HOPEWELL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HOPEWELL (EIN 34-1739967)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-05
- IRS object ID
- 201222799349300727
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-05T12:40:33-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341945695 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SS&G INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32125 SOLON ROAD | AddressLine1 |
| City | SOLON | City |
| State | OH | State |
| ZIP Code | 441392284 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341739967 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOPEWELL INN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOPE | NameControl |
| Phone | 4406934074 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9637 SR 534 PO BOX 193 | AddressLine1 |
| City | MESOPOTAMIA | City |
| State | OH | State |
| ZIP Code | 44439 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | OFFICER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 4406934074 | Phone |
| Date Signed | 2012-09-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERESA SCHAFFER | Name |
| PTIN | P01449021 | PTIN |
| Phone | 4402488787 | Phone |
| Date Prepared | 2012-09-24 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICHARD KARGES | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9637 SR 534 PO BOX 193 | AddressLine1 |
| City | MESOPOTAMIA | City |
| State | OH | State |
| ZIP Code | 44439 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3965376 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HOPEWELL.CC | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1993 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | PROVIDING RESIDENTIAL TREATMENT FOR ADULTS WITH SEVERE MENTAL ILLNESS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 75 | TotalNbrEmployees |
| Total Nbr Volunteers | 31 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1113300 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 617007 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1973954 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1954111 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 339478 | InvestmentIncomePriorYear |
| Investment Income Current Year | 273209 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 181308 | OtherRevenuePriorYear |
| Other Revenue Current Year | -69131 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3608040 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2775196 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1870533 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1934303 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 155133 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1053892 | OtherExpensePriorYear |
| Other Expenses Current Year | 1087217 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2924425 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3021520 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 683615 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -246324 | RevenuesLessExpensesCY |
| Total Assets BOY | 11008513 | TotalAssetsBOY |
| Total Assets EOY | 10589389 | TotalAssetsEOY |
| Total Liabilities BOY | 289052 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 264033 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10719461 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10325356 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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 | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2494623 | Expense |
| Revenue | 1954111 | Revenue |
| Description | TO PROVIDE A RESIDENTIAL REHABILITATION COMMUNITY, OFFERING CARE, EDUCATION, TREATMENT AND JOB TRAINING TO MENTALLY ILL INDIVIDUALS. | Description |
| Total Program Service Expense | 2494623 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 75 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNN E CHILDERS FINANCE MANAGER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4406934074 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 193 | AddressLine1 |
| City | MESOPOTAMIA | City |
| State | OH | State |
| ZIP Code | 44439 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| NATHAN A BERGER MD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MORTON EPSTEIN | ||||||
| BOARD VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | X |
| THEODORE FABYAN | ||||||
| DIRECTOR EMERITUS/BOARD ME | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM GINN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| GEOFREY GREENLEAF | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM HAWKE | ||||||
| BOARD PRESIDENT | 5.00 | X | 0 | 0 | 0 | X |
| HARVEY KOTLER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SUSAN LAPINE | ||||||
| BOARD CHAIR | 5.00 | X | 0 | 0 | 0 | X |
| L DOUGLAS LENKOSKI MD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH MAHOVLIC | ||||||
| DIRECTOR EMERITUS/BOARD ME | 1.00 | X | 0 | 0 | 0 | |
| KATHRYN MAKLEY | ||||||
| BOARD VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | X |
| CLARA RANKIN | ||||||
| LIFE TRUSTEE | 5.00 | X | 0 | 0 | 0 | X |
| ROGER RANKIN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DAVID RODGERS PHD | ||||||
| BOARD SECRETARY | 3.00 | X | 0 | 0 | 0 | X |
| MARCIA SCHUMANN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DANIEL SCHWEID MD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CHLOE SEELBACH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARK W TEAGUE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PHILIP WASSERSTROM | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM WORTZMAN | ||||||
| BOARD VICE PRESIDENT/TREAS | 5.00 | X | 0 | 0 | 0 | X |
| ELIZABETH KELLEY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JEFFREY NICOLOSI | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ROBERT GALLOWAY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ALBERT KANTRA JR | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SUSAN LOCKE MD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RICHARD KARGES | ||||||
| EXECUTIVE DIRECTOR | 50.00 | 126471 | 0 | 34378 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 126471 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 34378 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 217720 | FundraisingEvents |
| All Other Contributions | 399287 | AllOtherContributions |
| Total Contributions | 617007 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROGRAM FEES | 624310 | 1901113 | 1901113 |
| REIMB. - HOUSING & MEA | 624310 | 29640 | 29640 |
| FARM INCOME | 624310 | 23358 | 23358 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1954111 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 173071 | TotalRevenueColumn |
| Exclusion | $173,071 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1199064 | Securities |
| Other | 803 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1094417 | Securities |
| Other | 5312 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 104647 | Securities |
| Other | -4509 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 100138 | TotalRevenueColumn |
| Exclusion | $100,138 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 21320 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 217720 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 90451 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -69131 | TotalRevenueColumn |
| Exclusion | -$69,131 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2775196 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1954111 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $204,078 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155658 | Total |
| Program Services | 124419 | ProgramServices |
| Management And General | 23531 | ManagementAndGeneral |
| Fundraising | 7708 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1338054 | Total |
| Program Services | 1075036 | ProgramServices |
| Management And General | 186210 | ManagementAndGeneral |
| Fundraising | 76808 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23175 | Total |
| Program Services | 15791 | ProgramServices |
| Management And General | 5600 | ManagementAndGeneral |
| Fundraising | 1784 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220922 | Total |
| Program Services | 178314 | ProgramServices |
| Management And General | 29039 | ManagementAndGeneral |
| Fundraising | 13569 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196494 | Total |
| Program Services | 164922 | ProgramServices |
| Management And General | 23404 | ManagementAndGeneral |
| Fundraising | 8168 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25993 | Total |
| Management And General | 25993 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19307 | Total |
| Management And General | 19307 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123852 | Total |
| Program Services | 122578 | ProgramServices |
| Fundraising | 1274 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121006 | Total |
| Program Services | 103771 | ProgramServices |
| Management And General | 11115 | ManagementAndGeneral |
| Fundraising | 6120 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10166 | Total |
| Program Services | 10166 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223390 | Total |
| Program Services | 202391 | ProgramServices |
| Management And General | 20999 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69691 | Total |
| Program Services | 64114 | ProgramServices |
| Management And General | 5577 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MAINTENANCE | 114173 | 96318 | 10580 | 7275 |
| FOOD SERVICES | 102691 | 102691 | ||
| SUPPLIES | 77715 | 56433 | 3821 | 17461 |
| PROGRAM SERVICES | 58946 | 58946 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140287 | Total |
| Program Services | 118733 | ProgramServices |
| Management And General | 6588 | ManagementAndGeneral |
| Fundraising | 14966 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3021520 | Total |
| Program Services | 2494623 | ProgramServices |
| Management And General | 371764 | ManagementAndGeneral |
| Fundraising | 155133 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3512 | BOY |
| EOY | 2590 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 169328 | BOY |
| EOY | 94927 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33338 | BOY |
| EOY | 10500 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 232940 | BOY |
| EOY | 174766 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1425 | BOY |
| EOY | 33260 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5896814 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2523333 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3540599 | BOY |
| EOY | 3373481 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7019606 | BOY |
| EOY | 6896175 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7765 | BOY |
| EOY | 3690 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11008513 | BOY |
| EOY | 10589389 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222685 | BOY |
| EOY | 203570 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25311 | BOY |
| EOY | 22445 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41056 | BOY |
| EOY | 38018 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 289052 | BOY |
| EOY | 264033 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5824858 | BOY |
| EOY | 5604742 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 314507 | BOY |
| EOY | 138202 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4580096 | BOY |
| EOY | 4582412 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10719461 | BOY |
| EOY | 10325356 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11008513 | BOY |
| EOY | 10589389 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -246324 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -147781 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2373760 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 587928 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 640343 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1067875 | CurrentTaxYearMinus1Year |
| Current Tax Year | 617007 | CurrentTaxYear |
| Total | 5286913 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2015567 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2324949 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1981803 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1992866 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1975431 | CurrentTaxYear |
| Total | 10290616 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4389327 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2912877 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2622146 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3060741 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2592438 | CurrentTaxYear |
| Total | 15577529 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 677075 | CurrentTaxYear |
| Total | 677075 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 677075 | CurrentTaxYear |
| Total | 677075 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 14900454 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 197556 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 206830 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 150902 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 150964 | CurrentTaxYearMinus1Year |
| Current Tax Year | 173071 | CurrentTaxYear |
| Total | 879323 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 197556 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 206830 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 150902 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 150964 | CurrentTaxYearMinus1Year |
| Current Tax Year | 173071 | CurrentTaxYear |
| Total | 879323 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4586883 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3119707 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2773048 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3211705 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2765509 | CurrentTaxYear |
| Total | 16456852 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.90540 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94180 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.05340 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.05190 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6713124 | BeginningOfYearBalance |
| Contributions | 500 | Contributions |
| Investment Earnings Or Losses | 129856 | InvestmentEarningsOrLosses |
| Other Expenditures | 277010 | OtherExpenditures |
| End Of Year Balance | 6566470 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5456404 | BeginningOfYearBalance |
| Contributions | 658923 | Contributions |
| Investment Earnings Or Losses | 910617 | InvestmentEarningsOrLosses |
| Other Expenditures | 312821 | OtherExpenditures |
| End Of Year Balance | 6713124 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4391656 | BeginningOfYearBalance |
| Contributions | 58606 | Contributions |
| Investment Earnings Or Losses | 918778 | InvestmentEarningsOrLosses |
| Other Expenditures | -87364 | OtherExpenditures |
| End Of Year Balance | 5456404 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5960850 | BeginningOfYearBalance |
| Contributions | 26300 | Contributions |
| Investment Earnings Or Losses | -1595494 | InvestmentEarningsOrLosses |
| End Of Year Balance | 4391656 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.29890 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.69790 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00320 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 675481 | OtherCostOrOtherBasis |
| Book Value | 675481 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4192236 | OtherCostOrOtherBasis |
| Depreciation | 1821252 | Depreciation |
| Book Value | 2370984 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 242673 | OtherCostOrOtherBasis |
| Depreciation | 142501 | Depreciation |
| Book Value | 100171 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 555555 | OtherCostOrOtherBasis |
| Depreciation | 367089 | Depreciation |
| Book Value | 188466 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 230869 | OtherCostOrOtherBasis |
| Depreciation | 192491 | Depreciation |
| Book Value | 38379 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3373481 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHARITABLE GIFT ANNUITY LIABILITY | Description |
| Amount | $38,018 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 38018 | TotalOfAmounts |
| Total Revenue | 2775196 | TotalRevenue |
| Total Expenses | 3021520 | TotalExpenses |
| Excess Or Deficit For Year | -246324 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -147781 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -147781 | TotalAdjustments |
| Excess Or Deficit Per FS | -394105 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2737581 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -147781 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 19715 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 90451 | OtherRevenues |
| Revenue Not Rptd F990 | -37615 | RevenueNotRptdF990 |
| Revenue Subtotal | 2775196 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2775196 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3131686 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 19715 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 90451 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 110166 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3021520 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3021520 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | FUNDS ESTABLISHED FOR SUPPORTING OPERATIONS AND A BOARD DESIGNATED ENDOWMENT |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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). EFFECTIVE JANUARY 1, 2009, THE ORGANIZATION IMPLEMENTED THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE ORGANIZATION'S OPEN AUDIT PERIODS ARE 2008 THROUGH 2010. 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, 2011 AND 2010. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SUMMER SOLSTICE DINNER & SILENT AUC | NameOfEvent1 |
| Gross Receipts Event1 | 239040 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 217720 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 21320 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 22950 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 37114 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 30387 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 239040 | GrossReceiptsTotal |
| Charitable Contributions Total | 217720 | CharitableContributionsTotal |
| Gross Revenue Total Events | 21320 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 22950 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 37114 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 30387 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 90451 | DirectExpenseSummaryEvents |
| Net Income Summary | -69131 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RICHARD KARGES | NamePerson |
| Base Compensation Filing Org | 126471 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 5165 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 29213 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 160849 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | CLARA RANKIN, ROGER RANKIN, CHLOE SEELBACH - ALL FAMILY RELATIONSHIP | |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 CONFLICT OF INTEREST POLICY ANNUALLY DISCLOSING ANY EXISTING OR POTENTIAL CONFLICTS OF INTEREST. IF DETERMINED THAT CONFLICT OF INTEREST EXISTS, DIRECTOR DOES NOT PARTICIPATE IN VOTING PROCESS. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF TRUSTEES FORMED A SEARCH 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 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -147,781. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR |
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