2015-01-22T10:27:17-06:00 2014-06-30 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 1000 COMMERCE PARK DRIVE SUITE 430 WILLIAMSPORT PA 17701 990 2013-07-01 232303287 HOPE ENTERPRISES INC HOPE 5703263745 2401 REACH ROAD WILLIAMSPORT PA 17701 JAMES F CAMPBELL PRESIDENT 5703263745 2015-01-20 1 ANDREW NICHOLS P00051979 5703236023 2015-01-20 2013 2016-03-07 17:11:31Z JOEL WEAVER 2401 REACH ROAD WILLIAMSPORT PA 17701 22913571 0 X WWW.HOPEABILITY.ORG X 1952 PA PROVIDING SUPPORT AND SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. 24 23 945 23 0 0 385663 334963 23883457 22350648 19513 88706 47551 37579 24336184 22811896 0 0 0 0 18953176 18204448 0 0 1675 5502725 5356471 24455901 23560919 -119717 -749023 18460762 17936408 4214044 4397673 14246718 13538735 X ENHANCING THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES BY PROVIDING THEM WITH RESPONSIVE SERVICES AND SUPPORT. 0 0 15084257 14824788 HOPE PROVIDES RESIDENTIAL SERVICES IN 44 GROUP HOMES IN ADDITION TO OFFERING IN-HOME AND FAMILY LIVING SERVICES. BEYOND THE ACTIVITIES OF DAILY LIVING, PEOPLE ARE HELPED TO ACHIEVE THEIR GOALS. THE OVERRIDING GOAL OF THE GROUP HOME IS TO MAINTAIN PEOPLE IN THE COMMUNITY AND ASSIST THEM TO ATTAIN MAXIMUM INDEPENDENCE AND INTEGRATION. IN-HOME SERVICES PROVIDE SUPPORT AND ASSISTANCE TO FAMILIES WHO ARE CARING FOR THEIR SON OR DAUGHTER AT HOME TO ALLOW THEM TO CONTINUE TO CARE FOR THEIR FAMILY MEMBER AT HOME. THE FAMILY LIVING PROGRAM MATCHES A PERSON WITH AN UNRELATED FAMILY TO PROVIDE A STABLE LIVING ENVIRONMENT FOR THE PERSON. DURING THE FISCAL YEAR ENDED JUNE 30, 2014, RESIDENTIAL SERVICES PROVIDED SERVICE TO 348 INDIVIDUALS. 7333130 7208162 REHABILITATION SERVICES PROVIDED INCLUDED ADULT TRAINING, COMMUNITY EMPLOYMENT SERVICES, VOCATIONAL REHABILITATION AND WORK SERVICES, AND PRESCHOOL SERVICES. PROGRAMS ARE DESIGNED TO TEACH INDIVIDUALS TO THRIVE IN A WORK ENVIRONMENT AS WELL AS OTHER SOCIAL SETTINGS. THE PRESCHOOL PROGRAMS FOCUS ON ACTIVITIES THAT ENHANCE THE DEVELOPMENT OF PHYSICAL AND SOCIAL SKILLS AS WELL AS TEACH CHILDREN SKILLS NECESSARY TO BEGIN SCHOOL. DURING THE FISCAL YEAR ENDED JUNE 30, 2014, REHABILITATION SERVICES PROVIDED SERVICE TO 393 INDIVIDUALS. 299868 295006 TRANSPORTATION SERVICES ARE OFFERED TO TRANSPORT INDIVIDUALS FROM THEIR RESIDENCE TO TRAINING, WORK, AND OTHER SERVICES PROVIDED BY HOPE. TRANSPORTATION SERVICES SERVED 91 INDIVIDUALS DURING THE YEAR ENDED JUNE 30, 2014. 22692 22692 MANAGEMENT SERVICES (PROVIDES SERVICES TO HOPE ENTERPRISES FOUNDATION, INC., A RELATED TAX-EXEMPT ORGANIZATION). 22692 22692 22739947 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 59 0 1 945 1 0 0 0 0 0 0 0 0 0 0 X 24 23 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X JOEL WEAVER VICE PRESIDENT 5703263745 2401 REACH ROAD WILLIAMSPORT PA 17701 DONNA L BASTIAN CHAIRMAN 1.00 1.00 X X 0 0 0 LAUREN C BRYSON VICE CHAIRMAN 1.00 1.00 X X 0 0 0 JERRY L WERTZ TREASURER 1.00 1.00 X X 0 0 0 JAMES K SHILLENN SECRETARY 1.00 1.00 X X 0 0 0 THOMAS W BIXLER PAST CHAIRMAN 1.00 1.00 X X 0 0 0 JAMES F CAMPBELL PRESIDENT 35.50 2.00 X X 129812 0 46213 WILLIAM H FISH DIRECTOR 1.00 X 0 0 0 DANIEL D FORRESTAL DIRECTOR 1.00 X 0 0 0 SUSAN A GREENE DIRECTOR 1.00 X 0 0 0 PEYTON D MCDONALD DIRECTOR 1.00 X 0 0 0 CRAIG S MILLER DIRECTOR 1.00 X 0 0 0 ANN M PHILLIPS DIRECTOR 1.00 X 0 0 0 BARRY K RAKE DIRECTOR 1.00 X 0 0 0 KATHRYN BROWN-WEHR DIRECTOR 1.00 X 0 0 0 THOMAS B BURKHOLDER DIRECTOR 1.00 X 0 0 0 MICHAEL H COLLINS ESQ DIRECTOR 1.00 X 0 0 0 JAMES K GATES II DIRECTOR 1.00 X 0 0 0 GEORGE JOHNSON DIRECTOR 1.00 X 0 0 0 DEAN P MULLER DIRECTOR 1.00 X 0 0 0 EDWARD PAWLAK DIRECTOR 1.00 X 0 0 0 GABE A SINICROPI JR DIRECTOR 1.00 X 0 0 0 MARVIN H STAIMAN DIRECTOR 1.00 X 0 0 0 DR MARK STAMM DIRECTOR 1.00 X 0 0 0 DONALD E STRINGFELLOW DIRECTOR 1.00 X 0 0 0 JOEL E WEAVER JR VICE PRESIDENT/CFO 35.50 2.00 X 95849 0 34122 FRANK L FORSHA JR VICE PRESIDENT 37.50 X 90401 0 32183 CAROL J DRUMHEISER VICE PRESIDENT 37.50 X 83235 0 29632 MELODY A WOLF VICE PRESIDENT 37.50 X 79170 0 28185 MARK THOMPSON VICE PRESIDENT 35.50 2.00 X 78292 0 27872 556759 0 198207 1 0 1 0 PARENTEBEARD LLC 400 MARKET STREET WILLIAMSPORT PA 17701 AUDITING AND ACCOUNTING SERVICES 105806 1 201612 133351 334963 FEES FROM GOVERNMENT AGENCIES 624100 19140847 19140847 RESIDENT & PRIVATE FEES 624100 1924280 1924280 REHABILITATION SALES & SERVICE 900099 1262829 1262829 MANAGEMENT FEES 541610 22692 22692 22350648 7385 7385 85513 91160 -5647 -5647 -5647 91836 10515 81321 81321 81321 GROUP HOME RENT REBATES 624100 26130 26130 MEMORIALS 900099 1795 1795 INVOICE DISCOUNTS 900099 1004 1004 14297 14297 43226 22811896 22350648 0 126285 752419 447821 304598 12773949 12526134 247815 557732 546912 10820 3151074 3089943 61131 969274 950470 18804 1238286 1214264 24022 375843 368552 7291 626885 614723 12162 175380 171978 3402 69924 69924 941461 923197 18264 360940 353938 7002 REPAIRS 362891 355851 7040 FOOD 300110 294288 5822 VEHICLE EXPENSES 234007 229467 4540 CLIENT WAGES 184734 181150 3584 486010 471259 13076 1675 23560919 22739947 819297 1675 2305 2335 2794494 3250867 4108433 3718736 767554 762171 17740001 8320981 10037387 9419020 234782 232889 176635 111144 339172 439246 18460762 17936408 1999239 2031637 6899 1414669 1094898 646590 800136 617649 4214044 4397673 X 14043184 13325837 15878 90733 187656 122165 14246718 13538735 18460762 17936408 X -749023 -1751 42791 X 0 1 X 1 1 1 X 192641 107826 381111 385663 334963 1402204 22235336 23982061 22446445 23883457 22350648 114897947 22427977 24089887 22827556 24269120 22685611 116300151 0 0 0 116300151 62217 68797 95450 96687 92898 416049 62217 68797 95450 96687 92898 416049 35836 32066 45485 53913 43226 210526 22526030 24190750 22968491 24419720 22821735 116926726 0.99460 0.99470 0.00360 0.00340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12008321 4777533 7230788 2760770 2453711 307059 2970910 1089737 1881173 9419020 CAPITAL LEASE OBLIGATION 573450 INTEREST RATE SWAP PAYABLE 44199 617649 X 22944096 -1751 42791 41040 22903056 -91160 -91160 22811896 23652079 91160 91160 23560919 0 23560919 PART X, LINE 2: THE CORPORATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAX USING A RECONGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2014 AND 2013. THE CORPORATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2014, 2013, AND 2012 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN ON INTEREST RATE SWAP 33,427. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 9,364. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -91,160. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 91,160. X X 0 0 0 0 0 0 0 0 0 JAMES F CAMPBELL PRESIDENT 129812 0 0 0 0 0 8110 0 38103 0 176025 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF HOPE ENTERPRISES FOUNDATION, INC., THE TAX-EXEMPT PARENT OF HOPE ENTERPRISES, INC. ("HEI"), HAS THE ABILITY TO APPOINT BOARD MEMBERS TO THE BOARD OF HEI AND AMEND THE BYLAWS OF HEI. FORM 990, PART VI, SECTION A, LINE 7B SEE RESPONSE TO FORM 990, PART VI, LINE 7A ABOVE. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS REVIEWED IN DETAIL BY THE CFO & CEO. A COPY WAS THEN SUBMITTED TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS SIGN A CONFLICT OF INTEREST STATEMENT EVERY TWO YEARS. BOARD MEMBERS ARE REQUIRED TO NOTIFY MANAGEMENT AT ANY TIME THAT A POTENTIAL CONFLICT ARISES. FORMS ARE COLLECTED AND REVIEWED BY THE VICE PRESIDENT OF HUMAN RESOURCES AND ADMINISTRATION. DIRECTORS THEN ABSTAIN FROM VOTING IF THEY HAVE A CONFLICT. THERE IS A CONFLICT OF INTEREST POLICY IN THE PERSONNEL POLICIES FOR ALL STAFF WHICH IS ENFORCED TO THE BEST OF MANAGEMENT'S ABILITIES WHEN SITUATIONS BECOME KNOWN. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BASED ON HISTORICAL PAY RATES FOR THE APPROPRIATE POSITION. THE ORGANIZATION HAS A HUMAN RESOURCE COMMITTEE THAT IS COMPRISED OF BOARD AND STAFF MEMBERS ACROSS VARIOUS SECTORS OF THE ORGANIZATION. THE COMMITTEE REVIEWS PERSONNEL POLICIES AND WAGE SCALE CHANGES FOR ALL EMPLOYEES EXCEPT FOR THE PRESIDENT AND VICE PRESIDENTS. THE COMMITTEE RECOMMENDATIONS ARE REVIEWED AND APPROVED BY THE BOARD. THE PRESIDENT REVIEWS THE VARIOUS VICE PRESIDENTS WAGES AND OBTAINS APPROVAL FROM THE BOARD CHAIRPERSON. THE PRESIDENT'S ACTIONS AND WAGES ARE REVIEWED AND APPROVED ANNUALLY BY A SEPARATE BOARD COMMITTEE. THIS REVIEW AND APPROVAL PROCESS IS DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON INTEREST RATE SWAP 33,427. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 9,364. HOPE ENTERPRISES FOUNDATION INC 2401 REACH ROAD WILLIAMSPORT PA 17701 231914215 PROVIDE ASSISTANCE TO HOPE ENTERPRISES, INC. FOR GENERAL OPERATING EXPENSES PA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0