2022-11-15T10:31:04-06:00 2021-12-31 741695589 HARPER & PEARSON COMPANY PC ONE RIVERWAY SUITE 1900 HOUSTON TX 77056 990 2021-01-01 741152599 STAR OF HOPE MISSION STAR 7134405337 4848 LOOP CENTRAL SUITE 500 HOUSTON TX 770812356 HENRY L RUSH JR PRESIDENT & CEO 7134405337 2022-11-15 1 HENRY RUSH JR XXX-XX-XXXX GUY T TABOR CPA P00171798 7136222310 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z HENRY L RUSH JR 4848 LOOP CENTRAL SUITE 500 HOUSTON TX 770812356 30077291 0 X WWW.SOHMISSION.ORG X 1907 TX SERVE HOMELESS POPULATION 24 24 267 561 0 0 32809120 26734577 56442 49681 -293810 485818 257512 291039 32829264 27561115 794082 698388 0 0 14541728 14614286 365251 321331 4917363 12660278 12509288 28361339 28143293 4467925 -582178 83744621 82904713 5807261 3771878 77937360 79132835 X STAR OF HOPE MISSION IS A CHRIST-CENTERED COMMUNITY DEDICATED TO MEETING THE NEEDS OF HOMELESS MEN, WOMEN AND THEIR CHILDREN. POSITIVE LIFE CHANGES ARE ENCOURAGED THROUGH STRUCTURED PROGRAMS WHICH FOCUS ON SPIRITUAL GROWTH, EDUCATION, EMPLOYMENT, LIFE MANAGEMENT AND RECOVERY FROM SUBSTANCE ABUSE. OUR SERVICES TO SINGLE MEN ARE CARRIED OUT AT OUR MEN'S DEVELOPMENT CENTER, AND OUR SERVICES TO SINGLE WOMEN AND SINGLE-PARENT FAMILIES ARE PERFORMED AT THE WOMEN AND FAMILY DEVELOPMENT CENTER AT CORNERSTONE COMMUNITY, A 48-ACRE COLLABORATIVE CAMPUS. THIS CAMPUS, ANCHORED BY THE 600-BED WOMEN AND FAMILY DEVELOPMENT CENTER (WFDC), IS ALSO POPULATED BY OTHER NONPROFIT ORGANIZATIONS THAT PROVIDE PERMANENT SUPPORTIVE HOUSING, JOB READINESS TRAINING AND AFTER SCHOOL PROGRAMS FOR CHILDREN. THE MISSION WILL CONTINUE DEVELOPMENT OF THE WFDC CAMPUS IN FUTURE YEARS AS DEMAND FOR ADDITIONAL SERVICES MATERIALIZES. 0 0 5262502 23400 61162 THE STAR OF HOPE DORIS & CARLOSS MORRIS MEN'S DEVELOPMENT CENTER (MDC) IS A 328 BED FACILITY WHICH PROVIDES 24/7 EMERGENCY SHELTER AND LIFE-RECOVERY PROGRAMS TO HOMELESS MEN AT VARIOUS STAGES OF SELF-SUFFICIENCY. MEN WHO OFTEN HAVE A LONG HISTORY OF HOMELESSNESS AND SUBSTANCE ABUSE ARE HELPED TO STABILIZE, OVERCOME DEPENDENCIES, FIND EMPLOYMENT AND MOVE TOWARDS A SUCCESSFUL AND INDEPENDENT LIFE. DUE TO CONTINUED COVID CONSIDERATIONS THE SHELTER OPERATED UNDER CAPACITY DURING 2021. THROUGHOUT 2021, MDC SERVED 927 MEN, PROVIDING 50,030 NIGHTS OF LODGING AND 155,068 MEALS. IN ADDITION, THE WORKFORCE DEVELOPMENT TEAM ASSISTED 59 MEN IN FINDING EMPLOYMENT IN 2021. 12321586 23598 93030 SERVICES PROVIDED AT THE WOMEN & FAMILY DEVELOPMENT CENTER AT CORNERSTONE COMMUNITY (WFDC) INCLUDE A MEDICAL CLINIC, A STATE-LICENSED DAYCARE AND PRE-SCHOOL, A TEEN PROGRAM FOCUSING ON EDUCATION AND HEALTHY LIVING PATTERNS AND TRANSITION TO COLLEGE, A COMPUTER LEARNING CENTER, WORK FORCE DEVELOPMENT AND EDUCATION TO HELP SET AND ACHIEVE EMPLOYMENT GOALS AND INDEPENDENT LIVING AND REFERRALS AND ASSISTANCE TO SECURE PERMANENT HOUSING. PARTICULAR ATTENTION IS GIVEN TO PROVIDING STABILITY TO HOMELESS CHILDREN, INCLUDING ENROLLING THEM IN PUBLIC SCHOOLS AND PROVIDING VOLUNTEER TUTORS TO HELP THEM REGAIN LOST GROUND. THROUGHOUT 2021, WFDC SERVED 658 ADULTS AND 469 CHILDREN, PROVIDING 53,248 NIGHTS OF LODGING AND 106,707 MEALS. IN ADDITION, THE WORKFORCE DEVELOPMENT TEAM ASSISTED 37 INDIVIDUALS IN FINDING EMPLOYMENT IN 2021. 2426682 651390 4368 STAR OF HOPE'S EXTENDED SERVICES PROGRAM PROVIDES A WIDE ARRAY OF SERVICES EXTENDING BEYOND OUR FACILITIES. WITH PROGRAMS TO HELP FORMERLY HOMELESS FAMILIES AND INDIVIDUALS RECOVER AFTER A PERIOD OF HOMELESSNESS, AN OUTREACH EFFORT TO THE UNSHELTERED HOMELESS ON THE STREET, AND A VARIETY OF COMMUNITY OUTREACH EVENTS AND CASE MANAGEMENT, STAR OF HOPE SERVES AN ENTIRE SPECTRUM OF HOMELESS, NEAR-HOMELESS AND FORMERLY HOMELESS THROUGH THIS OUTREACH. THERE WERE 8,072 ENCOUNTERS WITH INDIVIDUALS LIVING ON THE STREETS OF HOUSTON WHICH INCLUDED DISTRIBUTING 13,783 BOTTLES OF WATER AND 6,755 HYGIENE KITS/CARE PACKS. OUR OUTREACH STAFF HELPED 88 HOMELESS INDIVIDUALS OBTAIN PERMANENT SUPPORTIVE HOUSING. 182160 STAR OF HOPE MISSION LEASES A BUILDING TO THE CITY OF HOUSTON. THE CITY OPERATES A SOBRIETY CENTER FROM THAT FACILITY AND PAYS MONTHLY RENT AS WELL AS REIMBURSEMENT TO STAR OF HOPE FOR CERTAIN OPERATING EXPENSES AS DETAILED IN THE LEASE AGREEMENT. 182160 20010770 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 66 0 1 267 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X RANDALL C HOUSTON 7134405332 4848 LOOP CENTRAL SUITE 500 HOUSTON TX 770812356 FRED L WILLIAMS JR CHAIRMAN 4.00 X 0 0 0 TED BERESWILL VICE CHAIRMAN 4.00 X 0 0 0 BARRY G FLYNN SECRETARY 4.00 X 0 0 0 GREGORY BUZZ BAKER TRUSTEE 2.00 X 0 0 0 TOM OWENS VICE CHAIRMAN 4.00 X 0 0 0 SUSAN JOYCE LITTLE TRUSTEE 2.00 X 0 0 0 DAVID FINCK TRUSTEE 2.00 X 0 0 0 CANDACE CALEY VC/TREASURER 4.00 X 0 0 0 CAMPBELL M LANGE TRUSTEE 2.00 X 0 0 0 MISTY D LAUGHLIN TRUSTEE 2.00 X 0 0 0 ELIZABETH MCINGVALE TRUSTEE 2.00 X 0 0 0 LAURIE ROBINSON TRUSTEE 2.00 X 0 0 0 JUDGE HARVEY BROWN TRUSTEE 2.00 X 0 0 0 MICHAEL HARRIS TRUSTEE 2.00 X 0 0 0 PASTOR LAWRENCE SCOTT TRUSTEE 2.00 X 0 0 0 JOE SLEETH TRUSTEE 2.00 X 0 0 0 DAVID TAUBER SR TRUSTEE 2.00 X 0 0 0 GREG WILLIAMS TRUSTEE 2.00 X 0 0 0 JACK TOMPKINS TRUSTEE 2.00 X 0 0 0 KATINA JACKSON TRUSTEE 2.00 X 0 0 0 LA-SEAN CASELBERRY TRUSTEE 2.00 X 0 0 0 SCOTT SOLER TRUSTEE 2.00 X 0 0 0 DANA TYSON TRUSTEE 2.00 X 0 0 0 MATHEW VERGHESE TRUSTEE 2.00 X 0 0 0 ANDREW HOLMES VP & CHIEF INFORMATION OFFICER 40.00 X 171928 0 15502 CATHRYN TAYLOR VP OF HUMAN RESOURCES 40.00 X 175138 0 16930 VIVIAN WINSLOW VP OF MARKETING & COMMUNIC 40.00 X 169191 0 27144 HENRY L RUSH JR PRESIDENT & CEO 40.00 X 521647 0 39426 ELIZABETH NUNNALLY VP OF PROGRAMS 40.00 X 141757 0 8268 RANDY HOUSTON VP & CFO 40.00 X 202222 0 27937 JEFF KRAMER VP DONOR RELATIONS 40.00 X 193622 0 22973 ISAAC KIMMEL DIRECTOR OF FACILITIES DEV 40.00 X 168503 0 16137 MICHELLE ALEXANDER VP OF PROGRAMS 40.00 X 132880 0 14198 1876888 0 188515 9 0 1 0 ZIONS FIRST NATIONAL BANK PO BOX 30833 SALT LAKE CITY UT 841300833 VISA PURCHASE CARD 4521739 ALLIED BENEFIT SYSTEMS 200 WEST ADAMS STREET SUITE 500 CHICAGO IL 606066006 MEDICAL INSURANCE PROVIDER 2152941 MILWAUKEE DIRECT MARKETING INC 675 N BARKER ROAD STE 130 BROOKFIELD WI 53045 DIRECT MAIL CONSULTANT 1817064 NEW HOPE HOUSING - RITTENHOUSE SRO LTD 577 W RITTENHOUSE ROAD HOUSTON TX 77091 HOUSING 418505 SANJAC SECURITY INC PO BOX 654 HUMBLE TX 773470654 STAFFING SERVICE 400071 23 481118 1436939 300000 1509242 23007278 1287747 26734577 CLIENT FEES 624200 49681 49681 49681 326795 326795 242160 0 242160 242160 242160 2218616 2059593 159023 159023 159023 456583 1436939 456583 0 OTHER INCOME - FINANCE 900099 36020 36020 OTHER INCOME - CHILDREN & TEEN MI 900099 10791 10791 OTHER INCOME - MDC 900099 2008 2008 60 60 48879 27561115 340720 0 485818 698388 698388 2018293 448746 1170501 399046 9965215 8442556 536814 985845 358575 254977 40968 62630 1525849 1221202 191928 112719 746354 560015 97271 89068 6981 6981 69185 69185 321331 321331 68385 68385 1043506 824641 212876 5989 1742793 769211 100666 872916 1629011 1263023 353146 12842 143486 120987 14415 8084 71418 57979 13439 2574528 2565150 9378 IN-KIND DONATIONS 1799131 1598122 1139 199870 DIRECT MAILING SOLICITA 1108100 1108100 RENTAL AND MAINTENANCE 1010337 442199 107296 460842 TEMPORARY HELP SERVICES 688133 567963 93638 26532 554294 175611 127134 251549 28143293 20010770 3215160 4917363 X 3454447 182774 501657 2770016 3543364 3884086 237892 287081 3182161 2115360 2502898 2880957 52556 25262 224915 409463 312493 310134 76723120 15654526 63210674 61068594 10132970 11548171 344698 375605 83744621 82904713 2197797 2133580 88876 70746 3520588 1567552 5807261 3771878 X 73291551 73564070 4645809 5568765 77937360 79132835 83744621 82904713 X -582178 1038815 715931 22907 X 0 1 X 1 1 1 X 28637171 27271982 23775271 32809120 26734577 139228121 28637171 27271982 23775271 32809120 26734577 139228121 368272 138859849 489548 616547 581386 525507 568955 2781943 622669 589212 507219 400672 456583 2576355 144586419 343065 0.96040 0.95990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10345270 25000 1454409 11824679 10629937 140133 424800 10345270 9412108 10000 1584316 376487 10629937 10349572 132749 -656230 413983 9412108 9574079 1158461 382968 10349572 0.90909 0.09091 1 0 8568760 8568760 61409688 10862318 50547370 2946546 1212132 1734414 3798126 3580076 218050 61068594 X 29270383 1038815 715931 -45478 1709268 27561115 0 27561115 28074908 0 28074908 68385 68385 28143293 PART V, LINE 4: THE MISSION'S BOARD OF TRUSTEES HAS ESTABLISHED A POLICY THAT AT LEAST 4% OF THE NET ASSET VALUE OF THE ENDOWMENT FUND, COMPUTED AT THE BEGINNING OF THE YEAR, MAY BE TRANSFERRED TO THE OPERATING FUND TO SUPPLEMENT CURRENT OPERATIONS OF THE MISSION. PART X, LINE 2: THE MISSION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE MISSION IS SUBJECT TO TAXES ON UNRELATED BUSINESS INCOME. THERE WAS NO UNRELATED BUSINESS INCOME TAX EXPENSE IN 2021 AND 2020. THE MISSION BELIEVES THAT ALL SIGNIFICANT TAX POSITIONS UTILIZED BY THE MISSION WILL MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2021, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITATIONS ARE FROM THE FISCAL YEAR 2018 FORWARD (WITH LIMITED EXCEPTIONS). TAX PENALTIES AND INTEREST, IF ANY, WOULD BE ACCRUED AS INCURRED AND WOULD BE CLASSIFIED AS MANAGEMENT AND GENERAL EXPENSE IN THE STATEMENT OF ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET CHANGE IN BENEFICIAL INTEREST IN TREES OF HOPE 22,907. INVESTMENT EXPENSES -68,385. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 68,385. X X X X X X X 1 MILWAUKEE DIRECT MARKETING INC 675 N BAKER ROAD SUITE 130 BROOKFILED WI 53045 ANNUAL NEW DONOR ACQUISITION CAMPAIGN AND CONSULTING 0 5641665 1895653 3746012 GATEWAY COMMUNICATIONS INC 16805 NE MASON COURT PORTLAND OR 97230 TELEPHONE APPEALS 0 297770 85482 212288 5939435 1981135 3958300 TX BANQUET 1297611 1065123 232488 74501 157987 GOLF TOURNAMENT 433738 289192 144546 21914 122632 1 162173 82624 79549 30602 48947 1893522 1436939 456583 52516 74501 329566 456583 0 0 SERVICE TO THE HOMELESS POPULATION, INCLUDING WORK THERAPY, TRANSPORTATION, JOB ASSISTANCE, CHILDREN AND TEEN ACTIVITY 2762 698388 19312382 EXPENSE TO OPERATE SHELTER FACILITIES - SEE FORM 990, PART IX ROOM & BOARD, CLOTHING, FOOD, BLANKETS, COUNSELING, ETC 1 X X X X X 0 0 0 0 0 0 0 0 0 HENRY L RUSH JR PRESIDENT & CEO 288894 0 210661 0 22092 0 14056 0 25370 0 561073 0 0 0 RANDY HOUSTON VP & CFO 183844 0 10523 0 7855 0 7122 0 20815 0 230159 0 0 0 JEFF KRAMER VP DONOR RELATIONS 171019 0 10523 0 12080 0 2012 0 20961 0 216595 0 0 0 VIVIAN WINSLOW VP OF MARKETING & COMMUNIC 156522 0 10664 0 2005 0 7543 0 19601 0 196335 0 0 0 CATHRYN TAYLOR VP OF HUMAN RESOURCES 161816 0 10653 0 2669 0 7738 0 9192 0 192068 0 0 0 ANDREW HOLMES VP & CHIEF INFORMATION OFFICER 157762 0 12075 0 2091 0 7280 0 8222 0 187430 0 0 0 ISAAC KIMMEL DIRECTOR OF FACILITIES DEV 154731 0 11060 0 2712 0 7625 0 8512 0 184640 0 0 0 ELIZABETH NUNNALLY VP OF PROGRAMS 119757 0 17656 0 4344 0 7364 0 904 0 150025 0 0 0 SCHEDULE J PART II MR. RUSH HAS FAITHFULLY SERVED THE HOMELESS OF HOUSTON FOR MANY YEARS AND THE LTIP PAYMENT EMBEDDED IN THE "BONUS & INCENTIVE" COMPENSATION WAS INTENDED AS A RETIREMENT PAYMENT TO HELP HIM PROVIDE FOR HIS FAMILY IN LATER YEARS. X 269724 THRIFT SHOP VALUE X 1 16000 USED VEHICLE GUIDE X 419076 750146 FOOD BANK VALUE $1.72/LB X HYGIENE PACKETS 0 99139 PER MONTHLY ACTIVITY X SINGLE HYGIENE SUPPLIES 0 74029 PER MONTHLY ACTIVITY X BLANKETS & LINENS 0 35824 FACE VALUE X GIFT CARDS 0 34147 FACE VALUE X DIAPERS 0 4738 FACE VALUE SCHOOL SUPPLIES 0 0 FACE VALUE GIFTS & TOYS 0 0 FACE VALUE MISCELLANEOUS 0 0 FACE VALUE 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FOR THE 2021 TAX YEAR, STAR OF HOPE MISSION HAS RETAINED HARPER & PEARSON COMPANY, P.C. TO PREPARE THE FORM 990 TAX RETURN. THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES REVEIWED AND APPROVED THE FINAL DRAFT OF THE RETURN, AND SUBMITTED IT TO THE FULL BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO THE BOARD OF TRUSTEES ANNUALLY. THEY ARE ASKED TO ACKNOWLEDGE RECEIPT BY RETURNING A SIGNED CONFLICT OF INTEREST POLICY. WHEN DISCUSSION OCCURS AND/OR VOTES ARE TAKEN IN THE TRUSTEE MEETINGS AND A TRUSTEE INDICATES A CONFLICT OF INTEREST, SUCH CONFLICTS ARE NOTED IN THE MINUTES FOR THE MEETING AND THE TRUSTEE ABSTAINS FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USED THE UNITED WAY SEMI ANNUAL WAGE SURVEY, AS WELL AS A PERSONNEL COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT AND WRITTEN EMPLOYMENT CONTRACTS TO HELP DETERMINE COMPENSATION FOR THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIALS, AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET CHANGE IN BENEFICIAL INTEREST IN TREES OF HOPE 22,907. SCHEDULE G, PART I, QUESTION 2B, COLUMN II MAILING PRODUCTION, POSTAGE, PRINTING FOR MONTHLY DIRECT MAIL. REED ROAD PARTNERS LLC 4848 LOOP CENTRAL DR SUITE 500 HOUSTON TX 770812356 811301718 FACILITATE ACQUISITION OF LOAN FOR DEVELOPMENT OF CORNERSTONE COMMUNITY TX 0 0 STAR OF HOPE MISSION TREES OF HOPE 3330 AUDLEY SUITE 100 HOUSTON TX 77098 760311861 FUNDRAISING FOR THE BENEFIT OF STAR OF HOPE MISSION TX 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TREES OF HOPE C 300000 ACTUAL CASH