2025-11-10T11:29:48-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-01-01 591649814 NU-HOPE ELDER CARE SERVICES INC NU-H 8633822134 3530 OFFICE PARK ROAD SEBRING FL 33870 DEBRA SLADE EXECUTIVE DIRECTOR 8633822134 2025-11-04 1 1 KURT BENNION CPA P01469618 4078021200 2025-11-04 2024 2025-03-06 01:10:19Z DEBRA SLADE 3530 OFFICE PARK ROAD SEBRING FL 33870 4008315 0 X WWW.NUHOPEELDERCARE.ORG X 1975 FL PROMOTE THE PHYSICAL, EMOTIONAL AND ECONOMIC WELL-BEING OF SENIORS IN HIGHLANDS AND HARDEE COUNTIES 9 9 56 258 0 0 3621707 3154253 23367 26591 -5265 -24379 66120 -17071 3705929 3139394 289135 198534 0 0 1413981 1428442 0 0 578339 1409970 1750225 3113086 3377201 592843 -237807 3357752 3116143 1062150 1058348 2295602 2057795 X PROMOTE THE PHYSICAL, EMOTIONAL AND ECONOMIC WELL-BEING OF SENIORS AND THEIR CAREGIVERS IN HIGHLANDS AND HARDEE COUNTIES THROUGH LEADERSHIP, ADVOCACY, EDUCATION AND THE PROVISION OF SERVICES. 0 0 958550 198534 27065 HOME AND COMMUNITY-BASED SERVICES TO THE ELDERLY: CASE MANAGEMENT, CASE AIDE, COMPANIONSHIP, CONGREGATE MEALS, EMERGENCY ALERT RESPONSE, PERSONAL CARE, NUTRITION EDUCATION, NUTRITION COUNSELING, OUTREACH, TRANSPORTATION, ENERGY ASSISTANCE, HEALTH SUPPORT, HOUSING IMPROVEMENT, MEDICAL SUPPLIES, MATERIAL AID AND PEST CONTROL. 616417 0 0 HOME DELIVERED MEALS: PROVIDES NUTRITIONALLY-SOUND MEALS FOR ELIGIBLE PERSONS. EMPHASIS IS PLACED ON SERVING ELDERS WHO ARE AT GREATEST ECONOMIC AND SOCIAL NEED, LOW-INCOME MINORITIES AND THOSE WHO ARE AT NUTRITIONAL RISK. DURING 2024, A TOTAL OF 79,296 FROZEN HOME DELIVERED MEALS WERE PROVIDED. 475393 0 0 RESPITE: IN-HOME RESPITE CARE IS THE PROVISION OF RELIEF OR REST FOR A PRIMARY CAREGIVER FROM THE CONSTANT, CONTINUED SUPERVISION AND CARE OF A FUNCTIONALLY IMPAIRED SENIOR BY PROVIDING CARE FOR THE PERSON IN THE HOME FOR A SPECIFIED PERIOD OF TIME. DURING 2024, 17,340 HOURS OF RESPITE WERE PROVIDED. 242436 0 0 HOMEMAKER: HOMEMAKER SERVICE IS DEFINED AS THE ACCOMPLISHMENT OF SPECIFIC HOME MANAGEMENT DUTIES. DUTIES INCLUDE, BUT NOT LIMITED TO, HOUSEKEEPING, LAUNDRY, CLEANING REFRIGERATORS, SHOPPING ASSISTANCE AND ROUTINE HOUSEHOLD ACTIVITIES. DURING 2024, A TOTAL OF 8,793 HOURS OF SERVICE WERE PROVIDED. 242436 0 0 2292796 1 1 0 0 0 0 0 0 0 0 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 14 0 1 56 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BRAD STOLL 8633822134 3530 OFFICE PARK ROAD SEBRING FL 33870 SHAWN MARTZ BOARD PRESIDENT 1.35 X X 0 0 0 KIM HEINTZ VICE PRESIDENT 0.35 X X 0 0 0 NELL FREWIN HAYS SECRETARY/TREASURER 0.35 X X 0 0 0 TERESA CRAWFORD BOARD MEMBER 0.35 X 0 0 0 MICHELLE DANNELS BOARD MEMBER 0.17 X 0 0 0 SYLVIA DELATORE BOARD MEMBER 0.17 X 0 0 0 SHAWANNA DUNCAN BOARD MEMBER 0.17 X 0 0 0 LORRIE KEY BOARD MEMBER 0.35 X 0 0 0 CINDY MARSHALL BOARD MEMBER 0.35 X 0 0 0 DEBRA SLADE EXECUTIVE DIRECTOR 40.00 X 68609 0 720 BRAD STOLL FISCAL DIRECTOR 40.00 X 58590 0 1800 127199 0 2520 0 0 0 0 COMFORT KEEPERS 902 S FLORIDA AVE STE 201 LAKELAND FL 33803 IN-HOME SERVICES 552720 METZ CULINARY MANAGEMENT 2 WOODLAND DRIVE DALLAS PA 18612 FOOD MANAGEMENT SERVICES 291435 GA FOOD SERVICES 12200 32ND CT N ST PETERSBURG FL 33716 FROZEN HOME DELIVERED MEALS 216016 3 71560 37551 2262163 782979 807369 3154253 CO-PAY REVENUE 624200 24528 24528 SERVICE FEES 624200 2063 2063 26591 4289 4289 1200 29868 -28668 -28668 -28668 6468 37551 25047 -18579 -18579 814120 814006 114 114 MISCELLANEOUS INCOME 900099 1394 1394 1394 3139394 26705 0 -41564 X 198534 198534 129719 66566 33492 29661 1114609 571969 287777 254863 91360 46882 23588 20890 92754 47597 23948 21209 42146 42146 1173351 1166375 5619 1357 1511 1511 50696 22869 13432 14395 25340 4009 17183 4148 200731 93741 25097 81893 25073 22714 1847 512 57729 25650 6867 25212 101736 17756 83980 55471 14074 6280 35117 PROGRAM SUPPLIES 5622 4402 895 325 DUES & SUBSCRIPTIONS 1511 1083 428 CREDIT CARD FEES 699 501 198 EDUCATION AND TRAINING 473 136 337 8136 5830 3 2303 3377201 2292796 506066 578339 194866 445257 553593 81470 355265 411346 45360 50167 48601 41964 29551 23933 2656414 636266 2084990 2020148 45526 41858 3357752 3116143 155747 162619 900427 863374 5976 32355 1062150 1058348 X 2148445 1903484 147157 154311 2295602 2057795 3357752 3116143 -237807 0 X X 0 1 X 1 1 1 X 3188688 2821741 2828463 3621707 3154253 15614852 88894 126257 88019 303170 3188688 2821741 2917357 3747964 3242272 15918022 250302 15667720 242 231 247 681 4289 5690 7706 9048 16754 790 18443 113733 42819 7862 183647 16124113 3704918 0.97170 0.96750 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 790. 2021 AMOUNT: $ 9,401. 2022 AMOUNT: $ 3,305. 2023 AMOUNT: $ 171. 2024 AMOUNT: $ 1,394. INSURANCE REIMBURSEMENT - 2022 AMOUNT: $ 86,071. 2023 AMOUNT: $ 21,120. FUNDRAISING REVENUE - 2021 AMOUNT: $ 9,042. 2022 AMOUNT: $ 24,357. 2023 AMOUNT: $ 19,803. 2024 AMOUNT: $ 6,468. GAMING ACTIVITIES - 2023 AMOUNT: $ 455. DIETICIAN REVENUE - 2023 AMOUNT: $ 270. FORFEITED DEPOSIT - 2023 AMOUNT: $ 1,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 228950 228950 2147205 471908 1675297 85637 22034 63603 194622 142324 52298 2020148 RIGHT-OF-USE LEASE LIABILITIES 32355 32355 X 4059312 88019 913910 1001929 3057383 82011 82011 3139394 4304273 88019 839053 927072 3377201 0 3377201 PART X, LINE 2: THE AGENCY HAS QUALIFIED WITH THE INTERNAL REVENUE SERVICE AS EXEMPT FROM INCOME TAX UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE AGENCY IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THESE FINANCIAL STATEMENTS. THE AGENCY FOLLOWS THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNERTAIN TAX POSITIONS. THIS GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATIONS FINANCIAL STATEMENTS. THE AGENCY'S INFORMATIONAL TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE AGENCY IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: THRIFT SHOP COST OF GOODS SOLD 814,006. FUNDRAISING EXPENSES 25,047. NET ASSETS RELEASED FROM RESTRICTIONS 74,857. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND AID WITH DONOR RESTRICTIONS 82,011. PART XII, LINE 2D - OTHER ADJUSTMENTS: THRIFT SHOP COST OF GOODS SOLD 814,006. FUNDRAISING EXPENSES 25,047. GOLF TOURNAMENT 44019 37551 6468 3760 10267 3960 3755 3305 44019 37551 6468 3760 10267 3960 3755 3305 25047 -18579 1 MATERIAL AID 97 43548 FMV HOUSEHOLD APPLIANCES AND SUPPLIES EHEAP (ELECTRIC BILL ASSISTANCE) 123 57842 MEDICAL SUPPLIES 84 88077 FMV MEDICAL SUPPLIES AND EQUIPMENT (ADULT DIAPERS, WIPES, BATH SEATS, TOILET RISERS, GRAB BARS, ETC.) PET SUPPORT SERVICES 21 9067 FMV PET SUPPORT SERVICES PART I, LINE 2: ALL ASSISTANCE PROVIDED TO INDIVIDUALS IS GOVERNED BY THE GRANTS WE RECEIVE TO PROVIDE THIS ASSISTANCE. ANY MATERIAL AID, DURABLE MEDICAL SUPPLIES, AND OTHER RESOURCES PROVIDED BY THE ORGANIZATION REQUIRE CASE MANAGERS OR CASE AIDES TO CONDUCT A 14-DAY FOLLOW-UP. CLIENTS ALSO RECEIVE ONGOING CONTACT FROM THE ORGANIZATION THROUGH REGULAR HOME VISITS BY A REPRESENTATIVE FOR IN-HOME SERVICES SUCH AS HOMEMAKING, RESPITE, AND PERSONAL CARE. MEAL CLIENTS MAINTAIN ONGOING CONTACT WHEN THEIR HOME-DELIVERED MEALS ARRIVE. PROVIDING MATERIAL AID AND DURABLE MEDICAL SUPPLIES IS NOT A ONE-TIME SERVICE; THESE RESOURCES ARE CONTINUOUSLY OFFERED TO THE ORGANIZATION'S EXISTING CLIENTS. X 807369 THRIFT VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE ELECTED OFFICERS AND THE IMMEDIATE PAST PRESIDENT OF THE BOARD THIS COMMITTEE ACTS ON MATTERS THAT WOULD ORDINARILY GO TO THE FULL BOARD, BUT ONLY IN AN EMERGENCY AND THEN ONLY IF UNABLE TO POLL THE BOARD. ACTIONS OF THIS COMMITTEE ARE REPORTED AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 WAS REVIEWED BY THE FISCAL DIRECTOR AND WAS PROVIDED TO THE EXECUTIVE DIRECTOR AND ALL BOARD MEMBERS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. IF BOARD MEMBERS ARE AWARE THAT STAFF OR OTHER VOLUNTEERS HAVE A CONFLICT OF INTEREST, RELEVANT FACTS SHOULD BE DISCLOSED BY THE BOARD MEMBER OR BY THE INTERESTED PERSON HIM/HERSELF IF INVITED TO THE BOARD MEETING AS A GUEST FOR PURPOSES OF DISCLOSURE. A DIRECTOR OR COMMITTEE MEMBER WHO PLANS NOT TO ATTEND A MEETING AT WHICH HE OR SHE HAS REASON TO BELIEVE THAT THE BOARD OR COMMITTEE WILL ACT ON A MATTER IN WHICH THE PERSON HAS A CONFLICT OF INTEREST SHALL DISCLOSE TO THE CHAIR OF THE MEETING ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE CHAIR SHALL REPORT THE DISCLOSURE AT THE MEETING AND THE DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD OR COMMITTEES' DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE. THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND SHALL NOT BE PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN, UNLESS THE VOTE IS BY SECRET BALLOT. SUCH PERSON'S INELIGIBILITY TO VOTE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. IN THE EVENT IT IS NOT ENTIRELY CLEAR THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE POTENTIAL CONFLICT SHALL DISCLOSE THE CIRCUMSTANCES TO HIS OR HER SUPERVISOR OR THE CHAIR OR THE CHAIR'S DESIGNEE, WHO SHALL DETERMINE WHETHER FULL BOARD DISCUSSION IS WARRANTED OR WHETHER THERE EXISTS A CONFLICT OF INTEREST THAT IS SUBJECT TO THIS POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,311. MANAGEMENT AND GENERAL EXPENSES 5,619. FUNDRAISING EXPENSES 1,357. TOTAL EXPENSES 8,287. SUB-CONTRACTORS: PROGRAM SERVICE EXPENSES 1,165,064. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,165,064. FORM 990, PART XII, LINE 2C: THE AUTHORITY AND PROCESS FOR SELECTING THE FINANCIAL STATEMENT AUDITOR AND FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT DID NOT CHANGE DURING THE YEAR.