2025-11-17T15:21:38-06:00 2024-12-31 341322309 CIUNI & PANICHI INC 25201 CHAGRIN BLVD 200 CLEVELAND OH 441225683 990 2024-01-01 341739967 HOPEWELL HOPE 4404262000 9637 STATE ROUTE 534 MIDDLEFIELD OH 44062 WILLIAM A WORTZMAN TREASURER 4404262000 2025-11-17 1 1 MICHAEL KLEIN CPA P00359504 2168317171 2025-11-17 2024 2025-03-06 01:10:19Z WILLIAM A WORTZMAN 9637 STATE ROUTE 534 MIDDLEFIELD OH 44062 9058629 0 X WWW.HOPEWELLCOMMUNITY.ORG X 1993 OH PROVIDING RESIDENTIAL TREATMENT FOR ADULTS WITH SEVERE MENTAL ILLNESS. 21 21 68 0 0 0 7401264 1650315 4963832 6633113 522100 663754 -173251 -122922 12713945 8824260 2426053 3076569 0 0 3135230 3358341 0 0 316348 1567362 1771629 7128645 8206539 5585300 617721 29951192 33786090 506114 795231 29445078 32990859 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 7382234 3076569 6633113 TO PROVIDE A RESIDENTIAL REHABILITATION COMMUNITY, OFFERING CARE, EDUCATION, TREATMENT, AND JOB TRAINING TO MENTALLY ILL INDIVIDUALS. 7382234 1 1 0 1 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 67 0 1 68 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X ALLISON DUNKERTON FINANCE MANAGER 4404262089 9637 STATE ROUTE 534 MIDDLEFIELD OH 44062 COLLEEN WELDER ACTING CEO 40.00 X 110960 0 0 DAVE SHUTE CEO (01/01/2024-05/01/2024) 40.00 X 98438 0 0 PETER ANAGNOSTOS BOARD MEMBER 3.00 X 0 0 0 WILLIAM BRAUN BOARD MEMBER 3.00 X 0 0 0 CHRISTOPHER BROOKES BOARD MEMBER 1.00 X 0 0 0 GEOFREY GREENLEAF BOARD MEMBER 1.00 X 0 0 0 ROBERT HARTFORD BOARD MEMBER 1.00 X 0 0 0 JIM KOUTRODIMOS BOARD MEMBER 1.00 X 0 0 0 EMILY MCCONNELL BOARD MEMBER 1.00 X 0 0 0 THOMAS MORLEY BOARD MEMBER 1.00 X 0 0 0 JANAE PETERS BOARD MEMBER 1.00 X 0 0 0 CLARA RANKIN LIFE TRUSTEE 1.00 X 0 0 0 ROGER RANKIN BOARD MEMBER 1.00 X 0 0 0 MAX SCHUBERT BOARD MEMBER 1.00 X 0 0 0 CHLOE SEELBACH VICE CHAIR 1.00 X X 0 0 0 RACHAEL SEIBERT BOARD MEMBER 1.00 X 0 0 0 SUZANNE TAIGEN BOARD MEMBER 1.00 X 0 0 0 JOSEPH F VERCIGLIO SECRETARY 1.00 X X 0 0 0 DAVID VINCENT CHAIR 1.00 X X 0 0 0 TODD WELKI BOARD MEMBER 1.00 X 0 0 0 SUSAN WESTLAKE BOARD MEMBER 1.00 X 0 0 0 STEPHEN WILLIGER BOARD MEMBER 1.00 X 0 0 0 WILLIAM WORTZMAN TREASURER 5.00 X X 0 0 0 209398 0 0 1 0 0 0 0 288450 1361865 204779 1650315 PROGRAM FEES 624310 6584652 6584652 MISCELLANEOUS 624310 19470 19470 REIMBURSEMENTS 624310 18752 18752 FARM INCOME 624310 10239 10239 6633113 635796 635796 49941 21983 27958 27958 27958 89464 288450 212386 -122922 -122922 8824260 6633113 0 540832 3076569 3076569 209398 175575 24605 9218 2127686 1784013 250006 93667 803625 648259 108029 47337 217632 175557 29256 12819 27170 21678 1103 4389 35791 28556 1454 5781 12241 12241 264490 211028 10741 42721 89860 89860 60262 25690 34572 185465 145209 5761 34495 6023 6023 273311 257721 15416 174 111358 96188 11036 4134 MAINTENANCE 228491 202321 22682 3488 PROGRAM SERVICES 164431 164431 FOOD SERVICES 100825 100825 SUPPLIES 87562 74590 4431 8541 124349 98141 11196 15012 8206539 7382234 507957 316348 282369 507705 6432847 36899 199383 214937 123288 141338 8469160 5323777 3136851 3145383 19639388 29615103 137066 124725 29951192 33786090 238105 276688 145695 413138 122314 105405 506114 795231 X 19317232 21986118 10127846 11004741 29445078 32990859 29951192 33786090 X 617721 2948370 -20310 X X 0 1 X 1 0 X 2027494 1480531 1778977 7401264 1719779 14408045 3823866 4438250 4679421 4963832 6633113 24538482 5851360 5918781 6458398 12365096 8352892 38946527 276071 308893 733910 6493556 844011 8656441 0 276071 308893 733910 6493556 844011 8656441 30290086 283525 254998 315514 505290 635796 1995123 283525 254998 315514 505290 635796 1995123 6134885 6173779 6773912 12870386 8988688 40941650 0.73980 0.73470 0.04870 0.04630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 19500 19500 0 PART II-B, LINE 1: CYPRESS PARTNERS, LLC WILL PERFORM STATE OF OHIO GOVERNMENT RELATIONS SERVICES FOR HOPEWELL WITH RESPECT TO STATE FUNDING, PUBLIC POLICY, AND ANY OTHER MATTERS DETERMINED TO BE OF IMPORTANCE TO HOPEWELL. CYPRESS PERFORMS SUCH SERVICES EXCLUSIVELY AS AN INDEPENDENT CONTRACTOR TO, AND NOT AS AN AGENT OR EMPLOYEE OF, HOPEWELL. 19893319 7093311 3544542 891913 29639259 17878579 89205 2814063 888528 19893319 21436353 87500 -2810646 834628 17878579 18768688 250 3470266 802851 21436353 17461499 2089989 782800 18768688 0.63269 0.18364 0.18367 1 0 675481 675481 6306704 4068312 2238392 290940 240973 49967 929392 751268 178124 266643 263224 3419 3145383 CHARITABLE GIFT ANNUITY LIABILITY 12602 OPERATING LEASE LIABILITY 92803 105405 X 8826384 2948370 20229 122335 3090934 5735450 12241 3076569 3088810 8824260 5280603 20229 142645 162874 5117729 12241 3076569 3088810 8206539 PART V, LINE 4: HOPEWELL'S ENDOWMENTS CONSIST OF DONOR-RESTRICTED FUNDS WITH THE INCOME USED TO SUPPORT HORTICULTURE THERAPY, RESEARCH AND REHABILITATION, AND OPERATIONS AS WELL AS FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENT. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP), NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: HOPEWELL IS A NON-PROFIT ORGANIZATION THAT 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 ON ACTIVITIES RELATED TO ITS MISSION UNDER PRESENT FEDERAL INCOME TAX LAWS. HOPEWELL HAS NOT BEEN CLASSIFIED AS A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) AND QUALIFIES FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170(B)(1)(A)(VI). HOPEWELL FOLLOWS THE ACCOUNTING GUIDANCE FOR ACCOUNTING 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, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED TO SPECIAL EVENTS 212,386. CHANGES IN CHARITABLE GIFT ANNUITIES -587. DIRECT BENEFITS TO DONORS -89,464. PART XI, LINE 4B - OTHER ADJUSTMENTS: SUBSIDY TO RESIDENTS 3,076,569. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED TO SPECIAL EVENTS 212,386. BAD DEBT EXPENSE 19,723. DIRECT BENEFITS TO DONORS -89,464. PART XII, LINE 4B - OTHER ADJUSTMENTS: SUBSIDY TO RESIDENTS 3,076,569. SUMMER SOLSTICE 377914 288450 89464 36238 43644 132504 377914 288450 89464 36238 43644 132504 212386 -122922 1 FEE DISCOUNT/RESIDENT SUBSIDY 51 3076569 FEE DISCOUNT PART I, LINE 2: ASSISTANCE TO THE INDIVIDUALS CONSISTS OF FEE DISCOUNTS VALUED AT FAIR MARKET VALUE AND APPLIED TO THE DAILY FEE OF EACH ELIGIBLE RESIDENT. NO CASH ASSISTANCE IS GIVEN. X 3 21979 X AUCTION ITEMS 146 91400 AUCTION VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 CLARA RANKIN, ROGER RANKIN, AND CHLOE SEELBACH - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS UPLOADED TO THE BOARD PORTAL WHERE THE ENTIRE BOARD AND FINANCE COMMITTEE HAVE ACCESS TO REVIEW 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 CHAIRMAN RESEARCHED COMPARABLE SALARIES AND RECIEVED APPROVAL FROM THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE RECOMMENDED THE AMOUNT TO THE FULL BOARD FOR APPROVAL. 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 -19,723. CHANGE IN VALUE OF SPLIT INTERESTS -587. FORM 990, PART XI, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.