Form 990 for tax year 2023
Filed by HOPE WORLDWIDE LTD.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2023 , filed 15 May 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $13,220,445 changed to $10,775,808
- Total expenses
- $14,186,192 changed to $12,044,869
- Contributions and grants received
- $12,685,349 changed to $10,437,274
- Grants paid
- $7,661,907 changed to $9,330,494
- Program service revenue
- $503,772 changed to $300,377
- Investment income
- $25,550 changed to $49,795
- Other revenue
- $5,774 changed to -$11,638
- Total assets, end of year
- $6,482,012 changed to $5,281,902
- Total liabilities, end of year
- $1,322,340 changed to $1,201,859
- Net assets or fund balances, end of year
- $5,159,672 changed to $4,080,043
- Program services expenses
- $10,283,661 changed to $10,414,714
- Management and general expenses
- $3,281,320 changed to $1,348,932
- Fundraising expenses
- $621,211 changed to $281,223
- Program service expenses (Part III)
- $10,283,661 changed to $10,414,714
Listed only on the earlier return
- Dave Tomlinson
- David Malutinok
- Dr Marc Aguirre
- Griselda Lua
- Obiageli Ukadike
- Russ Hargrove
- Suzanne Gumley
- Tony Fernandez
Listed only on the later return
- Obiageli Ukadike-Oyer
Listed under a different title
- Barbara Porter: Chief Legal Officer/ Secretary then Chief Legal Officer
- Dr Ben Barnett: PRESIDENT/CEO (BEG. JULY 2023) then President/CEO
Totals
- Total revenue
- $13,220,445
- Total expenses
- $14,186,192
- Contributions and grants received
- $12,685,349
- Grants paid
- $7,661,907
- Program service revenue
- $503,772
- Investment income
- $25,550
- Other revenue
- $5,774
- Total assets, end of year
- $6,482,012
- Total liabilities, end of year
- $1,322,340
- Net assets or fund balances, end of year
- $5,159,672
- Program services expenses (Part IX)
- $10,283,661
- Management and general expenses
- $3,281,320
- Fundraising expenses
- $621,211
- Program service expenses (Part III)
- $10,283,661
Program services were 72.5% 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.
-
1a · Federated campaigns
$3,400
-
1c · Fundraising events
$54,725
-
1d · Related organizations
$150,794
-
1f · All other contributions, gifts and grants
$12,476,430
-
1g · Noncash contributions included above
$6,554,150
-
2a · Program service revenue: VOLUNTEER CORPS
total $503,772 · related or exempt $503,772
-
3 · Investment income
total $25,550 · excluded $25,550
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$52,552
-
8a · Fundraising events: contributions included on line 1c
$54,725
-
8b · Fundraising events: direct expenses
$47,566
-
8c · Net income from fundraising events
total $4,986 · excluded $4,986
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$2,212
-
10b · Cost of goods sold
$2,692
-
10c · Net income from sales of inventory
total -$480 · excluded -$480
-
11a · Other revenue: MISC INCOME
total $1,268 · related or exempt $1,268
-
11e · Other revenue, total
$1,268
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $131,185 · program services $131,185
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $7,530,722 · program services $7,530,722
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $799,256 · program services $279,740 · management and general $519,516
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $2,500,391 · program services $796,306 · management and general $1,315,675 · fundraising $388,410
-
8 · Pension plan contributions
total $121,351 · program services $38,647 · management and general $63,853 · fundraising $18,851
-
9 · Other employee benefits
total $356,110 · program services $113,411 · management and general $187,381 · fundraising $55,318
-
10 · Payroll taxes
total $206,943 · program services $65,906 · management and general $108,891 · fundraising $32,146
-
11a · Fees: management
total $279,540 · program services $180,611 · management and general $77,002 · fundraising $21,927
-
11b · Fees: legal
total $164,110 · management and general $164,110
-
11c · Fees: accounting
total $43,500 · management and general $43,500
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $259,450 · program services $167,631 · management and general $71,468 · fundraising $20,351
-
12 · Advertising and promotion
total $62,145 · program services $16,279 · management and general $18,625 · fundraising $27,241
-
13 · Office expenses
total $54,647 · program services $11,225 · management and general $36,031 · fundraising $7,391
-
14 · Information technology
total $125,561 · program services $25,792 · management and general $82,787 · fundraising $16,982
-
15 · Royalties
total $0
-
16 · Occupancy
total $267,164 · program services $18,790 · management and general $243,038 · fundraising $5,336
-
17 · Travel
total $282,525 · program services $185,019 · management and general $77,105 · fundraising $20,401
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $31,913 · program services $9,160 · management and general $20,948 · fundraising $1,805
-
20 · Interest
total $12,320 · program services $5,512 · management and general $6,523 · fundraising $285
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $42,100 · program services $4,361 · management and general $37,403 · fundraising $336
-
23 · Insurance
total $150,411 · program services $15,580 · management and general $133,632 · fundraising $1,199
-
24a · Other expenses: PROGRAM EXPENSES
total $625,394 · program services $625,394
-
24b · Other expenses: BANK/CREDIT CARD FEES
total $88,321 · program services $39,514 · management and general $46,760 · fundraising $2,047
-
24c · Other expenses: MISC EXPENSES
total $51,133 · program services $22,876 · management and general $27,072 · fundraising $1,185
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,099,686 · end of year $1,094,915
-
2 · Savings and temporary cash investments
beginning of year $2,504,216 · end of year $2,125,845
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $1,058,025 · end of year $624,006
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $273,835 · end of year $80,305
-
10a · Land, buildings and equipment: cost or other basis
$302,320
-
10b · Land, buildings and equipment: accumulated depreciation
$85,216
-
10c · Land, buildings and equipment, net
beginning of year $259,203 · end of year $217,104
-
11 · Investments: publicly traded securities
beginning of year $982,612 · end of year $1,240,216
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $1,186,478 · end of year $1,099,621
-
17 · Accounts payable and accrued expenses
beginning of year $213,042 · end of year $142,717
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $58,697 · end of year $50,432
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $1,215,376 · end of year $1,129,191
-
27 · Net assets without donor restrictions
beginning of year $1,515,989 · end of year $798,721
-
28 · Net assets with donor restrictions
beginning of year $4,360,951 · end of year $4,360,951
Mission and programs · 2023
Mission
MOTIVATED BY GOD'S LOVE, WE PARTNER WITH OUR NEIGHBORS IN NEED, EQUIP VOLUNTEERS, RESPOND TO DISASTERS AND STRENGHTEN COMMUNITIES TO INSPIRE GREATER HOPE IN OUR WORLD.
-
RESPOND TO DISASTERS- Every disaster is unique and brings about a special set of needs for its survivors. With a global network of volunteers, churches and corporate partners, we strive to efficiently mobilize and deliver much-needed relief when disaster strikes. With a diverse pool of more than 22,000 volunteers, HOPE worldwide is capable of mobilizing a surge of focused volunteers and resources before, during and after disasters.
Expenses $5,758,850 · Grants $4,062,626
-
EQUIP VOLUNTEERS - WE MOTIVATE, TRAIN AND MOBILIZE VOLUNTEERS AROUND THE WORLD TO DELIVER CRITICAL ASSISTANCE THAT SUPPORTS HEALTH, EDUCATION, DEVELOPMENT, AND CARE PROGRAMS. GLOBAL OUTREACH INSPIRES VOLUNTEER PARTICIPATION TO MEET THE NEEDS OF DISADVANTAGED CHILDREN AND ADULTS.
Expenses $925,530 · Revenue $505,040
-
STRENGTHEN COMMUNITIES - We empower disadvantaged adults and youth to become productive members of society through basic educational assistance, vocational and technology training, mentoring, teaching, and arts and sports programs. We improve the health of critically underserved communities through health education and the delivery of high-quality compassionate healthcare. Includes in-kind medical equipment and pharmaceutical drugs received in the amount of $6,310,936.
Expenses $3,599,281 · Grants $3,599,281
As filed on the 2023 return.
Listed in Part VII
-
Dr Ben Barnett
PRESIDENT/CEO (BEG. JULY 2023)
- Total calculated
- $236,590
- From this org
- $132,346
- From related orgs
- $0
- Other
- $104,244
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $122,346
- Bonus
- $0
- Other
- $10,000
- Deferred
- $11,280
- Nontaxable benefits
- $95,463
- Filer's total
- $239,089
-
David Malutinok
CEO (thru July 2023)
- Total calculated
- $218,213
- From this org
- $181,714
- From related orgs
- $0
- Other
- $36,499
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $181,714
- Bonus
- $0
- Other
- $0
- Deferred
- $10,920
- Nontaxable benefits
- $28,131
- Filer's total
- $220,765
-
Jennifer Reyes
CHIEF FINANCIAL OFFICER
- Total calculated
- $176,149
- From this org
- $142,170
- From related orgs
- $0
- Other
- $33,979
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $142,170
- Bonus
- $0
- Other
- $0
- Deferred
- $8,400
- Nontaxable benefits
- $27,584
- Filer's total
- $178,154
-
Russ Hargrove
Chief Development Officer
- Total calculated
- $160,709
- From this org
- $117,953
- From related orgs
- $0
- Other
- $42,756
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $117,953
- Bonus
- $0
- Other
- $0
- Deferred
- $4,992
- Nontaxable benefits
- $39,510
- Filer's total
- $162,455
-
Dr Marc Aguirre
Senior Director
- Total calculated
- $160,400
- From this org
- $151,451
- From related orgs
- $0
- Other
- $8,949
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $151,451
- Bonus
- $0
- Other
- $0
- Deferred
- $8,949
- Nontaxable benefits
- $2,124
- Filer's total
- $162,524
-
Barbara Porter
Chief Legal Officer/ Secretary
- Total calculated
- $159,426
- From this org
- $126,270
- From related orgs
- $0
- Other
- $33,156
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $126,270
- Bonus
- $0
- Other
- $0
- Deferred
- $7,577
- Nontaxable benefits
- $27,401
- Filer's total
- $161,248
-
Dave Tomlinson
COO (Beg. August 2023)
- Total calculated
- $140,461
- From this org
- $113,153
- From related orgs
- $0
- Other
- $27,308
- Hours/week
- 40 + 1 related
-
Jeffrey JonesJEFFREY JONES
Co-Chair
- Total calculated
- $0
- Hours/week
- 2
-
Dr Ken Lowey
Co-Chair
- Total calculated
- $0
- Hours/week
- 2
-
Lynne O'Hara
Director
- Total calculated
- $0
- Hours/week
- 2
-
Gordon Blasius
Director
- Total calculated
- $0
- Hours/week
- 2
-
Michael Dames
Director
- Total calculated
- $0
- Hours/week
- 2
-
Tony Fernandez
Director
- Total calculated
- $0
- Hours/week
- 2
-
Greg Garcia
Director
- Total calculated
- $0
- Hours/week
- 2
-
Suzanne Gumley
Director (Thru March 2023)
- Total calculated
- $0
- Hours/week
- 2
-
Alex Hunter
Director
- Total calculated
- $0
- Hours/week
- 2
-
Griselda Lua
Director
- Total calculated
- $0
- Hours/week
- 2
-
Obiageli Ukadike
Director
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Chester Umaguing
Director
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Christopher Grazel
Director
- Total calculated
- $0
- Hours/week
- 2
-
Amanda Rigby
Director
- 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 · First-class or charter travel
- 1a · Housing allowance or residence for personal use
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Independent compensation consultant
- 3 · Written employment contract
- 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)
- SCHEDULE J, QUESTION 7
- DR. BEN BARNETT TOOK THE POSITION OF CEO IN JULY 2023. AT YEAR-END, THE BOARD APPROVED AND PAID OUT A $10,000 ONE-TIME COMPENSATION PAYMENT TO SERVE AS A TRUE-UP OF HIS COMPENSATION IN RECOGNITION OF THIS PROMOTION.
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
-
$58,000
Maui Fires Relief
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.
-
HOPE WORLDWIDE MASSACHUSETTS INC
501(C)(3) · FOOD PANTRY · MA
Directly controlled by HOPE WW LTD
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433209349313613
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