EXCEPTIONAL PERSONS INC (EIN 420794846) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1957

Legal Domicile

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.

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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%)

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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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

390

Volunteers

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

$296,322

Total Directors

Key Employees

Highest Compensated

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

EXCEPTIONAL PERSONS INC