2024-05-15T16:24:58-05:00 2023-06-30 871353108 EISNER ADVISORY GROUP LLC 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2022-07-01 232017882 HOPEPHL HOPE 2153827523 325 N 39TH STREET PHILADELPHIA PA 19104 KATHLEEN DESMOND PRESIDENT 2153827523 2024-05-15 1 KATHLEEN DESMOND 999009999 0 HELEN M MARTIN P01330899 2158818800 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHLEEN DESMOND 325 N 39TH STREET PHILADELPHIA PA 19104 8006243 0 X WWW.HOPEPHL.ORG X 1976 PA HOPEPHL NURTURES FAMILIES, STRENGTHENS NEIGHBORHOODS AND DRIVES CHANGE. (CONT'D IN SCH O) HOPEPHL PROVIDES HOUSING, ADVOCACY, AND TRAUMA-RESPONSIVE SOCIAL SERVICES DESIGNED TO PROMOTE EQUITY, RESILIENCE, AUTONOMY, AND WELL-BEING TO CHILDREN, YOUTH, FAMILIES, AND COMMUNITIES. 32 32 112 0 0 0 5997491 7405198 737645 396244 583 4925 224820 199876 6960539 8006243 0 0 0 0 4300016 6305838 0 0 636377 2415924 3316811 6715940 9622649 244599 -1616406 15564186 16992535 15413922 18851086 150264 -1858551 X HOPEPHL PROVIDES HOUSING, ADVOCACY, AND TRAUMA-RESPONSIVE SOCIAL SERVICES DESIGNED TO PROMOTE EQUITY, RESILIENCE, AUTONOMY, AND WELL-BEING TO CHILDREN, YOUTH, FAMILIES, AND COMMUNITIES. 0 0 1727497 28000 SOCIAL SERVICES - SOCIAL SERVICES ADDRESSES THE NEEDS OF THE HOMELESS FAMILIES WHO COME TO PEC, WHO OFTEN HAVE ENDURED SEVERE HARDSHIPS SUCH AS EVICTION FROM HOUSING BY FRIENDS OR RELATIVES, JOB LOSS, INTRA-FAMILY VIOLENCE, ILLNESS, PHYSICAL, SEXUAL AND EMOTIONAL TRAUMA, LIMITED EDUCATIONAL ADVANCEMENT, AND HUNGER. MANY ARRIVE AT PEC IN SEARCH OF A SAFE PLACE TO MAKE A FRESH START, WITH NOTHING BUT THE CLOTHES ON THEIR BACKS. OUR EMERGENCY HOUSING RESPONDS TO THE BASIC NEEDS OF THE HOMELESS WOMEN AND CHILDREN; SHELTER, FOOD, HEALTHCARE, CLOTHING, AND SAFETY. BEFORE THEY CAN MAKE THE MAJOR CHANGES IN THEIR LIVES THAT WILL LEAD TO LONG-TERM INDEPENDENCE, THESE FAMILIES MUST HAVE SAFE, WARM, SECURE PLACES TO STAY. PROVIDING EMERGENCY HOUSING IS A KEY PART OF WHAT WE DO AT PEC. CASE MANAGERS ARE ASSIGNED TO HOMELESS FAMILIES. THIS YEAR HOPEPHL PARTNERED WITH THE PHILADELPHIA SCHOOL DISTRICT TO ASSIST IN THE IDENTIFICATION OF CHILDREN AND YOUTH WHO ARE MCKINNEY-VENTO ELIGIBLE AND PROVIDED SUPPORTIVE SERVICES INCLUDING RENTAL ASSISTANCE TO THEIR FAMILIES. OUR PCCD CONTRACT ENABLED US TO ADDRESS THE COUNSELING NEEDS OF STUDENTS WHO HAVE EXPERIENCED TRAUMA AS A RESULT OF GUN VIOLENCE. WE CONTINUE TO PROVIDE AN ARRAY OF SUPPORTIVE SERVICES TO FAMILIES IN OUR HOUSING PROGRAMS. AS A RESULT OF OUR MERGER OUR SERVICES HAVE EXPANDED TO INCLUDE TRUANCY PREVENTION, FAMILY SUPPORT SERVICES, AND PARENTING EDUCATION. 6162292 568120 BUILDINGS - GLORIA'S PLACE HOUSES OUR ARISE, TRANSITIONAL HOUSING PROGRAM FOR YOUTH. THE PROGRAM CAN ACCOMODATE UP TO 22 YOUTH OR YOUTH WITH CHILDREN. EACH UNIT HAS A PRIVATE BATHROOM. YOUTH RECEIVE FOOD THROUGH A COMMON DINING HALL ON THE FIRST FLOOR. THERE IS ALSO A TV ROOM, A YOUTH LOUNGE, A COMPUTER LAB AND A LIBRARY. RESIDENTS RECEIVE AN ARRAY OF SUPPORTIVE SERVICES AIMED AT HELPING YOUTH MAKE A SUCCESSFUL TRANSITION TO ADULTHOOD AND ACHIEVE SELF-SUFFICIENCY. ROWAN HOUSE HOUSES AN ADDITIONAL 26 TRANSITIONAL HOUSING UNITS FOR FAMILIES WHO ALSO RECEIVE SUPPORTIVE SERVICES SUCH AS DIGITAL AND FINANCIAL LITERACY, CAREER READINESS AND BEHAVIORAL HEALTH SERVICES. 431734 ECONOMIC MOBILITY SERVICES AT HOPEPHL OFFERS INTEGRATED FINANCIAL COUNSELING AND EMPLOYMENT SERVICES. WE OFFER FINANCIAL COUNSELING ON BUDGETING, SAVING, DEBT MANAGEMENT, RETIREMENT PLANNING AND OTHER FINANCIAL ISSUES AND SEMINARS ON HOME MAINTAINCE / IMPORVEMENT. OUR EMPLOYEMENT TRAINING / CAREER DEVELOPMENT PROGRAMS BEGIN WITH A CAREER READINESS TRAINING COMPONENT AND WE OFFER CERTIFICATION AND JOB PLACEMENT. 8321523 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 24 0 1 112 1 0 0 0 0 0 0 0 0 0 0 X 32 32 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X X KATHLEEN DESMOND PRESIDENT 2677775819 325 N 9TH STREET PHILADELPHIA PA 19104 DAMIEN GHEE BOARD CHAIR 2.00 2.00 X X 0 0 0 TRINA SMITH VICE-CHAIR 2.00 2.00 X X 0 0 0 PAMELA HANSEN VICE-CHAIR 2.00 2.00 X X 0 0 0 CHRISTINE JACOBS TREASURER 2.00 2.00 X X 0 0 0 TRACEY THOMASEY SECRETARY 2.00 X X 0 0 0 BLAIR BOROCH DIRECTOR 2.00 2.00 X 0 0 0 ELLEN BROTMAN DIRECTOR 2.00 2.00 X 0 0 0 FELECIA COFFEE DIRECTOR 2.00 X 0 0 0 SHEILA DAVIDSON DIRECTOR 2.00 X 0 0 0 STEVE FAHRINGER DIRECTOR 2.00 2.00 X 0 0 0 TATUM FARMER DIRECTOR 2.00 X 0 0 0 DIANA GEIST DIRECTOR 2.00 X 0 0 0 MARY HALL DIRECTOR 2.00 X 0 0 0 SHENELLE BROOKS DIRECTOR 2.00 X 0 0 0 JESSIE HECKMAN DIRECTOR 2.00 X 0 0 0 NICHOLAS JAMES DIRECTOR 2.00 X 0 0 0 MICHELLE LEE DIRECTOR 2.00 X 0 0 0 KATHY MCMASTER DIRECTOR 2.00 X 0 0 0 ALIX PASSAGE DIRECTOR 2.00 X 0 0 0 MEG PRITCHARD DIRECTOR 2.00 X 0 0 0 BLANCA RAMIREZ DIRECTOR 2.00 2.00 X 0 0 0 AJAY REWARI DIRECTOR 2.00 X 0 0 0 ALLEN RIDDICK DIRECTOR 2.00 X 0 0 0 STEVE SCADUTO DIRECTOR 2.00 X 0 0 0 MARIA SCENNA DIRECTOR 2.00 X 0 0 0 KIERAN SLEVIN DIRECTOR 2.00 X 0 0 0 MIKE VERRILL DIRECTOR 2.00 X 0 0 0 BRANDON WEBER DIRECTOR 2.00 2.00 X 0 0 0 SANDRA WINTNER DIRECTOR 2.00 X 0 0 0 FALGUNI PATEL DIRECTOR 2.00 X 0 0 0 DON YANAITIS DIRECTOR 2.00 X 0 0 0 BERNADINE HAWES DIRECTOR 2.00 X 0 0 0 KATHLEEN DESMOND PRESIDENT 25.50 14.50 X 168806 0 16154 SCOTT CANNON VP ASSET AND PROPERTY MANAGEMENT 16.00 24.00 X 105191 0 14890 JACQUELINE FLYNN VP RESOURCE AND BUSINESS DEVELOPMENT 40.00 X 111856 0 10834 385853 0 41878 3 0 1 0 MARK ONORATO GENERAL CONTRACTING LLC PO BOX 332 SPRINGFIELD PA 19064 BUILDING IMPROVEMENTS 241879 SEAL ROOFING CO INC 145 ROCKLEDGE AVE ROCKLEDGE PA 19046 ROOF IMPROVEMENTS 144362 2 5084604 2320594 7405198 RENTAL INCOME 532000 368244 368244 MANAGEMENT FEES 561000 28000 28000 396244 4925 4925 OTHER INCOME 531390 199876 199876 199876 8006243 596120 0 4925 186523 75467 111056 4991793 4494891 59008 437894 110220 77748 25623 6849 620001 583916 31549 4536 397301 264348 96146 36807 39104 35542 3562 186614 81711 104903 39888 39888 22027 275 21752 124903 103495 21408 319175 305430 13745 962571 907125 35520 19926 17823 17319 504 22964 22595 369 44465 44465 126540 114455 12085 323323 310607 12716 CONTRACTED SERV/SUBCONT 533748 482964 0 50784 PROGRAM SERVICE EXPENSE 187015 187015 CLIENT ASSISTANCE 175160 172523 1152 1485 OTHER EXPENSES 127622 51507 58842 17273 63869 28244 35269 356 9622649 8321523 664749 636377 146439 1840681 1613246 2000800 1996126 2087859 86990 14919 9705892 8083853 1120898 1622039 10600487 9426237 15564186 16992535 941196 1583718 1966663 1963330 12506063 15304038 15413922 18851086 X 50261 16000 100003 -1874551 150264 -1858551 15564186 16992535 X -1616406 4926 -397335 X 0 1 X 1 1 1 X 4755772 5211423 6143887 5997491 7405198 29513771 4755772 5211423 6143887 5997491 7405198 29513771 2653143 26860628 64278 60331 77086 26583 4925 233203 15684 57622 52209 198820 199876 524211 30271185 2089659 0.88730 0.89350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 285105 285105 285105 285105 285105 285105 285105 285105 285105 285105 0.00000 1.00000 0.00000 0 1 1 65021 65021 6899871 5488536 1411335 1027758 896511 131247 171061 171061 0 1542181 1527745 14436 1622039 DUE FROM RELATED PARTIES 9307207 SECURITY DEPOSITS 58981 OTHER ASSETS 60049 9426237 DUE TO RELATED PARTY 10033696 LOAN DUE TO RELATED PARTY 800000 REFUNDABLE ADVANCES 2163197 SECURITY DEPOSITS 60189 OTHER LIABILITIES 1000 OTHER PAYABLES 2245956 15304038 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED FOR THE PRESERVATION OF PRINCIPAL FOR THE BENEFIT OF HOPEPHL. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS CLASSIFIED PEC, CDC, THE FOUNDATION AND BIG DAISY AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE"); AS ORGANIZATIONS, CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER SECTION 170(C) OF THE CODE; AND AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS AS DEFINED IN SECTION 509(A) OF THE CODE. SPLP, IHLP, 4050 APARTMENTS, AND CLOISTERS III ARE CLASSIFIED AS LIMITED PARTNERSHIPS AND ARE NOT SUBJECT TO INCOME TAXES. ONLY THE PARTNERS REPORT THE INCOME OR LOSS ON THEIR INCOME TAX RETURNS. IGP, SPGP, RH, GA AND TM ARE CLASSIFIED AS CORPORATIONS SUBJECT TO TAX AT THE CORPORATE LEVEL. PENNROSE PEC, LLC IS CLASSIFIED AS A LIMITED LIABILITY COMPANY THAT HAS ELECTED TO BE TAXED AS A PARTNERSHIP AND IS NOT SUBJECT TO INCOME TAXES. ONLY THE MEMBERS REPORT THE INCOME OR LOSS ON THEIR INCOME TAX RETURNS. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A GOVERNMENT AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY. THERE WERE NO INCOME TAX RELATED INTEREST OR PENALTIES RECORDED FOR EITHER OF THE YEARS ENDED JUNE 30, 2023 OR 2022. X X 0 0 0 0 0 0 0 0 0 KATHLEEN DESMOND PRESIDENT 168806 0 0 0 0 0 12537 0 3617 0 184960 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 AS PER TERMS OF AN AFFILIATION AGREEMENT DATED OCTOBER 8, 2019, YOUTH SERVICE, INC. AND ITS SUBSIDIARY FAMILY SERVICE OF PHILADELPHIA MERGED INTO PEOPLE'S EMERGENCY CENTER, THE SOLE MEMBER AND PARENT OF YSI, AND THE SURVIVING ENTITY, EFFECTIVE MAY 16, 2023. CONCURRENT WITH THE MERGER, THE SURVIVING ENTITY CHANGED ITS NAME TO HOPEPHL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE PRESIDENT OF HOPEPHL. AFTER IT HAS BEEN APPROVED, A COPY OF THE RETURN IS PROVIDED TO THE COMPLETE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST ASSESSMENT UPON INITIAL EMPLOYMENT AND TO DISCLOSE ANY SUBSEQUENT CONFLICTS THAT MAY ARISE WITH HR IMMEDIATELY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE VICE PRESIDENT, CFO AND HR DRAFT A COMPARABILITY STUDY BY GATHERING MARKET DATA ON SALARIES AT SIMILAR ORGANIZATIONS. THE STUDY IS THEN PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD THE COMMITTEE REVIEWS THE ANALYSIS THOROUGHLY AND DECIDES ON A FINAL COMPENSATION AMOUNT FOR THE PRESIDENT'S POSITION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND WHISTLE BLOWER POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN PARTNERSHIP INTEREST INTERCOMPANY BALANCE RECONCILIATION -397,335. THE PEC FOUNDATION 325 N 39TH STREET PHILADELPHIA PA 19104 232851068 INVEST FUNDS AND MAKE GRANTS TO PEC AND PEC CDC PA 501(C)(3) LINE 12C, III-FI 0 HOPEPHL COMMUNITY DEVELOPMENT CORP 325 N 39TH STREET PHILADELPHIA PA 19104 232687223 REAL ESTATE ARM OF THE RELATED ORGANIZATION - PEOPLE'S EMERGENCY CENTER PA 501(C)(3) LINE 7 0 BIG DAISY CORPORATION 325 N 39TH STREET PHILADELPHIA PA 19104 271010116 AFFORDABLE HOUSING PROJECT FOR FORMERLY HOMELESS INDIVIDUALS PA 501(C)(3) LINE 7 HOPEPHL 0 ROWAN HOUSE 325 N 39TH STREET PHILADELPHIA PA 19104 222735410 HOLDS INTERESTS IN AFFORDABLE HOUSING PA 501(C)(3) LINE 12C, III-FI 0 SAUNDERS PARK LP 325 N 39TH STREET PHILADELPHIA PA 19004 232832235 RENTAL OF AFFORDABLE HOUSING PA HOPEPHL RELATED 0 1 1.00000 IMANI HOMES LP 325 N 39TH STREET PHILADELPHIA PA 19004 232803609 RENTAL OF AFFORDABLE HOUSING PA HOPEPHL RELATED 0 1 0.01000 4050 APARTMENTS LP 325 N 39TH STREET PHILADELPHIA PA 19004 371763854 RENTAL OF AFFORDABLE HOUSING PA HOPEPHL RELATED 0 1 0.00010 PENNROSE - PEC LLC C/O PENNROSE PROPERTIES LLC ONE BRE PHILADELPHIA PA 19121 522413223 CORPORATE GENERAL PARTNER PA N/A RELATED 0 1 0.60610 CLOISTERS III HOUSING PARTNERSHIP LP 3900 HAVERFORD AVENUE PHILADELPHIA PA 19104 202530985 RENTAL OF AFFORDABLE HOUSING PA PENNROSE - PEC LLC RELATED 0 0 IMANI GP INC 325 N 39TH STREET PHILADELPHIA PA 19104 232822853 CORPORATE GENERAL PARTNER PA HOPEPHL C 1.00000 1 SAUNDERS PARK GENERAL PARTNER INC 325 N 39TH STREET PHILADELPHIA PA 19104 232687223 CORPORATE GENERAL PARTNER PA HOPEPHL C 1.00000 1 GUARD ASSOCIATES 325 N 39TH STREET PHILADELPHIA PA 19104 271953977 CORPORATE GENERAL PARTNER PA HOPEPHL C 1.00000 1 TWO MARKS CORP 325 N 39TH STREET PHILADELPHIA PA 19104 823110992 LOW-INCOME HOUSING PA HOPEPHL C 1.00000 0 0 0 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 IMANI HOMES D 234081 ENDING BALANCE 4050 APARTMENTS LP D 1853778 ENDING BALANCE