2026-05-13T18:40:35-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 2050 MAIN STREET SUITE 700 IRVINE CA 92614 990 2024-07-01 941399287 HOPE SERVICES HOPE 4082842850 30 LAS COLINAS LN SAN JOSE CA 95119 VINAY BEHL CHIEF FINANCIAL OFFICER 4082842850 2026-05-11 1 0 BRIAN YACKER P00401346 9492222999 2026-05-11 2024 2025-03-06 01:10:19Z VINAY BEHL 30 LAS COLINAS LN SAN JOSE CA 95119 70736581 0 X WWW.HOPESERVICES.ORG X 1952 CA FOSTER COMMUNITY + EMPOWER OPPORTUNITY FOR INDIVIDUALS EXPLORING/NAVIGATING IDD/MH NEEDS. 11 11 1067 1018 0 0 51310416 54739725 5127366 5650979 651727 683175 -4708303 -4708953 52381206 56364926 20971 0 0 0 37655283 38707615 0 0 836995 12795610 13596662 50471864 52304277 1909342 4060649 54502689 60467665 30255722 31388675 24246967 29078990 X HOPE SERVICES FOSTERS INCLUSIVE COMMUNITIES THAT EMPOWER INDIVIDUALS AND FAMILIES NAVIGATING INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) AND MENTAL HEALTH NEEDS TO ACCESS OPPORTUNITIES FOR GROWTH, CONNECTION, AND LIFELONG SUCCESS. 0 0 20665735 46089 DAY ACTIVITY AND TRAINING SERVICES - THESE SERVICES ARE DESIGNED TO HELP PEOPLE WITH A WIDE RANGE OF DEVELOPMENTAL DISABILITIES TO ACHIEVE FULL SOCIAL INCLUSION IN THE COMMUNITIES, REGARDLESS OF THE LEVEL OF SUPPORT THEY MAY NEED. THIS INCLUDES ASSISTING WITH PERSONAL INDEPENDENCE, LIFE AND SOCIAL SKILLS AND COMMUNITY ADJUSTMENTS. THESE PROGRAMS SERVED OVER 1100 CLIENTS IN VARIOUS DAY ACTIVITY OR DAY TRAINING PROGRAMS, INCLUDING FOR SENIORS AND CHILDREN, IN SANTA CLARA, SAN MATEO, SANTA CRUZ, SAN BENITO AND MONTEREY COUNTIES. 11894197 5588828 MENTAL HEALTH SERVICES - HOPE PROVIDES COUNSELING AND PSYCHIATRIC SERVICES TO CHILDREN, ADOLESCENTS, ADULTS AND SENIORS WITH A QUALIFYING MENTAL HEALTH DIAGNOSIS AND A DEVELOPMENTAL DISABILITY. THESE SERVICES INCLUDE CASE MANAGEMENT, REHABILITATION COUNSELING, THERAPEUTIC BEHAVIORAL SERVICES, FAMILY EDUCATION AND COLLATERAL THERAPY. THIS PROGRAM SERVED OVER 2300 CLIENTS IN SANTA CLARA, SAN MATEO, SANTA CRUZ, MONTEREY, ALAMEDA AND CONTRA COSTA COUNTIES. 11812685 EMPLOYMENT SERVICES - HOPE OFFERS SEVERAL SERVICES TO HELP ADULTS WITH DISABILITIES FIND JOBS. THESE SERVICES INCLUDE VOCATIONAL TRAINING, JOB PLACEMENT, AND FOLLOW-UP SUPPORT TO HELP WITH CAREER GROWTH. THESE PROGRAMS SERVED APPROXIMATELY 250 CLIENTS IN SANTA CLARA, SAN MATEO, SANTA CRUZ, SAN BENITO AND MONTEREY COUNTIES. 88686 88494 RENTAL UNITS INCOME. CURRENTLY MANAGED BY HOUSING CHOICES COALITION, A NON-PROFIT ORGANIZATION, THAT ARE RENTED TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.FISCAL SPONSOR - NEW HOPE BAND IS A BAND COMPRISED OF INDIVIDUALS WITH INTELLECTUAL/DEVELOPMENTAL DISABILITIES. HOPE SERVICES ACTS AS THE FISCAL SPONSOR FOR THE BAND. 88686 88494 44461303 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 81 0 1 1067 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 11 11 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X VINAY BEHL 4082842850 30 LAS COLINAS LN SAN JOSE CA 95119 CLAYTON NG CFO (UNTIL 01/15/25) 37.50 X 375560 0 31197 CHARLES C HUGGINS FORMER CHIEF EXECUTIVE OFFICER 37.50 X 334126 0 22752 SUJAN VATTURI CHIEF INFORMATION OFFICER 37.50 X 270759 0 73184 ANNA FERNANDEZ DIRECTOR, BEHAVIORAL HEALTH SERVICES 37.50 X 215432 0 55595 KATHERINE SANDOVAL-CLARK VP, RESOURCE DEVELOPMENT 37.50 X 210436 0 26610 DANIEL BURNS VP, HUMAN RESOURCES 37.50 X 203950 0 16552 CLARA LEE PSYCHIATRIST 37.50 X 199227 0 10059 SUANNE RINTA DIRECTOR, NORTH DISTRICT 37.50 X 156735 0 30234 VINAY BEHL CFO (STARTED 12/16/24) 37.50 X 0 0 0 TOM MCGOVERN CHAIR 2.00 X X 0 0 0 JENN HENLEY VICE CHAIR (UNTIL 05/31/25) 2.00 X X 0 0 0 IVAN FUJIHARA TREASURER 2.00 X X 0 0 0 LISA CHAPMAN SECRETARY 2.00 X X 0 0 0 CATHRYN GAWNE BOARD MEMBER 2.00 X 0 0 0 CAMERON HASTE BOARD MEMBER 2.00 X 0 0 0 BILL PALMER BOARD MEMBER 2.00 X 0 0 0 DAN FOSTER BOARD MEMBER 2.00 X 0 0 0 JOE PERT BOARD MEMBER 2.00 X 0 0 0 GOPAL KUMARAPPAN BOARD MEMBER 2.00 X 0 0 0 CANDACE BEYER BOARD MEMBER 2.00 X 0 0 0 ROHAN BAFNA BOARD MEMBER 2.00 X 0 0 0 1966225 0 266183 38 1 1 0 COSENTUS 300 SPECTRUM CENTER DR STE 1450 IRVINE CA 92618 COUNSELING CENTER BILLING SERVICES 800467 LOCUMTENENSCOM PO BOX 405547 ATLANTA GA 30384 LOCUM TENENS STAFFING SERVICES 644400 RRRR JANITORIAL SERVICES 7502 DEVERON COURT SAN JOSE CA 95135 JANITORIAL SERVICES 482816 DYNAMIC AIR SYSTEMS 10645 CENTER AVE GILROY CA 95020 HVAC SERVICES 367199 SANDRA KAMIAK MD 14583 BIG BASIN WAY UNIT 3B SARATOGA CA 95070 COUNSELING CENTER PHYSICIAN 273621 18 560507 49388954 4790264 3931694 54739725 EMPLOYMENT SERVICES 900099 5588828 5588828 DAY ACTIVITY/TRAINING 900099 46089 46089 NEW HOPE BAND 900099 16062 16062 5650979 463238 463238 358338 54491 303847 303847 72432 231415 5523914 43930 5347907 0 176007 43930 219937 219937 64027 560507 307798 -243771 -243771 3876208 8661459 -4785251 -4785251 REBATES 900099 15978 15978 MISCELLANEOUS 900099 244 244 16222 56364926 5723411 0 -4098210 810202 810202 29472428 26584435 2384690 503303 599758 516616 80561 2581 5571893 4932013 556840 83040 2253334 1994149 224858 34327 209360 127 209233 786012 786012 102930 102930 4310744 3441506 833926 35312 207318 5965 114334 87019 384014 307439 59260 17315 340303 199814 105568 34921 2923704 2844993 67888 10823 775717 706808 62507 6402 115705 3635 112070 750337 669163 81174 1095352 925981 165322 4049 SUPPLIES 941803 876449 53943 11411 BAD DEBT 267105 267105 EQUIPMENT RENTAL 256006 134419 117420 4167 DUES & SUBSCRIPTIONS 125196 49516 74470 1210 5056 1170 2771 1115 52304277 44461303 7005979 836995 35990 37800 8442520 14638016 371499 75104 5904905 8359441 362117 368010 115836 662335 25118142 14540447 10930963 10577695 7268893 8266175 6778500 5413454 14291466 12069635 54502689 60467665 10817426 14503868 3213966 3117791 111798 31619 16112532 13735397 30255722 31388675 X 21717171 26228448 2529796 2850542 24246967 29078990 54502689 60467665 4060649 771374 0 X X 0 1 X 1 0 X 6449817 6482308 46763080 51310416 54784446 165790067 6449817 6482308 46763080 51310416 54784446 165790067 165790067 157967 256224 435760 529398 694653 2074002 237287 237287 60803 230238 28637 20598 60152 400428 168501784 113956430 0.98390 0.98170 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 60,803. 2021 AMOUNT: $ 230,238. 2022 AMOUNT: $ 359. 2023 AMOUNT: $ 494. 2024 AMOUNT: $ 44,174. REBATES - 2022 AMOUNT: $ 28,278. 2023 AMOUNT: $ 18,932. 2024 AMOUNT: $ 15,978. FINANCE CHARGES - 2023 AMOUNT: $ 1,172. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2344764 293220 2637984 2060946 283818 2344764 1911303 149643 2060946 2038051 -126748 1911303 1517082 5500 515469 2038051 0.00000 0.44937 0.55063 0 0 4223482 4223482 12343360 7515535 4827825 2982070 2412981 569089 1645648 1574517 71131 3923582 3037414 886168 10577695 FIXED INCOME 5413454 F 5413454 SECURITY DEPOSITS 122669 OPERATING LEASE RIGHT OF USE ASSETS 11946966 12069635 OPERATING LEASE LIABILITIES 13735397 13735397 X 67390881 771374 1641561 2412935 64977946 102930 -8715950 -8613020 56364926 62558858 1641561 8715950 10357511 52201347 102930 102930 52304277 PART V, LINE 4: THE APPROPRIATED EXPENDITURES FROM THE EARNINGS ON THE ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR ALL OF THE ORGANZATION'S PROGRAMS WHICH FALL UNDER ITS EXEMPT PURPOSE. PART X, LINE 2: HOPE HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE TAXATION CODE, RESPECTIVELY. AS A RESULT, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN PROVIDED FOR IN THE FINANCIAL STATEMENTS. ALTHOUGH HOPE IS RECOGNIZED AS TAX EXEMPT, IT IS STILL LIABLE FOR INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME (UBTI). THERE WAS NO TAX LIABILITY RELATING TO UBTI AS OF JUNE 30, 2025 AND 2024. HOPE APPLIES THE PROVISIONS SET FORTH IN FASB ASC TOPIC 740, INCOME TAXES, TO ACCOUNT FOR THE UNCERTAINTY IN INCOME TAXES. HOPE ASSESSED ALL INCOME TAX POSITIONS TAKEN WHERE THE STATUTE OF LIMITATIONS REMAINS OPEN. EXAMPLES OF THESE TAX POSITIONS INCLUDE HOPE'S TAX-EXEMPT STATUS AND POTENTIAL SOURCES OF UBTI. HOPE BELIEVES ITS TAX FILING POSITIONS WILL BE SUSTAINED UPON TAX EXAMINATIONS; THEREFORE, NO LIABILITY FOR UNCERTAIN INCOME TAX POSITIONS HAS BEEN RECORDED AS OF JUNE 30, 2025 AND 2024. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -8,661,459. RENTAL EXPENSE -54,491. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 8,661,459. RENTAL EXPENSE 54,491. IN CONCERT WITH HOPE 624534 560507 64027 26185 57429 122634 101550 624534 560507 64027 26185 57429 122634 101550 307798 -243771 1 1 0 0 0 0 0 1 0 CLAYTON NG CFO (UNTIL 01/15/25) 215881 0 0 0 159679 0 14650 0 16547 0 406757 0 103200 0 CHARLES C HUGGINS FORMER CHIEF EXECUTIVE OFFICER 129626 0 0 0 204500 0 5156 0 17596 0 356878 0 0 0 SUJAN VATTURI CHIEF INFORMATION OFFICER 265162 0 0 0 5597 0 46574 0 26610 0 343943 0 0 0 ANNA FERNANDEZ DIRECTOR, BEHAVIORAL HEALTH SERVICES 205432 0 10000 0 0 0 27856 0 27739 0 271027 0 0 0 KATHERINE SANDOVAL-CLARK VP, RESOURCE DEVELOPMENT 203936 0 6500 0 0 0 0 0 26610 0 237046 0 0 0 DANIEL BURNS VP, HUMAN RESOURCES 197450 0 6500 0 0 0 7085 0 9467 0 220502 0 0 0 CLARA LEE PSYCHIATRIST 199177 0 50 0 0 0 0 0 10059 0 209286 0 0 0 SUANNE RINTA DIRECTOR, NORTH DISTRICT 150235 0 6500 0 0 0 6374 0 23860 0 186969 0 0 0 PART I, LINES 4A-B HOPE SERVICES HAS A 457(F) PLAN FOR CFO CLAYTON NG, CHIEF INFORMATION OFFICER SUJAN VATTURI, AND DIRECTOR BEHAVIORAL HEALTH SERVICES ANNA FERNANDEZ. DURING THE CALENDAR YEAR ENDING WITHIN THE 2024 TAX YEAR, $39,591 AND $19,121, RESPECTIVELY, FOR SUJAN AND ANNA, ACCRUED IN THE SEC. 457(F) PLAN. THE AMOUNT REPORTED IS SUBJECT TO A RISK OF SUBSTANTIAL FORFEITURE AND PAYMENT IS NOT GUARANTEED. FORMER CEO CHARLES C. HUGGINS RECEIVED A SEVERANCE PAYMENT OF $200,000. PART I, LINE 7 ANNA FERNANDEZ, KATHERINE SANDOVAL-CLARK, DANIEL BURNS, CLARA LEE, AND SUANNE RINTA RECEIVED A DISCRETIONARY BONUS OF $10,000, $6,500, $6,500, $50, AND $6,500, RESPECTIVELY. X 3870540 FMV X 15 8620 FMV X 2 47959 FMV X 2 1000 FMV X LOOM/WEAV. SUPP. 1 3000 FMV X JEWELRY 1 325 FMV X WINE 1 250 FMV 0 1 1 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: HOPE SERVICES USES A THIRD PARTY ORGANIZATION TO PROCESS AND FACILITATE THE SALE OF DONATED VEHICLES. ONCE THE SALE IS COMPLETE, THE PROCEEDS ARE REMITTED TO HOPE SERVICES. FORM 990, PART VI, SECTION A, LINE 3 AILA MALIK FROM VENTURE LEADERSHIP COLLECTIVE SERVES AS INTERIM CEO SINCE 6/17/2024. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS. IT IS REVIEWED BY MANAGEMENT AND PRESENTED TO THE AUDIT COMMITTEE. ONCE APPROVED BY THE AUDIT COMMITTEE, THE FORM 990 IS PROVIDED TO THE REST OF THE BOARD FOR REVIEW AND COMMENT BEFORE IT IS ELECTRONICALLY FILED. FORM 990, PART VI, SECTION B, LINE 12C COVERED IN NEW EMPLOYEE ORIENTATION SESSIONS; REGULAR AWARENESS REMINDERS ARE SENT OUT TO STAFF VIA MANAGERS AND TRAINING SESSIONS ON THE POLICY AND THE "WHISTLEBLOWER'S" POLICY. HUMAN RESOURCES DEPARTMENT ANNUALLY REVIEWS AND REQUESTS UPDATE IN STATUS. FORM 990, PART VI, SECTION B, LINE 15 ARTICLE VIII, SECTION 2(A)(V) OF THE BY-LAWS STATES THAT THE EXECUTIVE COMMITTEE OF THE BOARD SHALL ANNUALLY EVALUATE THE PERFORMANCE AND COMPENSATION OF THE CORPORATION'S PRESIDENT/CEO AND THE COMPENSATION OF THE CFO AND RECOMMEND ANY CHANGES TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S WEBSITE, WWW.HOPESERVICES.ORG, PROVIDES ANNUAL REPORTS, AUDITED FINANCIAL STATEMENTS, AND FORM 990'S. POLICIES OR DOCUMENTS NOT CONTAINED THEREIN ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. HOPEWORKS 30 LAS COLINAS LANE SAN JOSE CA 95119 850784947 TO HOUSE FEDERAL CONTRACTS CA 501(C)(3) LINE 7 HOPE SERVICES 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0