2023-11-08T14:23:45-06:00 2022-12-31 341322309 CIUNI & PANICHI INC 25201 CHAGRIN BLVD 200 CLEVELAND OH 441225683 990 2022-01-01 341739967 HOPEWELL HOPE 4404262000 9637 STATE ROUTE 534 MIDDLEFIELD OH 44062 WILLIAM A WORTZMAN TREASURER 4404262000 2023-10-25 1 WILLIAM WORTZMAN 999009999 0 MICHAEL B KLEIN CPA P00359504 2168317171 2023-10-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM A WORTZMAN 9637 STATE ROUTE 534 MIDDLEFIELD OH 44062 9954170 0 X WWW.HOPEWELLCOMMUNITY.ORG X 1993 OH PROVIDING RESIDENTIAL TREATMENT FOR ADULTS WITH SEVERE MENTAL ILLNESS. 22 22 70 20 0 0 1480531 1778977 4438250 4679421 893600 1266549 -49477 -178238 6762904 7546709 2271522 2540373 0 0 2865736 3007997 0 0 320429 1392959 1504932 6530217 7053302 232687 493407 25640660 22124082 459346 575145 25181314 21548937 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 6060676 2540373 4679421 TO PROVIDE A RESIDENTIAL REHABILITATION COMMUNITY, OFFERING CARE, EDUCATION, TREATMENT, AND JOB TRAINING TO MENTALLY ILL INDIVIDUALS. 6060676 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 55 0 1 70 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 X DARLENE PENNINGTON FINANCE MANAGER 4404262089 9637 STATE ROUTE 534 MIDDLEFIELD OH 44062 DAVE SHUTE CEO 40.00 X 199632 0 24231 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 199632 0 24231 1 0 1 0 0 284508 1494469 110694 1778977 PROGRAM FEES 624310 4645092 4645092 REIMBURSEMENTS 624310 21293 21293 MISCELLANEOUS 624310 8735 8735 FARM INCOME 624310 4301 4301 4679421 315514 315514 3144758 2193723 951035 951035 951035 35500 284508 213738 -178238 -178238 7546709 4679421 0 1088311 2540373 2540373 223863 168344 39706 15813 1891236 1420515 337715 133006 683105 518718 114394 49993 209793 159307 35133 15353 28254 21153 6779 322 150205 112455 36038 1712 34471 34471 75954 36534 39420 178874 127301 23978 27595 11034 11034 267605 250438 16690 477 96112 76098 14359 5655 MAINTENANCE 197870 156339 30439 11092 PROGRAM SERVICES 177379 177379 FOOD SERVICES 92178 92178 SUPPLIES 66830 61235 4014 1581 128166 96804 12952 18410 7053302 6060676 672197 320429 281985 754880 213671 186429 147038 126063 111210 136702 8204639 4971106 3290312 3233533 21520367 17488213 76077 198262 25640660 22124082 211782 234062 205749 165777 13452 148330 28363 26976 459346 575145 X 14168041 12327828 11013273 9221109 25181314 21548937 25640660 22124082 X 493407 -4069209 -56575 X X 0 1 X 1 0 X 1057204 1154485 2027494 1480531 1778977 7498691 3498896 3159402 3823866 4438250 4679421 19599835 4556100 4313887 5851360 5918781 6458398 27098526 251765 202229 276071 308893 733910 1772868 0 251765 202229 276071 308893 733910 1772868 25325658 333674 336210 283525 254998 315514 1523921 333674 336210 283525 254998 315514 1523921 4889774 4650097 6134885 6173779 6773912 28622447 0.88480 0.89760 0.05320 0.05690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21436353 87500 -2810646 834628 17878579 18768688 250 3470266 802851 21436353 17461499 2089989 782800 18768688 14590280 3602948 731729 17461499 16206143 7762 -887493 736132 14590280 0.50026 0.30443 0.19531 1 0 675481 675481 6036721 3701594 2335127 300672 239483 61189 894777 752342 142435 296988 277687 19301 3233533 CHARITABLE GIFT ANNUITY LIABILITY 26976 26976 X 1155000 -4069209 66033 151840 -3851336 5006336 2540373 2540373 7546709 4787377 66033 208415 274448 4512929 2540373 2540373 7053302 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, 2022 AND 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED TO SPECIAL EVENTS 213,738. CHANGES IN CHARITABLE GIFT ANNUITIES -6,399. DIRECT BENEFITS TO DONORS -55,499. PART XI, LINE 4B - OTHER ADJUSTMENTS: SUBSIDY TO RESIDENTS 2,540,373. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED TO SPECIAL EVENTS 213,738. BAD DEBTS EXPENSE 50,176. DIRECT BENEFITS TO DONORS -55,499. PART XII, LINE 4B - OTHER ADJUSTMENTS: SUBSIDY TO RESIDENTS 2,540,373. SUMMER SOLSTICE 320008 284508 35500 71655 55649 86434 320008 284508 35500 71655 55649 86434 213738 -178238 1 FEE DISCOUNT/RESIDENT SUBSIDY 39 2540373 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 199632 0 0 0 0 0 0 0 24231 0 223863 0 0 0 X 5 24554 X AUCTION ITEMS 72 84443 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 HE 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 -50,176. CHANGE IN VALUE OF SPLIT INTERESTS -6,399. FORM 990, PART XI, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.