HOPEWELL INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HOPEWELL INC (EIN 04-2438910)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202511349349304706
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T10:29:43-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HIGHWOOD DRIVE | AddressLine1Txt |
| City | TEWKSBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01876 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042438910 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOPEWELL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOPE | BusinessNameControlTxt |
| Phone | 6176292710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 ALLIED DRIVE 308 | AddressLine1Txt |
| City | DEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAHEER MUSTAFA | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 6176292710 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW KALIL CPA MBA | PreparerPersonNm |
| PTIN | P01517069 | PTIN |
| Phone | 9785575300 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHAHEER MUSTAFA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 ALLIED DRIVE 308 | AddressLine1Txt |
| City | DEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,727,796 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOPEWELLINC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | WE ENRICH THE LIVES AND EXPAND THE OPPORTUNITIES OF CHILDREN, ADULTS, AND FAMILIES IN NEED OF LOVE, SUPPORT, AND SAFE PLACES TO GROW AND THRIVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 164 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,841,758 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,303,584 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,419,040 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,067,438 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,292,578 | PYInvestmentIncomeAmt |
| CY Investment Income | $83,233 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $25,553,376 | PYTotalRevenueAmt |
| CY Total Revenue | $19,454,255 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,509,188 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,770,454 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $903,244 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,263,817 | PYOtherExpensesAmt |
| CY Other Expenses | $9,514,253 | CYOtherExpensesAmt |
| PY Total Expenses | $23,773,005 | PYTotalExpensesAmt |
| CY Total Expenses | $20,284,707 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,780,371 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$830,452 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,186,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,895,628 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,858,889 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,472,024 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,328,039 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,423,604 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE ENRICH THE LIVES AND EXPAND THE OPPORTUNITIES OF INDIVIDUALS AND FAMILIES IN NEED OF LOVE, SUPPORT, AND SAFE PLACES TO GROW AND THRIVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,449,782 | ExpenseAmt |
| Revenue | $11,047,244 | RevenueAmt |
| Desc | COMPREHENSIVE FOSTER CARE:INTENSIVE FOSTER CARE SERVICES PROVIDING PRIVATE PLACEMENT IN INDIVIDUAL HOMES FOR 357 CHILDREN AND TEENS IN HOPEWELL FOSTER HOMES IN FY24. WE RECRUIT, TRAIN, AND SUPPORT LOVING FOSTER HOMES AND ENSURE THE CHILDREN AND TEENS IN OUR CARE RECEIVE THE RESOURCES AND SUPPORTS THEY NEED. WE WORK TO ENSURE STABILITY AND A PATH TO A PERMANENT HOME, WHETHER THAT'S THROUGH REUNIFICATION WITH THEIR BIRTH FAMILY, A KINSHIP PLACEMENT, ADOPTION, OR LEGAL GUARDIANSHIP. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,506,247 | ExpenseAmt |
| Revenue | $1,592,201 | RevenueAmt |
| Desc | RESIDENTIAL SERVICES:IN FY24, WE SUPPORTED 37 ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH 2 MAIN PATHWAYS: (1) SUPPORTING THE INDEPENDENCE OF INDIVIDUALS LIVING ON THEIR OWN INCLUDING PARENTING SUPPORT FOR THOSE WITH CHILDREN; AND (2) A SHARED LIVING PROGRAM FOR THOSE WHO NEED MORE SUPPORT. THIS PROGRAM MATCHES EACH PERSON WITH A LOCAL CAREGIVER, WHO WE RECRUIT, TRAIN, AND SUPPORT AS THEY HELP EACH INDIVIDUAL PURSUE INDEPENDENCE, LIVE WITH DIGNITY, AND ENGAGE AS A FULL MEMBER OF THEIR COMMUNITY.MY FIRST PLACE:MY FIRST PLACE SUPPORT YOUNG PEOPLE WHO ARE "AGING OUT" OF THE FOSTER CARE SYSTEM AS THEY TRANSITION INTO ADULTHOOD. WE PROVIDE SHARED, RENT-FREE APARTMENTS. WITH A STABLE PLACE TO CALL HOME AND INDIVIDUALIZED EDUCATION AND EMPLOYMENT SUPPORTS AND CASE MANAGEMENT FROM OUR TEAM, YOUTH FOCUS ON THEIR GOALS, BUILD COMMUNITY, AND ESTABLISH FOUNDATIONS FOR LONG-TERM SELF-SUFFICIENCY. IN FY24 HOPEWELL SERVED 36 YOUTH THROUGH MY FIRST PLACE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,630,999 | ExpenseAmt |
| Revenue | $4,176,065 | RevenueAmt |
| Desc | COUNSELING SERVICES:FAMILY SUPPORT & STABILIZATION - HOPEWELL SUPPORTED APPROXIMATELY 1,170 CHILDREN AND FAMILY MEMBERS THROUGH OUR FAMILY SUPPORT & STABILIZATION PROGRAM IN FY24. THE GOAL OF THE PROGRAM IS TO KEEP MORE FAMILIES INTACT AND REDUCE THE NUMBER OF CHILDREN IN FOSTER CARE BY SUPPORTING FAMILIES INVOLVED WITH THE CHILD WELFARE SYSTEM WHO ARE WORKING TO MAINTAIN OR REGAIN CUSTODY OF THEIR CHILDREN. OUR STAFF, INCLUDING CLINICAL AND SOCIAL WORK PROFESSIONALS, PROVIDE A COMBINATION OF INTENSIVE HOME-BASED THERAPEUTIC SUPPORT AND REFERRALS TO COMMUNITY SERVICES TO HELP FAMILIES NAVIGATE THE EFFECTS OF TRAUMA, RECOGNIZE STRENGTHS, PRACTICE EFFECTIVE PARENTING AND CONFLICT RESOLUTION SKILLS, ENGAGE IN PROBLEM SOLVING, AND MAKE PROGRESS TOWARD THEIR GOALS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $863,944 | ExpenseAmt |
| Revenue | $251,928 | RevenueAmt |
| Desc | RISE (EDUCATION SUPPORT):OUR RISE PROGRAM SEEKS TO ADVANCE EDUCATION EQUITY FOR CHILDREN EXPERIENCING FOSTER CARE BECAUSE THEY FACE SOME OF THE LARGEST EDUCATIONAL OPPORTUNITY GAPS AMONG ANY GROUP OF CHILDREN. THE PROGRAM IS SPECIALLY-DESIGNED TO MEET THE UNIQUE NEEDS OF K-3 STUDENTS WHO ARE EXPERIENCING FOSTER CARE: CHILDREN RECEIVE PERSONALIZED 1:1 LITERACY TUTORING IN THEIR HOMES MULTIPLE TIMES EACH WEEK. EACH SESSION INCLUDES EMBEDDED OPPORTUNITIES TO PRACTICE SOCIAL-EMOTIONAL SKILLS. CAREGIVERS RECEIVE SUPPORT SO THEY CAN ADVOCATE FOR THEIR CHILD AND PROMOTE LEARNING. THE PROGRAM ALSO COORDINATES SERVICES AND INFORMATION-SHARING AMONG SCHOOLS, FAMILIES, AND THE DEPARTMENT OF CHILDREN AND FAMILIES (DCF). FY24 MARKED THE PROGRAM'S THIRD YEAR OF OPERATION, DURING WHICH IT SERVED 39 CHILDREN. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $863,944 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $251,928 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $15,450,972 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 28 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 164 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6176292710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 ALLIED DRIVE 308 | AddressLine1Txt |
| City | DEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02026 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ELIOT T PUTNAM JR | |||||||
| DIRECTOR (UNTIL DEC '23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALISON R QUINAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY BRITT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ADRIANO VARANO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| QUINN PHILLIPS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HEATHER MACK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NEHIA AL-SHANNIEK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM BENJAMIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BEVERLEY DOHERTY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAY EDMOND | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MELANIE FOLEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES A MCDANIEL | |||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CASEY STRATFORD | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHARLES CABOT III | |||||||
| CLERK | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SHAHEER MUSTAFA | |||||||
| PRESIDENT/CEO | 35.00 | Yes (X) | $347,602 | $0 | $44,719 | Yes (X) | |
| DOMINIQUE CADET | |||||||
| ASST. CLERK | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| RICHARD VOCCIO | |||||||
| CHIEF FINANCIAL OFF. (SINCE JUN'23) | 35.00 | $101,311 | $0 | $25,426 | Yes (X) | ||
| LISA ROWAN-GILLIS | |||||||
| CHIEF DEVELOPMENT OFFICER | 35.00 | $243,840 | $0 | $33,857 | Yes (X) | ||
| LEAH JANEY | |||||||
| CHIEF HUMAN RESOURCES OFFICER | 35.00 | $202,955 | $0 | $26,759 | Yes (X) | ||
| AMY SCHNEIDER | |||||||
| VP PROG. IMPACT & STRATEGY | 35.00 | $171,845 | $0 | $20,509 | Yes (X) | ||
| JULIA B SEGOVIA | |||||||
| VP RESEARCH, POLICY & LEARNING | 35.00 | $161,488 | $0 | $37,125 | Yes (X) | ||
| IMANI Z SEUNARINE BACCI | |||||||
| VP CHILD & FAMILY PROGRAMS | 35.00 | $155,372 | $0 | $33,632 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,384,413 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $222,027 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JAKE NELLY & ASSOCIATES | |||||
| PO BOX 240535 | BOSTON | MA | 02124 | TEMPORARY STAFFING | $260,032 |
| THE AMARAL GROUP LLC | |||||
| 125 CAMBRIDGE DRIVE SUITE 301 | CAMBRIDGE | MA | 02140 | COMPUTER/IT SUPPORT | $186,911 |
| BDO | |||||
| 100 PARK AVENUE | NEW YORK | NY | 10017 | ACCOUNTING SOFTWARE & CONSULTANTS | $121,441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,303,584 | AllOtherContributionsAmt |
| Total Contributions | $2,303,584 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACT REVENUE | 624100 | $16,899,542 | $16,899,542 |
| CLIENT FEES | 624100 | $167,896 | $167,896 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,067,438 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $249,274 | TotalRevenueColumnAmt |
| Exclusion | $249,274 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $107,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $273,541 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$166,041 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$166,041 | TotalRevenueColumnAmt |
| Exclusion | -$166,041 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,454,255 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,067,438 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $83,233 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $700,174 | TotalAmt |
| Management And General | $700,174 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,546,386 | TotalAmt |
| Program Services | $5,164,677 | ProgramServicesAmt |
| Management And General | $1,851,438 | ManagementAndGeneralAmt |
| Fundraising | $530,271 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,368 | TotalAmt |
| Program Services | $261,150 | ProgramServicesAmt |
| Management And General | $39,760 | ManagementAndGeneralAmt |
| Fundraising | $12,458 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,598,151 | TotalAmt |
| Program Services | $1,261,984 | ProgramServicesAmt |
| Management And General | $275,968 | ManagementAndGeneralAmt |
| Fundraising | $60,199 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,375 | TotalAmt |
| Program Services | $470,679 | ProgramServicesAmt |
| Management And General | $119,243 | ManagementAndGeneralAmt |
| Fundraising | $22,453 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,816 | TotalAmt |
| Management And General | $101,816 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,207 | TotalAmt |
| Management And General | $24,207 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,257 | TotalAmt |
| Program Services | $125,064 | ProgramServicesAmt |
| Management And General | $158,043 | ManagementAndGeneralAmt |
| Fundraising | $112,150 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,242 | TotalAmt |
| Program Services | $120,424 | ProgramServicesAmt |
| Management And General | $12,309 | ManagementAndGeneralAmt |
| Fundraising | $23,509 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,025 | TotalAmt |
| Program Services | $162,104 | ProgramServicesAmt |
| Management And General | $152,002 | ManagementAndGeneralAmt |
| Fundraising | $52,919 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,240,455 | TotalAmt |
| Program Services | $977,841 | ProgramServicesAmt |
| Management And General | $215,370 | ManagementAndGeneralAmt |
| Fundraising | $47,244 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,718 | TotalAmt |
| Program Services | $295,491 | ProgramServicesAmt |
| Management And General | $15,698 | ManagementAndGeneralAmt |
| Fundraising | $2,529 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,997 | TotalAmt |
| Program Services | $4,440 | ProgramServicesAmt |
| Management And General | $3,557 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,986 | TotalAmt |
| Program Services | $187,753 | ProgramServicesAmt |
| Management And General | $75,503 | ManagementAndGeneralAmt |
| Fundraising | $9,730 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,610 | TotalAmt |
| Program Services | $168,186 | ProgramServicesAmt |
| Management And General | $77,883 | ManagementAndGeneralAmt |
| Fundraising | $5,541 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| FOSTER PARENT/SHARED LI | $5,601,022 | $5,601,022 | |
| CLOTHING & BIRTHDAY SUP | $277,766 | $277,766 | |
| RECREATION & YOUTH EXPE | $213,705 | $213,705 | |
| MISCELLANEOUS | $97,807 | $91,140 | $6,667 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,640 | TotalAmt |
| Program Services | $67,546 | ProgramServicesAmt |
| Management And General | $107,520 | ManagementAndGeneralAmt |
| Fundraising | $17,574 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,284,707 | TotalAmt |
| Program Services | $15,450,972 | ProgramServicesAmt |
| Management And General | $3,930,491 | ManagementAndGeneralAmt |
| Fundraising | $903,244 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,452,193 | BOYAmt |
| EOY | $1,155,472 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $976,062 | BOYAmt |
| EOY | $980,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,720,965 | BOYAmt |
| EOY | $1,402,562 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,789 | BOYAmt |
| EOY | $446,590 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,392,042 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,395,011 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,958,225 | BOYAmt |
| EOY | $2,997,031 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,191,967 | BOYAmt |
| EOY | $9,943,290 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,618,727 | BOYAmt |
| EOY | $1,970,683 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,186,928 | BOYAmt |
| EOY | $18,895,628 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,543,385 | BOYAmt |
| EOY | $1,485,377 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,315,504 | BOYAmt |
| EOY | $1,986,647 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,858,889 | BOYAmt |
| EOY | $3,472,024 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,323,580 | BOYAmt |
| EOY | $14,101,722 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,004,459 | BOYAmt |
| EOY | $1,321,882 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,328,039 | BOYAmt |
| EOY | $15,423,604 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,186,928 | BOYAmt |
| EOY | $18,895,628 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$830,452 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $926,017 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $514,915 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,783,865 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $674,598 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,841,758 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,303,584 | CurrentTaxYearAmt |
| Total | $10,118,720 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $514,915 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,783,865 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $674,598 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,841,758 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,303,584 | CurrentTaxYearAmt |
| Total | $10,118,720 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,246,744 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,871,976 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,122 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,471 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,271 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $84,115 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $249,274 | CurrentTaxYearAmt |
| Total | $464,253 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,582,973 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $98,777,059 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $58,626 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $58,626 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION INCURRED EXPENSES DEVELOPING AND MAINTAINING RELATIONSHIPS WITH MASSACHUSETTS STATE REPRESENTATIVES AND SENATORS. THIS WORK INCLUDED OUTREACH AND ONGOING MEETINGS WITH LEGISLATORS FOR SUPPORT OF SPECIFIC CHILD WELFARE RELATED BILLS AND INITIATIVES PRIORITIZED BY THE ORGANIZATION. DURING THIS FISCAL YEAR, THE ORGANIZATION SEVERED ITS TIE WITH THE EXISTING OUTSIDE CONSULTANTS AND INSTEAD HIRED AN ADDITIONAL STAFF MEMBER TO MANAGE THE DAY-TO-DAY LOBBYING AND POLICY OPERATIONS. OTHER ACTIVITIES (LINE 1I) ARE MADE UP OF THE FOLLOWING: THE ORGANIZATION INCURRED $36,806 IN SALARY EXPENSE, $17,032 ALLOCATED OCCUPANCY AND DEPRECIATION, $1,615 IN PROFESSIONAL FEES, $1,221 TRAVEL EXPENSE, $280 FOR SUBSCRIPTIONS AND PUBLICATIONS, AND $1,672 FOR INSURANCE. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $572,200 | OtherCostOrOtherBasisAmt |
| Book Value | $572,200 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,366,630 | OtherCostOrOtherBasisAmt |
| Depreciation | $97,168 | DepreciationAmt |
| Book Value | $2,269,462 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $141,483 | OtherCostOrOtherBasisAmt |
| Depreciation | $130,886 | DepreciationAmt |
| Book Value | $10,597 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $718,081 | OtherCostOrOtherBasisAmt |
| Depreciation | $663,558 | DepreciationAmt |
| Book Value | $54,523 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $593,648 | OtherCostOrOtherBasisAmt |
| Depreciation | $503,399 | DepreciationAmt |
| Book Value | $90,249 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,997,031 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OPERATING LEASE RIGHT-OF-USE ASSETS | $1,849,959 |
| FINANCE LEASE RIGHT-OF-USE ASSETS | $120,724 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,970,683 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITIES | $1,868,547 |
| FINANCE LEASE LIABILITY | $118,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,986,647 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $20,405,081 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $926,017 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $49,016 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $975,033 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,430,048 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $24,207 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $24,207 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,454,255 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,309,516 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $49,016 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $49,016 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,260,500 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $24,207 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $24,207 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,284,707 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON TRADE OR BUSINESS PROFITS GENERATED BY ACTIVITIES RELATED TO THE ORGANIZATION'S EXEMPT FUNCTION. THE ORGANIZATION MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES FOR PROFITS GENERATED FROM TRADE OR BUSINESS ACTIVITIES UNRELATED TO THE ORGANIZATION'S EXEMPT FUNCTION. AS OF JUNE 30, 2024, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NOT GENERATED ANY UNRELATED BUSINESS TAXABLE INCOME. THE ORGANIZATION ASSESSES THE RECORDING OF UNCERTAIN TAX POSITIONS BY EVALUATING THE MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT REQUIREMENTS A TAX POSITION MUST MEET BEFORE BEING RECOGNIZED AS A BENEFIT IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNCERTAIN TAX POSITIONS AS A COMPONENT OF INCOME TAX EXPENSE, IF ANY, IN ITS STATEMENTS OF ACTIVITIES. THE ORGANIZATION HAS NOT RECOGNIZED ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED BENEFITS AS OF JUNE 30, 2024 THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGE IN UNCERTAIN TAX BENEFITS WITHIN THE NEXT 12 MONTHS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHAHEER MUSTAFA | ||||||||||||||
| PRESIDENT/CEO | $307,602 | $0 | $40,000 | $0 | $0 | $0 | $19,800 | $0 | $24,919 | $0 | $392,321 | $0 | $0 | $0 |
| LISA ROWAN-GILLIS | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $238,840 | $0 | $5,000 | $0 | $0 | $0 | $15,031 | $0 | $18,826 | $0 | $277,697 | $0 | $0 | $0 |
| LEAH JANEY | ||||||||||||||
| CHIEF HUMAN RESOURCES OFFICER | $195,955 | $0 | $7,000 | $0 | $0 | $0 | $9,435 | $0 | $17,324 | $0 | $229,714 | $0 | $0 | $0 |
| JULIA B SEGOVIA | ||||||||||||||
| VP RESEARCH, POLICY & LEARNING | $156,488 | $0 | $5,000 | $0 | $0 | $0 | $10,277 | $0 | $26,848 | $0 | $198,613 | $0 | $0 | $0 |
| AMY SCHNEIDER | ||||||||||||||
| VP PROG. IMPACT & STRATEGY | $168,845 | $0 | $3,000 | $0 | $0 | $0 | $10,780 | $0 | $9,729 | $0 | $192,354 | $0 | $0 | $0 |
| IMANI Z SEUNARINE BACCI | ||||||||||||||
| VP CHILD & FAMILY PROGRAMS | $152,372 | $0 | $3,000 | $0 | $0 | $0 | $6,528 | $0 | $27,104 | $0 | $189,004 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REIMBURSES SHAHEER MUSTAFA, PRESIDENT/CEO 50% OF THE COST OF MEMBERSHIP DUES TO A SOCIAL CLUB. THE REIMBURSEMENT WAS NOT TREATED AS TAXABLE COMPENSATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT WORKS WITH AN INDEPENDENT CPA FIRM TO PREPARE AND FILE THE FORM 990. A DRAFT OF THE FORM 990 IS THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER WITH THE MEMBERS OF THE FINANCE & AUDIT COMMITTEE FOR THEIR REVIEW AND DISCUSSION. A COPY OF THE FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS BY THE ORGANIZATION PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE WRITTEN CONFLICTS OF INTEREST POLICY BY REQUIRING ALL EMPLOYEES AND BOARD MEMBERS TO AVOID PERSONAL ACTIVITIES, COMMITMENTS, OWNERSHIP INTERESTS, AND OTHER ARRANGEMENTS THAT MAY OR WILL COMPROMISE THEIR PRIMARY DUTY OF LOYALTY TO HOPEWELL. ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO ENSURE THAT PERSONAL ACTIVITIES, COMMITMENTS, AND OWNERSHIP INTERESTS OUTSIDE HOPEWELL DO NOT CREATE ANY ACTUAL OR PERCEIVED CONFLICT OF INTEREST. FOR INSTANCE, EMPLOYEES AND BOARD MEMBERS MAY NOT SEEK TO INDUCE HOPEWELL TO ENTER INTO A BUSINESS RELATIONSHIP OR TRANSACTION WITH AN ENTITY IN WHICH THE EMPLOYEE, BOARD MEMBER OR A FAMILY MEMBER HAVE A FINANCIAL INTEREST, UNLESS THEY FIRST DISCLOSE THE EXISTENCE AND NATURE OF THAT FINANCIAL INTEREST. SIMILARLY, EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO AVOID USING HOPEWELL'S CONTACTS TO ADVANCE THEIR PRIVATE BUSINESS OR PERSONAL INTERESTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE PRESIDENT'S AND THE KEY EMPLOYEES' COMPENSATION BY USING MULTIPLE PUBLISHED COMPARABILITY DATA SOURCES INCLUSIVE OF COMPARABLE COMPENSATION OBTAINED FROM AGENCY UFRS AND FORM 990S. THE COMMITTEE MAKES FINDINGS AS TO REASONABLENESS OF COMPENSATION AND THEN RECOMMENDS COMPENSATION THAT ARE REVIEWED WITH THE FULL BOARD OF DIRECTORS. THE MINUTES OF THE MEETING ARE RECORDED AND ANY SUPPLEMENTAL INFORMATION IS DOCUMENTED. THE COMMITTEE IS ALSO RESPONSIBLE FOR THE ANNUAL REVIEW OF THE PRESIDENT'S ANNUAL PERFORMANCE. THE RESULTS OF THE ANNUAL REVIEW ARE REVIEWED WITH THE FULL BOARD OF DIRECTORS. THE MINUTES OF THE MEETING ARE RECORDED AND ANY SUPPLEMENTAL INFORMATION IS DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT FOR THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED DURING THE YEAR. |