	-$2,202	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$128,417	TotalAmt
Program Services	$117,534	ProgramServicesAmt
Management And General	$10,883	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$5,900	TotalAmt
Program Services	$5,151	ProgramServicesAmt
Management And General	$749	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$29,060	TotalAmt
Program Services	$23,235	ProgramServicesAmt
Management And General	$5,825	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$40,131	TotalAmt
Program Services	$32,189	ProgramServicesAmt
Management And General	$7,942	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$273,895	TotalAmt
Program Services	$259,243	ProgramServicesAmt
Management And General	$14,652	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$109,739	TotalAmt
Program Services	$88,403	ProgramServicesAmt
Management And General	$21,336	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
PROGRAM & OPERATING SUP	$304,684	$248,982	$55,702
AUTO & TRUCK EXPENSE	$191,819	$190,695	$1,124
R&M, SMALL EQUIPMENT	$124,904	$107,278	$17,626
MISCELLANEOUS	$37,104	$35,586	$1,518

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$20	TotalAmt
Program Services	$20	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$12,518,589	TotalAmt
Program Services	$11,663,756	ProgramServicesAmt
Management And General	$854,833	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$163,335	BOYAmt
EOY	$96,926	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,023,477	BOYAmt
EOY	$883,626	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,044,233	BOYAmt
EOY	$1,262,635	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$130,610	BOYAmt
EOY	$142,215	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$3,527,891	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,506,186	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,952,986	BOYAmt
EOY	$2,021,705	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$4,163,187	BOYAmt
EOY	$4,217,665	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$8,477,828	BOYAmt
EOY	$8,624,772	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$842,380	BOYAmt
EOY	$1,040,439	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$928,953	BOYAmt
EOY	$904,915	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,771,333	BOYAmt
EOY	$1,945,354	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,706,495	BOYAmt
EOY	$6,679,418	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$6,706,495	BOYAmt
EOY	$6,679,418	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$8,477,828	BOYAmt
EOY	$8,624,772	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$542,248	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$515,171	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,992	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,894	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,853	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$536	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,904	CurrentTaxYearAmt
Total	$12,179	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,486,465	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$9,331,007	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$9,282,356	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$10,625,015	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,081,920	CurrentTaxYearAmt
Total	$48,806,763	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,489,457	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$9,332,901	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$9,284,209	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$10,625,551	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,086,824	CurrentTaxYearAmt
Total	$48,818,942	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$48,818,942	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$84,541	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$80,875	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$65,990	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$123,170	CurrentTaxYearMinus1YearAmt
Current Tax Year	$110,421	CurrentTaxYearAmt
Total	$464,997	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$84,541	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$80,875	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$65,990	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$123,170	CurrentTaxYearMinus1YearAmt
Current Tax Year	$110,421	CurrentTaxYearAmt
Total	$464,997	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,573,998	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$9,413,776	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$9,350,199	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$10,748,721	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,197,245	CurrentTaxYearAmt
Total	$49,283,939	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.99060	PublicSupportCY509Pct
Public Support PY509	0.98900	PublicSupportPY509Pct
Investment Income CY	0.00940	InvestmentIncomeCYPct
Investment Income PY	0.01100	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	Yes (1)	AgentTrusteeEtcInd
Beginning Balance	$418,926	BeginningBalanceAmt
Additions During Year	$63,514	AdditionsDuringYearAmt
Distributions During Year	$32,408	DistributionsDuringYearAmt
Ending Balance	$450,032	EndingBalanceAmt
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$256,915	OtherCostOrOtherBasisAmt
Book Value	$256,915	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,913,745	OtherCostOrOtherBasisAmt
Depreciation	$891,214	DepreciationAmt
Book Value	$1,022,531	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,357,231	OtherCostOrOtherBasisAmt
Depreciation	$614,972	DepreciationAmt
Book Value	$742,259	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$2,021,705	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	SECURITIES	Desc
Book Value	$4,217,665	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$4,217,665	TotalBookValueSecuritiesAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$12,491,512	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$515,171	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$515,171	RevenueNotReportedAmt
Revenue Subtotal	$11,976,341	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$11,976,341	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$12,518,589	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$12,518,589	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$12,518,589	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, LINE 1B:	THE ORGANIZATION IS TRUSTEE IN THE EXCEPTIONAL FORESTERS POOLED TRUST. THE PRINCIPAL ACTIVITY OF THE TRUST IS TO PROVIDE MANAGEMENT OF TRUST FUNDS FOR DISABLED ADULTS. THE PURPOSE FOR THE POOLED TRUST IS TO SUPPLEMENT, BUT NOT TO SUPPLANT, WHATEVER BENEFITS AND SERVICES THE BENEFICIARIES MAY FROM TIME TO TIME BE ELIGIBLE TO RECEIVE FROM OTHER SOURCES. THE ASSET AND LIABILITY BALANCES OF THE EXCEPTIONAL FORESTERS POOLED TRUST HAVE NOT BEEN INCLUDED IN THE FINANCIAL STATEMENTS OF THE ORGANIZATION BECAUSE THE ORGANIZATION HAS NO ECONOMIC INTEREST IN THESE ASSETS AND LIABILITIES. THE ORGANIZATION HAS NO RESIDUAL RIGHTS TO THE FUNDS HELD BY THE EXCEPTIONAL FORESTERS POOLED TRUST.
PART IV, LINE 2B:	THE TRUST ACCOUNTS PAYABLE ARE FUNDS THAT THE ORGANIZATION RECEIVES ON BEHALF OF ITS CLIENTS FROM THE SOCIAL SECURITY ADMINISTRATION OR THE CLIENTS' EMPLOYERS. THE FUNDS ARE HELD IN ONE SEPARATE COLLECTIVE BANK ACCOUNT. THE FUNDS ARE ACCOUNTED FOR SEPARATELY BY CLIENT. THE ORGANIZATION ACTS AS THE SOCIAL SECURITY REPRESENTATIVE PAYEE FOR MOST OF THE CLIENTS IT SERVES IN ITS RESIDENTIAL SERVICES PROGRAM. THE FUNDS ARE USED TO PAY MONTHLY RECURRING BILLS AND EXPENDITURES FOR GOODS AND SERVICES NEEDED OR DESIRED BY THE ORGANIZATION'S CLIENTELE. THE FUNDS ARE HELD IN FDIC OR SIPC INSURED ACCOUNTS.
PART X, LINE 2:	EFI IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. ACCORDINGLY, THE FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR TAXES. EFI FILES INCOME TAX RETURNS IN THE US FEDERAL JURISDICTION. EFI IS NO LONGER SUBJECT TO US FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2020. CURRENTLY, THERE IS NO EXAMINATION OR PENDING EXAMINATION WITH THE INTERNAL REVENUE SERVICE (IRS). AS OF DECEMBER 31, 2023, THERE ARE NO TAX POSITIONS FOR WHICH THE DEDUCTIBILITY IS CERTAIN BUT FOR WHICH THERE IS UNCERTAINTY REGARDING THE TIMING OF SUCH DEDUCTIBILITY.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	DANIELLE COOK	PersonNm
Title	EXECUTIVE DIRECTOR	TitleTxt
Base Compensation Filing Org	$147,714	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$3,509	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$528	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$151,751	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE ORGANIZATION'S FINANCE DIRECTOR, EXECUTIVE DIRECTOR, AND BOARD OF DIRECTORS REVIEW THE FORM 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION USES A PERSONAL HONOR SYSTEM TO MONITOR COMPLIANCE. PROGRESSIVE DISCIPLINARY PROCUREDURES ARE USED FOR ANY STAFF WHO ARE OUT OF COMPLIANCE.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION IS BASED ON ANNUAL PERFORMANCE REVIEWS AND ALL INCREASES ARE PERFORMANCE BASED.
FORM 990, PART VI, SECTION C, LINE 18	THE ORGANIZATION'S POLICY IS TO PROVIDE REQUESTED INFORMATION IN RESPONSE TO A WRITTEN REQUEST EXCEPT THOSE OF A SENSITIVE NATURE REGARDING PARTICULAR FUNDS.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON A WRITTEN OR IN PERSON REQUEST, EXCEPT THOSE OF A SENSITIVE NATURE REGARDING PARTICULAR FUNDS.
FORM 990, PART XI, LINE 2C:	THE PROCESS IN PLACE FOR SELECTION OF AN INDEPENDENT AUDITOR AND OVERSIGHT OF THE INDEPENDENT AUDITOR'S WORK HAVE NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	EXCEPTIONAL FORESTERS POOLED TRUST	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2009 W RAILROAD AVE - PO BOX 669	AddressLine1Txt
City	SHELTON	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	98584	ZIPCd

Field	Value	IRS element (for citing)
EIN	916467970	EIN
Primary Activities	PROVIDING MANAGEMENT OF TRUST FUNDS FOR DISABLED ADULTS	PrimaryActivitiesTxt
Legal Domicile State	WA	LegalDomicileStateCd
Direct Controlling NA	N/A	DirectControllingNACd
Entity Type	T	EntityTypeTxt
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd