EXCEPTIONAL PERSONS FOUNDATION (EIN 421484814) - 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

1998

Legal Domicile

Principal Officer

FRANK ESSER

Phone

3192326671

Tax Period

2024-07-01 to 2025-06-30

EXCEPTIONAL PERSONS FOUNDATION, founded in 1998, is a small nonprofit that reported $287K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $2.3M exceeded revenue, resulting in a 692% operating deficit.

Mission

SUPPORTING NONPROFIT ORGANIZATIONS WHOSE MISSION IS TO ASSIST INDIVIDUALS WITH MENTAL AND PHYSICAL DISABILITIES BY CONNECTING PEOPLE, CREATING OPPORTUNITIES AND NURTURING GROWTH.

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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 $176,939

Program Service Revenue $0

Investment Income $109,794

Other Revenue $0

TOTAL REVENUE $286,733

Expense Breakdown

Grants Paid $2,214,552

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,214,552

Other Expenses $56,465

TOTAL EXPENSES $2,271,017

Year-over-Year Comparison

	2024	2023	Change
Revenue	$286,733	$263,581	+0.1%
Expenses	$2,271,017	$199,416	+10.4%
Net Income	$-1,984,284	$64,165	-31.9%

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

N/A

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	0.50	Officer	$0	$33,008	$191,235
JAMES PERRY	CFO	0.50	Officer	$0	$4,417	$105,087
FRANK ESSER	PRESIDENT	0.50	Officer Director	$0	$0	$0
HEATHER GUNDERSON	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
HILLERY B OBERLE	SECRETARY	0.50	Director	$0	$0	$0
MATTHEW GARY	TREASURER	0.50	Officer Director	$0	$0	$0
LARRY FOX	PAST PRESIDE	0.50	Officer Director	$0	$0	$0
STACEY BENTLEY	DIRECTOR	0.50	Director	$0	$0	$0
STEVE LINDAMAN	DIRECTOR	0.50	Director	$0	$0	$0
JORDAN ALBORN	DIRECTOR	0.50	Director	$0	$0	$0
FRANK DARRAH	DIRECTOR	0.50	Director	$0	$0	$0
ELIJAH LEE	DIRECTOR	0.50	Director	$0	$0	$0
DAVE MASON JR	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN ROLINGER	DIRECTOR	0.50	Director	$0	$0	$0
GIA SHANNON	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	$286,733	$2,271,017	No data	$-1,984,284
2024	$263,581	$199,416	$2,072,021	$64,165
2023	$261,279	$212,565	$1,914,465	$48,714
2022	$361,788	$272,594	$1,789,748	$89,194
2021	$325,111	$540,206	$2,086,172	$-215,095
2020	$245,788	$413,705	$2,091,767	$-167,917
2019	$259,228	$444,677	$2,284,432	$-185,449

EXCEPTIONAL PERSONS FOUNDATION