2018-11-15T15:22:53-08:00 2017-12-31 463914531 GAYLON BOLEY CPA PO BOX 32 MONTESANO WA 985630032 990 2017-01-01 910773423 EXCEPTIONAL FORESTERS INC EXCE 3604260077 2009 W RAILROAD AVE SHELTON WA 98584 BLAKE CHARD CHIEF EXECUTIVE OFFI 3604260077 2018-11-15 true GAYLON BOLEY CPA P00002020 3602498188 2018-11-15 X 50.243.107.149 2018-11-15 17:22:53 CS P 2365FEED9F8CA9202A45C35EC6C6791907B5EEE1 2365FEED9F8CA9202A45C35EC6C6791907B5EEE1 2017 2019-02-21 02:37:17Z BLAKE CHARD 5551993 false X WWW.TEAM-EFI.ORG X 1957 WA PROVIDING SERVICES TO DISABLED ADULTS. 7 7 184 10 0 2170 5215 4914445 5400545 109399 118876 44844 25413 5070858 5550049 0 0 4234365 4773946 0 10 486560 541295 4720925 5315241 349933 234808 5686732 6184503 1520094 1516621 4166638 4667882 X TO ASSIST PEOPLE WITH DISABILITIES TO MAXIMIZE THEIR SENSE OF HONOR, 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 LIVE IN COMFORT WHILE ATTAINING THEIR HIGHEST LEVEL OF INDEPENDENCE IN ALL PHASES OF THEIR LIVES. false false 4378498 4601337 EFI'S RESIDENTIAL SERVICES PROVIDES 24-HOUR CARE AND ASSISTS WITH LIVING ACCOMMODATIONS FOR 47 DISABLED ADULTS IN MASON AND THURSTON COUNTIES. A SKILLED STAFF OF APPROXIMATELY 140 ARE EMPLOYED AT THE VARIOUS HOUSING FACILITIES HELPING TO SUPPORT THE INDEPENDENCE AND SAFETY OF OUR CLIENTS. 584799 799208 PROVIDING EMPLOYMENT ASSISTANCE, VOCATIONAL PROGRAMS, COMMUNITY ACCESS, AND EDUCATION FOR DISABLED ADULTS. VOCATIONAL PROGRAM STAFF WORK CLOSELY WITH THE DEPARTMENT OF SOCIAL & HEALTH SERVICES DIVISION OF VOCATIONAL REHABILITATION AND THE DIVISION OF DEVELOPMENTAL DISABILITIES TO PLACE INDIVIDUALS WITH DISABILITIES IN THE COMMUNITY WORKFORCE. EFI'S FOCUS IS ON THE INDIVIDUAL'S ABILITIES WHILE WORKING WITH THE BUSINESS COMMUNITY TO PLACE, TRAIN, AND PROVIDE SUPPORT TO BOTH THE CLIENT AND EMPLOYER. SERVICES WE PROVIDE INCLUDE JOB SEARCH, RESUMES, JOB COUNSELING, INTERVIEW ADVICE, PRE-JOB TRAINING, JOB PLACEMENT, ON-THE-JOB TRAINING, AND LONG-TERM SUPPORT. 4963297 true false false false false false false false true false true false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false false false true true false false false true 9 0 true 184 true false false false false false false false false false false X 7 7 false false false false false false false true true false false true true true true true true true true false X X MICHELE BRECHLIN 3604260077 2009 W RAILROAD AVE SHELTON WA 98584 CURT BENNETT BOARD CHAIRM 4.00 X X 0 0 0 PAT KARMAN BOARD VICE C 4.00 X X 0 0 0 MARTY CROW BOARD SECRET 4.00 X X 0 0 0 MARCIA MCKAIG BOARD TREASU 4.00 X X 0 0 0 JOCELYNE GRAY BOARD MEMBER 2.00 X 0 0 0 LAURA SKILLINGS BOARD MEMBER 2.00 X 0 0 0 GEORGE S SAM SEVIER BOARD MEMBER 2.00 X 0 0 0 BLAKE CHARD CHIEF EXECUT 40.00 X 84695 0 2541 JUDY CANADAY CHIEF FINANC 40.00 X 59387 0 2167 144082 4708 false false false 5215 5215 RESIDENTIAL SERVICES 624100 4601337 4601337 VOCATIONAL SERVICES 624100 799208 799208 5400545 74738 74738 46082 1944 44138 44138 44138 TRAINING RECOVERY 624100 22239 22239 MISCELLANEOUS INCOME 900099 2283 2283 INSURANCE PROCEEDS 900099 891 891 25413 5550049 5425958 118876 144082 144082 3754820 3681120 73711 -11 29844 25525 4318 1 345828 334414 11407 7 499372 477549 21825 -2 1200 612 588 16260 7120 9140 14719 13776 943 15896 8204 7691 1 56763 48306 8452 5 16104 14821 1283 45738 31791 13947 91829 72778 19051 70927 54787 16140 REPAIRS & MAINTENANCE 78178 69527 8651 AUTO & TRUCK EXPENSE 67876 67266 610 PROGRAM & OPERATING SUPPL 41922 34360 7553 9 TAXES & LICENSES 11847 11105 742 12036 10236 1800 5315241 4963297 351934 10 192485 159592 592928 346226 431795 537593 43156 28064 2418693 845838 1633353 1572855 2793015 3540173 5686732 6184503 320809 255847 32969 90332 1053084 1034596 113232 135846 1520094 1516621 X 4166638 4667882 4166638 4667882 5686732 6184503 234808 266440 -4 X false true X true false X 37130 2580 17582 2170 5215 64677 3638035 4160400 4581794 4959289 5423675 22763193 3675165 4162980 4599376 4961459 5428890 22827870 22827870 251340 155986 59860 66855 74737 608778 251340 155986 59860 66855 74737 608778 3926505 4318966 4659236 5028314 5503627 23436648 0.97400 0.97280 0.03000 0.03000 X true 236201 51663 14520 273344 true X 256915 256915 1808387 582384 1226003 353391 263454 89937 1572855 ACCRUED EMPLOYEE BENEFITS 135846 135846 X 5816489 266440 266440 5550049 5550049 5315241 5315241 5315241 SCHEDULE D, PAGE 2, 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. SCHEDULE D, PAGE 2, 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 CLIENTS. THE FUNDS ARE HELD IN FDIC OR SIPC INSURED ACCOUNTS. SCHEDULE D, PAGE 3, PART X 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 2014. CURRENTLY, THERE IS NO EXAMINATION OR PENDING EXAMINATION WITH THE INTERNAL REVENUE SERVICE (IRS). AS OF DECEMBER 31, 2017, 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 - ORGANIZATION'S MISSION TO ASSIST PEOPLE WITH DISABILITIES TO MAXIMIZE THEIR SENSE OF HONOR, 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 LIVE IN COMFORT WHILE ATTAINING THEIR HIGHEST LEVEL OF INDEPENDENCE IN ALL PHASES OF THEIR LIVES. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE GOVERNING BODY BY E-MAIL OR BY HARD COPY. THE FORM 990 IS THEN PRESENTED, DISCUSSED, AND APPROVED AT A REGULAR OR SPECIAL MEETING OF THE ORGANIZATION'S GOVERNING BODY. IT IS PRESENTED TO THE BOARD BY THE INDEPENDENT AUDITOR, WHO IS AVAILABLE TO ANSWER ANY QUESTIONS. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION USES A PERSONAL HONOR SYSTEM TO MONITOR COMPLIANCE. PROGRESSIVE DISCIPLINARY PROCEDURES ARE USED FOR STAFF WHO ARE OUT OF COMPLIANCE. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION IS BASED ON ANNUAL PERFORMANCE REVIEWS AND ALL INCREASES ARE PERFORMANCE BASED. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION IS BASED ON ANNUAL PERFORMANCE REVIEWS AND ALL INCREASES ARE PERFORMANCE BASED. FORM 990, PAGE 6, PART VI, LINE 18 THE ORGANIZATION MAKES THE FORMS 1023 AND 990 AVAILABLE FOR PUBLIC INSPECTION UPON VERBAL OR WRITTEN REQUEST. THE CONTACT INFORMATION FOR EFI IS AVAILABLE ONLINE AS WELL AS THROUGHOUT THE COMMUNITY. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO MEMBERS OF THE PUBLIC UPON VERBAL OR WRITTEN REQUEST. THE CONTACT INFORMATION FOR EFI IS AVAILABLE ONLINE AS WELL AS THROUGHOUT THE COMMUNITY. FORM 990, PART XI, LINE 9 ROUNDING ADJUSTMENT -4 EXCEPTIONAL FORESTERS POOLED TRUST 2009 W RAILROAD AVE SHELTON WA 98584 916467970 SEE PT VII WA N/A TRUST false false false false false false false false false false false false false false false false false false false false SCHEDULE R PART IV, COLUMN B, PRIMARY ACTIVITY - PROVIDING MANAGEMENT OF TRUST FUNDS FOR DISABLED ADULTS.