2021-09-08T08:30:09-05:00 2020-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2020-01-01 043129839 HOPE worldwide LTD HOPE 8334467399 4231 Balboa Ave 330 San Diego CA 92117 Keith Rose CFO/Executive VP 8334467399 2021-09-08 1 Keith Rose 999009999 Jennifer Solot P00749373 2155677770 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Keith Rose 4231 Balboa Ave 330 San Diego CA 92117 21258115 0 X www.hopeww.org X 1991 CA To deliver sustainable, high impact, community-based services to the poor and needy. 9 9 64 8574 0 0 10710639 14049249 4361984 3793294 15700 3379 1588319 1736383 16676642 19582305 5315518 2472576 0 0 5818100 5376745 0 0 596383 4687466 9498181 15821084 17347502 855558 2234803 6489591 8639959 1046692 815976 5442899 7823983 To change lives by harnessing the compassion and commitment of dedicated staff and volunteers to deliver sustainable, high impact, community-based services to the poor and needy. 0 0 9884546 377368 5428209 Health - we improve the health of critically underserved communities through health education and the delivery of high quality compassionate healthcare. Includes in-kind medical equipment and pharmaceutical drugs received in the amount of $4,834,134. 4177583 1925202 97442 Outreach - we motivate, train and mobilize volunteers around the world to deliver critical assistance that supports health, education, development, and care programs. Global outreach inspires volunteer participation to meet the needs of disadvantaged children and adults. Includes in-kind supplies used in disaster relief efforts of $274,716. 385589 170006 Education - we empower disadvantaged adults and youth to become productive members of society through basic educational assistance, vocational and technology training, mentoring, teaching, and arts and sports programs. 14447718 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 1 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 35 0 1 64 1 0 1 CB 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AR CA CO DC FL GA HI IL KS KY LA MD MA MI MN MS NH NJ NM NY NC ND OK OH OR PA RI SC TN UT VA WA WV WI X Keith Rose CFOExecutive VP 8334467399 4231 Balboa Ave 330 San Diego CA 92117 REESE NEYLAND-Director 11-228 CHIEF EVANGELIST (3/1/20-12/31/20) 40.00 X X 94768 0 18032 BENJAMIN BARNETT CHIEF EVANGELIST OFFICER (EFF 10/20) 40.00 X X 35525 0 5568 PAUL CHACON DIRECTOR 2.00 X 0 0 0 GREG GARCIA DIRECTOR (EFF 9/2020) 2.00 X 0 0 0 KEVIN GRADY DIRECTOR 2.00 X 0 0 0 SUZANNE GUMLEY DIRECTOR 2.00 X 0 0 0 STACY HANSON FRIDLEY DIRECTOR (THRU 6/2020) 2.00 X 0 0 0 MARY HATTAWAY DIRECTOR (THRU 6/2020) 2.00 X 0 0 0 ALEX HUNTER DIRECTOR 2.00 X 0 0 0 JEFFREY JONES CO-CHAIRMAN (EFF 7/2020) 2.00 X X 0 0 0 DR KEN LOWEY CO-CHAIRMAN (EFF 7/2020) 2.00 X X 0 0 0 JOHN MANNEL CHAIRMAN (THRU 6/2020) 2.00 X X 0 0 0 DANA PERKINS DIRECTOR 2.00 X 0 0 0 GEORGE SANTELLAN DIRECTOR 2.00 X 0 0 0 DAVE MALUTINOK PRESIDENT/COO/EXEC VP 40.00 1.00 X 148967 0 26405 KEITH ROSE CFO/EXECUTIVE VP 40.00 X 140667 0 32526 TERRI LOSO SR DIRECTOR, US CHAPTERS 40.00 X 83959 0 7145 RUSSELL HARGROVE CHIEF DEVELOPMENT OFFICER 40.00 X 111462 0 24786 BARBARA PORTER CHIEF LEGAL OFFICER 40.00 X 83803 0 10619 DR MARC AGUIRRE PROGRAM DIRECTOR 40.00 X 127602 0 12000 PAUL FRUGE SR DIRECTOR OF MARKETING 40.00 X 111120 0 25118 937873 0 162199 5 0 1 0 COOLEY LLP 500 BOYLSTON STREET 14TH FLR BOSTON MA 02116 LEGAL 417138 1 17185 101555 92426 1024841 12813242 5368698 14049249 Medical Services 622110 3606589 3606589 Hospital Management 541611 89263 89263 Procurement Fees 541618 57000 57000 Volunteer Corps 813319 40442 40442 3793294 3379 3379 13179 11694 1485 1485 1485 21539 101555 18998 2541 2541 3377475 1645118 1732357 1732357 19582305 5525651 0 7405 13350 13350 2459226 2459226 824234 297828 390158 136248 4003899 2657069 1052676 294154 87376 70201 13149 4026 251046 201699 37779 11568 210190 168874 31631 9685 618861 497215 93130 28516 854275 672943 150050 31282 84578 17313 37458 29807 177042 117868 50739 8435 455165 326472 128693 126541 74026 44367 8148 51333 28318 22307 708 135057 135057 125015 23327 100829 859 PROGRAM EXPENSES 6520173 6509745 3678 6750 OFFICE EQUIPMENT 222816 95731 105231 21854 CREDIT CARD PROCESSING 97452 68137 27704 1611 DUES & SUBSCRIPTIONS 29873 13319 13822 2732 17347502 14447718 2303401 596383 2059626 3071127 1699579 2807257 588695 134954 202292 346151 285358 436637 1619336 1149634 425420 469702 1228621 1374131 6489591 8639959 961125 471580 57491 337655 28076 6741 1046692 815976 X 1513485 3983533 3929414 3840450 5442899 7823983 6489591 8639959 X 2234803 144317 1964 X 0 1 X 1 0 X 10427240 16899277 14719046 10710639 13326812 66083014 10427240 16899277 14719046 10710639 13326812 66083014 66083014 89042 15306 27471 128201 16558 276578 66359592 29111792 0.99580 0.99410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1084944 127665 1212609 835100 78288 171556 1084944 816677 18423 835100 797477 19200 816677 1732852 4152 11450 950977 797477 0.72000 0.28000 0 0 312935 270256 42679 1306401 879378 427023 469702 Deferred Rent 6741 6741 X Part V, Line 4: Endowment funds are used for the growth of various programs around the world. Donor-restricted endowment funds are to be maintained in perpetuity to be used for the following purposes: Programs benefitting orphans and the needs of disadvantaged children in Eastern Europe and the Balkan States and international medical programs with a preference for Sihanouk Hospital and the benefit of HOPE worldwide, LTD. Part X, Line 2: GAAP requires entities to evaluate, measure, recognize and disclose any uncertain tax positions. GAAP prescribes a minimum recognition threshold that a tax position is required to meet in order to be recognized in the financial statements. The Agency believes that it had no uncertain tax positions as defined in the standard. 1 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Program Services HUrricane Doian Relief - food & shelter supplies; COVID-19 relief - food, water, medicine and medical supplies; disaster response Hurricane ETA & IOTA; training of parents, teachers & students, administration & equipment 528818 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 3 242 Program Services Golden Valley Academy rental of building, teachers, directors salaries, new equipment and renovations; COVID relief for Fiji & Papua New Guinea; disaster aid PPE's, food, managements costs; water buckets for disaster relief; child sponsorship - Gifts for HOPE, Laguna Center of HOPE/Center of HOPE treatments & recovery; staff salaries; COVID-19 relief - food, water, medicine and medical supplies; medical equipment; healthcare expenses 801744 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Program Services ESL Program costs & teacher funding; COVID-19 relief - food, water, medicine and medical supplies; travel expense for global conference 18731 Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 0 0 Program Services COVID-19 relief - food, water, medicine and medical supplies 41700 North America - Canada and Mexico, but not the United States 0 0 Program Services Community Development Programs in Mexico City; Alta Terra project; COVID-19 relief - food, water, medicine and medical supplies 91094 Russia and Neighboring States 0 0 Program Services Project aimed at children in boarding schools/orphanages; COVID-19 relief - food, water, medicine and medical supplies 11680 South America 0 0 Program Services COVID-19 relief - water, food, medicine and medical supplies; healthy families; ESL classes 158551 South Asia 0 0 Program Services Salaries, utilities, administration; salaries, utilities and rent for community training center; COVID-19 relief - water, food, medicine and medical supplies 232969 Sub-Saharan Africa 0 1 Program Services Program support; COVID-19 relief - food, water, medicine and medical supplies; ECD; Maputo school bathroom and community house repairs; support for HIV/AIDS; administrative costs for activities; childhood development and training/materials 573939 3 242 0 1 3 243 1885287 573939 2459226 Central America and the Caribbean COVID-19 relief- food, water medicine and medical supplies 12000 Central America and the Caribbean COVID-19 relief- food, water medicine and medical supplies 43550 Central America and the Caribbean Hurricane Dorian Relief - food & shelter supplies, 126500 Central America and the Caribbean COVID-19 relief- food, water medicine and medical supplies 13000 Central America and the Caribbean COVID-19 relief- food, water medicine and medical supplies 29340 Central America and the Caribbean COVID-19 relief- food, water medicine and medical supplies/Disaster response Hurricane ETA & IOTA 46216 Central America and the Caribbean COVID-19 relief- food, water medicine and medical supplies/Disaster response Hurricane ETA 90912 Central America and the Caribbean COVID-19 relief- food, water medicine and medical supplies 7500 Central America and the Caribbean COVID-19 relief- food, water medicine and medical supplies 15000 Central America and the Caribbean COVID-19 relief- food, water medicine and medical supplies 23500 Central America and the Caribbean COVID-19 relief- food, water medicine and medical supplies 10000 Central America and the Caribbean COVID-19 relief- food, water medicine and medical supplies 5500 Central America and the Caribbean COVID-19 relief- food, water medicine and medical supplies 100500 East Asia and the Pacific Golden Valley Academy rental of building/Teachefrs/Directors salaries/New equipemnt and renovations 80000 East Asia and the Pacific COVID relief for Fiji & Papua New Guinea 19000 East Asia and the Pacific Disaster Aid PPE's, food, management costs 186300 East Asia and the Pacific Child Sponsorship - Gifts for HOPE, Laguna Center of HOPE/Center of HOPE treatment & Recovery. Staff salaries. COVID-19 relief 128076 East Asia and the Pacific COVID-19 relief- food, water medicine and medical supplies 9500 East Asia and the Pacific Medical equipment 310404 East Asia and the Pacific Healthcare expenses 66964 Europe (Including Iceland & Greenland) ESL Program cost & teacher funding 7700 Middle East and North Africa COVID-19 relief- food, water medicine and medical supplies 28100 Middle East and North Africa COVID-19 relief- food, water medicine and medical supplies 10000 North America Community Development programs in Mexico City & COVID-19 relief 30922 North America COVID-19 relief- food, water medicine and medical supplies 11500 North America Alta Terra project & COVID relief 17150 North America COVID-19 relief- food, water medicine and medical supplies 11600 Russia and Neighboring States Project aimed at children in boarding schools/orphanages & COVID-19 relief 10300 South America COVID-19 relief- food, water medicine and medical supplies 14000 South America COVID-19 relief- food, water medicine and medical supplies/healthy families/ESL classes 31000 South America COVID-19 relief- food, water medicine and medical supplies 18836 South America COVID-19 relief- food, water medicine and medical supplies 60200 South America COVID-19 relief- food, water medicine and medical supplies 13000 South America COVID-19 relief- food, water medicine and medical supplies 9000 South America COVID-19 relief- food, water medicine and medical supplies 7500 South Asia Salaries/utilities/Administration 30743 South Asia salaries, utilities and rent for community training center & COVID relief 19340 South Asia Staff Salaries/Utilities/Admin Exp 5601 South Asia COVID-19 relief- food, water medicine and medical supplies 15000 South Asia COVID-19 relief- food, water medicine and medical supplies 143000 South Asia COVID-19 relief- food, water medicine and medical supplies 13000 Sub-Saharan Africa Program support/COVID relief 75500 Sub-Saharan Africa COVID-19 relief- food, water medicine and medical supplies 8500 Sub-Saharan Africa COVID-19 relief & ECD 7508 Sub-Saharan Africa COVID-19 relief- food, water medicine and medical supplies 7500 Sub-Saharan Africa Maputo school bathroom and community house repairs/support for HIV/AIDS 10490 Sub-Saharan Africa COVID-19 relief- food, water medicine and medical supplies 100099 Sub-Saharan Africa Administrative costs for activities & COVID-19 relief 5130 Sub-Saharan Africa Childhood development and training/materials, salaries admin. & COVID-19 relief 21272 Sub-Saharan Africa COVID-19 relief- food, water medicine and medical supplies 130540 Sub-Saharan Africa COVID-19 relief- food, water medicine and medical supplies 13500 Sub-Saharan Africa COVID-19 relief- food, water medicine and medical supplies 101500 Sub-Saharan Africa COVID-19 relief- food, water medicine and medical supplies 11500 Sub-Saharan Africa COVID-19 relief- food, water medicine and medical supplies 60600 54 0 0 0 0 0 1 Part I, Line 2: (a) $5,000 and under - If your grant is valued at less than US $5,000, please provide semi-annual financial reports which include a detailed list of financial transactions, following the format of the sample report in the attachment, according to the corresponding due dates. (b) Greater than $5,000 up to $25,000 - If your grant is between $5,000-$25,000, please provide quarterly financial reports which include a detailed list of financial transaction details, following the format of the sample report in the attachment, subject to random audit of expenditures and/or receipts, according to the corresponding due dates. (c) Greater than $25,000 - If your grant is more than $25,000, please provide monthly financial reports which include a detailed list of financial transaction details, following the format of the sample report in the attachment, subject to random audit of expenditures and/or receipts, according to the corresponding due dates. Part I, line 3: Accrual Part III Accounting Method: GOLF EVENTS 98589 79269 19320 5160 2688 1214 1455 4370 WALKATHONS 22276 22276 2213 2 2229 10 2219 48 860 990 123094 101555 21539 5208 2688 2074 1455 7573 18998 2541 1 Florida Missions Council 9191 Orange Dr Davie FL 33328 201884842 501(c)(3) 6000 cash COVID-19 relief - food, water, medicine and medical supplies 1 0 Part I, Line 2: We request reports documenting use of grant funds as agreed upon in the PD within 3 months of end of project listing number of volunteers, beneficiaries served and share any photos taken along with impact on community. 1 X X X 0 0 0 0 0 0 0 0 0 DAVE MALUTINOK PRESIDENT/COO/EXEC VP 148967 0 0 0 0 0 11400 0 15005 0 175372 0 0 0 KEITH ROSE CFO/EXECUTIVE VP 140667 0 0 0 0 0 16000 0 16526 0 173193 0 0 0 X 18 235960 FAIR MARKET VALUE X 4 5108716 Wholesale Acquisition X Water Filters 1 24022 Fair Market Value 0 0 1 0 Form 990, Part VI, Section B, line 11b The CFO reviews Form 990 and related documentation. The COO/President also reviews it. Then a draft of the Form 990 is provided to the finance committee then the full board for their review. The board knows that a review of the Form 990 is required before the submission. Form 990, Part VI, Section B, line 12c Every staff member of HOPE worldwide, LTD is required, annually, to sign a form that ensures everyone is aware of and in compliance with the conflict of interest policy. The human resources department collects and maintains this information. In addition, annually, every board member and principal officer completes a conflict of interest disclosure statement disclosing the facts relating to any actual or potential financial interest or stating that he or she has no reportable financial interest that would constitute a conflict or potential conflict of interest and acknowledging that he/she reviewed, understands and agrees to comply with the conflict of interest policy. HOPE worldwide LTD's conflict of interest policy requires any board member or principal officer with a conflict or potential conflict of interest to immediately disclose the existence of any material facts regarding any interest or transaction or matter being considered by the board or a board committee to the president (or if the president is the one with the conflict, then to the chair of the board) who shall then bring these matters to the attention of the governance committee of the board who will make an ultimate determination. In addition, the person with the potential conflict must recuse himself or herself from the meeting in which the transaction or matter is discussed and voted upon. Form 990, Part VI, Section B, line 15 The finance committee of the board of directors has the responsibility and authority to determine the nature and amount of compensation (including salary & benefits as appropriate to the position and appropriate for California) to be included in the president's contract during the contract process. The HOPE worldwide, LTD board of directors has adopted the "Hay Guide Chart" method of determining reasonable compensation to ensure that nobody at HOPE worldwide, LTD. is excessively compensated. Also, on an annual basis, a review of the president's performance is conducted. In 2018, the board's executive committee reviewed the president's performance and made recommendations where were filed with the human resources department. Any salary increase recommended based on the president's performance would need to be consistent with the Hay Guide Chart and be approved by the finance committee of the board of directors. The HOPE worldwide, LTD board of directors has adopted the "Hay Guide Chart" method for determining reasonable compensation based upon job size. The Chief Financial Officer, using the job-size and market salary comparisons consistent with the Hay Guide Chart, establishes salary levels and median salaries for each job range. The relevant supervisor may recommend a salary within the Hay model range based on the employee's qualifications as well as budget constraints. The CFO presents that information to the Finance committee of the board of directors for its review. Ultimately, the finance committee's recommendations must be approved by the full board. Form 990, Part VI, Section C, line 19 The organization makes it governing documents, conflict of interest policy, and financial statements available upon request in the organization's public inspection file. Form 990, Part XI, line 9: Gain on exchange rate 1,964. HOPE worldwide Massachusetts Inc 214 Concord Street Framingham MA 01702 825498667 Food Pantry MA 501(c)(3) Line 7 HOPE worldwide LTD 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0