2017-10-30T13:36:46-05:00 2016-12-31 341322309 CIUNI & PANICHI INC 25201 CHAGRIN BLVD 200 CLEVELAND OH 441225683 990 2016-01-01 341739967 HOPEWELL HOPE 4404262000 9637 STATE ROUTE 534 MIDDLEFIELD OH 44062 STEPHEN MORSE EXECUTIVE DIRECTOR 4404262000 2017-10-23 1 DAVID M REAPE CPA P00068117 2168317171 23.249.107.226 2017-10-23 11:46:12 ED P E0AA6AAB66AE91D513531128E8D65C7F919A6AE9 3C8A1B00C75D06C9BB6C664EF2BCAA5AF4636CF3 2016 2018-03-14 21:41:22Z STEPHEN MORSE 9637 STATE ROUTE 534 MIDDLEFIELD OH 44062 7443654 0 X WWW.HOPEWELLCOMMUNITY.ORG X 1993 OH PROVIDING RESIDENTIAL TREATMENT FOR ADULTS WITH SEVERE MENTAL ILLNESS. 22 22 76 37 0 0 2150584 1775438 3339135 3651657 219648 274401 -94188 -58400 5615179 5643096 1052720 1228727 0 0 2196648 2373656 0 0 273270 1287368 1341292 4536736 4943675 1078443 699421 16974161 18699647 279819 334336 16694342 18365311 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 4159704 1228727 3648857 TO PROVIDE A RESIDENTIAL REHABILITATION COMMUNITY, OFFERING CARE,EDUCATION, TREATMENT AND JOB TRAINING TO MENTALLY ILL INDIVIDUALS. 4159704 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 30 0 76 1 0 0 0 0 0 1 1 0 0 0 0 X 22 22 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 HAWKE CHAIRMAN 5.00 X X 0 0 0 MARK W TEAGUE PRESIDENT 5.00 X X 0 0 0 SUSAN LOCKE MD VICE PRESIDENT 3.00 X X 0 0 0 KATHRYN MAKLEY VICE PRESIDENT 3.00 X X 0 0 0 WILLIAM WORTZMAN VICE PRESIDENT / TREASURER 5.00 X X 0 0 0 CHLOE SEELBACH SECRETARY / PRESIDENT-ELECT 5.00 X X 0 0 0 CLARA RANKIN BOARD MEMBER 5.00 X 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 SUSAN D LAPINE BOARD MEMBER 5.00 X 0 0 0 PHILIP WASSERSTROM BOARD MEMBER 1.00 X 0 0 0 RICHARD A PAULSON BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER BROOKES BOARD MEMBER 1.00 X 0 0 0 ALBERT KANTRA JR BOARD MEMBER 1.00 X 0 0 0 SUSAN SILERBERG BEWIE BOARD MEMBER 1.00 X 0 0 0 ROBERT R GALLOWAY BOARD MEMBER 1.00 X 0 0 0 TODD D HURST BOARD MEMBER 1.00 X 0 0 0 THEODORE TED FABYAN BOARD MEMBER 1.00 X 0 0 0 RICHARD KARGES EXECUTIVE DIRECTOR 50.00 X 131435 0 7311 131435 0 7311 1 0 0 0 0 274901 1500537 65183 1775438 PROGRAM FEES 624310 3561332 3561332 MISCELLANEOUS 624310 45910 45910 FARM INCOME 624310 27226 27226 REIM - HOUSING & MEALS 624310 17189 17189 3651657 282121 282121 1692938 1700658 -7720 -7720 -7720 41500 274901 99900 -58400 -58400 5643096 3651657 0 216001 1228727 1228727 131435 96709 24108 10618 1513844 1117645 268902 127297 543534 409490 94690 39354 184843 144489 28969 11385 15018 15018 20043 20043 220993 209967 10350 676 14418 14418 25530 25530 168717 130650 12532 25535 8753 8753 223645 198117 22274 3254 88253 81114 7139 MAINTENANCE 150053 132579 10725 6749 FOOD SERVICES 90182 90182 PROGRAM SERVICES 71464 71464 SUPPLIES 68350 62066 4702 1582 175873 128273 26310 21290 4943675 4159704 510701 273270 90260 207863 979795 132944 319678 318318 82293 51773 6649123 3597047 3163318 3052076 12267623 14866103 71194 70570 16974161 18699647 195815 211863 14390 61356 30364 23972 39250 37145 279819 334336 X 9555439 11792232 2552369 1985025 4586534 4588054 16694342 18365311 16974161 18699647 X 699421 999798 -28250 X 0 1 X 1 0 X 916920 2665670 1365155 2150584 1775438 8873767 3554805 3367969 3715937 3458833 3651657 17749201 4471725 6033639 5081092 5609417 5427095 26622968 51389 1375456 134021 162535 89673 1813074 0 51389 1375456 134021 162535 89673 1813074 24809894 175267 171708 208473 216796 282121 1054365 175267 171708 208473 216796 282121 1054365 4646992 6205347 5289565 5826213 5709216 27677333 0.89640 0.80940 0.03810 0.03820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12259717 1585170 1272955 646914 14470928 11443567 1212004 20503 416357 12259717 10045519 555924 1099763 257639 11443567 7275774 1582742 1526131 339128 10045519 6566470 140260 865062 296018 7275774 0.56180 0.31710 0.12110 1 0 675481 675481 4766912 2684271 2082641 267194 192203 74991 642963 483197 159766 296573 237376 59197 3052076 CHARITABLE GIFT ANNUITY LIABILITY 37145 37145 X 5517176 999798 5909 97100 1102807 4414369 1228727 1228727 5643096 3846207 5909 125350 131259 3714948 1228727 1228727 4943675 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, 2016 AND 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED TO SPECIAL EVENTS 99,900. CHANGES IN CHARITABLE GIFT ANNUITIES -2,800. PART XI, LINE 4B - OTHER ADJUSTMENTS: SUBSIDY TO RESIDENTS 1,228,727. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED TO SPECIAL EVENTS 99,900. BAD DEBTS EXPENSE 25,450. PART XII, LINE 4B - OTHER ADJUSTMENTS: SUBSIDY TO RESIDENTS 1,228,727. SUMMER SOLSTICE 316401 274901 41500 99900 316401 274901 41500 99900 99900 -58400 1 FEE DISCOUNT/RESIDENT SUBSIDY 51 0 1228727 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 130 65183 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 -25,450. CHANGE IN VALUE OF SPLIT INTERESTS -2,800.