2011-08-01T12:14:37-05:00 2010-12-31 SS&G FINANCIAL SERVICES INC 32125 SOLON ROAD SOLON OH 441392284 990 2010-01-01 341739967 HOPEWELL INN HOPE 4406934074 9637 SR 534 PO BOX 193 MESOPOTAMIA OH 44439 OFFICER 4406934074 2011-07-29 1 PAMELA J PLOTT 4402488787 2011-07-18 2010 2016-02-24 21:20:13Z RICHARD KARGES 9637 SR 534 PO BOX 193 MESOPOTAMIA OH 44439 4352925 0 X WWW.HOPEWELL.CC X 1993 OH PROVIDING RESIDENTIAL TREATMENT FOR ADULTS WITH SEVERE MENTAL ILLNESS. 23 23 71 56 0 0 640343 1113300 1868815 1973954 148982 339478 46116 181308 2704256 3608040 0 0 0 0 1858177 1870533 0 0 166630 1008204 1053892 2866381 2924425 -162125 683615 9720180 11008513 242492 289052 9477688 10719461 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 2427150 1992866 TO PROVIDE A RESIDENTIAL REHABILITATION COMMUNITY, OFFERING CARE, EDUCATION, TREATMENT AND JOB TRAINING TO MENTALLY ILL INDIVIDUALS. 2427150 1 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 71 1 0 0 0 0 0 1 1 0 0 0 0 X 23 23 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 OH X WILLIAM J HAMILTON FINANCE DIRECT 4406934074 PO BOX 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 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 LINDA M OLEJKO 1.00 X 0 0 0 CLARA RANKIN 5.00 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 X 0 0 0 DANIEL SCHWEID MD 1.00 X 0 0 0 CHLOE SEELBACH 3.00 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 RICHARD KARGES 50.00 X 117350 0 12451 117350 0 12451 1 0 0 0 0 45425 1067875 1113300 PROGRAM FEES 624310 1959102 1959102 FARM INCOME 624310 14852 14852 1973954 150964 150964 842921 654407 188514 188514 188514 252874 45425 90478 162396 162396 REIMB.- HOUSING & MEAL 624310 18912 18912 18912 3608040 1992866 0 501874 129802 103730 17323 8749 1299628 1042728 175686 81214 308674 278920 11018 18736 132429 76003 46017 10409 15421 3421 12000 14995 14995 54417 48382 5300 735 128173 111057 11920 5196 10695 10695 231134 209407 21727 65387 59959 5428 FOOD SERVICES 122455 122455 MAINTENANCE 103600 89577 9803 4220 SUPPLIES 63411 58568 3524 1319 PROGRAM SERVICES 61950 61950 VEHICLE EXPENSES 34835 34835 147419 100468 10899 36052 2924425 2427150 330645 166630 2885 3512 103430 169328 77083 33338 279913 232940 1399 1425 5908990 2368391 3683128 3540599 5568652 7019606 3690 7765 9720180 11008513 183687 222685 2072 25311 56733 41056 242492 289052 X 4715832 5824858 195856 314507 4566000 4580096 9477688 10719461 9720180 11008513 X 683615 558158 X X 0 1 1 X 0 X 1024037 2373760 587928 649833 1067875 5703433 1933842 1931524 2232492 1942815 1992866 10033539 2957879 4305284 2820420 2592648 3060741 15736972 0 0 0 15736972 165140 197556 202417 150902 150964 866979 165140 197556 202417 150902 150964 866979 12450 16222 17814 40908 18912 106306 3135469 4519062 3040651 2784458 3230617 16710257 0.94180 0.94120 0.05190 0.05270 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME MEALS & HOUSING REIMBURSEMENT RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5456404 658923 910617 312821 6713123 4391656 58606 918778 -87364 5456404 5960850 26300 -1595494 4391656 0.29740 0.68230 1 0 676284 676284 4173901 1652156 2521745 224611 128795 95816 597301 392933 204368 236893 194507 42386 3540599 CHARITABLE GIFT ANNUITY LIABILITY 41056 41056 3608040 2924425 683615 558158 558158 1241773 4269017 558158 12341 90478 660977 3608040 0 3608040 3027244 12341 90478 102819 2924425 0 2924425 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 2007 THROUGH 2009. 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, 2010 AND 2009. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES SUMMER SOLSTICE DINNER & SILENT AUC 298299 45425 252874 27607 34399 28472 298299 45425 252874 27607 34399 28472 90478 162396 FORM 990, PART VI, SECTION A, LINE 2 CLARA RANKIN ROGER RANKIN - SON OF CLARA, UNCLE OF CHLOE CHLOE SEELBACH - GRANDDAUGHTER OF CLARA, NIECE OF ROGER FORM 990, PART VI, SECTION B, LINE 11 THE AUDITORS DISCUSS THE FORM 990 WITH THE HOPEWELL FINANCE COMMITTEE 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 GAINS ON INVESTMENTS: 558,158. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR