EXCEPTIONAL FORESTERS INCORPORATED: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EXCEPTIONAL FORESTERS INCORPORATED (EIN 91-0773423)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-07
- IRS object ID
- 201211289349300421
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-05-07T18:55:00-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910870697 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aiken & Sanders Inc PS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910773423 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Exceptional Foresters Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EXCE | NameControl |
| Phone | 3604260077 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 669 | AddressLine1 |
| City | Shelton | City |
| State | WA | State |
| ZIP Code | 98584 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Carol Boyd | Name |
| Title | Chief Executive Officer | Title |
| Phone | 3604260077 | Phone |
| Date Signed | 2012-05-03 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Gaylon D Boley CPA | Name |
| PTIN | P00002020 | PTIN |
| Phone | 3605333370 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Carol Boyd | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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) |
|---|---|---|
| Gross Receipts | 3216414 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.team-efi.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | Providing services to disabled adults. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 121 | TotalNbrEmployees |
| Total Nbr Volunteers | 8 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2900972 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3124076 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 49359 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 50354 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 35890 | InvestmentIncomePriorYear |
| Investment Income Current Year | 35781 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 9682 | OtherRevenuePriorYear |
| Other Revenue Current Year | 6203 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2995903 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3216414 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2636350 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2769686 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 332658 | OtherExpensePriorYear |
| Other Expenses Current Year | 342584 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2969008 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3112270 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 26895 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 104144 | RevenuesLessExpensesCY |
| Total Assets BOY | 4227042 | TotalAssetsBOY |
| Total Assets EOY | 4325790 | TotalAssetsEOY |
| Total Liabilities BOY | 1434636 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1429787 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2792406 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2896003 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2092521 | Expense |
| Revenue | 56801 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 690047 | Expense |
| Revenue | 556 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2782568 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 13 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 121 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Judy Canaday | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3604260077 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| 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 |
| Diane Robinson | ||||||
| Board Treasurer | 4.00 | X | X | 0 | 0 | 0 |
| Kitty Lundeen-Ness | ||||||
| Board Secretary | 4.00 | X | X | 0 | 0 | 0 |
| Laura Skillings | ||||||
| Board Member | 4.00 | X | 0 | 0 | 0 | |
| Marcie McKaig | ||||||
| Board Member | 4.00 | X | 0 | 0 | 0 | |
| Pat Karman | ||||||
| Board Member | 4.00 | X | 0 | 0 | 0 | |
| Frances McFadzen | ||||||
| Board Member | 4.00 | X | 0 | 0 | 0 | |
| Carol Boyd | ||||||
| Chief Executive Officer | 40.00 | X | 77968 | 0 | 10676 | |
| Judy Canaday | ||||||
| Chief Financial Officer | 40.00 | X | 56596 | 0 | 10050 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 134564 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 20726 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 3124026 | GovernmentGrants |
| All Other Contributions | 50 | AllOtherContributions |
| Total Contributions | 3124076 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Private contracts for | 624100 | 43756 | 43756 |
| Other service fees | 624100 | 6598 | 6598 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 50354 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34981 | TotalRevenueColumn |
| Exclusion | $34,981 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 800 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 800 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 800 | TotalRevenueColumn |
| Related Or Exempt Function Income | 800 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Training recovery | 485000 | 5900 | 5900 |
| Insurance proceeds | 485000 | 303 | 303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 6203 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3216414 | TotalRevenueColumn |
| Related Or Exempt Function Income | 57357 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $34,981 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155801 | Total |
| Program Services | 87704 | ProgramServices |
| Management And General | 68097 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1904082 | Total |
| Program Services | 1779782 | ProgramServices |
| Management And General | 124300 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14927 | Total |
| Program Services | 11196 | ProgramServices |
| Management And General | 3731 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 368733 | Total |
| Program Services | 335362 | ProgramServices |
| Management And General | 33371 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326143 | Total |
| Program Services | 304208 | ProgramServices |
| Management And General | 21935 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4235 | Total |
| Program Services | 1329 | ProgramServices |
| Management And General | 2906 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1187 | Total |
| Program Services | 822 | ProgramServices |
| Management And General | 365 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13517 | Total |
| Program Services | 7084 | ProgramServices |
| Management And General | 6433 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23579 | Total |
| Program Services | 18781 | ProgramServices |
| Management And General | 4798 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7820 | Total |
| Program Services | 7159 | ProgramServices |
| Management And General | 661 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50639 | Total |
| Program Services | 37597 | ProgramServices |
| Management And General | 13042 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63610 | Total |
| Program Services | 50268 | ProgramServices |
| Management And General | 13342 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46559 | Total |
| Program Services | 33499 | ProgramServices |
| Management And General | 13060 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Repairs & maintenance | 60800 | 53696 | 7104 |
| Auto & truck expense | 36357 | 34723 | 1634 |
| Program & operating sup | 29866 | 17145 | 12721 |
| Small equipment & fixtu | 3562 | 1992 | 1570 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 853 | Total |
| Program Services | 221 | ProgramServices |
| Management And General | 632 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3112270 | Total |
| Program Services | 2782568 | ProgramServices |
| Management And General | 329702 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156347 | BOY |
| EOY | 165461 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1125504 | BOY |
| EOY | 1196905 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 243630 | BOY |
| EOY | 267303 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14875 | BOY |
| EOY | 8839 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2355352 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 527986 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1833306 | BOY |
| EOY | 1827366 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 853380 | BOY |
| EOY | 859916 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4227042 | BOY |
| EOY | 4325790 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206442 | BOY |
| EOY | 218227 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5896 | BOY |
| EOY | 5672 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73696 | BOY |
| EOY | 71520 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1148602 | BOY |
| EOY | 1134368 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1434636 | BOY |
| EOY | 1429787 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2792406 | BOY |
| EOY | 2896003 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2792406 | BOY |
| EOY | 2896003 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4227042 | BOY |
| EOY | 4325790 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 104144 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -547 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2862873 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3143324 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3001406 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2900972 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3124076 | CurrentTaxYear |
| Total | 15032651 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2862873 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3143324 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3001406 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2900972 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3124076 | CurrentTaxYear |
| Total | 15032651 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 15032651 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 32840 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 45951 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36835 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35033 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34981 | CurrentTaxYear |
| Total | 185640 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 15218291 | TotalSupport |
| Gross Receipts From Admissions Etc | 303912 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.98780 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98840 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 211949 | BeginningBalance |
| Additions During Year | 14927 | AdditionsDuringYear |
| Distributions During Year | 20670 | DistributionsDuringYear |
| Ending Balance | 206206 | EndingBalance |
| Included On FS | 1 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 251821 | OtherCostOrOtherBasis |
| Book Value | 251821 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1791307 | OtherCostOrOtherBasis |
| Depreciation | 290822 | Depreciation |
| Book Value | 1500485 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 312224 | OtherCostOrOtherBasis |
| Depreciation | 237164 | Depreciation |
| Book Value | 75060 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1827366 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Money Market | 56053 | C |
| Bonds | 156005 | C |
| Mutual Funds | 647858 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 859916 | TotalOfBookValueSecurities |
| Total Revenue | 3216414 | TotalRevenue |
| Total Expenses | 3112270 | TotalExpenses |
| Excess Or Deficit For Year | 104144 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -547 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -547 | TotalAdjustments |
| Excess Or Deficit Per FS | 103597 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3215867 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -547 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -547 | RevenueNotRptdF990 |
| Revenue Subtotal | 3216414 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3216414 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3112270 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3112270 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3112270 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 two separate collective bank accounts. 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 insured accounts. | |
| Part X: | No uncertain tax positions were addressed in the organization's audited financial statement footnotes. | Description of Uncertain Tax Positions Under FIN 48: |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 form 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 5: | Net unrealized losses on investments: -547. | Changes in Net Assets or Fund Balances: |
| 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
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Exceptional Foresters Pooled Trust | BusinessNameLine1 |
Address US AddressUS
| 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 Activity | Providing management of trust funds for disabled adults | PrimaryActivity |
| Legal Domicile State | WA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | T | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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