2012-10-05T12:40:33-05:00 2011-12-31 341945695 SS&G INC 32125 SOLON ROAD SOLON OH 441392284 990 2011-01-01 341739967 HOPEWELL INN HOPE 4406934074 9637 SR 534 PO BOX 193 MESOPOTAMIA OH 44439 OFFICER 4406934074 2012-09-24 1 TERESA SCHAFFER P01449021 4402488787 2012-09-24 2011 2016-02-24 21:20:13Z RICHARD KARGES 9637 SR 534 PO BOX 193 MESOPOTAMIA OH 44439 3965376 0 X WWW.HOPEWELL.CC X 1993 OH PROVIDING RESIDENTIAL TREATMENT FOR ADULTS WITH SEVERE MENTAL ILLNESS. 25 25 75 31 0 0 1113300 617007 1973954 1954111 339478 273209 181308 -69131 3608040 2775196 0 0 0 0 1870533 1934303 0 0 155133 1053892 1087217 2924425 3021520 683615 -246324 11008513 10589389 289052 264033 10719461 10325356 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 2494623 1954111 TO PROVIDE A RESIDENTIAL REHABILITATION COMMUNITY, OFFERING CARE, EDUCATION, TREATMENT AND JOB TRAINING TO MENTALLY ILL INDIVIDUALS. 2494623 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 75 1 0 0 0 0 0 1 1 0 0 0 0 X 25 25 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 FINANCE MANAGER 4406934074 POBOX 193 MESOPOTAMIA OH 44439 NATHAN A BERGER MD 1.00 X 0 0 0 MORTON EPSTEIN 3.00 X X 0 0 0 THEODORE FABYAN 1.00 X 0 0 0 WILLIAM GINN 1.00 X 0 0 0 GEOFREY GREENLEAF 1.00 X 0 0 0 WILLIAM HAWKE 5.00 X X 0 0 0 HARVEY KOTLER 1.00 X 0 0 0 SUSAN LAPINE 5.00 X X 0 0 0 L DOUGLAS LENKOSKI MD 1.00 X 0 0 0 JOSEPH MAHOVLIC 1.00 X 0 0 0 KATHRYN MAKLEY 3.00 X X 0 0 0 CLARA RANKIN 5.00 X X 0 0 0 ROGER RANKIN 1.00 X 0 0 0 DAVID RODGERS PHD 3.00 X X 0 0 0 MARCIA SCHUMANN 1.00 X 0 0 0 DANIEL SCHWEID MD 1.00 X 0 0 0 CHLOE SEELBACH 1.00 X 0 0 0 MARK W TEAGUE 1.00 X 0 0 0 PHILIP WASSERSTROM 1.00 X 0 0 0 WILLIAM WORTZMAN 5.00 X X 0 0 0 ELIZABETH KELLEY 1.00 X 0 0 0 JEFFREY NICOLOSI 1.00 X 0 0 0 ROBERT GALLOWAY 1.00 X 0 0 0 ALBERT KANTRA JR 1.00 X 0 0 0 SUSAN LOCKE MD 1.00 X 0 0 0 RICHARD KARGES 50.00 X 126471 0 34378 126471 0 34378 1 0 1 0 0 217720 399287 617007 PROGRAM FEES 624310 1901113 1901113 REIMB. - HOUSING & MEA 624310 29640 29640 FARM INCOME 624310 23358 23358 1954111 173071 173071 1199064 803 1094417 5312 104647 -4509 100138 100138 21320 217720 90451 -69131 -69131 2775196 1954111 0 204078 155658 124419 23531 7708 1338054 1075036 186210 76808 23175 15791 5600 1784 220922 178314 29039 13569 196494 164922 23404 8168 25993 25993 19307 19307 123852 122578 1274 121006 103771 11115 6120 10166 10166 223390 202391 20999 69691 64114 5577 MAINTENANCE 114173 96318 10580 7275 FOOD SERVICES 102691 102691 SUPPLIES 77715 56433 3821 17461 PROGRAM SERVICES 58946 58946 140287 118733 6588 14966 3021520 2494623 371764 155133 3512 2590 169328 94927 33338 10500 232940 174766 1425 33260 5896814 2523333 3540599 3373481 7019606 6896175 7765 3690 11008513 10589389 222685 203570 25311 22445 41056 38018 289052 264033 X 5824858 5604742 314507 138202 4580096 4582412 10719461 10325356 11008513 10589389 X -246324 -147781 X X 0 1 1 X 0 X 2373760 587928 640343 1067875 617007 5286913 2015567 2324949 1981803 1992866 1975431 10290616 4389327 2912877 2622146 3060741 2592438 15577529 0 677075 677075 677075 677075 14900454 197556 206830 150902 150964 173071 879323 197556 206830 150902 150964 173071 879323 4586883 3119707 2773048 3211705 2765509 16456852 0.90540 0.94180 0.05340 0.05190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6713124 500 129856 277010 6566470 5456404 658923 910617 312821 6713124 4391656 58606 918778 -87364 5456404 5960850 26300 -1595494 4391656 0.29890 0.69790 0.00320 1 0 675481 675481 4192236 1821252 2370984 242673 142501 100171 555555 367089 188466 230869 192491 38379 3373481 CHARITABLE GIFT ANNUITY LIABILITY 38018 38018 2775196 3021520 -246324 -147781 -147781 -394105 2737581 -147781 19715 90451 -37615 2775196 0 2775196 3131686 19715 90451 110166 3021520 0 3021520 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 SUMMER SOLSTICE DINNER & SILENT AUC 239040 217720 21320 22950 37114 30387 239040 217720 21320 22950 37114 30387 90451 -69131 X X 0 0 0 0 0 0 0 0 0 RICHARD KARGES 126471 0 0 0 0 0 5165 0 29213 0 160849 0 0 0 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 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -147,781. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR