2014-04-11T17:04:05-05:00 2013-12-31 910870697 AIKEN & SANDERS INC PS 343 W WISHKAH ST ABERDEEN WA 98520 990 2013-01-01 910773423 EXCEPTIONAL FORESTERS INC EXCE 3604260077 2009 WEST RAILROAD SHELTON WA 98584 BLAKE CHARD EXECUTIVE DIRECTOR 3604260077 2014-04-09 LONNIE RICH CPA P00333655 3605333370 2013 2015-11-30 17:44:51Z X BLAKE CHARD 2009 WEST RAILROAD SHELTON WA 98584 3774411 0 X WWW.TEAM-EFI.ORG X 1957 WA PROVIDING SERVICES TO DISABLED ADULTS. 8 8 155 0 0 0 3206727 3625385 52301 49780 47181 80941 7242 14038 3313451 3770144 0 0 0 0 2856202 3099689 0 0 0 402139 441415 3258341 3541104 55110 229040 4459678 4866764 1448430 1456077 3011248 3410687 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. 0 0 2582758 63818 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. 621701 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. 3204459 1 1 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 11 0 1 155 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X JUDY CANADAY 3604260077 2009 W RAILROAD AVE - PO BOX 669 SHELTON WA 98584 DAN FISCHER CHAIRMAN OF THE BOARD 4.00 X X 0 0 0 CURT BENNETT BOARD VICE-CHAIRMAN 4.00 X X 0 0 0 MARCIE MCKAIG BOARD TREASURER 4.00 X X 0 0 0 BOB MCMATH SECRETARY 4.00 X X 0 0 0 LAURA SKILLINGS BOARD MEMBER 2.00 X 0 0 0 DR MIKE BARNARD BOARD MEMBER 2.00 X 0 0 0 PAT KARMAN BOARD MEMBER 2.00 X 0 0 0 JULIANN MCBRIDE BOARD MEMBER 2.00 X 0 0 0 CAROL BOYD CHIEF EXECUTIVE OFFICER 40.00 X 86598 0 3002 JUDY CANADAY CHIEF FINANCIAL OFFICER 40.00 X 65413 0 2354 152011 0 5356 0 0 0 0 0 3625385 3625385 PRIVATE CONTRACTS FOR 624100 34661 34661 OTHER SERVICE FEES 624100 15119 15119 49780 49216 49216 35992 0 4267 35992 -4267 31725 31725 TRAINING RECOVERY 485000 11622 11622 INSURANCE PROCEEDS 900099 1663 1663 MISCELLANEOUS 900099 753 753 14038 3770144 63818 0 80941 157367 157367 2354810 2305167 49643 19651 19459 192 232064 214778 17286 335797 314527 21270 3622 1294 2328 1192 821 371 15489 9574 5915 35673 28720 6953 15474 15358 116 48647 36477 12170 79849 65133 14716 58623 44067 14556 REPAIRS & MAINTENANCE 58856 49681 9175 0 AUTO & TRUCK EXPENSE 58481 57999 482 0 PROGRAM & OPERATING SUP 50939 29868 21071 0 SMALL EQUIPMENT & FIXTU 10368 9392 976 0 4202 2144 2058 3541104 3204459 336645 0 200405 204057 188382 114571 289580 327774 11252 13956 2391303 621781 1803864 1769522 1966195 2436884 4459678 4866764 241170 274634 5672 0 82089 77476 1119499 1103967 1448430 1456077 X 3011248 3410687 3011248 3410687 4459678 4866764 229040 170399 0 X X 0 1 X 1 0 X 3001406 2900972 3124076 3213969 3625385 15865808 3001406 2900972 3124076 3213969 3625385 15865808 15865808 36835 35033 34981 44483 251340 402672 16268480 239841 0.97520 0.98730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 215165 25077 16942 223300 1 X 251821 251821 1792090 386804 1405286 347392 234977 112415 1769522 CERTIFICATES OF DEPOSIT 145553 F PUBLICLY TRADED SECURITIES 2291331 F 2436884 X 3940543 170399 170399 3770144 0 3770144 3541104 0 3541104 0 3541104 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. 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. 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