2023-05-31T07:06:36-05:00 2022-12-31 910870697 AIKEN & SANDERS INC PS 324 S MAIN ST UNIT A MONTESANO WA 985634502 990 2022-01-01 910773423 EXCEPTIONAL FORESTERS INC EXCE 3604260077 2009 WEST RAILROAD SHELTON WA 98584 DANIELLE COOK EXECUTIVE DIRECTOR 3604260077 2023-05-23 1 DANIELLE COOK 999009999 0 LONNIE RICH CPA P00333655 3605333370 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANIELLE COOK 2009 WEST RAILROAD SHELTON WA 98584 10748721 0 X WWW.TEAM-EFI.ORG X 1957 WA 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. 5 5 236 0 0 0 1853 536 9273091 10598040 137756 94512 9265 22105 9421965 10715193 0 0 0 0 8284027 9396323 0 0 0 881178 1055460 9165205 10451783 256760 263410 8777374 8477828 1574425 1771333 7202949 6706495 X 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. 0 0 8497319 9309372 EFI'S SUPPORTED LIVING PROGRAM SERVES 50 CLIENTS IN MASON AND THURSTON COUNTIES. SKILLED STAFF OF APPROXIMATELY 186 SERVE BOTH OUR SUPPORTED LIVING PROGRAM AS WELL AS OUR COMMUNITY GUIDE/ENGAGEMENT IN DIFFERENT SETTINGS; SUPPORTING THEM WITH GOALS, SAFETY AND INDEPENDENCE. 1305567 1310773 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 2022, WE SERVED 222 CLIENTS ACROSS ALL PROGRAMS. 9802886 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 2 0 1 236 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X THE ORGANIZATION 3604260077 2009 WEST RAILROAD SHELTON WA 98584 LAURA SKILLINGS BOARD MEMBER 2.00 X 0 0 0 LISA WELANDER VICE CHAIR 4.00 X X 0 0 0 MARTY CROW BOARD CHAIR 4.00 X X 0 0 0 MARCIE MCKAIG TREASURER 4.00 X X 0 0 0 CURT BENNETT SECRETARY 4.00 X X 0 0 0 DANIELLE COOK EXECUTIVE DIRECTOR 40.00 X 133538 0 3290 LISA MAYNARD FINANCE DIRECTOR 40.00 X 87320 0 6441 220858 0 9731 1 0 0 0 0 536 536 RESIDENTIAL AND VOCATIONAL SERVIC 624100 10493134 10493134 PRIVATE CONTRACTS 624100 104506 104506 OTHER SERVICES FEE 624100 400 400 10598040 73469 73469 49701 4870 0 33528 49701 -28658 21043 21043 TRAINING RECOVERY 485000 22105 22105 22105 10715193 10620145 0 94512 230589 123145 107444 7744305 7397076 347229 112253 108983 3270 518681 501038 17643 790495 750057 40438 17248 16824 424 4358 3263 1095 34520 31488 3032 108781 100272 8509 2315 2315 17246 15485 1761 41166 33014 8152 217741 203680 14061 104886 86739 18147 PROGRAM & OPERATING SUP 245713 188740 56973 R&M, SMALL EQUIPMENT 139268 119728 19540 AUTO & TRUCK EXPENSE 94130 93916 214 MISCELLANEOUS 21832 21267 565 6256 5856 400 10451783 9802886 648897 0 331195 163335 719241 1023477 822389 1044233 108530 130610 3308065 1355079 1889013 1952986 4907006 4163187 8777374 8477828 622461 842380 951964 928953 1574425 1771333 X 7202949 6706495 7202949 6706495 8777374 8477828 263410 -759864 0 X X 0 1 X 1 0 X 5411 2992 1894 1853 536 12686 6081908 7486465 9331007 9282356 10625015 42806751 6087319 7489457 9332901 9284209 10625551 42819437 0 0 0 42819437 120419 84541 80875 65990 123170 474995 120419 84541 80875 65990 123170 474995 6207738 7573998 9413776 9350199 10748721 43294432 0.98900 0.98880 0.01100 0.01120 X 1 468765 49097 98936 418926 1 X 256915 256915 1833820 835240 998580 1217330 519839 697491 1952986 SECURITIES 4163187 F 4163187 X 9955329 -759864 -759864 10715193 0 10715193 10451783 0 10451783 0 10451783 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 2019. CURRENTLY, THERE IS NO EXAMINATION OR PENDING EXAMINATION WITH THE INTERNAL REVENUE SERVICE (IRS). AS OF DECEMBER 31, 2022, THERE ARE NO TAX POSITIONS FOR WHICH THE DEDUCTIBILITY IS CERTAIN BUT FOR WHICH THERE IS UNCERTAINTY REGARDING THE TIMING OF SUCH DEDUCTIBILITY. 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. EXCEPTIONAL FORESTERS POOLED TRUST 2009 W RAILROAD AVE - PO BOX 669 SHELTON WA 98584 916467970 PROVIDING MANAGEMENT OF TRUST FUNDS FOR DISABLED ADULTS WA N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0