THE EXCEPTIONAL FOUNDATION

EIN: 631096855 501(c)(3) Recreation & Sports

HOMEWOOD, AL

Total Revenue
$2,696,252
Total Expenses
$2,833,546
Total Assets
$7,250,251
Net Assets
$7,153,212
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
AL
Principal Officer
SARA NEWELL
Phone
2058700776
Tax Period
2024-01-01 to 2024-12-31

THE EXCEPTIONAL FOUNDATION, founded in 1993, is a community nonprofit in the Recreation & Sports sector that reported $1.9M in total revenue in fiscal year 2018. Net assets of $5.9M represent 36 months of operating reserves.

Mission

SOCIAL AND RECREATIONAL ACTIVITIES FOR ADULTS AND CHILDREN WITH INTELLECTUAL DISABILITIES.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,690,576
Program Service Revenue $1,068,409
Investment Income $76,265
Other Revenue $-138,998
TOTAL REVENUE $2,696,252

Expense Breakdown

Grants Paid $107,447
Salaries & Benefits $1,635,823
Fundraising Expenses $107,311
Program Expenses $2,503,673
Other Expenses $1,090,276
TOTAL EXPENSES $2,833,546

Year-over-Year Comparison

2024 2023 Change
Revenue $2,696,252 $2,762,222 0.0%
Expenses $2,833,546 $2,573,596 +0.1%
Net Income $-137,294 $188,626 -1.7%
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
24
Independent Members
24
Employees
69
Volunteers
682

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
$271,082
Total Directors
24
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MANDY SCHWARTING BOARD MEMBER 1.00
Director
$0 $0 $0
PATRICK STRONG CHAIR 1.00
Officer Director
$0 $0 $0
DANIEL SIMS TREASURER 1.00
Officer Director
$0 $0 $0
LINDA STONE SECRETARY 1.00
Officer Director
$0 $0 $0
DAVID BLACKMON BOARD MEMBER 1.00
Director
$0 $0 $0
DREW GEARHART VICE CHAIR 1.00
Officer Director
$0 $0 $0
ELIZABETH HENDERSON BOARD MEMBER 1.00
Director
$0 $0 $0
BROOK BALOGH BOARD MEMBER 1.00
Director
$0 $0 $0
BILLY DODSON BOARD MEMBER 1.00
Director
$0 $0 $0
COBB HAGAN BOARD MEMBER 1.00
Director
$0 $0 $0
CHARLIE JORDAN BOARD MEMBER 1.00
Director
$0 $0 $0
LORI METROCK BOARD MEMBER 1.00
Director
$0 $0 $0
MELVA TATE BOARD MEMBER 1.00
Director
$0 $0 $0
MATT LYDEN BOARD MEMBER 1.00
Director
$0 $0 $0
CHRIS KRAMER BOARD MEMBER 1.00
Director
$0 $0 $0
MICHELE NICHOLS BOARD MEMBER 1.00
Director
$0 $0 $0
SHERREL STEWART BOARD MEMBER 1.00
Director
$0 $0 $0
LU PITTS BOARD MEMBER 1.00
Director
$0 $0 $0
PHILLIP SCHILLECI BOARD MEMBER 1.00
Director
$0 $0 $0
ERIC BISHOP BOARD MEMBER 1.00
Director
$0 $0 $0
DIANE GRISWOLD BOARD MEMBER 1.00
Director
$0 $0 $0
ALEX MORTON BOARD MEMBER 1.00
Director
$0 $0 $0
SHANE OWENS BOARD MEMBER 1.00
Director
$0 $0 $0
CALEB WILSON BOARD MEMBER 1.00
Director
$0 $0 $0
SARA NEWELL PRESIDENT AND CEO 40.00
Officer
$182,252 $9,903 $192,155
MARY VIRGINIA BASTAR VP OF OPERATION (1/1/24-06/5/24) 40.00
Officer
$42,224 $0 $42,224
SUSAN GARRETT VP OF MARKETING (1/1/24-06/5/24) 40.00
Officer
$36,703 $0 $36,703
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
2024 $2,696,252 $2,833,546 $7,250,251 $-137,294
2023 $2,762,222 $2,573,596 $7,320,916 $188,626
2022 $2,440,542 $2,149,162 $6,886,702 $291,380
2021 $2,786,578 $2,114,108 $6,985,867 $672,470
2020 $2,173,917 $2,039,641 $6,525,877 $134,276
2019 $2,469,056 $2,238,217 $6,603,146 $230,839
2018 $1,929,156 $2,073,952 $6,683,140 $-144,796
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