Totals
- Total revenue
- $20,613,011
- Total expenses
- $17,188,418
- Contributions and grants received
- $6,822,336
- Grants paid
- $299,770
- Program service revenue
- $13,186,502
- Investment income
- $637,068
- Other revenue
- -$32,895
- Total assets, end of year
- $40,915,450
- Total liabilities, end of year
- $12,654,125
- Net assets or fund balances, end of year
- $28,261,325
- Program services expenses (Part IX)
- $14,635,232
- Management and general expenses
- $1,944,491
- Fundraising expenses
- $608,695
- Program service expenses (Part III)
- $14,635,232
Program services were 85.1% 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.
-
1c · Fundraising events
$106,500
-
1e · Government grants (contributions)
$269,568
-
1f · All other contributions, gifts and grants
$6,446,268
-
1g · Noncash contributions included above
$34,887
-
2a · Program service revenue: Program Revenue
total $13,186,502 · related or exempt $13,186,502
-
3 · Investment income
total $637,068 · excluded $637,068
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: contributions included on line 1c
$106,500
-
8b · Fundraising events: direct expenses
$32,895
-
8c · Net income from fundraising events
total -$32,895
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $299,770 · program services $299,770
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $2,348,691 · program services $1,963,473 · management and general $237,688 · fundraising $147,530
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $9,814,993 · program services $8,135,835 · management and general $1,443,721 · fundraising $235,437
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $824,581 · program services $753,874 · management and general $70,707
-
12 · Advertising and promotion
total $580,249 · program services $401,296 · fundraising $178,953
-
13 · Office expenses
total $0
-
14 · Information technology
total $438,062 · program services $380,553 · management and general $49,740 · fundraising $7,769
-
15 · Royalties
total $0
-
16 · Occupancy
total $961,328 · program services $904,236 · management and general $44,264 · fundraising $12,828
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $409,794 · program services $404,327 · management and general $4,546 · fundraising $921
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $1,055,915 · program services $976,200 · management and general $59,785 · fundraising $19,930
-
23 · Insurance
total $173,799 · program services $165,106 · management and general $6,520 · fundraising $2,173
-
24a · Other expenses: Supplies
total $281,236 · program services $250,562 · management and general $27,520 · fundraising $3,154
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $5,925,733 · end of year $3,070,813
-
2 · Savings and temporary cash investments
beginning of year $622,596 · end of year $640,562
-
3 · Pledges and grants receivable
beginning of year $310,188 · end of year $3,409,896
-
4 · Accounts receivable
beginning of year $1,653,245 · end of year $999,271
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $81,818 · end of year $178,001
-
10a · Land, buildings and equipment: cost or other basis
$23,297,328
-
10b · Land, buildings and equipment: accumulated depreciation
$4,834,454
-
10c · Land, buildings and equipment, net
beginning of year $17,495,160 · end of year $18,462,874
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
beginning of year $6,661,859 · end of year $10,488,341
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $709,284 · end of year $3,665,692
-
17 · Accounts payable and accrued expenses
beginning of year $214,937 · end of year $560,398
-
19 · Deferred revenue
beginning of year $1,413,364 · end of year $923,214
-
20 · Tax-exempt bond liabilities
beginning of year $5,748,071 · end of year $5,354,248
-
23 · Secured mortgages and notes payable
beginning of year $2,428
-
25 · Other liabilities
beginning of year $1,244,351 · end of year $5,816,265
-
27 · Net assets without donor restrictions
beginning of year $24,673,808 · end of year $28,051,074
-
28 · Net assets with donor restrictions
beginning of year $162,924 · end of year $210,251
Mission and programs · 2023
Mission
To broaden the scope of mental health care and education.
-
HopeWay is an accredited North Carolina non-profit residential and day mental health treatment center for adults. HopeWay's continuum of care meets the needs of adults living with mental illness and their families with residential care and day treatment programs as well as after-care planning with a goal of helping clients live successfully and independently in the community.In 2018 HopeWay Foundation formed a wholly owned subsidiary, HopeWay Psychiatry & Associates, LLC. HopeWay Psychiatry provides mental health and other services to clients on an outpatient basis. It provides services to clients that do not have a current need for a higher level of care such as HopeWay Foundation's residential care and day treatment programs.
Expenses $14,635,232 · Grants $299,770 · Revenue $13,186,502
As filed on the 2023 return.
Listed in Part VII
-
Alyson R Kuroski-Mazzei
CEO
- Total calculated
- $552,524
- From this org
- $539,592
- From related orgs
- $0
- Other
- $12,932
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $429,443
- Bonus
- $81,949
- Other
- $28,200
- Deferred
- not reported
- Nontaxable benefits
- $12,932
- Filer's total
- $552,524
-
Kevin Marra
Director of Medical Services
- Total calculated
- $445,106
- From this org
- $409,998
- From related orgs
- $0
- Other
- $35,108
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $340,708
- Bonus
- $69,290
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $35,108
- Filer's total
- $445,106
-
Greer Mitchell
Director, Eating Disorders
- Total calculated
- $400,338
- From this org
- $375,957
- From related orgs
- $0
- Other
- $24,381
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $360,957
- Bonus
- $15,000
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $24,381
- Filer's total
- $400,338
-
Justin Johnson
Director of Veteran Services
- Total calculated
- $383,581
- From this org
- $372,425
- From related orgs
- $0
- Other
- $11,156
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $339,912
- Bonus
- $32,513
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $11,156
- Filer's total
- $383,581
-
Jason Peck
Psychiatrist
- Total calculated
- $321,009
- From this org
- $307,275
- From related orgs
- $0
- Other
- $13,734
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $307,275
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $13,734
- Filer's total
- $321,009
-
Angela Kuntz
Medical Director of Admissions
- Total calculated
- $300,053
- From this org
- $287,889
- From related orgs
- $0
- Other
- $12,164
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $287,889
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $12,164
- Filer's total
- $300,053
-
Catherine Walsh
CFO
- Total calculated
- $267,089
- From this org
- $258,022
- From related orgs
- $0
- Other
- $9,067
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $218,239
- Bonus
- $39,783
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $9,067
- Filer's total
- $267,089
-
William F Blue Jr
Chairman
- Total calculated
- $0
- Hours/week
- 15
-
Hank Flint
Director
- Total calculated
- $0
- Hours/week
- 1
-
Thomas L James
Director
- Total calculated
- $0
- Hours/week
- 1
-
Michael Elliott
Director
- Total calculated
- $0
- Hours/week
- 1
-
Betsy N Blue
Emeritus
- Total calculated
- $0
- Hours/week
- 1
-
Jane Hunter
Director
- Total calculated
- $0
- Hours/week
- 1
-
J Travis Hain
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
William Seymour
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kathryn Kissam
Director
- Total calculated
- $0
- Hours/week
- 1
-
Karen Mattimore
Director
- Total calculated
- $0
- Hours/week
- 1
-
John Belk Jr
Director
- Total calculated
- $0
- Hours/week
- 1
-
Rob Buckfelder
Director
- Total calculated
- $0
- Hours/week
- 1
-
Benjamin Edelshain
Director
- Total calculated
- $0
- Hours/week
- 1
-
Alvaro G de Molina
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Lori Sklut
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Maxine Swayne
Director
- Total calculated
- $0
- Hours/week
- 1
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
HopeWay Psychiatry & Associates LLC
Mental Health Services · NC
Directly controlled by HopeWay Foundation
-
HopeWay Wellness LLC
Medical Services · NC
Directly controlled by HopeWay Foundation
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 24 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202412989349301656
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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