2018-11-15T07:29:22-06:00 2017-12-31 341322309 CIUNI & PANICHI INC 25201 CHAGRIN BLVD 200 CLEVELAND OH 441225683 990 2017-01-01 341739967 HOPEWELL HOPE 4404262000 9637 STATE ROUTE 534 MIDDLEFIELD OH 44062 WILLIAM A WORTZMAN TREASURER 4404262000 2018-11-14 1 MICHAEL B KLEIN CPA P00359504 2168317171 162.155.232.54 2018-11-14 13:34:16 ES P C1133656A50A06662EE5D1EA6570463482E05FEB C14144C7A7F3BF1A7274F0AF3E30B2ED08E2EA2A 2017 2019-02-21 02:37:17Z WILLIAM A WORTZMAN 9637 STATE ROUTE 534 MIDDLEFIELD OH 44062 5558979 0 X WWW.HOPEWELLCOMMUNITY.ORG X 1993 OH PROVIDING RESIDENTIAL TREATMENT FOR ADULTS WITH SEVERE MENTAL ILLNESS. 20 20 78 13 0 0 1775438 969777 3651657 3567246 274401 312186 -58400 -70312 5643096 4778897 1228727 1397942 0 0 2373656 2416017 0 0 307616 1341292 1404982 4943675 5218941 699421 -440044 18699647 20117527 334336 364495 18365311 19753032 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 4351238 1397942 3567246 TO PROVIDE A RESIDENTIAL REHABILITATION COMMUNITY, OFFERING CARE,EDUCATION, TREATMENT AND JOB TRAINING TO MENTALLY ILL INDIVIDUALS. 4351238 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 38 0 78 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 1 0 0 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 KATHRYN MAKLEY SECRETARY 3.00 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 MARTHA SAJATOVIC MD BOARD MEMBER 1.00 X 0 0 0 JOSEPH MAHOVLIC BOARD MEMBER 1.00 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 RICHARD KARGES CEO - 01/01/17 - 08/04/17 50.00 X 67971 0 3444 STEPHEN MORSE CEO - 08/01/17 - 12/31/17 50.00 X 45456 0 1075 113427 0 4519 0 0 0 0 0 404514 565263 82675 969777 PROGRAM FEES 624310 3460871 3460871 MISCELLANEOUS 624310 57558 57558 FARM INCOME 624310 29648 29648 REIM - HOUSING & MEALS 624310 19169 19169 3567246 311027 311027 660329 659170 1159 1159 1159 50600 404514 120912 -70312 -70312 4778897 3567246 0 241874 1397942 1397942 113427 83459 20805 9163 1635846 1204370 280482 150994 480727 359475 82339 38913 186017 142701 30080 13236 18470 18470 22455 22455 241550 212644 28075 831 13672 13672 28736 28736 178449 136908 13621 27920 9407 9407 225570 201406 21646 2518 86686 79821 6865 MAINTENANCE 137684 119150 11582 6952 FOOD SERVICES 89307 89307 SUPPLIES 76757 69524 5380 1853 MISCELLANEOUS 72882 812 55098 16972 203357 189715 4114 9528 5218941 4351238 560087 307616 207863 145355 132944 87763 318318 297644 51773 84085 6749341 3810163 3052076 2939178 14866103 16487279 70570 76223 18699647 20117527 211863 269673 61356 41767 23972 17579 37145 35476 334336 364495 X 11792232 12469733 1985025 2691820 4588054 4591479 18365311 19753032 18699647 20117527 X -440044 1916435 -88670 X 0 1 X 1 0 X 2665670 1365155 2150584 1775438 969777 8926624 3367969 3715937 3458833 3651657 3567246 17761642 6033639 5081092 5609417 5427095 4537023 26688266 1375456 134021 162535 89673 175673 1937358 0 1375456 134021 162535 89673 175673 1937358 24750908 171708 208473 216796 282121 311027 1190125 171708 208473 216796 282121 311027 1190125 6205347 5289565 5826213 5709216 4848050 27878391 0.88780 0.89640 0.04270 0.03810 X 14470928 77930 2226649 569364 16206143 12259717 1585170 1272955 646914 14470928 11443567 1212004 20503 416357 12259717 10045519 555924 1099763 257639 11443567 7275774 1582742 1526131 339128 10045519 0.56420 0.28330 0.15250 1 0 675481 675481 4822904 2853173 1969731 283244 199737 83507 673734 510024 163710 293978 247229 46749 2939178 CHARITABLE GIFT ANNUITY LIABILITY 35476 35476 X 5433413 1916435 18347 117676 2052458 3380955 1397942 1397942 4778897 4045692 18347 206346 224693 3820999 1397942 1397942 5218941 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 (THE ORGANIZATION"), IS A NON-PROFIT ORGANIZATION WHICH PROVIDES RESIDENTIAL TREATMENT FOR ADULTS WITH SEVERE MENTAL ILLNESS. THE INTERNAL REVENUE SERVICE HAS RULED THAT THE ORGANIZATION QUALIFIES UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT FEDERAL INCOME TAX LAWS. THE ORGANIZATION 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). THE ORGANIZATION FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. IN EVALUATING THE ORGANIZATION'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 THE ORGANIZATION AND THEREFORE NO TAX IS TO BE RECOGNIZED. IT IS THE POLICY OF THE ORGANIZATION 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, 2017 AND 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED TO SPECIAL EVENTS 120,912. CHANGES IN CHARITABLE GIFT ANNUITIES -3,236. PART XI, LINE 4B - OTHER ADJUSTMENTS: SUBSIDY TO RESIDENTS 1,397,942. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED TO SPECIAL EVENTS 120,912. BAD DEBTS EXPENSE 85,434. PART XII, LINE 4B - OTHER ADJUSTMENTS: SUBSIDY TO RESIDENTS 1,397,942. SUMMER SOLSTICE 455114 404514 50600 120912 455114 404514 50600 120912 120912 -70312 1 FEE DISCOUNT/RESIDENT SUBSIDY 55 0 1397942 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 0 0 0 0 0 0 0 0 0 X AUCTION ITEMS 268 82675 AUCTION RECEIVED 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 CLARA RANKIN, ROGER RANKIN, CHLOE SEELBACH - FAMILY RELATIONSHIP 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 TRUSTEES FORMED A COMPENSATION COMMITTEE WHICH MADE A DETERMINATION AS TO A REASONABLE WAGE TO PAY THE EXECUTIVE DIRECTOR. 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 -85,434. CHANGE IN VALUE OF SPLIT INTERESTS -3,236.