2024-11-01T10:26:02-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2023-01-01 591649814 NU-HOPE ELDER CARE SERVICES INC NU-H 8633822134 3530 OFFICE PARK ROAD SEBRING FL 33870 DEBRA SLADE EXECUTIVE DIRECTOR 8633822134 2024-10-31 1 1 LACEY M QUATSOE P01300865 4078021200 2024-10-31 2023 2024-10-15 13:58:12Z DEBRA SLADE 3530 OFFICE PARK ROAD SEBRING FL 33870 4502533 0 X WWW.NUHOPEELDERCARE.ORG X 1975 FL PROMOTE THE PHYSICAL, EMOTIONAL AND ECONOMIC WELL-BEING OF SENIORS IN HIGHLANDS AND HARDEE COUNTIES 10 10 59 236 0 0 2828463 3621707 25113 23367 -23153 -5265 91065 66120 2921488 3705929 127012 289135 0 0 1229682 1413981 0 0 590665 1546731 1409970 2903425 3113086 18063 592843 2704025 3357752 1156986 1062150 1547039 2295602 X PROMOTE THE PHYSICAL, EMOTIONAL AND ECONOMIC WELL-BEING OF SENIORS AND THEIR CAREGIVERS IN HIGHLANDS AND HARDEE COUNTIES THROUGH LEADERSHIP, ADVOCACY, EDUCATION AND THE PROVISION OF SERVICES. 0 0 853491 289135 61538 HOME AND COMMUNITY-BASED SERVICES TO THE ELDERLY: CASE MANAGEMENT, CASE AIDE, COMPANIONSHIP, CONGREGATE MEALS, EMERGENCY ALERT RESPONSE, PERSONAL CARE, NUTRITION EDUCATION, NUTRITION COUNSELING, OUTREACH, TRANSPORTATION, ENERGY ASSISTANCE, HEALTH SUPPORT, HOUSING IMPROVEMENT, MEDICAL SUPPLIES, MATERIAL AID AND PEST CONTROL. 583949 HOME DELIVERED MEALS: PROVIDES NUTRITIONALLY-SOUND MEALS FOR ELIGIBLE PERSONS. EMPHASIS IS PLACED ON SERVING ELDERS WHO ARE AT GREATEST ECONOMIC AND SOCIAL NEED, LOW-INCOME MINORITIES AND THOSE WHO ARE AT NUTRITIONAL RISK. DURING 2023, A TOTAL OF 75,658 FROZEN HOME DELIVERED MEALS WERE PROVIDED. 459579 RESPITE: IN-HOME RESPITE CARE IS THE PROVISION OF RELIEF OR REST FOR A PRIMARY CAREGIVER FROM THE CONSTANT, CONTINUED SUPERVISION AND CARE OF A FUNCTIONALLY IMPAIRED SENIOR BY PROVIDING CARE FOR THE PERSON IN THE HOME FOR A SPECIFIED PERIOD OF TIME. DURING 2023, 19,476 HOURS OF RESPITE WERE PROVIDED. 197027 HOMEMAKER: HOMEMAKER SERVICE IS DEFINED AS THE ACCOMPLISHMENT OF SPECIFIC HOME MANAGEMENT DUTIES. DUTIES INCLUDE, BUT NOT LIMITED TO, HOUSEKEEPING, LAUNDRY, CLEANING REFRIGERATORS, SHOPPING ASSISTANCE AND ROUTINE HOUSEHOLD ACTIVITIES. DURING 2023, A TOTAL OF 7,794 HOURS OF SERVICE WERE PROVIDED. 197027 2094046 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 14 0 1 59 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BRAD STOLL 8633822134 3530 OFFICE PARK ROAD SEBRING FL 33870 SHAWN MARTZ BOARD PRESIDENT 1.35 0.00 X X 0 0 0 KIM HEINTZ VICE PRESIDENT 0.35 0.00 X X 0 0 0 NELL FREWIN HAYS SECRETARY/TREASURER 0.35 0.00 X X 0 0 0 TERESA CRAWFORD BOARD MEMBER 0.35 0.00 X 0 0 0 MICHELLE DANNELS BOARD MEMBER 0.17 0.00 X 0 0 0 SYLVIA DELATORE BOARD MEMBER 0.17 0.00 X 0 0 0 SHAWANA DUNCAN BOARD MEMBER 0.17 0.00 X 0 0 0 LORRIE KEY BOARD MEMBER 0.35 0.00 X 0 0 0 MIRANDA MACK BOARD MEMBER 0.17 0.00 X 0 0 0 CINDY MARSHALL BOARD MEMBER 0.35 0.00 X 0 0 0 DEBRA SLADE EXECUTIVE DIRECTOR 40.00 0.00 X 67145 0 720 BRAD STOLL FISCAL DIRECTOR 40.00 0.00 X 54039 0 3553 121184 0 4273 0 0 0 0 GA FOOD SERVICES 12200 32ND CT N ST PETERSBURG FL 33716 FROZEN HOME DELIVERED MEALS 526150 COMFORT KEEPERS 902 S FLORIDA AVE STE 201 LAKELAND FL 33803 IN-HOME SERVICES 294870 2 156165 29430 2571499 864613 828948 3621707 CO-PAY REVENUE 624200 22604 22604 SERVICE FEES 624200 763 763 23367 681 681 12000 17946 -5946 -5946 -5946 19803 29430 14870 4933 4933 455 0 455 455 801959 763788 38171 38171 INSUR. REIMBURSEMENT 524298 21120 21120 FORFEITED DEPOSIT 900099 1000 1000 DIETICIAN REVENUE 900099 270 270 171 171 22561 3705929 61538 0 22684 X 289135 289135 125458 67289 25857 32312 1097777 569245 250356 278176 13642 7536 2542 3564 85958 49203 14777 21978 91146 50348 16983 23815 13701 1757 7275 4669 36201 23863 12338 897698 889318 4493 3887 2734 35 2699 54422 26665 12185 15572 20495 2628 10882 6985 108945 46457 15839 46649 31902 28079 602 3221 57903 24691 8418 24794 87825 125 17756 69944 53094 13311 7299 32484 CREDIT CARD FEES 22583 18372 87 4124 MAINTENANCE AND REPAIR 9362 2553 5456 1353 EDUCATION AND TRAINING 2223 1070 1153 EQUIPMENT 1599 324 1173 102 9283 7010 1427 846 3113086 2094046 428375 590665 49394 194866 633659 553593 308939 355265 8346 45360 48601 18276 29551 2619521 534531 1663147 2084990 22264 45526 2704025 3357752 162139 155747 974288 900427 20559 5976 1156986 1062150 X 1509039 2148445 38000 147157 1547039 2295602 2704025 3357752 592843 -828 37584 118964 0 X 0 1 X 1 1 1 X 2285322 3188688 2821741 2828463 3621707 14745921 88894 126257 215151 2285322 3188688 2821741 2917357 3747964 14961072 269071 14692001 47 242 231 247 681 1448 5778 7706 9048 22532 24830 790 18443 113733 42819 200615 15185667 3461323 0.96750 0.96490 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 551. 2020 AMOUNT: $ 790. 2021 AMOUNT: $ 9,401. 2022 AMOUNT: $ 3,305. 2023 AMOUNT: $ 171. INSURANCE REIMBURSEMENT - 2022 AMOUNT: $ 86,071. 2023 AMOUNT: $ 21,120. FUNDRAISING REVENUE - 2019 AMOUNT: $ 24,279. 2021 AMOUNT: $ 9,042. 2022 AMOUNT: $ 24,357. 2023 AMOUNT: $ 19,803. GAMING ACTIVITIES - 2023 AMOUNT: $ 455. DIETICIAN REVENUE - 2023 AMOUNT: $ 270. FORFEITED DEPOSIT - 2023 AMOUNT: $ 1,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 228950 228950 2147205 402474 1744731 19390 11098 8292 111239 74934 36305 112737 46025 66712 2084990 OPERATING LEASE OBLIGATION 2027 FINANCE LEASE OBLIGATION 3949 5976 X 4610016 -828 126257 125429 4484587 -778658 -778658 3705929 3980418 88673 778659 867332 3113086 0 3113086 PART X, LINE 2: THE AGENCY HAS QUALIFIED WITH THE INTERNAL REVENUE SERVICE AS EXEMPT FROM INCOME TAX UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE AGENCY IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THESE FINANCIAL STATEMENTS. THE AGENCY FOLLOWS THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNERTAIN TAX POSITIONS. THIS GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATIONS FINANCIAL STATEMENTS. THE AGENCY'S INFORMATIONAL TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE AGENCY IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. PART XI, LINE 4B - OTHER ADJUSTMENTS: THRIFT SHOP COST OF GOODS SOLD -763,788. FUNDRAISING EXPENSES -14,870. PART XII, LINE 2D - OTHER ADJUSTMENTS: THRIFT SHOP COST OF GOODS SOLD 763,788. FUNDRAISING EXPENSES 14,871. GOLF TOURNAMENT 49233 29430 19803 6296 3480 3800 1294 49233 29430 19803 6296 3480 3800 1294 14870 4933 1 HOLIDAY FOOD BASKETS 50 3987 COST HOLIDAY FOOD BASKETS MEDICAL SUPPLIES/SERVICES 60 95880 COST MEDICAL SUPPLIES/SERVICES MATERIAL AID 78 76815 COST MATERIAL AID HOUSING IMPROVEMENT 9 27946 COST HOUSING IMPROVEMENT PET SUPPORT SERVICES 38 8295 COST PET SUPPORT SERVICES EHEAP (ELECTRIC BILL ASSISTANCE) 132 76212 N/A EHEAP (ELECTRIC BILL ASSISTANCE) PART I, LINE 2: ALL ASSISTANCE PROVIDED TO INDIVIDUALS IS GOVERNED BY THE GRANTS WE RECEIVE TO PROVIDE THIS ASSISTANCE. ANY MATERIAL AID, DURABLE MEDICAL SUPPLIES, AND OTHER RESOURCES PROVIDED BY THE ORGANIZATION REQUIRE CASE MANAGERS OR CASE AIDES TO CONDUCT A 14-DAY FOLLOW-UP. CLIENTS ALSO RECEIVE ONGOING CONTACT FROM THE ORGANIZATION THROUGH REGULAR HOME VISITS BY A REPRESENTATIVE FOR IN-HOME SERVICES SUCH AS HOMEMAKING, RESPITE, AND PERSONAL CARE. MEAL CLIENTS MAINTAIN ONGOING CONTACT WHEN THEIR HOME-DELIVERED MEALS ARRIVE. PROVIDING MATERIAL AID AND DURABLE MEDICAL SUPPLIES IS NOT A ONE-TIME SERVICE; THESE RESOURCES ARE CONTINUOUSLY OFFERED TO THE ORGANIZATION'S EXISTING CLIENTS. X 812389 THRIFT VALUE X AUCTION ITEMS 153 8763 DONOR VALUE X OFFICE FURNITURE 40 7796 DONOR VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER LISTED DESCRIBES THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE WILL CONSIST OF THE ELECTED OFFICERS AND THE IMMEDIATE PAST PRESIDENT OF THE CORPORATION. THIS COMMITTEE WILL ACT ON MATTERS THAT WOULD ORDINARILY GO TO THE FULL BOARD ONLY IN AN EMERGENCY AND THEN ONLY IF UNABLE TO POLL THE BOARD. THE PRESIDENT WILL SERVE AS CHAIRPERSON, AND A MAJORITY OF MEMBERS OF THIS COMMITTEE CONSTITUTE THE REQUIRED QUORUM FOR THE CONDUCT OF BUSINESS. ACTIONS OF THIS COMMITTEE WILL BE REPORTED AT THE NEXT BOARD MEETING. EXECUTIVE COMMITTEE MEETINGS MAY HOLD ITS MEETINGS AT THE CORPORATION'S PRINCIPAL OFFICE OR AT ANOTHER LOCATION IN THE SERVICE AREA. AN EXECUTIVE COMMITTEE MEETING WILL BE CONDUCTED PRIOR TO EACH MONTHLY BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PRESENTED TO THE FULL BOARD OF DIRECTORS AS WELL AS KEY EMPLOYEES OF THE ORGANIZATION FOR THEIR REVIEW PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. IF BOARD MEMBERS ARE AWARE THAT STAFF OR OTHER VOLUNTEERS HAVE A CONFLICT OF INTEREST, RELEVANT FACTS SHOULD BE DISCLOSED BY THE BOARD MEMBER OR BY THE INTERESTED PERSON HIM/HERSELF IF INVITED TO THE BOARD MEETING AS A GUEST FOR PURPOSES OF DISCLOSURE. A DIRECTOR OR COMMITTEE MEMBER WHO PLANS NOT TO ATTEND A MEETING AT WHICH HE OR SHE HAS REASON TO BELIEVE THAT THE BOARD OR COMMITTEE WILL ACT ON A MATTER IN WHICH THE PERSON HAS A CONFLICT OF INTEREST SHALL DISCLOSE TO THE CHAIR OF THE MEETING ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE CHAIR SHALL REPORT THE DISCLOSURE AT THE MEETING AND THE DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD OR COMMITTEES' DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE. THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND SHALL NOT BE PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN, UNLESS THE VOTE IS BY SECRET BALLOT. SUCH PERSON'S INELIGIBILITY TO VOTE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. IN THE EVENT IT IS NOT ENTIRELY CLEAR THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE POTENTIAL CONFLICT SHALL DISCLOSE THE CIRCUMSTANCES TO HIS OR HER SUPERVISOR OR THE CHAIR OR THE CHAIR'S DESIGNEE, WHO SHALL DETERMINE WHETHER FULL BOARD DISCUSSION IS WARRANTED OR WHETHER THERE EXISTS A CONFLICT OF INTEREST THAT IS SUBJECT TO THIS POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G FOOD AND IN-HOME SERVICES: PROGRAM SERVICE EXPENSES 884,642. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 884,642. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 767. MANAGEMENT AND GENERAL EXPENSES 3,174. FUNDRAISING EXPENSES 2,038. TOTAL EXPENSES 5,979. PEO ADMIN FEES: PROGRAM SERVICE EXPENSES 3,909. MANAGEMENT AND GENERAL EXPENSES 1,319. FUNDRAISING EXPENSES 1,849. TOTAL EXPENSES 7,077.