2024-11-13T07:49:23-06:00 2023-12-31 341322309 CIUNI & PANICHI INC 25201 CHAGRIN BLVD 200 CLEVELAND OH 441225683 990 2023-01-01 341739967 HOPEWELL HOPE 4404262000 9637 STATE ROUTE 534 MIDDLEFIELD OH 44062 WILLIAM A WORTZMAN TREASURER 4404262000 2024-11-12 1 0 MICHAEL B KLEIN CPA P00359504 2168317171 2024-11-12 2023 2024-10-15 13:58:12Z WILLIAM A WORTZMAN 9637 STATE ROUTE 534 MIDDLEFIELD OH 44062 13857385 0 X WWW.HOPEWELLCOMMUNITY.ORG X 1993 OH PROVIDING RESIDENTIAL TREATMENT FOR ADULTS WITH SEVERE MENTAL ILLNESS. 22 22 68 0 0 0 1778977 7401264 4679421 4963832 1266549 522100 -178238 -173251 7546709 12713945 2540373 2426053 0 0 3007997 3135230 0 0 305965 1504932 1567362 7053302 7128645 493407 5585300 22124082 29951192 575145 506114 21548937 29445078 TO PROVIDE AN OPPORTUNITY FOR ADULTS WITH SERIOUS MENTAL ILLNESS TO EXPERIENCE A SELF-RELIANT AND SATISFYING LIFE THROUGH PARTICIPATION IN A VIBRANT RESIDENTIAL THERAPEUTIC FARM COMMUNITY. 0 0 6188080 2426053 4963832 TO PROVIDE A RESIDENTIAL REHABILITATION COMMUNITY, OFFERING CARE, EDUCATION, TREATMENT, AND JOB TRAINING TO MENTALLY ILL INDIVIDUALS. 6188080 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 56 0 1 68 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 OH X DARLENE PENNINGTON FINANCE MANAGER 4404262089 9637 STATE ROUTE 534 MIDDLEFIELD OH 44062 PETER ANAGNOSTOS VICE CHAIR 3.00 X X 0 0 0 NATHAN A BERGER MD BOARD MEMBER 1.00 X 0 0 0 WILLIAM BRAUN BOARD MEMBER 3.00 X 0 0 0 CHRISTOPHER BROOKES BOARD MEMBER 1.00 X 0 0 0 RITA BRYCE BOARD MEMBER 1.00 X 0 0 0 ROBERT GALE BOARD MEMBER 1.00 X 0 0 0 GEOFREY GREENLEAF BOARD MEMBER 1.00 X 0 0 0 JENNIFER HARTFORD BOARD MEMBER 1.00 X 0 0 0 ROBERT HARTFORD BOARD MEMBER 1.00 X 0 0 0 SUSAN LOCKE MD BOARD MEMBER 1.00 X 0 0 0 THOMAS MORLEY BOARD MEMBER 1.00 X 0 0 0 CLARA RANKIN LIFE TRUSTEE 1.00 X X 0 0 0 ROGER RANKIN BOARD MEMBER 1.00 X 0 0 0 MAX SCHUBERT BOARD MEMBER 1.00 X 0 0 0 CHLOE SEELBACH BOARD MEMBER 1.00 X 0 0 0 HEATHER STOLL BOARD MEMBER 1.00 X 0 0 0 SUZANNE TAIGEN BOARD MEMBER 1.00 X 0 0 0 JOSEPH F VERCIGLIO SECRETARY 1.00 X X 0 0 0 DAVID VINCENT CHAIR 1.00 X X 0 0 0 TODD WELKI BOARD MEMBER 1.00 X 0 0 0 SUSAN WESTLAKE BOARD MEMBER 1.00 X 0 0 0 WILLIAM WORTZMAN TREASURER 5.00 X X 0 0 0 DAVE SHUTE CEO 40.00 X 207215 0 15700 207215 0 15700 1 0 1 0 0 390481 7010783 169077 7401264 PROGRAM FEES 624310 4926089 4926089 REIMBURSEMENTS 624310 19713 19713 MISCELLANEOUS 624310 14888 14888 FARM INCOME 624310 3142 3142 4963832 505290 505290 956999 940189 16810 16810 16810 30000 390481 203251 -173251 -173251 12713945 4963832 0 348849 2426053 2426053 222914 171723 38346 12845 2011039 1546954 349594 114491 687699 539958 101785 45956 213578 167695 31611 14272 26321 22419 3444 458 32922 28041 4308 573 158640 135121 20758 2761 92081 92081 65521 29585 35936 172504 128513 7606 36385 13704 13704 264900 248365 16321 214 101389 81743 14799 4847 MAINTENANCE 194994 155094 26818 13082 PROGRAM SERVICES 161300 161034 266 FOOD SERVICES 98218 98218 SUPPLIES 67568 49476 6566 11526 117300 92303 12378 12619 7128645 6188080 634600 305965 754880 282369 186429 6432847 126063 199383 136702 123288 8372857 5236006 3233533 3136851 17488213 19639388 198262 137066 22124082 29951192 234062 238105 165777 145695 148330 109208 26976 13106 575145 506114 X 12327828 19317232 9221109 10127846 21548937 29445078 22124082 29951192 X 5585300 2341985 -31144 X X 0 1 X 1 0 X 1154485 2027494 1480531 1778977 7401264 13842751 3159402 3823866 4438250 4679421 4963832 21064771 4313887 5851360 5918781 6458398 12365096 34907522 202229 276071 308893 733910 198870 1719973 0 202229 276071 308893 733910 198870 1719973 33187549 336210 283525 254998 315514 505290 1695537 336210 283525 254998 315514 505290 1695537 4650097 6134885 6173779 6773912 12870386 36603059 0.90670 0.88480 0.04630 0.05320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17878579 89205 2814063 888528 19893319 21436353 87500 -2810646 834628 17878579 18768688 250 3470266 802851 21436353 17461499 2089989 782800 18768688 14590280 3602948 731729 17461499 0.50297 0.27363 0.22340 1 0 675481 675481 6117057 3904314 2212743 300672 246810 53862 941049 800365 140684 338598 284517 54081 3136851 CHARITABLE GIFT ANNUITY LIABILITY 13106 13106 X 12770955 2341985 48508 92570 2483063 10287892 2426053 2426053 12713945 4874814 48508 123714 172222 4702592 2426053 2426053 7128645 PART V, LINE 4: HOPEWELL'S ENDOWMENTS CONSIST OF DONOR-RESTRICTED FUNDS WITH THE INCOME USED TO SUPPORT HORTICULTURE THERAPY, RESEARCH AND REHABILITATION, AND OPERATIONS AS WELL AS FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENT. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP), NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: HOPEWELL IS A NON-PROFIT ORGANIZATION THAT PROVIDES RESIDENTIAL TREATMENT FOR ADULTS WITH SEVERE MENTAL ILLNESS. THE INTERNAL REVENUE SERVICE HAS RULED THAT HOPEWELL QUALIFIES UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX ON ACTIVITIES RELATED TO ITS MISSION UNDER PRESENT FEDERAL INCOME TAX LAWS. HOPEWELL HAS NOT BEEN CLASSIFIED AS A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) AND QUALIFIES FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170(B)(1)(A)(VI). HOPEWELL FOLLOWS THE ACCOUNTING GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. HOPEWELL'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY THE INTERNAL REVENUE SERVICE. IN EVALUATING HOPEWELL'S ACTIVITIES, MANAGEMENT BELIEVES ITS POSITION OF TAX-EXEMPT STATUS IS APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES. MANAGEMENT HAS ASSESSED THAT THERE ARE NO ACTIVITIES UNRELATED TO THE PURPOSE OF HOPEWELL AND THEREFORE NO TAX IS TO BE RECOGNIZED. IT IS THE POLICY OF HOPEWELL TO INCLUDE IN OPERATING EXPENSES PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES. THERE ARE NO PENALTIES OR INTEREST FROM TAXING AUTHORITIES INCLUDED IN OPERATING EXPENSES FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED TO SPECIAL EVENTS 203,251. CHANGES IN CHARITABLE GIFT ANNUITIES -18,032. DIRECT BENEFITS TO DONORS -92,649. PART XI, LINE 4B - OTHER ADJUSTMENTS: SUBSIDY TO RESIDENTS 2,426,053. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED TO SPECIAL EVENTS 203,251. BAD DEBT EXPENSE 13,112. DIRECT BENEFITS TO DONORS -92,649. PART XII, LINE 4B - OTHER ADJUSTMENTS: SUBSIDY TO RESIDENTS 2,426,053. SUMMER SOLSTICE 420481 390481 30000 33884 57922 111445 420481 390481 30000 33884 57922 111445 203251 -173251 1 FEE DISCOUNT/RESIDENT SUBSIDY 43 2426053 FEE DISCOUNT PART I, LINE 2: ASSISTANCE TO THE INDIVIDUALS CONSISTS OF FEE DISCOUNTS VALUED AT FAIR MARKET VALUE AND APPLIED TO THE DAILY FEE OF EACH ELIGIBLE RESIDENT. NO CASH ASSISTANCE IS GIVEN. X 0 0 0 0 0 0 0 0 0 DAVE SHUTE CEO 207215 0 0 0 0 0 0 0 15700 0 222915 0 0 0 X 2 11671 X AUCTION ITEMS 8 48508 AUCTION VALUE 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 CLARA RANKIN, ROGER RANKIN, CHLOE SEELBACH, JENNIFER HARTFORD, AND ROBERT HARTFORD - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE TAX RETURN IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE REQUIRED TO SIGN A CONLFICT OF INTEREST POLICY ANNUALLY, DISCLOSING ANY EXISTING OR POTENTIAL CONLICTS OF INTEREST. IF DETERMINED THAT A CONFLICT OF INTEREST EXISTS, THAT DIRECTOR DOES NOT PARTICIPATE IN THE VOTING PROCESS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS APPROVED THE ACTIONS OF A SEARCH COMMITTEE (FORMED BY THE BOARD OF DIRECTORS) WHO MADE A DETERMINATION OF A REASONABLE COMPENSATION LEVEL TO COMPENSATE THE RECRUITED EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 SUCH DOCUMENTS MAY BE REQUESTED BY POTENTIAL DONORS. THESE DOCUMENTS WOULD, THEREFORE, BE MADE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: BAD DEBTS -13,112. CHANGE IN VALUE OF SPLIT INTERESTS -18,032. FORM 990, PART XI, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.