EXCEPTIONAL PERSONS INC

EIN: 420794846 501(c)(3) Human Services

WATERLOO, IA

Total Revenue
$25,293,289
Total Expenses
$22,194,684
Total Assets
$21,316,259
Net Assets
$18,742,479
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1957
Legal Domicile
IA
Principal Officer
KATIE SLADE
Phone
3192326671
Tax Period
2024-07-01 to 2025-06-30

EXCEPTIONAL PERSONS INC, founded in 1957, is a mid-sized nonprofit in the Human Services sector that reported $25.3M in total revenue in fiscal year 2024. Expenses of $22.2M left a modest 12% surplus.

Mission

EXCEPTIONAL PERSONS, INC. (EPI) IS DEDICATED TO CONNECTING PEOPLE, CREATING OPPORTUNITIES, AND NURTURING GROWTH. OUR MISSION COMES TO LIFE THROUGH FOUR CORE SERVICE AREAS: COMMUNITY LIVING, CHILDREN & FAMILY SERVICES, EMPLOYMENT SERVICES, AND PROPERTY MANAGEMENT. WITH A REACH ACROSS 23 COUNTIES, EPI IS COMMITTED TO BUILDING VIBRANT, INCLUSIVE COMMUNITIES WHERE INDIVIDUALS WITH DIABILITIES CAN THRIVE.

Program Service Accomplishments

Program 1
Expenses: $14,010,690 Revenue: $15,806,160

COMMUNITY LIVING - EPI EMPOWERS PEOPLE TO LIVE MEANINGFUL LIVES BY PROMOTING COMMUNITY ENGAGEMENT AND ENSURING THAT EVERYONE FEELS VALUED AND INCLUDED IN THEIR COMMUNITIES. IN 2025, WE ACHIEVED A...

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COMMUNITY LIVING - EPI EMPOWERS PEOPLE TO LIVE MEANINGFUL LIVES BY PROMOTING COMMUNITY ENGAGEMENT AND ENSURING THAT EVERYONE FEELS VALUED AND INCLUDED IN THEIR COMMUNITIES. IN 2025, WE ACHIEVED A SIGNIFICANT MILESTONE: WE HELPED A YOUNG MAN RETURN TO HIS HOME STATE OF IOWA, TRANSITIONING FROM AN INSTITUTIONAL SETTING INTO HIS OWN HOME. THIS WAS MADE POSSIBLE THROUGH A COMBINATION OF IN-PERSON AND VIRTUAL DIRECT SUPPORT PROFESSIONALS (DSPS). SINCE MAKING THIS MOVE, HIS QUALITY OF LIFE HAS IMPROVED DRAMATICALLY - INCIDENTS OF ELOPEMENT AND EMERGENCY DEPARTMENT VISITS HAVE DECREASED, REFLECTING THE POSITIVE IMPACT OF PERSON-CENTERED SUPPORT AND COMMUNITY INTEGRATION. CURRENTLY, 100% OF EPI-OWNED HOMES UTILIZE THESE INNOVATIVE SOLUTIONS, FOSTERING INDEPENDENCE AND GROWTH EVERY DAY.

Program 2
Expenses: $4,312,766 Revenue: $543,692

CHILDREN AND FAMILY SERVICES - OUR CHILDREN & FAMILY SERVICES PROVIDE ESSENTIAL RESOURCES AND SUPPORT FOR FAMILIES THROUGH CHILD CARE RESOURCE AND REFERRAL (CCR&R). THIS PROGRAM CONNECTS FAMILIES TO...

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CHILDREN AND FAMILY SERVICES - OUR CHILDREN & FAMILY SERVICES PROVIDE ESSENTIAL RESOURCES AND SUPPORT FOR FAMILIES THROUGH CHILD CARE RESOURCE AND REFERRAL (CCR&R). THIS PROGRAM CONNECTS FAMILIES TO QUALITY CHILD CARE PROVIDERS AND OFFERS TRAINING AND SUPPORT TO CHILD CARE PROVIDERS. BY STRENGTHENING FAMILIES AND THE CHILD CARE SYSTEM, WE ARE FOSTERING BRIGHTER FUTURES FOR CHILDREN AND COMMUNITIES ALIKE. IN 2025 ALONE, THESE SERVICES CONNECTED 779 FAMILIES TO QUALITY CHILD CARE, OFFERED OVER 100 PROFESSIONAL DEVELOPMENT OPPORTUNITIES AND SERVED 709 CHILD CARE PROVIDERS.

Program 3
Expenses: $559,571 Revenue: $604,440

EMPLOYMENT SERVICES - EXCEPTIONAL PERSONS, INC. HELPS INDIVIDUALS WITH DISABILITIES ACHIEVE COMPETITIVE, COMMUNITY-BASED EMPLOYMENT THROUGH JOB DEVELOPMENT, SKILLS TRAINING, AND ONGOING SUPPORT...

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EMPLOYMENT SERVICES - EXCEPTIONAL PERSONS, INC. HELPS INDIVIDUALS WITH DISABILITIES ACHIEVE COMPETITIVE, COMMUNITY-BASED EMPLOYMENT THROUGH JOB DEVELOPMENT, SKILLS TRAINING, AND ONGOING SUPPORT. THESE SERVICES FOSTER INDEPENDENCE, FINANCIAL STABILITY, AND INCLUSION. ACROSS THE CEDAR VALLEY, 149 INDIVIDUALS ARE THRIVING IN COMMUNITY EMPLOYMENT, WORKING AN AVERAGE OF 14 HOURS PER WEEK AND EARNING AN AVERAGE WAGE OF 12.39 PER HOUR. IN THE PAST YEAR, 29 INDIVIDULAS COLLECTVELY WORKED 8,394 DAYS, AVERAGING 289 DAYS PER PERSON - ABOUT 79% OF A FULL YEAR. THIS STRONG JOB RETENTION REFLECTS EPI'S SUCCESS IN HELPING PEOPLE NOT ONLY FIND JOBS BUT KEEP THEM, CREATING LASTING IMPACT FOR INDIVIDUALS AND THE COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,649,389
Program Service Revenue $18,003,208
Investment Income $533,972
Other Revenue $106,720
TOTAL REVENUE $25,293,289

Expense Breakdown

Grants Paid $0
Salaries & Benefits $17,641,868
Fundraising Expenses $160,388
Program Expenses $19,746,279
Other Expenses $4,552,816
TOTAL EXPENSES $22,194,684

Year-over-Year Comparison

2024 2023 Change
Revenue $25,293,289 $23,517,480 +0.1%
Expenses $22,194,684 $22,683,893 0.0%
Net Income $3,098,605 $833,587 +2.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
14
Independent Members
14
Employees
390
Volunteers
39

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$296,322
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATIE SLADE EXECUTIVE DI 40.00
Officer
$158,227 $33,008 $191,235
FALIKU KAMARA EMPLOYEE 40.00
Highest
$101,927 $18,952 $120,879
AMY KOLPEK EMPLOYEE 40.00
Highest
$108,834 $10,542 $119,376
BERNADETTE KIPPER EMPLOYEE 40.00
Highest
$109,371 $7,198 $116,569
SARA DRISH EMPLOYEE 40.00
Highest
$105,116 $8,364 $113,480
MAGHAN BOWMAN EMPLOYEE 40.00
Highest
$106,313 $5,379 $111,692
JAMES PERRY CFO 40.00
Officer
$100,670 $4,417 $105,087
JORDAN ALBORN PRESIDENT 0.50
Officer Director
$0 $0 $0
GIA SHANNON VICE PRESIDE 0.50
Officer Director
$0 $0 $0
MIKE ISAACSON TREASURER 0.50
Officer Director
$0 $0 $0
KIM FETTKETHER SECRETARY 0.50
Officer Director
$0 $0 $0
STEVE LINDAMAN PAST PRESIDE 0.50
Officer Director
$0 $0 $0
JEFF HALVERSON DIRECTOR 0.50
Director
$0 $0 $0
JIM NYGREN DIRECTOR 0.50
Director
$0 $0 $0
IRIS VERING DIRECTOR 0.50
Director
$0 $0 $0
DODIE YOUNG DIRECTOR 0.50
Director
$0 $0 $0
FRANK DARRAH DIRECTOR 0.50
Director
$0 $0 $0
FRANK ESSER DIRECTOR 0.50
Director
$0 $0 $0
MATTHEW GARY DIRECTOR 0.50
Director
$0 $0 $0
BRANDON MARKS DIRECTOR 0.50
Director
$0 $0 $0
BRITTNEY WEBER DIRECTOR 0.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $25,293,289 $22,194,684 $21,316,259 $3,098,605
2024 $23,517,480 $22,683,893 $18,281,842 $833,587
2023 $21,717,196 $21,448,321 $17,197,441 $268,875
2022 $21,131,574 $20,343,284 $16,374,370 $788,290
2021 $23,613,426 $19,660,757 $15,805,622 $3,952,669
2020 $20,288,839 $20,056,822 $14,757,919 $232,017
2019 $20,073,521 $19,317,583 $11,099,618 $755,938
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