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Nonprofiteer
← NEW HOPE SERVICES INC

Form 990 for tax year 2022

Filed by NEW HOPE SERVICES INC.

Totals

Total revenue
$8,937,350
Total expenses
$9,690,156
Contributions and grants received
$548,906
Grants paid
$0
Program service revenue
$6,132,605
Investment income
$91,156
Other revenue
$2,164,683
Total assets, end of year
$23,162,151
Total liabilities, end of year
$10,859,487
Net assets or fund balances, end of year
$12,302,664
Program services expenses (Part IX)
$7,883,174
Management and general expenses
$1,751,236
Fundraising expenses
$55,746
Program service expenses (Part III)
$7,883,174

Program services were 81.4% 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.

  • 1e · Government grants (contributions)

    $391,774

  • 1f · All other contributions, gifts and grants

    $157,132

  • 2a · Program service revenue: PROGRAM SERVICE FEES

    total $5,931,079 · related or exempt $5,931,079

  • 2b · Program service revenue: SHELTERED WORKPSHOP

    total $201,526 · related or exempt $201,526

  • 3 · Investment income

    total $46,912 · related or exempt $46,912

  • 6a · Gross rents

    real property $1,672,198

  • 6b · Less rental expenses

    real property $722,212

  • 6c · Rental income or loss

    real property $949,986

  • 6d · Net rental income or loss

    total $949,986 · related or exempt $949,986

  • 7a · Gross sales of assets other than inventory

    securities $663,073 · other assets $16,325

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

    securities $635,154 · other assets $0

  • 7c · Gain or loss

    securities $27,919 · other assets $16,325

  • 7d · Net gain or loss

    total $44,244 · excluded $44,244

  • 11a · Other revenue: TAXES

    total $667,802 · related or exempt $667,802

  • 11b · Other revenue: MISCELLANEOUS

    total $235,142 · related or exempt $235,142

  • 11c · Other revenue: MANAGEMENT FEES

    total $225,000 · related or exempt $225,000

  • 11d · All other revenue

    total $86,753 · related or exempt $86,753

  • 11e · Other revenue, total

    $1,214,697

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $537,790 · program services $268,895 · management and general $268,895

  • 7 · Other salaries and wages

    total $4,631,347 · program services $4,059,468 · management and general $569,935 · fundraising $1,944

  • 8 · Pension plan contributions

    total $119,964 · program services $91,578 · management and general $28,386

  • 9 · Other employee benefits

    total $737,637 · program services $516,207 · management and general $221,350 · fundraising $80

  • 10 · Payroll taxes

    total $385,148 · program services $325,059 · management and general $59,973 · fundraising $116

  • 11b · Fees: legal

    total $18,106 · program services $5,183 · management and general $10,596 · fundraising $2,327

  • 11c · Fees: accounting

    total $79,425 · program services $22,737 · management and general $46,477 · fundraising $10,211

  • 11g · Fees: other

    total $201,572 · program services $57,704 · management and general $117,953 · fundraising $25,915

  • 13 · Office expenses

    total $118,948 · program services $75,646 · management and general $33,621 · fundraising $9,681

  • 16 · Occupancy

    total $62,900 · program services $46,638 · management and general $16,262

  • 17 · Travel

    total $163,076 · program services $160,897 · management and general $2,179

  • 19 · Conferences, conventions and meetings

    total $66,973 · program services $42,561 · management and general $24,412

  • 20 · Interest

    total $113,806 · program services $6,101 · management and general $107,705

  • 22 · Depreciation, depletion and amortization

    total $503,976 · program services $433,835 · management and general $70,141

  • 23 · Insurance

    total $10,266 · management and general $10,266

  • 24a · Other expenses: COMMUNITY HOUSING

    total $1,319,030 · program services $1,319,030

  • 24b · Other expenses: MISC

    total $253,796 · program services $188,353 · management and general $65,443

  • 24c · Other expenses: SUPPLIES

    total $195,176 · program services $134,203 · management and general $55,600 · fundraising $5,373

  • 24d · Other expenses: BAD DEBT

    total $111,712 · program services $111,712

  • 24e · All other expenses

    total $59,508 · program services $17,367 · management and general $42,042 · fundraising $99

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $168,301 · end of year $22,515

  • 2 · Savings and temporary cash investments

    beginning of year $604,694 · end of year $939,782

  • 3 · Pledges and grants receivable

    beginning of year $720,190 · end of year $893,488

  • 4 · Accounts receivable

    beginning of year $16,956 · end of year $19,059

  • 7 · Other notes and loans receivable

    beginning of year $101,957 · end of year $58,957

  • 9 · Prepaid expenses and deferred charges

    beginning of year $53,525 · end of year $92,791

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

    $23,111,732

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

    $7,262,419

  • 10c · Land, buildings and equipment, net

    beginning of year $16,541,603 · end of year $15,849,313

  • 11 · Investments: publicly traded securities

    beginning of year $1,918,449 · end of year $1,947,851

  • 15 · Other assets

    beginning of year $2,903,938 · end of year $3,338,395

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,933,280 · end of year $2,041,096

  • 19 · Deferred revenue

    beginning of year $206,837 · end of year $239,271

  • 23 · Secured mortgages and notes payable

    beginning of year $7,670,579 · end of year $8,092,758

  • 24 · Unsecured notes and loans payable

    beginning of year $390,853 · end of year $390,853

  • 25 · Other liabilities

    beginning of year $0 · end of year $95,509

  • 27 · Net assets without donor restrictions

    beginning of year $5,488,564 · end of year $4,963,164

  • 28 · Net assets with donor restrictions

    beginning of year $7,339,500 · end of year $7,339,500

Mission and programs · 2022

Mission

PROVIDE SERVICES IN RESPONSE TO INDIVIDUAL NEED

Activities or mission (Part I)

PROVIDE SERVICES IN RESPONSE TO INDIVIDUAL NEED.

  • WIC (WOMEN, INFANTS, AND CHILDREN) IS A NUTRITION PROGRAM, NATIONALLY RECOGNIZED AS AN EFFECTIVE MEANS FOR IMPROVING ACCESS TO NUTRITIOUS FOODS AND PROMOTING HEALTHIER EATING AND LIFESTYLES. THE INDIANA WIC PROGRAM SERVES AN AVERAGE OF 145,000 WOMEN, INFANTS, AND CHILDREN EACH MONTH THROUGH A STATEWIDE NETWORK OF 140 WIC CLINICS. INDIANA WIC SUPPORTS $105 MILLION IN FOOD SALES AT MORE THAN 600 INDIANA WIC-AUTHORIZED GROCERY STORES AND PHARMACIES.WIC PROVIDES: NUTRITION AND HEALTH SCREENING AND ASSESSMENT NUTRITION EDUCATION AND COUNSELING BREASTFEEDING PROMOTION AND SUPPORT REFERRALS TO OTHER INDIANA HEALTH, FAMILY, AND SOCIAL SERVICES SUPPLEMENTAL HEALTHY FOODS DESIGNED TO MEET SPECIAL NUTRITION NEEDS

    Expenses $1,757,342 · Revenue $1,948,458

  • HEALTHY FAMILIES INDIANA (HFI) IS A VOLUNTARY EVIDENCE-BASED HOME VISITATION PROGRAM THAT IS DESIGNED TO PROMOTE HEALTHY FAMILIES AND HEALTHY CHILDREN THROUGH A VARIETY OF SERVICES INCLUDING CHILD DEVELOPMENT, ACCESS TO HEALTH CARE, AND PARENT EDUCATION. IT IS ALSO A MULTI-SITE STATEWIDE SYSTEM THAT IS ADMINISTERED BY THE INDIANA DEPARTMENT OF CHILD SERVICES. HEALTHY FAMILIES INDIANA IS FUNDED BY THE DEPARTMENT OF CHILD SERVICES THROUGH TEMPORARY ASSISTANCE FOR NEEDY FAMILIES (TANF), MATERNAL, INFANT, EARLY CHILDHOOD HOME VISITING (MIECHV), AND STATE FUNDS AS WELL AS LOCAL FUNDS PROVIDED TO THE HFI SITES.HEALTHY FAMILIES INDIANA WORKS CLOSELY WITH HEALTH CLINICS, LOCAL HOSPITALS, INDIANA WIC OFFICES, DEPARTMENT OF CHILD SERVICES (DCS), AND OTHER AGENCIES FOR FAMILY REFERRALS. HFI SYSTEMATICALLY IDENTIFIES FAMILIES THAT COULD BENEFIT FROM EDUCATION AND SUPPORT SERVICES PRENATALLY OR IMMEDIATELY AFTER BIRTH. THE PROGRAM IS DESIGNED TO STRENGTHEN FAMILIES TO REDUCE CHILD ABUSE AND NEGLECT, CHILDHOOD HEALTH PROBLEMS, AND JUVENILE DELINQUENCY.HEALTHY FAMILIES INDIANA (HFI) HAS BEEN IN PARTNERSHIP WITH HEALTHY FAMILIES AMERICA (HFA), THE NATIONAL HOME VISITATION MODEL, SINCE 1994. THE GOALS OF HEALTHY FAMILIES INDIANA ARE TO: SYSTEMATICALLY ENGAGE FAMILIES WITH MULTIPLE STRESSORS IN HOME VISITING SERVICES PRENATALLY OR AT BIRTH AND SUSTAINING COMMUNITY PARTNERSHIPS PROMOTE SAFE ENVIRONMENTS FOR CHILDREN AND FAMILIES CULTIVATE AND STRENGTHEN NURTURING PARENT-CHILD RELATIONSHIPS PROMOTE HEALTHY CHILDHOOD GROWTH AND DEVELOPMENT THROUGH PARENT ENGAGEMENT ENHANCE FAMILY FUNCTIONING BY REDUCING RISK AND BUILDING PROTECTIVE FACTORS FOR OPTIMAL CHILDHOOD OUTCOMES PROVIDE STAFF WITH THE TRAINING AND SUPPORT NEEDED FOR THEIR PROFESSIONAL WELL BEING

    Expenses $1,870,489 · Revenue $2,183,786

  • SUPPORTED LIVING THE SUPPORTED LIVING PROGRAM SERVES ADULTS WITH INTELLECTUAL DISABILITIES IN THEIR HOME LIVING ENVIRONMENT TO ASSIST THEM TO MAINTAIN THEIR COMMUNITY HOME AND LIVE AS INDEPENDENTLY AS POSSIBLE. THIS PROGRAM SERVES CLIENTS LIVING ALONE, WITH UP TO THREE ROOMMATES, OR CLIENTS WHO RESIDE WITH THEIR FAMILY. SUPPORTED LIVING SERVICES ARE PRIMARILY PROVIDED IN THE HOME, BUT ALSO INVOLVE COMMUNITY ACCESS. INDIVIDUALS IN THIS PROGRAM MAY NEED ONLY A FEW HOURS OF SERVICES A WEEK, OR UP TO 24 HOURS A DAY OF ASSISTANCE.

    Expenses $2,168,510

  • WORK SERVICES, WOMEN INFANT AND CHILDREN, INDIANA FAMILY HEALTH CLINIC COUNCIL, RENTAL PROPERTIES, SENIOR CARE AND OTHER PROGRAMS

    Expenses $2,086,833 · Revenue $4,211,956

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • PAT DAILY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CHRIS BOTTORFF

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • ALAN APPLEGATE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • WILL DIERKING

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRAD WALKER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAUL WHEATLEY

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ANGIE KLEER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • LAURA MUNCY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JODY RESCHAR HEAZLITT

    CEO/PRESIDENT (EFF 1/14/23)

    Total calculated
    $256,012
    From this org
    $234,393
    From related orgs
    $0
    Other
    $21,619
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $144,893
    Bonus
    $89,500
    Other
    $0
    Deferred
    $21,619
    Nontaxable benefits
    $0
    Filer's total
    $256,012

  • JOHN BROADY

    CFO

    Total calculated
    $215,445
    From this org
    $197,214
    From related orgs
    $0
    Other
    $18,231
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $129,642
    Bonus
    $67,572
    Other
    $0
    Deferred
    $18,231
    Nontaxable benefits
    $0
    Filer's total
    $215,445

  • ELIZABETH BOYD

    COO

    Total calculated
    $107,042
    From this org
    $102,191
    From related orgs
    $0
    Other
    $4,851
    Hours/week
    30 + 10 related

  • JAMES BOSLEY

    CEO/PRESIDENT (THRU 1/13/23)

    Total calculated
    $352,283
    From this org
    $0
    From related orgs
    $304,731
    Other
    $47,552
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $191,391 related
    Bonus
    $0 + $113,340 related
    Other
    $0
    Deferred
    $0 + $46,487 related
    Nontaxable benefits
    $0 + $1,065 related
    Filer's total
    $0 + $352,283 related

  • KIMBERLY TUNGATE

    EXECUTIVE ASSISTANT

    Total calculated
    $105,120
    From this org
    $100,242
    From related orgs
    $0
    Other
    $4,878
    Hours/week
    30 + 10 related

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

  • 6a · Pay contingent on this organization's net earnings
  • 7 · Other non-fixed payments

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
  • 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 3
A RELATED ORGANIZATION USES THE FOLLOWING PROCESS: COMPENSATION FOR THE CEO IS DETERMINED BY THE BOARD OF DIRECTORS OF BASED UPON COMPARABLE WAGES FOR SIMILAR ORGANIZATIONS OF SIZE AND COMPLEXITY.
PART I, LINE 6
THE CEO, PRESIDENT AND CFO ARE BONUSED BASED UPON THE PROFITABILITY OF THE ORGANIZATION. ZERO TO 25% OF ANNUAL COMPENSATION IS BASED UPON THE PROFITABLIITY ON A SLIDING SCALE OF 0-4% OF PROFIT.
PART I, LINE 7
CEO, PRESIDENT, CFO AND EXECUTIVE ASSISTANT RECEIVE INCENTIVES BASED UPON ACTUAL DEVELOPER FEES RECEIVED FROM HOUSING PROJECTS.

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.

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • DZP BRAZIL LLC

    C · LOW INCOME HOUSING · IN

    Directly controlled by NEW HOPE DEVELOPMENT SERVICES

  • MFOS APARTMENTS LLC

    C · LOW INCOME HOUSING · IN

    Directly controlled by NEW HOPE DEVELOPMENT SERVICES

  • NEW HIGHLAND INC

    C · LOW INCOME HOUSING · IN

    Directly controlled by NEW HOPE DEVELOPMENT SERVICES

  • TLAL APARTMENTS LLC

    C · LOW INCOME HOUSING · IN

    Directly controlled by NEW HOPE DEVELOPMENT SERVICES

  • OGT GP LLC

    C · LOW INCOME HOUSING · IN

    Directly controlled by NEW HOPE DEVELOPMENT SERVICES

  • TOM GP LLC

    C · LOW INCOME HOUSING · IN

    Directly controlled by NEW HOPE DEVELOPMENT SERVICES

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202401369349305140

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