2016-08-15T00:00:00-05:00 2015-12-31 741695589 HARPER & PEARSON COMPANY PC ONE RIVERWAY SUITE 1900 HOUSTON TX 77056 990 2015-01-01 741152599 STAR OF HOPE MISSION STAR 7134405337 6897 ARDMORE STREET HOUSTON TX 770542307 HENRY L RUSH JR PRESIDENT & CEO 7134405337 2016-08-12 1 GUY T TABOR CPA P00171798 7136222310 2015 2016-12-15 16:53:06Z HENRY L RUSH JR 6897 ARDMORE STREET HOUSTON TX 770542307 40192840 0 X WWW.SOHMISSION.ORG X 1907 TX SERVE HOMELESS POPULATION 21 21 299 8631 0 0 31535022 29956539 135686 115327 379392 502898 184067 182477 32234167 30757241 850201 763236 0 0 13677622 14498083 983325 718545 4458702 11453607 11216463 26964755 27196327 5269412 3560914 72805857 73332653 3647961 2672459 69157896 70660194 X STAR OF HOPE 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. 0 0 5529629 25045 52030 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 95-100 PERCENT OF BED CAPACITY THROUGHOUT 2015 AND ACCOMMODATED UP TO 41 OVERFLOW GUESTS EACH EVENING BY PROVIDING FLOOR MATS (ESPECIALLY DURING EXTREME WEATHER CONDITIONS). THROUGHOUT 2015, MDC SERVED 3,673 MEN, PROVIDING 115,968 NIGHTS OF LODGING AND 258,665 MEALS. 6446905 82195 314 THE STAR OF HOPE WOMEN & FAMILY EMERGENCY SHELTER (W&F) IS A 296 BED FACILITY WHICH PROVIDES EMERGENCY SHELTER, SERVICES AND PROGRAMS LEADING TO STABILITY FOR HOMELESS WOMEN AND FAMILIES IN CRISIS. THE SHELTER OPERATED AT OR ABOVE CAPACITY THROUGHOUT 2015, SLEEPING AS MANY AS 167 ON A GIVEN NIGHT ON OVERFLOW FLOOR MATS. W&F SERVICES ALSO INCLUDE A MEDICAL CLINIC, A LICENSED DAYCARE AND PRE-SCHOOL, A TEEN ACTIVITY PROGRAM, A COMPUTER LEARNING CENTER AND REFERRALS FOR LONGER TERM 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 2015, W&F SERVED 2,044 ADULTS AND 1,575 CHILDREN, PROVIDING 126,122 NIGHTS OF LODGING AND 224,461 MEALS. 6098206 76986 63205 THE STAR OF HOPE RANDY AND KATHY TABOR TRANSITIONAL LIVING CENTER (TLC) CAN HOUSE UP TO 64 FAMILIES WITH CHILDREN AND UP TO 45 SINGLE WOMEN. THE TIME FRAME OF THEIR STAY RANGES IN DURATION FROM 12-24 MONTHS DURING WHICH RESIDENTS PURSUE A SELF-SUPPORTING LIFE THROUGH VARIOUS LIFE SKILLS CLASSES, JOB ASSISTANCE AND SUBSTANCE ABUSE RECOVERY PROGRAMS. DURING THE YEAR, 87 CLIENTS GRADUATED FROM THESE PROGRAMS AND 75 FOUND EMPLOYMENT. DURING 2015, TLC WAS "HOME" TO 262 ADULTS AND 326 CHILDREN, PROVIDING 68,464 NIGHTS OF LODGING IN PRIVATE ROOMS/APARTMENTS AND 120,823 MEALS. 1951004 579010 95 THE STAR OF HOPE EXTENDED SERVICES PROGRAMS PROVIDE A BROAD RANGE OF SERVICES INCLUDING REFERRELS FOR THOSE ON THE VERGE OF HOMELESSNESS AS WELL AS CASE MANAGEMENT FOR THOSE IN PERMANENT SUPPORTIVE HOUSING. STAR OF HOPE ALSO OPERATES AN OUTREACH VAN WHICH PROVIDES CASE MANAGEMENT TO THOSE ON THE STREET, CONDUCTS REGULAR OUTREACH IN CONJUNCTION WITH THE CITY AND COLLABORATES WITH THE COALITION FOR THE HOMELESS HOUSTON TO PROVIDE COORDINATED ACCESS ASSESSMENTS FOR HOUSING. THE NEW HAVEN AND NEW HORIZONS PROGRAMS ALLOW MEN, WOMEN AND FAMILIES TO BEGIN THEIR NEW, INDEPENDENT LIFE. THE PROGRAMS PROVIDE CONTINUING SUPPORT AND ACCOUNTABILITY TOWARDS THE GOAL OF TOTAL SELF-SUSTAINABILITY AND INDEPENDENCE. AT THE END OF 2015, THERE WERE 109 CLIENTS ENROLLED IN THESE PROGRAMS. 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. 1951004 579010 182255 20025744 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 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 0 1 0 0 0 1 45 0 1 299 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X TROY GADDIE 7134405312 6897 ARDMORE ST HOUSTON TX 770542307 MARK A AMMERMAN VICE CHAIRMAN 2.00 X 0 0 0 STANLEY C BEYER TRUSTEE 2.00 X 0 0 0 JOSEPH C SLEETH JR CHAIRMAN OF THE BOARD 2.00 X 0 0 0 JACK TOMPKINS VICE CHAIRMAN 2.00 X 0 0 0 DR ARLO WELTGE SECRETARY 2.00 X 0 0 0 BRUCE WILLIAMS TRUSTEE 2.00 X 0 0 0 KATINA JACKSON TRUSTEE 2.00 X 0 0 0 MELODY W MILES TRUSTEE 2.00 X 0 0 0 JIM R SMITH JR TRUSTEE 2.00 X 0 0 0 P MATHEW VERGHESE TREASURER 2.00 X 0 0 0 REID SMITH VICE CHAIRMAN 2.00 X 0 0 0 FRANK TSURU VICE CHAIRMAN 2.00 X 0 0 0 DANA TYSON TRUSTEE 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 TRUSTEE 2.00 X 0 0 0 TED BERESWILL TRUSTEE 2.00 X 0 0 0 BARRY G FLYNN TRUSTEE 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 HENRY L RUSH JR PRESIDENT & CEO 40.00 X 321250 0 38151 ELIZABETH NUNNALLY VP OF PROGRAMS 40.00 X 150912 0 16673 JACK O'BRIEN ASSISTANT VP OF DONOR RELATIONS 40.00 X 148771 0 28567 ANDREW HOLMES VP & CHIEF INFORMATION OFFICER 40.00 X 137578 0 15280 CATHRYN TAYLOR VP OF HUMAN RESOURCES 40.00 X 142368 0 15496 TROY GADDIE VP & CFO 40.00 X 185141 0 26733 VIVIAN WINSLOW VP OF MARKETING & COMMUNICATIONS 40.00 X 127472 0 23452 IKE KIMMEL DIRECTOR OF FACILITIES MANAGEMENT 40.00 X 146299 0 14230 DICK DRUARY DIRECTOR OF MDC 40.00 X 103517 0 25641 EDWARD BLACK DIRECTOR OF W&F 40.00 X 102109 0 28540 1565417 0 232763 10 0 1 0 BLUE CROSS BLUE SHIELD OF TEXAS PO BOX 731428 DALLAS TX 753731428 HEALTH INSURANCE PREMIUMS 2011323 ZIONS FIRST NATIONAL BANK PO BOX 30833 SALT LAKE CITY UT 841300833 VISA PURCHASE CARD 1369555 MILWAUKEE DIRECT MARKETING INC 675 N BARKER ROAD STE 130 BROOKFIELD WI 53045 DIRECT MAIL CONSULTANT 1009810 CITY OF HOUSTON PUBLIC WORKS & ENGINEERI PO BOX 61167 HOUSTON TX 772081167 PERMITS - CONSTRUCTION OF CORNERSTON 575859 DOUGLAS SHAW & ASSOC 1717 PARK STREET STE 300 NAPIERVILLE IL 60563 DIRECT MAIL CONSULTANT 575171 27 908957 1901773 625000 1318510 25202299 2840495 29956539 CLIENT FEES 624200 106667 106667 CLIENT ROOM DEPOSITS 999999 7925 7925 SHIRT SALES 999999 735 735 115327 408221 408221 182160 0 182160 182160 182160 8893260 8798583 94677 94677 94677 636953 1901773 636953 0 380 63 317 317 30757241 297804 0 502898 763236 763236 1255352 251001 700525 303826 10096509 8478840 768060 849609 310506 229774 34156 46576 1952836 1626122 202741 123973 882880 704727 94469 83684 83342 83342 718545 718545 1078177 918904 118322 40951 1742972 1063669 43766 635537 1448071 1372841 37137 38093 144222 133495 7649 3078 979969 880610 85998 13361 IN-KIND DONATIONS 3569676 3203153 184093 182430 DIRECT MAILING SOLICITA 888565 0 0 888565 MISCELLANEOUS 802203 149311 286308 366584 RENTAL AND MAINTENANCE 479087 250061 65136 163890 179 179 27196327 20025744 2711881 4458702 3766832 3808015 381017 675741 12421119 11056173 2543774 2483745 448682 505570 171727 313750 42333574 8371061 35380651 33962513 16884202 19889565 719444 544582 88409 92999 72805857 73332653 2223907 1645699 74054 76760 1350000 950000 3647961 2672459 X 32363104 29003996 35744792 40606198 1050000 1050000 69157896 70660194 72805857 73332653 X 3560914 -758583 790899 -2090932 X 0 1 X 1 1 1 X 21855100 31426432 36698786 31535022 29956539 151471879 21855100 31426432 36698786 31535022 29956539 151471879 6871571 144600308 310316 290388 317310 469951 590381 1978346 548337 641250 625582 658875 636953 3110997 45658 1214 11625 -58 58439 156619661 604385 0.92330 0.91970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10151640 -343710 402181 70400 9335349 10166455 470905 406658 79062 10151640 9466931 1140990 378677 62789 10166455 9010968 878329 360438 61928 9466931 9478591 27655 -48961 379143 67174 9010968 0.88750 0.11250 1 0 8723523 8723523 30828377 6119759 24708618 2229973 1776407 453566 551701 474895 76806 33962513 30614695 -758583 790899 -174862 -142546 30757241 0 30757241 29112397 1916070 1916070 27196327 0 27196327 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 XI, LINE 2D - OTHER ADJUSTMENTS: NET CHANGE IN BENEFICIAL INTEREST IN TREES OF HOPE -174,862. PART XII, LINE 2D - OTHER ADJUSTMENTS: LAND AND BUILDING IMPAIRMENT FOR FINANCIAL REPORTING 1,916,070. X X X X X X X 1 DINI SPHERIS 2727 ALLEN PARKWAY SUITE 165 HOUSTON TX 77019 CAPITAL CAMPAIGN ACTIVITIES 0 3883100 95000 3788100 MILWAUKEE DIRECT MARKETING INC 675 N BAKER ROAD SUITE 130 BROOKFILED WI 53045 ANNUAL NEW DONOR ACQUISITION CAMPAIGN AND CONSULTING 0 3280029 1020449 2259580 DOUGLAS SHAW & ASSOC 1717 PARK STREET SUITE 300 NAPERVILLE IL 60563 TURNKEY FUNDRAISING ACTIVITIES - SEE SCHEDULE O 0 2243598 517100 1726498 GATEWAY COMMUNICATIONS INC 16805 NE MASON COURT PORTLAND OR 97230 TELEPHONE APPEALS 0 252227 107108 145119 9658954 1739657 7919297 TX BANQUET 1861641 1546378 315263 4402 100217 50000 160644 GOLF TOURNAMENT 563910 299259 264651 41274 223377 1 113175 56136 57039 16443 5500 35096 2538726 1901773 636953 4402 157934 55500 419117 636953 0 0 SERVICE TO THE HOMELESS POPULATION, INCLUDING WORK THERAPY, TRANSPORTATION, JOB ASSISTANCE, CHILDREN AND TEEN ACTIVITY 8009 763236 19262508 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 HENRY L RUSH JR PRESIDENT & CEO 277870 0 42500 0 880 0 12850 0 25301 0 359401 0 0 0 ELIZABETH NUNNALLY VP OF PROGRAMS 141331 0 9000 0 581 0 6037 0 10636 0 167585 0 0 0 JACK O'BRIEN ASSISTANT VP OF DONOR RELATIONS 140726 0 7500 0 545 0 4463 0 24104 0 177338 0 0 0 ANDREW HOLMES VP & CHIEF INFORMATION OFFICER 130039 0 7000 0 539 0 5503 0 9777 0 152858 0 0 0 CATHRYN TAYLOR VP OF HUMAN RESOURCES 134311 0 7500 0 557 0 5695 0 9801 0 157864 0 0 0 TROY GADDIE VP & CFO 174416 0 10000 0 725 0 5554 0 21179 0 211874 0 0 0 VIVIAN WINSLOW VP OF MARKETING & COMMUNICATIONS 119482 0 7500 0 490 0 3824 0 19628 0 150924 0 0 0 IKE KIMMEL DIRECTOR OF FACILITIES MANAGEMENT 141710 0 4000 0 589 0 4389 0 9841 0 160529 0 0 0 X 1456 THRIFT SHOP VALUE X 885094 THRIFT SHOP VALUE X 810774 1378316 FOOD BANK VALUE $1.70/LB X HYGENIE PACKETS 133828 272606 PER MONTHLY ACTIVITY X TICKETS TO EVENTS 0 129279 FACE VALUE X SCHOOL SUPPLIES 934 60710 FACE VALUE X PARTIES/EVENTS FOR CLIENTS 0 39036 FACE VALUE X GIFTS & TOYS 2504 26444 FACE VALUE X MISCELLANEOUS 0 20170 FACE VALUE X DIAPERS 48816 14645 FACE VALUE X GIFT CARDS 0 7421 FACE VALUE X CHRISTMAS CATALOGUE MAILING 0 930 FACE VALUE. 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 FOR THE 2015 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 -174,862. IMPAIREMENT EXPENSE -1,916,070. SCHEDULE G, PART I, QUESTION 2B, COLUMN II MAILING PRODUCTION, POSTAGE, PRINTING FOR MONTHLY DIRECT MAIL. 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