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Nonprofiteer
← NU-HOPE ELDER CARE SERVICES INC

Form 990 for tax year 2023

Filed by NU-HOPE ELDER CARE SERVICES INC.

Totals

Total revenue
$3,705,929
Total expenses
$3,113,086
Contributions and grants received
$3,621,707
Grants paid
$289,135
Program service revenue
$23,367
Investment income
-$5,265
Other revenue
$66,120
Total assets, end of year
$3,357,752
Total liabilities, end of year
$1,062,150
Net assets or fund balances, end of year
$2,295,602
Program services expenses (Part IX)
$2,094,046
Management and general expenses
$428,375
Fundraising expenses
$590,665
Program service expenses (Part III)
$2,094,046

Program services were 67.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $156,165

  • 1c · Fundraising events

    $29,430

  • 1e · Government grants (contributions)

    $2,571,499

  • 1f · All other contributions, gifts and grants

    $864,613

  • 1g · Noncash contributions included above

    $828,948

  • 2a · Program service revenue: CO-PAY REVENUE

    total $22,604 · related or exempt $22,604

  • 2b · Program service revenue: SERVICE FEES

    total $763 · related or exempt $763

  • 3 · Investment income

    total $681 · excluded $681

  • 7a · Gross sales of assets other than inventory

    other assets $12,000

  • 7b · Less cost or other basis and sales expenses

    other assets $17,946

  • 7c · Gain or loss

    other assets -$5,946

  • 7d · Net gain or loss

    total -$5,946 · excluded -$5,946

  • 8a · Fundraising events: gross income

    $19,803

  • 8a · Fundraising events: contributions included on line 1c

    $29,430

  • 8b · Fundraising events: direct expenses

    $14,870

  • 8c · Net income from fundraising events

    total $4,933 · excluded $4,933

  • 9a · Gaming: gross income

    $455

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $455 · excluded $455

  • 10a · Gross sales of inventory

    $801,959

  • 10b · Cost of goods sold

    $763,788

  • 10c · Net income from sales of inventory

    total $38,171 · related or exempt $38,171

  • 11a · Other revenue: INSUR. REIMBURSEMENT

    total $21,120 · excluded $21,120

  • 11b · Other revenue: FORFEITED DEPOSIT

    total $1,000 · excluded $1,000

  • 11c · Other revenue: DIETICIAN REVENUE

    total $270 · excluded $270

  • 11d · All other revenue

    total $171 · excluded $171

  • 11e · Other revenue, total

    $22,561

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $289,135 · program services $289,135

  • 5 · Compensation of officers, directors and key employees

    total $125,458 · program services $67,289 · management and general $25,857 · fundraising $32,312

  • 7 · Other salaries and wages

    total $1,097,777 · program services $569,245 · management and general $250,356 · fundraising $278,176

  • 8 · Pension plan contributions

    total $13,642 · program services $7,536 · management and general $2,542 · fundraising $3,564

  • 9 · Other employee benefits

    total $85,958 · program services $49,203 · management and general $14,777 · fundraising $21,978

  • 10 · Payroll taxes

    total $91,146 · program services $50,348 · management and general $16,983 · fundraising $23,815

  • 11b · Fees: legal

    total $13,701 · program services $1,757 · management and general $7,275 · fundraising $4,669

  • 11c · Fees: accounting

    total $36,201 · management and general $23,863 · fundraising $12,338

  • 11g · Fees: other

    total $897,698 · program services $889,318 · management and general $4,493 · fundraising $3,887

  • 12 · Advertising and promotion

    total $2,734 · management and general $35 · fundraising $2,699

  • 13 · Office expenses

    total $54,422 · program services $26,665 · management and general $12,185 · fundraising $15,572

  • 14 · Information technology

    total $20,495 · program services $2,628 · management and general $10,882 · fundraising $6,985

  • 16 · Occupancy

    total $108,945 · program services $46,457 · management and general $15,839 · fundraising $46,649

  • 17 · Travel

    total $31,902 · program services $28,079 · management and general $602 · fundraising $3,221

  • 20 · Interest

    total $57,903 · program services $24,691 · management and general $8,418 · fundraising $24,794

  • 22 · Depreciation, depletion and amortization

    total $87,825 · program services $125 · management and general $17,756 · fundraising $69,944

  • 23 · Insurance

    total $53,094 · program services $13,311 · management and general $7,299 · fundraising $32,484

  • 24a · Other expenses: CREDIT CARD FEES

    total $22,583 · program services $18,372 · management and general $87 · fundraising $4,124

  • 24b · Other expenses: MAINTENANCE AND REPAIR

    total $9,362 · program services $2,553 · management and general $5,456 · fundraising $1,353

  • 24c · Other expenses: EDUCATION AND TRAINING

    total $2,223 · management and general $1,070 · fundraising $1,153

  • 24d · Other expenses: EQUIPMENT

    total $1,599 · program services $324 · management and general $1,173 · fundraising $102

  • 24e · All other expenses

    total $9,283 · program services $7,010 · management and general $1,427 · fundraising $846

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $49,394 · end of year $194,866

  • 2 · Savings and temporary cash investments

    beginning of year $633,659 · end of year $553,593

  • 3 · Pledges and grants receivable

    beginning of year $308,939 · end of year $355,265

  • 4 · Accounts receivable

    beginning of year $8,346 · end of year $45,360

  • 8 · Inventories for sale or use

    end of year $48,601

  • 9 · Prepaid expenses and deferred charges

    beginning of year $18,276 · end of year $29,551

  • 10a · Land, buildings and equipment: cost or other basis

    $2,619,521

  • 10b · Land, buildings and equipment: accumulated depreciation

    $534,531

  • 10c · Land, buildings and equipment, net

    beginning of year $1,663,147 · end of year $2,084,990

  • 15 · Other assets

    beginning of year $22,264 · end of year $45,526

  • 17 · Accounts payable and accrued expenses

    beginning of year $162,139 · end of year $155,747

  • 23 · Secured mortgages and notes payable

    beginning of year $974,288 · end of year $900,427

  • 25 · Other liabilities

    beginning of year $20,559 · end of year $5,976

  • 27 · Net assets without donor restrictions

    beginning of year $1,509,039 · end of year $2,148,445

  • 28 · Net assets with donor restrictions

    beginning of year $38,000 · end of year $147,157

Mission and programs · 2023

Mission

PROMOTE THE PHYSICAL, EMOTIONAL AND ECONOMIC WELL-BEING OF SENIORS AND THEIR CAREGIVERS IN HIGHLANDS AND HARDEE COUNTIES THROUGH LEADERSHIP, ADVOCACY, EDUCATION AND THE PROVISION OF SERVICES.

Activities or mission (Part I)

PROMOTE THE PHYSICAL, EMOTIONAL AND ECONOMIC WELL-BEING OF SENIORS IN HIGHLANDS AND HARDEE COUNTIES

  • HOME AND COMMUNITY-BASED SERVICES TO THE ELDERLY: CASE MANAGEMENT, CASE AIDE, COMPANIONSHIP, CONGREGATE MEALS, EMERGENCY ALERT RESPONSE, PERSONAL CARE, NUTRITION EDUCATION, NUTRITION COUNSELING, OUTREACH, TRANSPORTATION, ENERGY ASSISTANCE, HEALTH SUPPORT, HOUSING IMPROVEMENT, MEDICAL SUPPLIES, MATERIAL AID AND PEST CONTROL.

    Expenses $853,491 · Grants $289,135 · Revenue $61,538

  • HOME DELIVERED MEALS: PROVIDES NUTRITIONALLY-SOUND MEALS FOR ELIGIBLE PERSONS. EMPHASIS IS PLACED ON SERVING ELDERS WHO ARE AT GREATEST ECONOMIC AND SOCIAL NEED, LOW-INCOME MINORITIES AND THOSE WHO ARE AT NUTRITIONAL RISK. DURING 2023, A TOTAL OF 75,658 FROZEN HOME DELIVERED MEALS WERE PROVIDED.

    Expenses $583,949

  • RESPITE: IN-HOME RESPITE CARE IS THE PROVISION OF RELIEF OR REST FOR A PRIMARY CAREGIVER FROM THE CONSTANT, CONTINUED SUPERVISION AND CARE OF A FUNCTIONALLY IMPAIRED SENIOR BY PROVIDING CARE FOR THE PERSON IN THE HOME FOR A SPECIFIED PERIOD OF TIME. DURING 2023, 19,476 HOURS OF RESPITE WERE PROVIDED.

    Expenses $459,579

  • HOMEMAKER: HOMEMAKER SERVICE IS DEFINED AS THE ACCOMPLISHMENT OF SPECIFIC HOME MANAGEMENT DUTIES. DUTIES INCLUDE, BUT NOT LIMITED TO, HOUSEKEEPING, LAUNDRY, CLEANING REFRIGERATORS, SHOPPING ASSISTANCE AND ROUTINE HOUSEHOLD ACTIVITIES. DURING 2023, A TOTAL OF 7,794 HOURS OF SERVICE WERE PROVIDED.

    Expenses $197,027

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Shawn Martz

    BOARD PRESIDENT

    Total calculated
    $0
    Hours/week
    1.35

  • Kim Heintz

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.35

  • Nell Frewin Hays

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    0.35

  • Teresa Crawford

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.35

  • Michelle Dannels

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.17

  • Sylvia Delatore

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.17

  • Shawana Duncan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.17

  • Lorrie Key

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.35

  • Miranda Mack

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.17

  • Cindy Marshall

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.35

  • Debra Slade

    EXECUTIVE DIRECTOR

    Total calculated
    $67,865
    From this org
    $67,145
    From related orgs
    $0
    Other
    $720
    Hours/week
    40

  • Brad Stoll

    FISCAL DIRECTOR

    Total calculated
    $57,592
    From this org
    $54,039
    From related orgs
    $0
    Other
    $3,553
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
31 October 2024
IRS schema version
2023v5.1
Source object
202413069349300421

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