2018-08-21T10:00:27-05:00 2017-12-31 410746749 CLIFTONLARSONALLEN LLP 2523 US HIGHWAY 27 S SEBRING FL 33870 990 2017-01-01 591649814 NU-HOPE ELDER CARE SERVICES INC NU-H 8633822134 6414 US HIGHWAY 27 S SEBRING FL 33876 INGRA GARDNER EXECUTIVE DIRECTOR 8633822134 2018-08-17 1 JULIE FOWLER P00624775 8633851577 2018-08-17 2017 2022-09-23 18:48:47Z INGRA GARDNER 6414 US HIGHWAY 27 S SEBRING FL 33876 3088949 0 X WWW.NUHOPEELDERCARE.COM X 1975 FL PROMOTE THE PHYSICAL, EMOTIONAL AND ECONOMIC WELL-BEING OF SENIORS IN HIGHLANDS AND HARDEE COUNTIES 10 10 55 100 0 0 1975654 2255795 294020 251487 554 495 -200414 -253695 2069814 2254082 111666 143015 0 0 1063756 1030944 0 0 176650 906290 982306 2081712 2156265 -11898 97817 966594 1483017 434460 853066 532134 629951 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 371645 114 3046 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 2017, A TOTAL OF 54,664 FROZEN HOME DELIVERED MEALS WERE PROVIDED. 325521 9765 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 2017, 20,275 HOURS OF RESPITE WERE PROVIDED. 202359 58125 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 2017, A TOTAL OF 11,327 HOURS OF SERVICE WERE PROVIDED. 662650 142901 180551 PROVIDE HOME AND COMMUNITY-BASED SERVICES TO THE ELDERLY INCLUDING 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. 662650 142901 180551 1562175 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 2 0 55 1 0 0 0 0 0 1 1 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X BRAD STOLL 8633822134 6414 US HIGHWAY 27 S SEBRING FL 33876 WENDY GERVAIS PRESIDENT UNTIL 11/17 1.00 X X 0 0 0 CORA SCHWINGEL PRESIDENT AS OF 12/17 1.00 X X 0 0 0 MICHEAL NOEL VICE PRESIDENT UNTIL 5/17 1.00 X X 0 0 0 LISA RODRIGUEZ VICE PRESIDENT AS OF 6/17 1.00 X X 0 0 0 LUIS FRESQUEZ SECRETARY/TREASURER 1.00 X X 0 0 0 AL HINSON DIRECTOR UNTIL 9/17 1.00 X 0 0 0 PETE COUGHLIN DIRECTOR UNTIL 2/17 1.00 X 0 0 0 JERI CANALE DIRECTOR 1.00 X 0 0 0 ROBERT LAYNE DIRECTOR 1.00 X 0 0 0 MACHAEL KEIBER DIRECTOR UNTIL 7/17 1.00 X 0 0 0 JACK WEBB DIRECTOR UNTIL 5/17 1.00 X 0 0 0 VANESSA HERNANDEZ DIRECTOR 1.00 X 0 0 0 KEN LEBLANC DIRECTOR 1.00 X 0 0 0 PHIL SIMONSON DIRECTOR 1.00 X 0 0 0 NELL HAYES DIRECTOR 1.00 X 0 0 0 WW CORNELL DIRECTOR 1.00 X 0 0 0 INGRA GARDNER EXECUTIVE DIRECTOR 40.00 X 63162 0 11325 BRAD STOLL FISCAL DIRECTOR 40.00 X 40648 0 16562 103810 0 27887 0 0 0 0 GA FOOD SERVICES 1220 32ND CT N ST PETERSBURG FL 33716 PROVIDES ALL BULK HOT MEALS AND PREPACKA 367340 COMFORT KEEPERS 902 S FLORIDA AVE LAKELAND FL 33803 PROVIDES IN HOME SERVICES FOR US THAT WE 166394 2 2799 20032 88959 2144005 555035 2255795 MANAGED CARE FEES 624200 251487 251487 251487 1351 1351 906 0 906 906 906 856 -856 -856 -856 16725 20032 22584 -5859 -5859 10819 7064 3755 3755 551260 804363 -253103 -253103 MISCELLANEOUS INCOME 624200 606 606 606 2254082 251487 0 -253200 X 1170 1170 141845 141845 131697 118819 12878 729036 470566 198905 59565 9935 7330 1811 794 98983 70015 17460 11508 61293 35478 20850 4965 325 325 18575 14214 4361 741757 728698 13059 124 100 24 46833 24643 11907 10283 291 291 61241 28704 19478 13059 49858 43998 3395 2465 1600 1600 36658 7191 29467 15497 4406 3043 8048 EMPLOYEE EXPENSES 1662 694 60 908 DUES AND SUBSCRIPTIONS 1556 30 307 1219 LICENSES & PERMITS 581 581 5748 4498 1250 2156265 1562175 417440 176650 11785 13326 223492 189406 216696 234862 19550 28478 16499 23453 1222420 231012 476488 991408 2084 2084 966594 1483017 119560 136879 15000 20000 299900 695187 0 1000 434460 853066 X 532134 629951 532134 629951 966594 1483017 97817 0 X 0 1 X 1 0 X 1915658 1828083 2238546 1975654 2255795 10213736 1915658 1828083 2238546 1975654 2255795 10213736 18074 10195662 67 136 554 2257 3014 11189 11079 22268 512 17558 2752 3152 606 24580 10263598 4101719 0.99340 0.99090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2013 AMOUNT: $ 512. 2014 AMOUNT: $ 17,558. 2015 AMOUNT: $ 2,752. 2016 AMOUNT: $ 3,152. 2017 AMOUNT: $ 606. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 177450 177450 868806 82623 786183 64663 50515 14148 71572 61264 10308 39929 36610 3319 991408 TENANT DEPOSITS 1000 1000 X 2604338 71280 71280 2533058 -278976 -278976 2254082 2506521 71280 278976 350256 2156265 0 2156265 PART X, LINE 2: THE AGENCY FOLLOWS THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON THE AGENCY'S FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: THRIFT SHOP COST OF GOODS SOLD -253,456. DIRECT FUNDRAISING EXPENSES -25,520. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 25,520. THRIFT SHOP COST OF GOODS SOLD 253,456. GOLF TOURNAMENT 15580 11030 4550 4452 333 838 FUN SHOOT 10625 3325 7300 5475 1946 1276 1 10552 5677 4875 725 3620 1263 2656 36757 20032 16725 10652 5899 1263 4770 22584 -5859 0 UTILITIES ASSISTANCE 131 39222 N/A N/A CLIENT ASSISTANCE 54 102623 N/A N/A X 550907 FMV X DRAWING PRIZES 15 4128 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE WILL CONSIST OF THE ELECTED OFFICERS AND THE IMMEDIATE PAST PRESIDENT OF THE CORPORATION. THIS COMMITTEE WILL ACT ON MATTERS THAT WOULD ORDINARILY GO TO THE FULL BOARD ONLY IN AN EMERGENCY AND THEN ONLY IF UNABLE TO POLL THE BOARD. THE PRESIDENT WILL SERVE AS CHAIRPERSON, AND A MAJORITY OF MEMBERS OF THIS COMMITTEE CONSTITUTE THE REQUIRED QUORUM FOR THE CONDUCT OF BUSINESS. ACTIONS OF THIS COMMITTEE WILL BE REPORTED AT THE NEXT BOARD MEETING. EXECUTIVE COMMITTEE MEETINGS MAY HOLD ITS MEETINGS AT THE CORPORATION'S PRINCIPAL OFFICE OR AT ANOTHER LOCATION IN THE SERVICE AREA. AN EXECUTIVE COMMITTEE MEETING WILL BE CONDUCTED PRIOR TO EACH MONTHLY BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETED COPY OF THE IRS FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO SUBMISSION TO THE IRS. 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 PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 728,698. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 13,059. TOTAL EXPENSES 741,757.