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Nonprofiteer
← HOPE ENTERPRISES INC

Form 990 for tax year 2022

Filed by HOPE ENTERPRISES INC.

Totals

Total revenue
$23,363,239
Total expenses
$22,294,055
Contributions and grants received
$282,952
Grants paid
$0
Program service revenue
$22,779,086
Investment income
$126,247
Other revenue
$174,954
Total assets, end of year
$23,783,326
Total liabilities, end of year
$2,807,709
Net assets or fund balances, end of year
$20,975,617
Program services expenses (Part IX)
$17,750,894
Management and general expenses
$4,543,161
Fundraising expenses
$0
Program service expenses (Part III)
$17,750,894

Program services were 79.6% 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.

  • 1f · All other contributions, gifts and grants

    $282,952

  • 2a · Program service revenue: FEES FROM GOVERNMENT A

    total $20,378,388 · related or exempt $20,378,388

  • 2b · Program service revenue: REHABILITATION SALES A

    total $1,664,989 · related or exempt $1,664,989

  • 2c · Program service revenue: RESIDENT AND PRIVATE F

    total $650,709 · related or exempt $650,709

  • 2d · Program service revenue: MANAGEMENT FEES

    total $85,000 · related or exempt $85,000

  • 3 · Investment income

    total $126,247 · excluded $126,247

  • 6a · Gross rents

    real property $151,678

  • 6b · Less rental expenses

    real property $101,283

  • 6c · Rental income or loss

    real property $50,395

  • 6d · Net rental income or loss

    total $50,395 · excluded $50,395

  • 11a · Other revenue: MISCELLANEOUS

    total $124,559 · excluded $124,559

  • 11e · Other revenue, total

    $124,559

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $799,375 · program services $799,375

  • 7 · Other salaries and wages

    total $12,639,860 · program services $10,137,027 · management and general $2,502,833

  • 8 · Pension plan contributions

    total $570,944 · program services $496,866 · management and general $74,078

  • 9 · Other employee benefits

    total $2,927,517 · program services $2,547,683 · management and general $379,834

  • 10 · Payroll taxes

    total $974,563 · program services $797,922 · management and general $176,641

  • 11b · Fees: legal

    total $27,176 · management and general $27,176

  • 11c · Fees: accounting

    total $75,830 · management and general $75,830

  • 11f · Fees: investment management

    total $9,316 · management and general $9,316

  • 11g · Fees: other

    total $645,986 · program services $521,164 · management and general $124,822

  • 12 · Advertising and promotion

    total $21,419 · program services $1,263 · management and general $20,156

  • 13 · Office expenses

    total $670,455 · program services $451,807 · management and general $218,648

  • 16 · Occupancy

    total $710,773 · program services $495,684 · management and general $215,089

  • 17 · Travel

    total $98,497 · program services $86,359 · management and general $12,138

  • 20 · Interest

    total $13,363 · program services $1,138 · management and general $12,225

  • 22 · Depreciation, depletion and amortization

    total $803,706 · program services $434,270 · management and general $369,436

  • 23 · Insurance

    total $295,279 · program services $222,045 · management and general $73,234

  • 24a · Other expenses: REPAIRS AND MAINTENANCE

    total $588,483 · program services $476,056 · management and general $112,427

  • 24b · Other expenses: MINOR EQUIPMENT

    total $136,062 · program services $71,899 · management and general $64,163

  • 24c · Other expenses: STAFF TRAINING

    total $110,563 · program services $74,817 · management and general $35,746

  • 24d · Other expenses: VEHICLE EXPENSE

    total $74,373 · program services $67,581 · management and general $6,792

  • 24e · All other expenses

    total $100,515 · program services $67,938 · management and general $32,577

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $7,910,575 · end of year $7,339,872

  • 4 · Accounts receivable

    beginning of year $4,576,436 · end of year $2,166,910

  • 9 · Prepaid expenses and deferred charges

    beginning of year $84,098 · end of year $74,672

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

    $14,457,007

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

    $8,909,303

  • 10c · Land, buildings and equipment, net

    beginning of year $6,562,923 · end of year $5,547,704

  • 11 · Investments: publicly traded securities

    beginning of year $4,017,751 · end of year $7,627,535

  • 12 · Investments: other securities

    beginning of year $131,983 · end of year $135,238

  • 15 · Other assets

    beginning of year $89,477 · end of year $891,395

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,665,218 · end of year $1,362,758

  • 19 · Deferred revenue

    beginning of year $1,148,710 · end of year $728,420

  • 23 · Secured mortgages and notes payable

    beginning of year $28,794 · end of year $16,022

  • 25 · Other liabilities

    beginning of year $506,250 · end of year $700,509

  • 27 · Net assets without donor restrictions

    beginning of year $19,865,389 · end of year $20,813,480

  • 28 · Net assets with donor restrictions

    beginning of year $158,882 · end of year $162,137

Mission and programs · 2022

Mission

ENHANCING THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES BY PROVIDING THEM WITH RESPONSIVE SERVICES AND SUPPORT.

Activities or mission (Part I)

PROVIDING SUPPORT AND SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES.

  • HOPE ENTERPRISES, INC. WAS DEVELOPED IN 1952 TO ENHANCE THE QUALITY OF LIFE FOR PEOPLE WITH INTELLECTUAL DIABILITIES. WITH COMPREHENSIVE SERVICES THROUGH SEVEN COUNTIES IN CENTRAL PENNSYLVANIA, OUR VISION IS TO PROVIDE AN INDIVIDUALIZED APPROACH THAT ALLOWS EACH PERSON THE OPPORTUNITY TO LIVE AN EVERYDAY LIFE. HOPE IS COMMITTED TO PROVIDING SERVICES THAT SUPPORT THOSE WITH DISABILITIES TO LIVE A LIFE, NO DIFFERENT THAN ANY OTHER CITIZEN. OUR ROLE IS TO SUPPORT THE CHOICES THAT GIVE PEOPLE THE RELATIONSHIPS, RIGHTS, AND RESPONSIBILITIES TO BE A MEMBER OF THEIR OWN COMMUNITY. OVER THE LAST 70 YEARS, HOPE HAS CONTINUED TO BE A FRONT-RUNNER IN SUPPORTING THOSE WITH INTELLECTUAL DISABILITIES ACROSS CENTRAL PENNSYLVANIA.

    Expenses $16,089,624 · Revenue $21,029,097

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $1,576,270 · Revenue $1,664,989

  • MANAGEMENT SERVICES (PROVIDES SERVICES TO HOPE ENTERPRISES FOUNDATION, INC., A RELATED TAX-EXEMPT ORGANIZATION).

    Expenses $85,000 · Revenue $85,000

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • MICHAEL BARCLAY

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • GEORGE JOHNSON

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • MARCUS ANNICELLI

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • SUZANNE T STOPPER

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JIM SHILLENN

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT A LABATCH

    PRESIDENT/CEO

    Total calculated
    $176,957
    From this org
    $169,493
    From related orgs
    $0
    Other
    $7,464
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $169,493
    Bonus
    $0
    Other
    $0
    Deferred
    $4,199
    Nontaxable benefits
    $3,265
    Filer's total
    $176,957

  • PHILIP SPUNGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT P WALKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DONNA L BASTIAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL H COLLINS ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEAN P MULLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATHY ZAKARIAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES K GATES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JULIE STEINBACHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEN HEALY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CINDY BRINDGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MIKE REED

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LONI KLINE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN ENGEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RIKKI RIEGNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ED METZGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUZANNE GLISON

    CHIEF OPERATING OFFICER

    Total calculated
    $272,929
    From this org
    $268,495
    From related orgs
    $0
    Other
    $4,434
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $268,495
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $4,434
    Filer's total
    $272,929

  • JOHN F BUBB

    VICE PRESIDENT/CFO

    Total calculated
    $136,044
    From this org
    $102,665
    From related orgs
    $0
    Other
    $33,379
    Hours/week
    38 + 2 related

  • CHERYL G YOXTHEIMER

    VICE PRESIDENT

    Total calculated
    $115,650
    From this org
    $101,519
    From related orgs
    $0
    Other
    $14,131
    Hours/week
    40

  • HOLLY A MADDEN

    VICE PRESIDENT

    Total calculated
    $115,702
    From this org
    $111,394
    From related orgs
    $0
    Other
    $4,308
    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. 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 · 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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
6 March 2024
IRS schema version
2022v5.0
Source object
202400669349300425

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