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Nonprofiteer
← HUBBARD HOUSE INC

Form 990 for tax year 2023

Filed by HUBBARD HOUSE INC.

Totals

Total revenue
$6,870,787
Total expenses
$6,265,548
Contributions and grants received
$6,803,448
Grants paid
$1,118,597
Program service revenue
$0
Investment income
$85,694
Other revenue
-$18,355
Total assets, end of year
$12,413,346
Total liabilities, end of year
$493,501
Net assets or fund balances, end of year
$11,919,845
Program services expenses (Part IX)
$5,348,686
Management and general expenses
$667,799
Fundraising expenses
$249,063
Program service expenses (Part III)
$5,348,686

Program services were 85.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BARBARA FINKE

    FIRST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • BRANDON SHERLINSKI

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • CATIE SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • EVELYN CHIANG

    SECOND VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • GLENN MORNINGSTAR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JANEEN KIRCH

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • JILL NAPONELLI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JJ KEITZER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JOE KOVACOCY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JUDY ZOLLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • KELLY TOASTON

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • LAURA BRADLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • LOU NOIR-JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ROBERT HINES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • STEPHEN DACKIEWICZ

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • TARA FORREST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • WEST HERFORD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • GAIL PATIN

    CEO

    Total calculated
    $225,435
    From this org
    $206,228
    From related orgs
    $0
    Other
    $19,207
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $206,228
    Bonus
    $0
    Other
    $0
    Deferred
    $10,653
    Nontaxable benefits
    $8,554
    Filer's total
    $225,435
  • JULIO LACAYO JR

    CFO - BEGINNING 11/2022

    Total calculated
    $121,175
    From this org
    $114,047
    From related orgs
    $0
    Other
    $7,128
    Hours/week
    40
  • TAYLOR TAMMY

    CPO

    Total calculated
    $124,957
    From this org
    $110,784
    From related orgs
    $0
    Other
    $14,173
    Hours/week
    50
  • CAROL GINZIG

    FORMER CRO

    Total calculated
    $122,357
    From this org
    $114,442
    From related orgs
    $0
    Other
    $7,915
    Hours/week
    50
  • KRISTI BRANDON

    CDAO

    Total calculated
    $126,743
    From this org
    $118,617
    From related orgs
    $0
    Other
    $8,126
    Hours/week
    50

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

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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

The filer's explanations (Part III)

PART I, LINE 3
THE EXECUTIVE COMMITTEE WILL OBTAIN SUCH INFORMATION AS IT DEEMS APPROPRIATE TO MAKE A RECOMMENDATION TO THE FULL BOARD FOR THE COMPENSATION (SALARY, BONUS, AND BENEFITS) OF THE CEO ON AN ANNUAL BASIS, BASED ON A REVIEW OF COMPARABILITY DATA. IN ACCORDANCE WITH IRS GUIDELINES, THE EXECUTIVE COMMITTEE WILL SECURE AVAILABLE DATA THAT DOCUMENTS COMPENSATION LEVELS AND BENEFITS FOR SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS (I.E. CEOS/EXECUTIVE DIRECTORS) OF OTHER CERTIFIED DOMESTIC VIOLENCE SHELTERS IN FLORIDA. THE BOARD OF DIRECTORS MAY ALSO CHOOSE TO INCLUDE ADDITIONAL COMPARABLE DATA IF REGIONAL OR OTHER COMPARISONS ARE DEEMED NECESSARY AS A SECONDARY RESOURCE. AT LEAST THREE COMPARABLE COMPENSATION DATA SHALL BE REVIEWED; IT IS RECOMMENDED THAT FIVE OR MORE COMPARABLE COMPENSATION DATA BE REVIEWED, IF AVAILABLE. DATA SOURCES FOR COMPARABLE COMPENSATION MAY INCLUDE THE FOLLOWING: 1. SALARY AND BENEFIT COMPENSATION STUDIES BY INDEPENDENT SOURCES; 2. WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATIONS; 3. DOCUMENTED TELEPHONE CALLS TO COMPARABLE ORGANIZATIONS ABOUT SIMILAR POSITIONS, AND 4. INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS, WHICH CAN CURRENTLY BE FOUND ON THE CHARITY NAVIGATOR AND/OR GUIDESTAR WEBSITES. ALL FORMS OF COMPENSATION FROM THE ABOVE DATA SOURCES MUST BE PROPERLY AGGREGATED, ACCOUNTED FOR, AND INCLUDED IN TOTAL COMPENSATION. TO DETERMINE WHETHER THE HUBBARD HOUSE CEO'S COMPENSATION IS COMMENSURATE WITH OTHER LIKE ORGANIZATIONS, SEVERAL FACTORS SHOULD BE CONSIDERED REGARDING THE ROLE OF THE CEO/EXECUTIVE DIRECTOR AT HUBBARD HOUSE AS COMPARED TO OTHER SELECT ORGANIZATIONS. 1. DUTIES AND RESPONSIBILITIES; 2. EXPERIENCE AND LEVEL OF EDUCATION; 3. ANY PROFESSIONAL LICENSES/CERTIFICATIONS; 4. THE NUMBER OF EMPLOYEES OF THE ORGANIZATION; 5. THE SIZE OF THE BUDGET, REVENUE, AND/OR ASSETS OF THE ORGANIZATION; 6. THE NUMBER OF INDIVIDUALS SERVED BY THE ORGANIZATION (INCLUDING THOSE SERVED IN- SHELTER AS WELL AS THOSE SERVED THROUGH A CRISIS HOTLINE OR COMMUNITY OUTREACH, IF AVAILABLE); 7. THE NUMBER OF HOURS WORKED; AND 8. WHETHER THE JOB IS NATIONAL OR LOCAL IN SCOPE. HIGHER COMPENSATION FOR THE HUBBARD HOUSE CEO POSITION MAY BE WARRANTED IN SITUATIONS WHERE, FOR EXAMPLE 1. THE CEO HAS SPECIAL KNOWLEDGE, EXPERIENCE, OR RELATIONSHIPS THAT WOULD BE DIFFICULT TO REPLACE; AND/OR 2. THE CEO HAS RECEIVED COMPETING OFFERS AT THAT LEVEL OR OTHER SPECIAL CIRCUMSTANCES; AND/OR 3. THE CEO HAS SPECIAL QUALIFICATIONS RELEVANT TO RECOVERING FROM MISMANAGEMENT OR TO GROWTH INTO NEW AND DIFFERENT AREAS. IN EACH OF THESE SITUATIONS, HUBBARD HOUSE MAY NEED TO COMPENSATE THE CEO OUTSIDE OF THE RANGE OF WHAT WOULD BE THE MEDIAN FOR COMPARABLE ORGANIZATIONS THE EXECUTIVE COMMITTEE MAY ALSO CONSIDER A REASONED OPINION FROM A LAWYER, CERTIFIED PUBLIC ACCOUNTANT, OR COMPENSATION EXPERT AS A VALUABLE MECHANISM TO DISCOVER AND STRENGTHEN THE ANALYSIS OR DOCUMENTATION OF THE COMPENSATION PROCESS. ADDITIONALLY, THE EXECUTIVE COMMITTEE OF HUBBARD HOUSE, INC. SHALL ANNUALLY EVALUATE THE CEO ON HIS/HER PERFORMANCE AND ASK FOR HIS/HER INPUT ON MATTERS OF PERFORMANCE AND COMPENSATION (REFER TO POLICY E-4, CONDUCTING THE CHIEF EXECUTIVE OFFICER'S PERFORMANCE EVALUATION). BOARD DOCUMENTATION AND APPROVAL. TO APPROVE THE COMPENSATION FOR THE CEO, THE BOARD MUST DOCUMENT ANNUALLY HOW IT REACHED ITS DECISIONS, INCLUDING THE DATA ON WHICH IT RELIED, IN MINUTES OF THE MEETING DURING WHICH THE COMPENSATION WAS APPROVED. THE DOCUMENTATION MUST BE MADE CONCURRENTLY WITH THE DETERMINATION OF THE COMPENSATION ARRANGEMENT. RECORDS MUST BE PREPARED BY THE NEXT MEETING OR WITHIN 60 DAYS OF THE MEETING WHERE COMPENSATION WAS DISCUSSED AND MUST BE REVIEWED AND APPROVED BY THE GOVERNING BODY AS REASONABLE, ACCURATE, AND COMPLETE. DOCUMENTATION WILL INCLUDE: 1. DESCRIPTION OF ALL TERMS OF COMPENSATION PACKAGE AND BENEFITS APPROVED; 2. DATE APPROVED; 3. THE MEMBERS OF THE BOARD WHO WERE PRESENT DURING THE DISCUSSION ABOUT COMPENSATION AND BENEFITS, AND THE RESULTS OF THE VOTE (SPECIFICALLY DOCUMENTING WHO VOTED TO APPROVE, WHO VOTED TO REJECT, AND WHO ABSTAINED); 4. ANY ACTIONS TAKEN (SUCH AS ABSTAINING FROM DISCUSSION AND VOTE) WITH RESPECT TO CONSIDERATION OF THE COMPENSATION BY ANYONE WHO IS OTHERWISE A MEMBER OF THE BOARD BUT WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE DECISION ON THE COMPENSATION AND BENEFITS; 5. A DESCRIPTION OF THE COMPARABILITY DATA RELIED UPON AND HOW THE DATA WAS OBTAINED; AND 6. THE BASIS FOR THE DETERMINATION WHENEVER THE BOARD DECIDES THE REASONABLE COMPENSATION IS HIGHER OR LOWER THAN THE RANGE OF COMPARABLE DATA RECEIVED. INDEPENDENCE IN SETTING COMPENSATION THE PRESIDENT OF THE BOARD OF DIRECTORS, WHO IS A VOLUNTEER AND NOT COMPENSATED BY HUBBARD HOUSE, INC, WILL OPERATE INDEPENDENTLY WITHOUT UNDUE INFLUENCE FROM THE CEO. NO MEMBER OF THE EXECUTIVE COMMITTEE WILL BE A STAFF MEMBER, THE RELATIVE OF A STAFF MEMBER, OR HAVE ANY RELATIONSHIP WITH STAFF THAT COULD PRESENT A CONFLICT OF INTEREST.

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
5 May 2025
IRS schema version
2023v6.0
Source object
202541279349302729

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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