2020-05-08T15:23:08-05:00 2019-06-30 946214841 ARMANINO LLP 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2018-07-01 941399287 HOPE SERVICES HOPE 4082842850 30 LAS COLINAS LANE SAN JOSE CA 95119 CHARLES HUGGINS JD PRESIDENT/CEO 4082842850 2020-05-04 1 MATTHEW PETROSKI P00853132 4082006400 2020-05-03 34.104.2.30 2020-05-04 15:58:34 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 FDEB1B68557FBB6920E74A8150FA29D1B539C9A3 2018 2020-09-23 17:36:50Z CHARLES HUGGINS JD 30 LAS COLINAS LANE SAN JOSE CA 95119 62529448 0 X WWW.HOPESERVICES.ORG X 1952 CA EMPLOYMENT AND TRAINING SERVICES, MENTAL HEALTH SERVICES, SENIOR SERVICES, COMMUNITY LIVING 13 13 1150 1434 0 0 10988691 10205972 39465123 39976981 693441 469251 7031 0 51154286 50652204 0 0 0 0 36696556 37047953 15904 15503 11184420 15132792 14972199 51845252 52035655 -690966 -1383451 30349887 30686403 12613043 14253726 17736844 16432677 X HOPE SERVICES' MISSION IS TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. 0 0 23324455 24706967 DAY ACTIVITY AND TRAINING SERVICES - THESE SERVICES ARE DESIGNED TO HELP PEOPLE WITH A WIDE RANGE OF DEVELOPMENTAL DISABILITIES TO ACHIEVE FULL SOCIAL INCLUSION IN THE COMMUNITIES, REGARDLESS OF THE LEVEL OF SUPPORT THEY MAY NEED. THIS INCLUDES ASSISTING WITH PERSONAL INDEPENDENCE, LIFE AND SOCIAL SKILLS AND COMMUNITY ADJUSTMENTS. THESE PROGRAMS SERVED 1540 CLIENTS IN VARIOUS DAY ACTIVITY OR DAY TRAINING PROGRAMS, INCLUDING FOR SENIORS AND CHILDREN, IN SANTA CLARA, SAN MATEO, SANTA CRUZ, SAN BENITO AND MONTEREY COUNTIES. 8048127 8686114 EMPLOYMENT SERVICES - HOPE OFFERS SEVERAL SERVICES TO HELP ADULTS WITH DISABILITIES FIND JOBS. THESE SERVICES INCLUDE VOCATIONAL TRAINING, JOB PLACEMENT, AND FOLLOW-UP SUPPORT TO HELP WITH CAREER GROWTH. THESE PROGRAMS SERVED 350 CLIENTS IN SANTA CLARA, SAN MATEO, SANTA CRUZ, SAN BENITO AND MONTEREY COUNTIES. 5107940 6481672 MENTAL HEALTH SERVICES - HOPE PROVIDES COUNSELING AND PSYCHIATRIC SERVICES TO CHILDREN, ADOLESCENTS, ADULTS AND SENIORS WITH A QUALIFYING MENTAL HEALTH DIAGNOSIS AND A DEVELOPMENTAL DISABILITY. THESE SERVICES INCLUDE CASE MANAGEMENT, REHABILITATION COUNSELING, THERAPEUTIC BEHAVIORAL SERVICES, FAMILY EDUCATION AND COLLATERAL THERAPY. THIS PROGRAM SERVED 1310 CLIENTS IN SANTA CLARA, SANTA CRUZ AND MONTEREY COUNTIES. 77269 102228 HUD FUNDED RENTAL UNITS INCOME. CURRENTLY MANAGED BY HOUSING CHOICES COALITION, A NON-PROFIT ORGANIZATION, THAT ARE RENTED TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. 77269 102228 36557791 1 0 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 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 724 0 1 1150 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 13 13 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X JOHN REIBER 4082842850 30 LAS COLINAS LANE SAN JOSE CA 95119 BILL PALMER SECRETARY 2.00 X X 0 0 0 CAMERON HASTE BOARD MEMBER 2.00 X 0 0 0 CRAIG KLOSTERMAN TREASURER 2.00 X X 0 0 0 DAN FOSTER - FR 113018 BOARD MEMBER 2.00 X 0 0 0 JENN HENLEY - FR 01312019 BOARD MEMBER 2.00 X 0 0 0 KAREN COTTLE BOARD MEMBER 2.00 X 0 0 0 LISA CHAPMAN VICE CHAIR 2.00 X X 0 0 0 NICOLE M ANZONTEGUI BOARD MEMBER 2.00 X 0 0 0 ORI KOCHAVI - FR 020819 BOARD MEMBER 2.00 X 0 0 0 RALPH HARNETT - FR 102518 BOARD MEMBER 2.00 X 0 0 0 ROXANNE VANE - FR 102518 BOARD MEMBER 2.00 X 0 0 0 SAM DENNIS BOARD MEMBER 2.00 X 0 0 0 STEPHEN W CLINTON CHAIR 2.00 X X 0 0 0 JEROME A BELLOTTI - TO 102018 BOARD MEMBER 2.00 X 0 0 0 ROBERT LOPEZ - TO 102018 BOARD MEMBER 2.00 X 0 0 0 CHARLES CHIP HUGGINS PRESIDENT/CEO (FROM 7/2018) 37.50 X 152048 0 4927 JOHN REIBER CFO (FROM 10/16/2018) 37.50 X 46279 0 1937 CLARA LEE PSYCHIATRIST 37.50 X 223055 0 6141 KARTHIK SETHURAM PSYCHIATRIST 37.50 X 294423 0 20149 ROBERT SHUCK VP OF RETAIL OPERATIONS 37.50 X 128762 0 1696 SUSAN BELL DIRECTOR OF HUMAN RESOURCE 37.50 X 117146 0 32535 SUSAN DETRICK HEALTH RESOURCE (TO 11/15/2018) 37.50 X 120657 0 28909 BRENT KUSH EX-CFO/INTERIM CEO (TO 7/2018) 37.50 X 155328 0 5182 1237698 0 101476 12 1 1 0 MERCURY MAIL SERVICES 1971 DAVIS STREET SAN LEANDRO CA 94577 DIRECT MAIL MARKETING 1222434 WALKER CONSTRUCTION COMPANY 720 GEORGETOWN PL GILROY CA 95020 CONSTRUCTION GENERAL CONTRACTOR 979280 RRRR JANITORIAL SERVICES 7393 VIA CANTARES SAN JOSE CA 95139 JANITORIAL 324618 SYMED CORPORATION PO BOX 238 NAPA CA 94559 COUNSELING CENTER BILLING 293592 MOPPENHEIM ASSOCIATES 425 MARKET STREET SAN FRANCISCO CA 94105 RECRUITING 288874 12 27053 238017 9940902 9203655 10205972 STATE AND COUNTY FUNDS 624310 33633505 33633505 CONTRACT SERVICES 624310 6023081 6023081 FACILITIES RENTAL 531110 267054 267054 OTHER REVENUE 900099 53341 53341 39976981 188505 188505 2800702 46147 2509080 57023 291622 -10876 280746 280746 139632 238017 139632 0 9171509 9171509 0 50652204 39976981 0 469251 541686 104772 227370 209544 26782271 21019374 1749658 4013239 716160 512196 149000 54964 7004553 5314527 370519 1319507 2003283 1546087 146597 310599 58463 48728 9735 94066 94066 15503 15503 78661 78661 3876952 2228802 420284 1227866 480193 133742 13899 332552 1485739 1175011 86100 224628 386989 210413 107050 69526 4333646 1984120 100858 2248668 2284565 1569420 73560 641585 332876 173 332688 15 1076424 514560 210330 351534 321796 185226 61835 74735 MISCELLANEOUS 131998 29537 22241 80220 BAD DEBT 29831 29831 52035655 36557791 4293444 11184420 -84448 1419771 1495423 2756094 42406 96845 6070522 5248586 109367 98819 383022 61598 26357072 10898454 16014900 15458618 6221202 5453690 97493 92382 30349887 30686403 5022547 5665464 1198916 1490524 6391580 7097738 12613043 14253726 X 16298425 14865370 314992 437380 1123427 1129927 17736844 16432677 30349887 30686403 -1383451 79284 0 X 0 1 X 1 0 X 7285220 7433817 9628181 10988691 10205972 45541881 7285220 7433817 9628181 10988691 10205972 45541881 45541881 175683 184552 153476 176488 188505 878704 28448 139632 168080 46588665 222193661 0.97750 0.97950 X 2811081 6500 133511 1576422 1374670 2724128 5000 81953 2811081 2694349 500 29279 2724128 2689349 5000 2694349 2684349 5000 2689349 0.82200 0.17800 0 0 5239795 5239795 12717965 5776380 6941585 2976557 760337 2216220 5422755 4361737 1061018 15458618 X 60694250 79284 885417 9171509 10136210 50558040 78661 15503 94164 50652204 61998417 885417 9171509 10056926 51941491 78661 15503 94164 52035655 PART V, LINE 4: THE APPROPRIATED EXPENDITURES FROM THE EARNINGS ON THE ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR ALL OF THE ORGANIZATION'S PROGRAMS WHICH FALL UNDER ITS EXEMPT PURPOSE. AS OF JULY 1, 2018, THE ENDOWMENT FUND INCLUDED UNRESTRICTED BOARD-DESIGNATED ENDOWMENT FUNDS TOTALING $1,576,422, RELATED TO A PORTION OF PROCEEDS RECEIVED FROM AN ESTATE THAT THE BOARD OF DIRECTORS DESIGNATED IN 2009. AS OF JUNE 30, 2019, THE BOARD OF DIRECTORS UNDESIGNATED THESE FUNDS FOR GENERAL OPERATIONS USE. PART X, LINE 2: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND STATE OF CALIFORNIA. THE ORGANIZATION'S FEDERAL RETURNS FOR THE YEARS ENDED JUNE 30, 2016 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA RETURNS FOR THE YEARS ENDED JUNE 30, 2015 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE FRANCHISE TAX BOARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 9,171,509. PART XI, LINE 4B - OTHER ADJUSTMENTS: CAR DONATION GROSS-UP FOR FUNDRAISER FEE 15,503. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 9,171,509. PART XII, LINE 4B - OTHER ADJUSTMENTS: CAR DONATION FUNDRAISER FEE 15,503. X X X X X X 1 VEHICLES FOR CHARITY ARC THRIFT STORES INC 12345 W ALAMEDA PARKWAY SUITE 111 LAKEWOOD CO 80228 CAR DONATION 0 45034 15503 29531 45034 15503 29531 CA IN CONCERT WITH HOPE 377649 238017 139632 65378 29106 33865 11283 377649 238017 139632 65378 29106 33865 11283 139632 0 X X 1 0 0 0 0 0 0 0 0 CHARLES CHIP HUGGINS PRESIDENT/CEO (FROM 7/2018) 148548 0 0 0 3500 0 0 0 4927 0 156975 0 0 0 CLARA LEE PSYCHIATRIST 223055 0 0 0 0 0 0 0 6141 0 229196 0 0 0 KARTHIK SETHURAM PSYCHIATRIST 294423 0 0 0 0 0 0 0 20149 0 314572 0 0 0 BRENT KUSH EX-CFO/INTERIM CEO (TO 7/2018) 145328 0 0 0 10000 0 0 0 5182 0 160510 0 0 0 PART I, LINE 4A BRENT KUSH RECEIVED $10,000 SEVERANCE PAYMENT. X 9130270 FMV X 123 45034 FMV, NET OF REPAIR X 2 15710 QUOTED PRICES X EWASTE 50 11708 FMV X EQUIPMENT 1 933 FMV 0 0 1 1 PART I, LINE 32B: HOPE SERVICES USES A THIRD PARTY ORGANIZATION TO PROCESS AND FACILITATE THE SALE OF DONATED VEHICLES. ONCE THE SALE IS COMPLETE, THE PROCEEDS ARE REMITTED TO HOPE SERVICES. FORM 990, PART VI, SECTION A, LINE 4 BYLAWS WERE AMENDED IN JUNE 2019 AS FOLLOW: 1. TERM LIMITS WERE EXTENDED IF UNANIMOUS CONSENT OF REMAINING BOARD. 2. RECRUITING AND NOMINATING NEW BOARD MEMBERS RESPONSIBILITIES TRANSFERRED FROM GOVERNANCE COMMITTEE TO EXECUTIVE COMMITTEE. 3. LIMITED EXPENDITURE APPROVAL TO ONLY THOSE PRE-APPROVED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS. IT IS REVIEWED BY MANAGEMENT AND PRESENTED TO THE AUDIT COMMITTEE. ONCE APPROVED BY THE AUDIT COMMITTEE, THE FORM 990 IS PROVIDED TO THE REST OF THE BOARD FOR REVIEW AND COMMENT BEFORE IT IS ELECTRONICALLY FILED. FORM 990, PART VI, SECTION B, LINE 12C COVERED IN NEW EMPLOYEE ORIENTATION SESSIONS; REGULAR AWARENESS REMINDERS ARE SENT OUT TO STAFF VIA MANAGERS AND TRAINING SESSIONS ON THE POLICY AND THE "WHISTLEBLOWER'S" POLICY. HUMAN RESOURCES DEPARTMENT ANNUALLY REVIEWS AND REQUESTS UPDATE IN STATUS. FORM 990, PART VI, SECTION B, LINE 15 ARTICLE VIII, SECTION 2(A)(V) OF THE BY-LAWS STATES THAT THE EXECUTIVE COMMITTEE OF THE BOARD SHALL ANNUALLY EVALUATE THE PERFORMANCE AND COMPENSATION OF THE CORPORATION'S PRESIDENT/CEO AND THE COMPENSATION OF THE CFO AND RECOMMEND ANY CHANGES TO THE BOARD FOR APPROVAL.. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S WEBSITE, WWW.HOPESERVICES.ORG, PROVIDES ANNUAL REPORTS, AUDITED FINANCIAL STATEMENTS, AND FORM 990'S. POLICIES OR DOCUMENTS NOT CONTAINED THEREIN ARE AVAILABLE UPON REQUEST. ARROYO COMMONS INC 22645 GRAND STREET HAYWARD CA 94541 943220903 LOW INCOME HOUSING FOR HANDICAPPED AND DISABLED PERSONS CA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0