2019-11-07T07:24:54-06:00 2018-12-31 341322309 CIUNI & PANICHI INC 25201 CHAGRIN BLVD 200 CLEVELAND OH 441225683 990 2018-01-01 341739967 HOPEWELL HOPE 4404262000 9637 STATE ROUTE 534 MIDDLEFIELD OH 44062 WILLIAM A WORTZMAN TREASURER 4404262000 2019-10-28 1 HERZL GINSBURG CPA P01351635 2168317171 162.155.232.54 2019-10-28 10:23:41 ED P 8A77B257473914B289D6436051E6FD67A74B1802 C14144C7A7F3BF1A7274F0AF3E30B2ED08E2EA2A 2018 2020-03-31 21:24:44Z WILLIAM A WORTZMAN 9637 STATE ROUTE 534 MIDDLEFIELD OH 44062 5487025 0 X WWW.HOPEWELLCOMMUNITY.ORG X 1993 OH PROVIDING RESIDENTIAL TREATMENT FOR ADULTS WITH SEVERE MENTAL ILLNESS. 19 19 70 18 0 0 969777 1057204 3567246 3498896 312186 333674 -70312 -80669 4778897 4809105 1397942 1171089 0 0 2416017 2452958 0 0 283714 1404982 1436891 5218941 5060938 -440044 -251833 20117527 18667298 364495 413659 19753032 18253639 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 4067881 1171089 3498896 TO PROVIDE A RESIDENTIAL REHABILITATION COMMUNITY, OFFERING CARE,EDUCATION, TREATMENT AND JOB TRAINING TO MENTALLY ILL INDIVIDUALS. 4067881 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 33 0 70 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 19 19 1 1 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 OH X LYNN E CHILDERS CFO 4404262089 9637 STATE ROUTE 534 MIDDLEFIELD OH 44062 WILLIAM WORTZMAN VICE PRESIDENT / TREASURER 5.00 X X 0 0 0 SUSAN LOCKE MD VICE PRESIDENT 3.00 X X 0 0 0 JOSEPH MAHOVLIC SECRETARY 5.00 X X 0 0 0 CHLOE SEELBACH PRESIDENT 5.00 X X 0 0 0 MARK W TEAGUE CHAIRMAN 5.00 X X 0 0 0 WILLIAM HAWKE BOARD MEMBER 3.00 X 0 0 0 CLARA RANKIN BOARD MEMBER 5.00 X 0 0 0 NATHAN A BERGER MD BOARD MEMBER 1.00 X 0 0 0 UDAY YADAV BOARD MEMBER 1.00 X 0 0 0 GEOFREY GREENLEAF BOARD MEMBER 1.00 X 0 0 0 TODD WELKI BOARD MEMBER 3.00 X 0 0 0 ROGER RANKIN BOARD MEMBER 1.00 X 0 0 0 DANIEL SCHWEID MD BOARD MEMBER 1.00 X 0 0 0 PETER ANAGNOSTOS BOARD MEMBER 3.00 X 0 0 0 MARY JOYCE BOARD MEMBER 1.00 X 0 0 0 JOSEPH F VERCIGLIO BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER BROOKES BOARD MEMBER 1.00 X 0 0 0 SUSAN WESTLAKE BOARD MEMBER 1.00 X 0 0 0 SUSAN SILERBERG BEWIE BOARD MEMBER 1.00 X 0 0 0 STEPHEN MORSE CEO - 01/01/18 - 07/02/18 50.00 X 120151 0 5967 120151 0 5967 1 0 0 0 BENNETT GROUP 15289 RUSSELL ROAD CHAGRIN FALLS OH 44022 ACTING CEO'S 160000 1 467360 589844 105123 1057204 PROGRAM FEES 624310 3397419 3397419 MISCELLANEOUS 624310 62775 62775 FARM INCOME 624310 19952 19952 REIM - HOUSING & MEALS 624310 18750 18750 3498896 333517 333517 543762 543605 157 157 157 53646 467360 134315 -80669 -80669 4809105 3498896 0 253005 1171089 1171089 120151 88492 21608 10051 1629720 1200299 293084 136337 510475 400930 76428 33117 192612 151279 28838 12495 2155 1043 1111 1 21879 10586 11282 11 329004 159184 169652 168 19153 19153 25138 25138 187080 130575 28198 28307 6129 6129 227964 204161 21075 2728 76407 63768 12639 MAINTENANCE 168293 131234 26789 10270 FOOD SERVICES 89141 89141 SUPPLIES 71131 60920 7594 2617 PROGRAM SERVICES 63073 63073 150344 116825 11045 22474 5060938 4067881 709343 283714 145355 304930 87763 34093 297644 306855 84085 78157 6960461 4032710 2939178 2927751 16487279 14948891 76223 66621 20117527 18667298 269673 243394 41767 86362 17579 50126 35476 33777 364495 413659 X 12469733 10595375 2691820 2215214 4591479 5443050 19753032 18253639 20117527 18667298 X -251833 -1216659 -30901 X 0 1 X 1 0 X 1365155 2150584 1775438 969777 1057204 7318158 3715937 3458833 3651657 3567246 3498896 17892569 5081092 5609417 5427095 4537023 4556100 25210727 134021 162535 89673 175673 251765 813667 0 134021 162535 89673 175673 251765 813667 24397060 208473 216796 282121 311027 333674 1352091 208473 216796 282121 311027 333674 1352091 5289565 5826213 5709216 4848050 4889774 26562818 0.91850 0.88780 0.05090 0.04270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16206143 7762 -887493 736132 14590280 14470928 77930 2226649 569364 16206143 12259717 1585170 1272955 646914 14470928 11443567 1212004 20503 416357 12259717 10045519 555924 1099763 257639 11443567 0.49110 0.37310 0.13580 1 0 675481 675481 4858107 3018152 1839955 283244 207025 76219 722581 556503 166078 421048 251030 170018 2927751 CHARITABLE GIFT ANNUITY LIABILITY 33777 33777 X 2561613 -1216659 9148 131108 -1076403 3638016 1171089 1171089 4809105 4061006 9148 162009 171157 3889849 1171089 1171089 5060938 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENTS CONSIST OF DONOR-RESTRICTED FUNDS WITH INCOME USED TO SUPPORT HORTICULTURE THERAPY, RESEARCH AND REHABILITATION, AND OPERATIONS AS WELL AS A BOARD DESIGNATED ENDOWMENT WITH INCOME USED TO SUPPORT OPERATIONS PART X, LINE 2: HOPEWELL IS A NON-PROFIT ORGANIZATION WHICH 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 UNDER PRESENT FEDERAL INCOME TAX LAWS. HOPEWELL HAS NOT BEEN CLASSIFIED AS A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) AND DOES QUALIFY FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170(B)(1)(A)(VI). HOPEWELL FOLLOWS THE ACCOUNTING GUIDANCE 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, 2018 AND 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED TO SPECIAL EVENTS 134,315. CHANGES IN CHARITABLE GIFT ANNUITIES -3,207. PART XI, LINE 4B - OTHER ADJUSTMENTS: SUBSIDY TO RESIDENTS 1,171,089. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED TO SPECIAL EVENTS 134,315. BAD DEBTS EXPENSE 27,694. PART XII, LINE 4B - OTHER ADJUSTMENTS: SUBSIDY TO RESIDENTS 1,171,089. SUMMER SOLSTICE 521006 467360 53646 45052 65428 23835 521006 467360 53646 45052 65428 23835 134315 -80669 1 FEE DISCOUNT/RESIDENT SUBSIDY 53 1171089 FEE DISCOUNT PART I, LINE 2: ASSISTANCE TO THE INDIVIDUALS CONSISTS OF FEE DISCOUNT VALUED AT FAIR MARKET VALUE AND APPLIED TO THE DAILY FEE OF EACH ELIGIBLE RESIDENT. NO CASH ASSISTANCE IS GIVEN. X X 0 0 0 0 0 0 0 0 0 X AUCTION ITEMS 376 105123 AUCTION RECEIVED 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 - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 3 CONTRACTED WITH THE BENNETT GROUP FOR THE CEO ROLE. FORM 990, PART VI, SECTION A, LINE 4 SIGNIFICANT CHANGES TO THE ORGANIZATIONAL DOCUMENTS INCLUDE: A) DELINEATING WHEN THE EXECUTIVE COMMITTEE MAY ACT IN PLACE OF THE BOARD AND B) UPDATING THE DEFINITION OF A QUORUM AND THE NUMBER OF VOTES REQUIRED FROM THOSE ATTENDING A MEETING. 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 COMPENSATION COMMITTEE (FORMED BY HE BOARD OF DIRECTORS) WHO MADE A DETERMINATION OF A REASONABLE COMPENSATION LEVEL TO COMPENSATE THE ACTING CO-EXECUTIVE DIRECTORS. 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 -27,694. CHANGE IN VALUE OF SPLIT INTERESTS -3,207.