2018-09-24T12:28:25-05:00 2017-12-31 741695589 HARPER & PEARSON COMPANY PC ONE RIVERWAY SUITE 1900 HOUSTON TX 77056 990 2017-01-01 741152599 STAR OF HOPE MISSION STAR 7134405337 4848 LOOP CENTRAL SUITE 500 HOUSTON TX 770812356 HENRY L RUSH JR PRESIDENT & CEO 7134405337 2018-09-19 1 GUY T TABOR CPA P00171798 7136222310 64.88.174.3 2018-09-19 13:34:19 CD P 25FB7EAFDD7FBEBA26F0E1EDFC795276926EECC9 6FD961AF0100B02C2EED5A1B8CA3B7553C8DD9CE 2017 2018-06-14 16:35:46Z HENRY L RUSH JR 4848 LOOP CENTRAL SUITE 500 HOUSTON TX 770812356 35292453 0 X WWW.SOHMISSION.ORG X 1907 TX SERVE HOMELESS POPULATION 23 23 297 4586 0 0 28848733 28637171 98052 86219 273023 487753 182961 214150 29402769 29425293 734316 808039 0 0 14346311 15197315 288290 416152 4091191 11305808 12586024 26674725 29007530 2728044 417763 79330422 93235089 4215476 16294431 75114946 76940658 X STAR OF HOPE MISSION IS A CHRIST-CENTERED COMMUNITY DEDICATED TO MEETING THE NEEDS OF HOMELESS MEN, WOMEN AND THEIR CHILDREN. POSITIVE LIFE CHANGES ARE ENCOURAGED THROUGH STRUCTURED PROGRAMS WHICH FOCUS ON SPIRITUAL GROWTH, EDUCATION, EMPLOYMENT, LIFE MANAGEMENT AND RECOVERY FROM SUBSTANCE ABUSE. OUR SERVICES TO SINGLE MEN ARE CARRIED OUT AT OUR MEN'S DEVELOPMENT CENTER, AND OUR SERVICES TO SINGLE WOMEN AND SINGLE-PARENT FAMILIES ARE PERFORMED AT THE NEW WOMEN AND FAMILY DEVELOPMENT CENTER AT CORNERSTONE COMMUNITY, OUR NEW 48-ACRE COLLABORATIVE CAMPUS. THIS CAMPUS, ANCHORED BY THE 600-BED WOMEN AND FAMILY DEVELOPMENT CENTER, WILL BE POPULATED BY OTHER NONPROFIT ORGANIZATIONS THAT PROVIDE PERMANENT SUPPORTIVE HOUSING, JOB READINESS TRAINING AND AFTER SCHOOL PROGRAMS FOR CHILDREN. THE MISSION WILL CONTINUE DEVELOPMENT OF THE CAMPUS IN FUTURE YEARS AS DEMAND FOR ADDITIONAL SERVICES MATERIALIZES. 0 0 5657570 32903 65311 THE STAR OF HOPE DORIS & CARLOSS MORRIS MEN'S DEVELOPMENT CENTER (MDC) IS A 328 BED FACILITY WHICH PROVIDES 24/7 EMERGENCY SHELTER AND LIFE-RECOVERY PROGRAMS TO HOMELESS MEN AT VARIOUS STAGES OF SELF-SUFFICIENCY. THE SHELTER OPERATED AT 91-101 PERCENT OF BED CAPACITY THROUGHOUT 2017. THROUGHOUT 2017, MDC SERVED 3,813 MEN, PROVIDING 115,328 NIGHTS OF LODGING AND 230,193 MEALS. 5712100 25595 8583 IN AUGUST 2017, STAR OF HOPE OPENED A NEW FACILITY, THE WOMEN & FAMILY DEVELOPMENT CENTER (WFDC) AT STAR OF HOPE'S CORNERSTONE COMMUNITY. THE EXISTING WOMEN & FAMILY (W&F) AND TRANSITIONAL LIVING CENTER (TLC) FACILITIES WERE CONSOLIDATED INTO THIS NEW FACILITY. W&F CAN HOUSE UP TO 130 FAMILIES AND 160 SINGLE WOMEN WHICH STARTS THEM ON THE PATH TO STABILITY. SERVICES PROVIDED INCLUDE A MEDICAL CLINIC, A STATE-LICENSED DAYCARE AND PRE-SCHOOL, A TEEN PROGRAM FOCUSING ON EDUCATION AND HEALTHY LIVING PATTERNS AND TRANSITION TO COLLEGE, A COMPUTER LEARNING CENTER, WORKFORCE DEVELOPMENT AND EDUCATION TO HELP SET AND ACHIEVE EMPLOYMENT GOALS AND INDEPENDENT LIVING AND REFERRALS AND ASSISTANCE TO SECURE PERMANENT HOUSING. PARTICULAR ATTENTION IS GIVEN TO PROVIDING STABILITY TO HOMELESS CHILDREN, INCLUDING ENROLLING THEM IN PUBLIC SCHOOLS AND PROVIDING VOLUNTEER TUTORS TO HELP THEM REGAIN LOST GROUND. THROUGHOUT 2017, WFDC SERVED 470 ADULTS AND 364 CHILDREN, PROVIDING 49,906 NIGHTS OF LODGING AND 68,241 MEALS. 4031320 50809 6221 THE STAR OF HOPE WOMEN & FAMILY EMERGENCY SHELTER (W&F) OPERATED THROUGH THE LAST WEEK OF AUGUST 2017 AT WHICH POINT THE OPERATIONS WERE CONSOLIDATED INTO THE NEW WFDC. IT WAS A 296 BED FACILITY WHICH PROVIDED EMERGENCY SHELTER, SERVICES AND PROGRAMS LEADING TO STABILITY FOR HOMELESS WOMEN AND FAMILIES IN CRISIS. THE SHELTER OPERATED ABOVE CAPACITY THROUGHOUT 2017, SLEEPING AS MANY AS 75 ON A GIVEN NIGHT ON OVERFLOW FLOOR MATS. THROUGHOUT 2017, W&F SERVED 989 ADULTS AND 907 CHILDREN, PROVIDING 66,582 NIGHTS OF LODGING AND 133,237 MEALS. 4018662 38150 34926 THE STAR OF HOPE RANDY AND KATHY TABOR TRANSITIONAL LIVING CENTER (TLC) OPERATED THROUGH THE LAST WEEK OF AUGUST 2017 AT WHICH POINT THE OPERATIONS WERE CONSOLIDATED INTO THE NEW WOMEN & FAMILY DEVELOPMENT CENTER. DURING 2017, TLC HOUSED UP TO 69 FAMILIES WITH CHILDREN AND UP TO 45 SINGLE WOMEN. DURING 2017, 70 CLIENTS GRADUATED FROM THESE PROGRAMS AND 45 FOUND EMPLOYMENT. TLC WAS "HOME" TO 168 ADULTS AND 183 CHILDREN, PROVIDING 41,267 NIGHTS OF LODGING IN PRIVATE ROOMS AND 69,917 MEALS. 2487125 660582 3168 STAR OF HOPE'S EXTENDED SERVICES PROGRAM PROVIDES A WIDE ARRAY OF SERVICES EXTENDING BEYOND OUR FACILITIES. WITH PROGRAMS TO HELP FORMERLY HOMELESS FAMILIES AND INDIVIDUALS RECOVER AFTER A PERIOD OF HOMELESSNESS, AN OUTREACH EFFORT TO THE UNSHELTERED HOMELESS ON THE STREET, AND A VARIETY OF COMMUNITY OUTREACH EVENTS AND CASE MANAGEMENT, STAR OF HOPE SERVES AN ENTIRE SPECTRUM OF HOMELESS, NEAR-HOMELESS AND FORMERLY HOMELESS THROUGH THIS OUTREACH. THERE WERE 24,871 ENCOUNTERS WITH INDIVIDUALS LIVING ON THE STREETS OF HOUSTON WHICH INCLUDED DISTRIBUTING 23,574 BOTTLES OF WATER AND 25,366 HYGIENE KITS/CARE PACKS. OUR OUTREACH STAFF HELPED 110 CHRONICALLY HOMELESS INDIVIDUALS OBTAIN PERMANENT SUPPORTIVE HOUSING. 0 0 182160 STAR OF HOPE MISSION LEASES A BUILDING TO THE CITY OF HOUSTON. THE CITY OPERATES A SOBRIETY CENTER FROM THAT FACILITY AND PAYS MONTHLY RENT AS WELL AS REIMBURSEMENT TO SOH FOR CERTAIN OPERATING EXPENSES AS DETAILED IN THE LEASE AGREEMENT. 6505787 698732 220254 21906777 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 62 0 1 297 1 0 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X RANDALL C HOUSTON 7134405332 4848 LOOP CENTRAL SUITE 500 HOUSTON TX 770812356 JACK TOMPKINS TREASURER 2.00 X 0 0 0 KATINA JACKSON VICE CHAIRMAN 2.00 X 0 0 0 P MATHEW VERGHESE TRUSTEE 2.00 X 0 0 0 REID SMITH CHAIRMAN OF THE BOARD 2.00 X 0 0 0 FRANK TSURU VICE CHAIRMAN 2.00 X 0 0 0 DANA TYSON VICE CHAIRMAN 2.00 X 0 0 0 MICHAEL BAHORICH TRUSTEE 2.00 X 0 0 0 STEPHEN C LEWIS TRUSTEE 2.00 X 0 0 0 FRED L WILLIAMS JR VICE CHAIRMAN 2.00 X 0 0 0 TED BERESWILL TRUSTEE 2.00 X 0 0 0 BARRY G FLYNN SECRETARY 2.00 X 0 0 0 TOM OWENS TRUSTEE 2.00 X 0 0 0 SUSAN JOYCE LITTLE TRUSTEE 2.00 X 0 0 0 DAVID FINCK TRUSTEE 2.00 X 0 0 0 DAN BAKER TRUSTEE 2.00 X 0 0 0 CANDACE CALEY TRUSTEE 2.00 X 0 0 0 DEAN LORRAINE FRAZIER PHD TRUSTEE 2.00 X 0 0 0 MICHAEL R HARRIS TRUSTEE 2.00 X 0 0 0 CAMPBELL M LANGE TRUSTEE 2.00 X 0 0 0 MISTY D LAUGHLIN TRUSTEE 2.00 X 0 0 0 ELIZABETH MCINGVALE PHD LMSW TRUSTEE 2.00 X 0 0 0 MELODY W MILES TRUSTEE 2.00 X 0 0 0 LAURIE ROBINSON TRUSTEE 2.00 X 0 0 0 ANDREW HOLMES VP & CHIEF INFORMATION OFF 40.00 X 141027 0 12621 CATHRYN TAYLOR VP OF HUMAN RESOURCES 40.00 X 145581 0 13810 TROY GADDIE VP & CFO 40.00 X 187508 0 20838 VIVIAN WINSLOW VP OF MARKETING & COMMUNIC 40.00 X 136415 0 18967 HENRY L RUSH JR PRESIDENT & CEO 40.00 X 331659 0 32613 ELIZABETH NUNNALLY VP OF PROGRAMS 40.00 X 156038 0 14414 1098228 0 113263 6 0 1 0 TELLEPSEN BUILDERS LP 777 BENMAR SUITE 400 HOUSTON TX 770603607 GENERAL CONTRACTOR FOR THE CONSTRUCTION 27204181 ZIONS FIRST NATIONAL BANK PO BOX 30833 SALT LAKE CITY UT 841300833 VISA PURCHASE CARD 4008215 CIGNA HEALTH CARE 2700 POST OAK BLVD SUITE 700 HOUSTON TX 77056 MEDICAL INSURANCE PROVIDER 2000308 MILWAUKEE DIRECT MARKETING INC 675 N BARKER ROAD STE 130 BROOKFIELD WI 53045 DIRECT MAIL CONSULTANT 1512368 DATAVOX 6650 W SAM HOUSTON PKWY S HOUSTON TX 77072 NETWORK INFRASTRUCTURE 1509572 30 891696 1562087 200000 1219379 24764009 2609767 28637171 CLIENT FEES 624200 85629 85629 SHIRT SALES 999999 480 480 CLIENT ROOM DEPOSITS 999999 110 110 86219 307388 307388 182160 0 182160 182160 182160 1320157 4104699 1001630 4242861 318527 -138162 180365 180365 622669 1562087 622669 0 MISCELLANEOUS INCOME 999999 31990 31990 31990 29425293 300369 0 487753 808039 808039 1089922 250264 709580 130078 10791552 9039957 837545 914050 339278 254458 37321 47499 2080623 1684045 247145 149433 895940 715569 102118 78253 43785 43785 59092 59092 416152 416152 68450 68450 818454 621562 180484 16408 1827854 990506 84498 752850 1648761 1501677 76038 71046 125765 110880 11472 3413 28106 8592 19124 390 1202283 1170020 5603 26660 IN-KIND DONATIONS 3849001 3737935 96531 14535 DIRECT MAILING SOLICITA 841941 0 0 841941 RENTAL AND MAINTENANCE 667217 363675 74413 229129 TEMPORARY HELP SERVICES 542332 321168 168006 53158 862983 328430 188357 346196 29007530 21906777 3009562 4091191 14276175 3287071 426817 270761 8553271 5557435 2276829 2904142 107422 94348 311214 224514 679191 306823 76047333 5847815 43052639 70199518 9168917 10052669 386149 250649 91798 87159 79330422 93235089 4132667 4411112 82809 102778 11780541 4215476 16294431 X 26679961 71542086 47384985 5398572 1050000 0 75114946 76940658 79330422 93235089 X 417763 792934 797907 -182892 X 0 1 X 1 1 1 X 36698786 31535022 29956539 28848733 28637171 155676251 36698786 31535022 29956539 28848733 28637171 155676251 3205568 152470683 317310 469951 590381 520352 489548 2387542 625582 658875 636953 610104 622669 3154183 11625 -58 11567 161229543 563350 0.94570 0.92760 X 9574079 1158461 382968 10349572 9335349 -176076 370433 63737 9574079 10151640 -343710 402181 70400 9335349 10166455 470905 406658 79062 10151640 9466931 1140990 378677 62789 10166455 0.89850 0.10150 1 0 8818760 8818760 60725692 3889696 56835996 2871376 636294 2235082 3631505 1321825 2309680 70199518 X 30902954 792934 797907 -113180 1477661 29425293 0 29425293 29077242 138162 138162 28939080 68450 68450 29007530 PART V, LINE 4: IN RECENT YEARS, AT THE REQUEST OF A FOUNDATION DONOR, THE BOARD OF TRUSTEES HAS VOTED ANNUALLY TO TRANSFER 4% OF THE END OF THE PREVIOUS YEAR'S ENDOWMENT BALANCE TO OUR OPERATING FUND TO SUPPLEMENT CURRENT OPERATIONS OF THE MISSION. PART X, LINE 2: THE MISSION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE MISSION IS SUBJECT TO TAXES ON UNRELATED BUSINESS INCOME. NO UNRELATED BUSINESS INCOME TAX WAS PAID IN 2017. THE MISSION BELIEVES THAT ALL SIGNIFICANT TAX POSITIONS UTILIZED BY THE MISSION WILL MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2017, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITATIONS ARE FROM THE FISCAL YEAR 2014 FORWARD (WITH LIMITED EXCEPTIONS). TAX PENALTIES AND INTEREST, IF ANY, WOULD BE ACCRUED AS INCURRED AND WOULD BE CLASSIFIED AS MANAGEMENT AND GENERAL EXPENSE IN THE STATEMENT OF ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET CHANGE IN BENEFICIAL INTEREST IN TREES OF HOPE -35,500. TRUE-UP OF CASH SURRENDER VALUE OF LIFE INSURANCE POLICY -9,230. ENDOWMENT FEES -68,450. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF FACILITY 138,162. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 68,450. X X X X X X X 1 MILWAUKEE DIRECT MARKETING INC 675 N BAKER ROAD SUITE 130 BROOKFILED WI 53045 ANNUAL NEW DONOR ACQUISITION CAMPAIGN AND CONSULTING 0 8197117 1520807 6676311 GATEWAY COMMUNICATIONS INC 16805 NE MASON COURT PORTLAND OR 97230 TELEPHONE APPEALS 0 150427 87911 62516 8347544 1608718 6738827 TX BANQUET 1563237 1270584 292653 119550 25000 148103 GOLF TOURNAMENT 470164 209225 260939 7500 49609 6200 197630 1 151355 82278 69077 1500 24920 5500 37157 2184756 1562087 622669 9000 194079 36700 382890 622669 0 0 SERVICE TO THE HOMELESS POPULATION, INCLUDING WORK THERAPY, TRANSPORTATION, JOB ASSISTANCE, CHILDREN AND TEEN ACTIVITY 6704 808039 21098738 EXPENSE TO OPERATE SHELTER FACILITIES - SEE FORM 990, PART IX ROOM & BOARD, CLOTHING, FOOD, BLANKETS, COUNSELING, ETC 1 X X X X X 0 0 0 0 0 0 0 0 0 ANDREW HOLMES VP & CHIEF INFORMATION OFF 130603 0 9300 0 1124 0 5604 0 7017 0 153648 0 0 0 CATHRYN TAYLOR VP OF HUMAN RESOURCES 135358 0 8612 0 1611 0 5807 0 8003 0 159391 0 0 0 TROY GADDIE VP & CFO 176257 0 9340 0 1911 0 5688 0 15150 0 208346 0 0 0 VIVIAN WINSLOW VP OF MARKETING & COMMUNIC 127302 0 8020 0 1093 0 4161 0 14806 0 155382 0 0 0 HENRY L RUSH JR PRESIDENT & CEO 279852 0 45482 0 6325 0 10953 0 21660 0 364272 0 0 0 ELIZABETH NUNNALLY VP OF PROGRAMS 143778 0 8612 0 3648 0 6385 0 8029 0 170452 0 0 0 X 950376 THRIFT SHOP VALUE X 535587 921210 FOOD BANK VALUE $1.72/LB X HYGENIE PACKETS 168287 563525 PER MONTHLY ACTIVITY X MISCELLANEOUS 0 45099 FACE VALUE X GIFTS & TOYS 2515 28734 FACE VALUE X GIFT CARDS 0 27530 FACE VALUE X SNACKS & GOODNIGHT 0 25241 FACE VALUE X DIAPERS 80142 24043 FACE VALUE X SCHOOL SUPPLIES 244 15860 FACE VALUE X DONATED PRINTERS 2 2400 FACE VALUE X TICKETS TO EVENTS 0 900 FACE VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FOR THE 2017 TAX YEAR, STAR OF HOPE MISSION HAS RETAINED HARPER & PEARSON COMPANY, P.C. TO PREPARE THE FORM 990 TAX RETURN. THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES REVEIWED AND APPROVED THE FINAL DRAFT OF THE RETURN, AND SUBMITTED IT TO THE FULL BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO THE BOARD OF TRUSTEES ANNUALLY. THEY ARE ASKED TO ACKNOWLEDGE RECEIPT BY RETURNING A SIGNED CONFLICT OF INTEREST POLICY. WHEN DISCUSSION OCCURS AND/OR VOTES ARE TAKEN IN THE TRUSTEE MEETINGS AND A TRUSTEE INDICATES A CONFLICT OF INTEREST, SUCH CONFLICTS ARE NOTED IN THE MINUTES FOR THE MEETING AND THE TRUSTEE ABSTAINS FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USED THE UNITED WAY SEMI ANNUAL WAGE SURVEY, AS WELL AS A PERSONNEL COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT AND WRITTEN EMPLOYMENT CONTRACTS TO HELP DETERMINE COMPENSATION FOR THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIALS, AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET CHANGE IN BENEFICIAL INTEREST IN TREES OF HOPE -35,500. TRUE-UP OF CASH SURRENDER VALUE OF LIFE INSURANCE POLICY -9,230. LOSS ON SALE OF FACILITY -138,162. SCHEDULE G, PART I, QUESTION 2B, COLUMN II MAILING PRODUCTION, POSTAGE, PRINTING FOR MONTHLY DIRECT MAIL. REED ROAD PARTNERS LLC 4848 LOOP CENTRAL DR SUITE 500 HOUSTON TX 770812356 811301718 FACILITATE ACQUISITION OF LOAN FOR DEVELOPMENT OF CORNERSTONE COMMUNITY TX 0 0 STAR OF HOPE MISSION TREES OF HOPE 3330 AUDLEY SUITE 100 HOUSTON TX 77098 760311861 FUNDRAISING FOR THE BENEFIT OF STAR OF HOPE MISSION TX 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TREES OF HOPE C 200000 ACTUAL CASH