EXCEPTIONAL FORESTERS INCORPORATED: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EXCEPTIONAL FORESTERS INCORPORATED (EIN 91-0773423)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-11
- IRS object ID
- 201421019349301157
- Schema version
- 2013v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-11T17:04:05-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 343 W WISHKAH ST | AddressLine1 |
| City | ABERDEEN | City |
| State | WA | State |
| ZIP Code | 98520 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SHELTON | City |
| State | WA | State |
| ZIP Code | 98584 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BLAKE CHARD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3604260077 | PhoneNum |
| Signature | 2014-04-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LONNIE RICH CPA | PreparerPersonNm |
| PTIN | P00333655 | PTIN |
| Phone | 3605333370 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | BLAKE CHARD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2009 WEST RAILROAD | AddressLine1 |
| City | SHELTON | City |
| State | WA | State |
| ZIP Code | 98584 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,774,411 | 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 | PROVIDING SERVICES TO DISABLED ADULTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 155 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,206,727 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,625,385 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $52,301 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $49,780 | CYProgramServiceRevenueAmt |
| PY Investment Income | $47,181 | PYInvestmentIncomeAmt |
| CY Investment Income | $80,941 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,242 | PYOtherRevenueAmt |
| CY Other Revenue | $14,038 | CYOtherRevenueAmt |
| PY Total Revenue | $3,313,451 | PYTotalRevenueAmt |
| CY Total Revenue | $3,770,144 | 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 | $2,856,202 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,099,689 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $402,139 | PYOtherExpensesAmt |
| CY Other Expenses | $441,415 | CYOtherExpensesAmt |
| PY Total Expenses | $3,258,341 | PYTotalExpensesAmt |
| CY Total Expenses | $3,541,104 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $55,110 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $229,040 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,459,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,866,764 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,448,430 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,456,077 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,011,248 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,410,687 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,582,758 | ExpenseAmt |
| Revenue | $63,818 | RevenueAmt |
| Desc | EFI'S RESIDENTIAL SERVICES PROVIDES 24-HOUR CARE AND ASSISTS WITH LIVING ACCOMMODATIONS FOR ABOUT 45 DISABLED ADULTS IN MASON COUNTY. A SKILLED STAFF OF APPROXIMATELY 70 ARE EMPLOYED AT THE VARIOUS HOUSING FACILITIES HELPING TO SUPPORT THE INDEPENDENCE AND SAFETY OF OUR CLIENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $621,701 | ExpenseAmt |
| Desc | PROVIDING EMPLOYMENT ASSISTANCE, VOCATIONAL PROGRAMS, COMMUNITY ACCESS, AND EDUCATION FOR DISABLED ADULTS. ADVANTAGE EMPLOYMENT PARTNERSHIPS 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,204,459 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 155 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDY CANADAY | PersonNm |
| Phone | 3604260077 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2009 W RAILROAD AVE - PO BOX 669 | AddressLine1 |
| City | SHELTON | City |
| State | WA | State |
| ZIP Code | 98584 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DAN FISCHER | ||||||
| CHAIRMAN OF THE BOARD | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CURT BENNETT | ||||||
| BOARD VICE-CHAIRMAN | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARCIE MCKAIG | ||||||
| BOARD TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BOB MCMATH | ||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAURA SKILLINGS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR MIKE BARNARD | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAT KARMAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JULIANN MCBRIDE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL BOYD | ||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $86,598 | $0 | $3,002 | |
| JUDY CANADAY | ||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $65,413 | $0 | $2,354 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $152,011 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,356 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,625,385 | GovernmentGrantsAmt |
| Total Contributions | $3,625,385 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PRIVATE CONTRACTS FOR | 624100 | $34,661 | $34,661 |
| OTHER SERVICE FEES | 624100 | $15,119 | $15,119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $49,780 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,216 | TotalRevenueColumnAmt |
| Exclusion | $49,216 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,992 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $4,267 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,992 | SecuritiesAmt |
| Other | -$4,267 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,725 | TotalRevenueColumnAmt |
| Exclusion | $31,725 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TRAINING RECOVERY | 485000 | $11,622 | $11,622 |
| INSURANCE PROCEEDS | 900099 | $1,663 | $1,663 |
| MISCELLANEOUS | 900099 | $753 | $753 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,038 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,770,144 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $63,818 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $80,941 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,367 | TotalAmt |
| Management And General | $157,367 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,354,810 | TotalAmt |
| Program Services | $2,305,167 | ProgramServicesAmt |
| Management And General | $49,643 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,651 | TotalAmt |
| Program Services | $19,459 | ProgramServicesAmt |
| Management And General | $192 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,064 | TotalAmt |
| Program Services | $214,778 | ProgramServicesAmt |
| Management And General | $17,286 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,797 | TotalAmt |
| Program Services | $314,527 | ProgramServicesAmt |
| Management And General | $21,270 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,622 | TotalAmt |
| Program Services | $1,294 | ProgramServicesAmt |
| Management And General | $2,328 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,192 | TotalAmt |
| Program Services | $821 | ProgramServicesAmt |
| Management And General | $371 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,489 | TotalAmt |
| Program Services | $9,574 | ProgramServicesAmt |
| Management And General | $5,915 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,673 | TotalAmt |
| Program Services | $28,720 | ProgramServicesAmt |
| Management And General | $6,953 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,474 | TotalAmt |
| Program Services | $15,358 | ProgramServicesAmt |
| Management And General | $116 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,647 | TotalAmt |
| Program Services | $36,477 | ProgramServicesAmt |
| Management And General | $12,170 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,849 | TotalAmt |
| Program Services | $65,133 | ProgramServicesAmt |
| Management And General | $14,716 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,623 | TotalAmt |
| Program Services | $44,067 | ProgramServicesAmt |
| Management And General | $14,556 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | $58,856 | $49,681 | $9,175 | $0 |
| AUTO & TRUCK EXPENSE | $58,481 | $57,999 | $482 | $0 |
| PROGRAM & OPERATING SUP | $50,939 | $29,868 | $21,071 | $0 |
| SMALL EQUIPMENT & FIXTU | $10,368 | $9,392 | $976 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,202 | TotalAmt |
| Program Services | $2,144 | ProgramServicesAmt |
| Management And General | $2,058 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,541,104 | TotalAmt |
| Program Services | $3,204,459 | ProgramServicesAmt |
| Management And General | $336,645 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,405 | BOYAmt |
| EOY | $204,057 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,382 | BOYAmt |
| EOY | $114,571 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,580 | BOYAmt |
| EOY | $327,774 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,252 | BOYAmt |
| EOY | $13,956 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,391,303 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $621,781 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,803,864 | BOYAmt |
| EOY | $1,769,522 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,966,195 | BOYAmt |
| EOY | $2,436,884 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,459,678 | BOYAmt |
| EOY | $4,866,764 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,170 | BOYAmt |
| EOY | $274,634 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,672 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,089 | BOYAmt |
| EOY | $77,476 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,119,499 | BOYAmt |
| EOY | $1,103,967 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,448,430 | BOYAmt |
| EOY | $1,456,077 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,011,248 | BOYAmt |
| EOY | $3,410,687 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,011,248 | BOYAmt |
| EOY | $3,410,687 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,459,678 | BOYAmt |
| EOY | $4,866,764 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $229,040 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $170,399 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,001,406 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,900,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,124,076 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,213,969 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,625,385 | CurrentTaxYearAmt |
| Total | $15,865,808 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,001,406 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,900,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,124,076 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,213,969 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,625,385 | CurrentTaxYearAmt |
| Total | $15,865,808 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $15,865,808 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,835 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,033 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,981 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,483 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $251,340 | CurrentTaxYearAmt |
| Total | $402,672 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,268,480 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $239,841 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97520 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98730 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $215,165 | BeginningBalanceAmt |
| Additions During Year | $25,077 | AdditionsDuringYearAmt |
| Distributions During Year | $16,942 | DistributionsDuringYearAmt |
| Ending Balance | $223,300 | 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 | $251,821 | OtherCostOrOtherBasisAmt |
| Book Value | $251,821 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,792,090 | OtherCostOrOtherBasisAmt |
| Depreciation | $386,804 | DepreciationAmt |
| Book Value | $1,405,286 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $347,392 | OtherCostOrOtherBasisAmt |
| Depreciation | $234,977 | DepreciationAmt |
| Book Value | $112,415 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,769,522 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CERTIFICATES OF DEPOSIT | $145,553 | F |
| PUBLICLY TRADED SECURITIES | $2,291,331 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,436,884 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,940,543 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $170,399 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $170,399 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,770,144 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,770,144 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,541,104 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,541,104 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,541,104 | 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 2010. CURRENTLY, THERE IS NO EXAMINATION OR PENDING EXAMINATION WITH THE INTERNAL REVENUE SERVICE (IRS). AS OF DECEMBER 31, 2013, THERE ARE NO TAX POSITIONS FOR WHICH THE DEDUCTIBILITY IS CERTAIN BUT FOR WHICH THERE IS UNCERTAINTY REGARDING THE TIMING OF SUCH DEDUCTIBILITY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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, PART VI, SECTION B, 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, 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 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, PART VI, SECTION C, 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 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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2009 W RAILROAD AVE - PO BOX 669 | AddressLine1 |
| City | SHELTON | City |
| State | WA | State |
| ZIP Code | 98584 | ZIPCode |
| 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 |
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