Totals
- Total revenue
- $47,968,430
- Total expenses
- $49,315,089
- Contributions and grants received
- $46,763,080
- Grants paid
- $20,332
- Program service revenue
- $5,089,617
- Investment income
- $299,480
- Other revenue
- -$4,183,747
- Total assets, end of year
- $51,710,310
- Total liabilities, end of year
- $30,240,053
- Net assets or fund balances, end of year
- $21,470,257
- Program services expenses (Part IX)
- $40,881,057
- Management and general expenses
- $7,678,383
- Fundraising expenses
- $755,649
- Program service expenses (Part III)
- $40,881,057
Program services were 82.9% 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
$223,295
-
1e · Government grants (contributions)
$40,978,025
-
1f · All other contributions, gifts and grants
$5,561,760
-
1g · Noncash contributions included above
$3,678,860
-
2a · Program service revenue: EMPLOYMENT SERVICES
total $5,050,956 · related or exempt $5,050,956
-
2b · Program service revenue: DAY ACTIVITY/TRAINING
total $29,507 · related or exempt $29,507
-
2c · Program service revenue: FISCAL SPONSOR
total $9,154 · related or exempt $9,154
-
3 · Investment income
total $246,683 · excluded $246,683
-
6a · Gross rents
real property $304,200
-
6b · Less rental expenses
real property $55,187
-
6c · Rental income or loss
real property $249,013
-
6d · Net rental income or loss
total $249,013 · related or exempt $59,936 · excluded $189,077
-
7a · Gross sales of assets other than inventory
securities $6,278,792 · other assets $67,418
-
7b · Less cost or other basis and sales expenses
securities $6,281,844 · other assets $11,569
-
7c · Gain or loss
securities -$3,052 · other assets $55,849
-
7d · Net gain or loss
total $52,797 · excluded $52,797
-
8a · Fundraising events: gross income
$707,157
-
8a · Fundraising events: contributions included on line 1c
$223,295
-
8b · Fundraising events: direct expenses
$469,870
-
8c · Net income from fundraising events
total $237,287 · excluded $237,287
-
10a · Gross sales of inventory
$3,563,390
-
10b · Cost of goods sold
$8,262,074
-
10c · Net income from sales of inventory
total -$4,698,684 · excluded -$4,698,684
-
11a · Other revenue: REBATES
total $28,278 · excluded $28,278
-
11b · Other revenue: MISCELLANEOUS
total $359 · excluded $359
-
11e · Other revenue, total
$28,637
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $20,332 · program services $20,332
-
5 · Compensation of officers, directors and key employees
total $1,474,549 · program services $299,326 · management and general $1,175,223
-
7 · Other salaries and wages
total $26,421,631 · program services $23,684,969 · management and general $2,435,838 · fundraising $300,824
-
8 · Pension plan contributions
total $441,661 · program services $376,018 · management and general $60,791 · fundraising $4,852
-
9 · Other employee benefits
total $5,261,212 · program services $4,720,982 · management and general $474,603 · fundraising $65,627
-
10 · Payroll taxes
total $2,047,561 · program services $1,788,701 · management and general $240,188 · fundraising $18,672
-
11b · Fees: legal
total $1,536,935 · program services $113,627 · management and general $1,418,464 · fundraising $4,844
-
11c · Fees: accounting
total $826,896 · management and general $826,896
-
11f · Fees: investment management
total $77,577 · management and general $77,577
-
11g · Fees: other
total $3,796,441 · program services $3,791,159 · management and general $4,184 · fundraising $1,098
-
12 · Advertising and promotion
total $240,900 · program services $6,627 · management and general $113,867 · fundraising $120,406
-
13 · Office expenses
total $578,757 · program services $344,240 · management and general $46,007 · fundraising $188,510
-
14 · Information technology
total $220,571 · program services $183,027 · management and general $29,741 · fundraising $7,803
-
16 · Occupancy
total $2,531,941 · program services $2,471,691 · management and general $50,385 · fundraising $9,865
-
17 · Travel
total $637,849 · program services $550,813 · management and general $73,961 · fundraising $13,075
-
20 · Interest
total $130,304 · program services $10,751 · management and general $119,553
-
22 · Depreciation, depletion and amortization
total $785,849 · program services $682,906 · management and general $102,943
-
23 · Insurance
total $935,517 · program services $783,059 · management and general $143,628 · fundraising $8,830
-
24a · Other expenses: SUPPLIES
total $942,817 · program services $860,357 · management and general $78,698 · fundraising $3,762
-
24b · Other expenses: EQUIPMENT RENTAL
total $282,453 · program services $181,503 · management and general $94,272 · fundraising $6,678
-
24c · Other expenses: DUES & SUBSCRIPTIONS
total $123,336 · program services $10,969 · management and general $111,564 · fundraising $803
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $7,167,087 · end of year $6,385,326
-
2 · Savings and temporary cash investments
beginning of year $632,090 · end of year $271,352
-
3 · Pledges and grants receivable
beginning of year $404,834 · end of year $483,572
-
4 · Accounts receivable
beginning of year $4,709,921 · end of year $6,800,525
-
8 · Inventories for sale or use
beginning of year $372,770 · end of year $341,320
-
9 · Prepaid expenses and deferred charges
beginning of year $197,775 · end of year $128,441
-
10a · Land, buildings and equipment: cost or other basis
$24,177,265
-
10b · Land, buildings and equipment: accumulated depreciation
$12,398,274
-
10c · Land, buildings and equipment, net
beginning of year $12,259,472 · end of year $11,778,991
-
11 · Investments: publicly traded securities
beginning of year $5,387,563 · end of year $7,019,251
-
12 · Investments: other securities
beginning of year $3,931,197 · end of year $3,354,760
-
15 · Other assets
beginning of year $132,595 · end of year $15,146,772
-
17 · Accounts payable and accrued expenses
beginning of year $7,277,915 · end of year $9,655,591
-
23 · Secured mortgages and notes payable
beginning of year $3,657,986 · end of year $3,495,002
-
25 · Other liabilities
beginning of year $1,980,304 · end of year $17,089,460
-
27 · Net assets without donor restrictions
beginning of year $20,169,187 · end of year $19,122,032
-
28 · Net assets with donor restrictions
beginning of year $2,109,912 · end of year $2,348,225
Mission and programs · 2022
Mission
TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES.
Activities or mission (Part I)
EMPLOYMENT AND TRAINING SERVICE, MENTAL HEALTH SERVICES, SENIOR SERVICES, COMMUNITY LIVING.
-
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 1400 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.
Expenses $18,535,932 · Grants $20,332 · Revenue $29,507
-
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 275 CLIENTS IN SANTA CLARA, SAN MATEO, SANTA CRUZ, SAN BENITO AND MONTEREY COUNTIES.RETAIL OPERATIONS - PROVIDE PLACES OF EMPLOYMENTS FOR HOPE SERVICES' CLIENTS.
Expenses $11,634,914 · Revenue $5,050,956
-
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 2000 CLIENTS IN SANTA CLARA, SAN MATEO, SANTA CRUZ AND MONTEREY COUNTIES.
Expenses $10,648,336
-
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.
Expenses $61,875 · Revenue $69,090
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Charles C HugginsCHARLES C HUGGINS
CHIEF EXECUTIVE OFFICER
- Total calculated
- $529,591
- From this org
- $364,687
- From related orgs
- $0
- Other
- $164,904
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $355,187
- Bonus
- $0
- Other
- $9,500
- Deferred
- $110,000
- Nontaxable benefits
- $54,904
- Filer's total
- $529,591
-
Clayton NgCLAYTON NG
CHIEF FINANCIAL OFFICER
- Total calculated
- $317,561
- From this org
- $249,944
- From related orgs
- $0
- Other
- $67,617
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $243,644
- Bonus
- $0
- Other
- $6,300
- Deferred
- $35,475
- Nontaxable benefits
- $32,142
- Filer's total
- $317,561
-
Tara BeckmanTARA BECKMAN
CHIEF PROGRAM OFFICER
- Total calculated
- $249,732
- From this org
- $205,813
- From related orgs
- $0
- Other
- $43,919
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $201,523
- Bonus
- $0
- Other
- $4,290
- Deferred
- $32,424
- Nontaxable benefits
- $11,495
- Filer's total
- $249,732
-
Anna FernandezANNA FERNANDEZ
DIRECTOR, BEHAVIORAL HEALTH SERVICES
- Total calculated
- $240,189
- From this org
- $218,341
- From related orgs
- $0
- Other
- $21,848
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $198,070
- Bonus
- $20,271
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $21,848
- Filer's total
- $240,189
-
Sujan VatturiSUJAN VATTURI
CHIEF INFORMATION OFFICER
- Total calculated
- $215,673
- From this org
- $198,420
- From related orgs
- $0
- Other
- $17,253
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $193,989
- Bonus
- $0
- Other
- $4,431
- Deferred
- $0
- Nontaxable benefits
- $17,253
- Filer's total
- $215,673
-
Clara LeeCLARA LEE
PSYCHIATRIST
- Total calculated
- $197,947
- From this org
- $191,054
- From related orgs
- $0
- Other
- $6,893
- Hours/week
- 21
Schedule J breakdown matched by us
- Base
- $191,054
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $6,893
- Filer's total
- $197,947
-
Susanne RintaSUSANNE RINTA
DIRECTOR, NORTH DISTRICT
- Total calculated
- $174,694
- From this org
- $158,200
- From related orgs
- $0
- Other
- $16,494
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $140,483
- Bonus
- $10,274
- Other
- $7,443
- Deferred
- $0
- Nontaxable benefits
- $16,494
- Filer's total
- $174,694
-
Francie HsuFRANCIE HSU
CONTROLLER
- Total calculated
- $171,019
- From this org
- $153,220
- From related orgs
- $0
- Other
- $17,799
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $135,969
- Bonus
- $10,000
- Other
- $7,251
- Deferred
- $10,422
- Nontaxable benefits
- $7,377
- Filer's total
- $171,019
-
Cathy Bouchard Until 072022CATHY BOUCHARD UNTIL 072022
DIRECTOR, SPECIALTY SERVICES
- Total calculated
- $158,208
- From this org
- $146,243
- From related orgs
- $0
- Other
- $11,965
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $131,969
- Bonus
- $14,274
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $11,965
- Filer's total
- $158,208
-
Cameron HasteCAMERON HASTE
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Tom McGovernTOM MCGOVERN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Jenn HenleyJENN HENLEY
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Ivan FujiharaIVAN FUJIHARA
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Bill PalmerBILL PALMER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Roxanne VaneROXANNE VANE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Lisa ChapmanLISA CHAPMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Ralph HarnettRALPH HARNETT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Dan FosterDAN FOSTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Ori KochaviORI KOCHAVI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Libo Cao MeyersLIBO CAO MEYERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Joe PertJOE PERT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Christine JosephCHRISTINE JOSEPH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Gopal KumarappanGOPAL KUMARAPPAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Candace BeyerCANDACE BEYER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Harkishin NachnaniHARKISHIN NACHNANI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Rohan BafnaROHAN BAFNA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Steve ClintonSTEVE CLINTON
BOARD MEMBER (UNTIL 10/2022)
- Total calculated
- $0
- Hours/week
- 2
-
Karen CottleKAREN COTTLE
BOARD MEMBER (UNTIL 10/2022)
- Total calculated
- $0
- Hours/week
- 2
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
- 1a · Tax indemnification and gross-up payments
- 1a · Personal services (maid, chauffeur, chef)
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- CHARLES C. HUGGINS, CLAYTON NG, TARA BECKMAN, AND SUJAN VATTURI RECEIVED CAR ALLOWANCE OF $9,500, $6,300, $4,290, $4,431, RESPECTIVELY.
- PART I, LINE 4B
- HOPE SERVICES HAS A 457(F) PLAN FOR CEO CHARLES C. HUGGINS, CFO CLAYTON NG, CHIEF PROGRAM OFFICER TARA BECKMAN AND CONTROLLER FRANCIE HSU. DURING THE CALENDAR YEAR ENDING WITHIN THE 2022 TAX YEAR, $110,000, $35,475, $32,424, AND $10,422, RESPECTIVELY, FOR CHARLES, CLAYTON, TARA, AND FRANCIE, ACCRUED IN THE SEC. 457(F) PLAN. THE AMOUNT REPORTED IS SUBJECT TO A RISK OF SUBSTANTIAL FORFEITURE AND PAYMENT IS NOT GUARANTEED.
- PART I, LINE 7
- ANNA FERNANDEZ, SUSANNE RINTA, FRANCIE HSU, AND CATHY BOUCHARD RECEIVED A DISCRETIONARY BONUS OF $20,271, $10,274, $10,000, AND $14,274, RESPECTIVELY.
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
-
$20,000
GENERAL SUPPORT
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.
-
501(C)(3) · TO HOUSE FEDERAL CONTRACTS · CA · controlled entity
Directly controlled by HOPE SERVICES
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441359349310419
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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