2025-05-15T11:48:27-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2023-07-01 941399287 HOPE SERVICES HOPE 4082842850 30 LAS COLINAS LN SAN JOSE CA 95119 VINAY BEHL CHIEF FINANCIAL OFFICER 4082842850 2025-05-14 1 0 BRIAN YACKER P00401346 9492222999 2025-05-14 2023 2025-03-06 01:10:19Z CHARLES C HUGGINS 30 LAS COLINAS LN SAN JOSE CA 95119 67438094 0 X WWW.HOPESERVICES.ORG X 1952 CA EMPLOYMENT AND TRAINING SERVICE, MENTAL HEALTH SERVICES, SENIOR SERVICES, COMMUNITY LIVING. 12 12 971 1964 0 0 46763080 51310416 5089617 5127366 299480 651727 -4183747 -4708303 47968430 52381206 20332 20971 0 0 35646614 37655283 0 0 794717 13648143 12795610 49315089 50471864 -1346659 1909342 51710310 54502689 30240053 30255722 21470257 24246967 X TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. 0 0 20081527 20971 36514 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 1600 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. 11443366 5076224 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 220 CLIENTS IN SANTA CLARA, SAN MATEO, SANTA CRUZ, SAN BENITO AND MONTEREY COUNTIES.RETAIL OPERATIONS - PROVIDE PLACES OF EMPLOYMENTS FOR HOPE SERVICES' CLIENTS. 10636804 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 2100 CLIENTS IN SANTA CLARA, SAN MATEO, SANTA CRUZ AND MONTEREY COUNTIES. 59754 66872 RENTAL UNITS INCOME. CURRENTLY MANAGED BY HOUSING CHOICES COALITION, A NON-PROFIT ORGANIZATION, THAT ARE RENTED TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. 25070 14628 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. 84824 81500 42246521 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 411 0 1 971 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X VINAY BEHL 4082842850 30 LAS COLINAS LN SAN JOSE CA 95119 CHARLES C HUGGINS CHIEF EXECUTIVE OFFICER 37.50 X 618278 0 62802 SUJAN VATTURI CHIEF INFORMATION OFFICER 37.50 X 282169 0 91979 CLAYTON NG CHIEF FINANCIAL OFFICER 37.50 X 262871 0 74871 SUSAN H BELL PAST DIRECTOR, HUMAN RESOURCES 37.50 X 294997 0 585 ANNA FERNANDEZ DIRECTOR, BEHAVIORAL HEALTH SERVICES 37.50 X 217511 0 59149 TARA BECKMAN UNTIL 012024 CHIEF PROGRAM OFFICER 37.50 X 223762 0 34254 DANIEL BURNS VP, HUMAN RESOURCES 37.50 X 193997 0 16670 CLARA LEE PSYCHIATRIST 21.00 X 189515 0 7598 SUANNE RINTA DIRECTOR, NORTH DISTRICT 37.50 X 156389 0 25241 TOM MCGOVERN CHAIR 2.00 X X 0 0 0 JENN HENLEY VICE CHAIR 2.00 X X 0 0 0 LISA CHAPMAN SECRETARY 2.00 X X 0 0 0 IVAN FUJIHARA TREASURER 2.00 X X 0 0 0 BILL PALMER BOARD MEMBER 2.00 X 0 0 0 ROXANNE VANE BOARD MEMBER 2.00 X 0 0 0 DAN FOSTER BOARD MEMBER 2.00 X 0 0 0 JOE PERT BOARD MEMBER 2.00 X 0 0 0 GOPAL KUMARAPPAN BOARD MEMBER 2.00 X 0 0 0 CANDACE BEYER BOARD MEMBER 2.00 X 0 0 0 HARKISHIN NACHNANI BOARD MEMBER 2.00 X 0 0 0 ROHAN BAFNA BOARD MEMBER 2.00 X 0 0 0 2439489 0 373149 35 0 1 0 COSENTUS 300 SPECTRUM CENTER DR STE 1450 IRVINE CA 92618 COUNSELING CENTER BILLING SERVICES 831424 LOCUMTENENSCOM PO BOX 405547 ATLANTA GA 30384 LOCUM TENENS STAFFING SERVICES 522411 RRRR JANITORIAL SERVICES 7502 DEVERON COURT SAN JOSE CA 95135 JANITORIAL SERVICES 424605 JACKSON & COKER LOCUMTENENS LLC 3000 OLD ALABAMA RD 119-608 ALPHARETTA GA 30022 LOCUM TENENS STAFFING SERVICES 415690 SANDRA KAMIAK MD 14583 BIG BASIN WAY UNIT 3B SARATOGA CA 95070 COUNSELING CENTER PHYSICIAN 286436 15 686766 46276006 4347644 3734426 51310416 EMPL. SERVICES/RETAIL 900099 5076224 5076224 DAY ACTIVITY/TRAINING 900099 36514 36514 FISCAL SPONSOR 900099 14628 14628 5127366 304544 304544 345733 54007 291726 291726 66872 224854 6512205 6165022 347183 347183 347183 127403 686766 362411 -235008 -235008 3689829 8475448 -4785619 -4785619 REBATES 900099 18932 18932 FINANCE CHARGES 900099 1172 1172 MISCELLANEOUS 900099 494 494 20598 52381206 5194238 0 -4123448 20971 20971 1339977 147346 1192631 28241263 25432476 2328561 480226 411806 411806 5487445 4873627 511571 102247 2174792 1916652 221311 36829 801195 11972 783560 5663 1000177 1000177 70396 70396 3565730 3110088 427798 27844 189193 11520 88481 89192 292301 292301 293841 195724 70852 27265 2799741 2723952 65258 10531 679872 629228 47966 2678 123824 8438 115386 765897 681794 84103 985446 846873 134846 3727 SUPPLIES 812198 741678 68500 2020 EQUIPMENT RENTAL 290670 184665 102238 3767 DUES & SUBSCRIPTIONS 125002 5405 116872 2725 MISCELLANEOUS 127 5 119 3 50471864 42246521 7430626 794717 6385326 8069309 271352 409201 483572 371499 6800525 5904905 341320 362117 128441 115836 24424160 13493197 11778991 10930963 7019251 7268893 3354760 6778500 15146772 14291466 51710310 54502689 9655591 10817426 3495002 3325764 17089460 16112532 30240053 30255722 X 19122032 21717171 2348225 2529796 21470257 24246967 51710310 54502689 1909342 867368 0 X X 0 1 X 1 0 X 6771778 6449817 6482308 46763080 51310416 117777399 6771778 6449817 6482308 46763080 51310416 117777399 117777399 185056 157967 256224 435760 529398 1564405 237287 237287 53866 60803 230238 28637 20598 394142 119973233 156772558 0.98170 0.97490 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 53,866. 2020 AMOUNT: $ 60,803. 2021 AMOUNT: $ 230,238. 2022 AMOUNT: $ 359. 2023 AMOUNT: $ 494. REBATES - 2022 AMOUNT: $ 28,278. 2023 AMOUNT: $ 18,932. FINANCE CHARGES - 2023 AMOUNT: $ 1,172. SCHEDULE A, PART II, LINE 1: CHANGE IN REPORTING INCOME STARTING IN THE 2022 TAX YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2060946 283818 2344764 1911303 149643 2060946 2038051 -126748 1911303 1517082 5500 515469 2038051 1374670 50000 93412 1000 1517082 0.00000 0.50556 0.49444 0 0 4223482 4223482 11990172 7149848 4840324 2982070 2179109 802961 1596276 1533640 62636 3632160 2630600 1001560 10930963 FIXED INCOME 6778500 F 6778500 SECURITY DEPOSITS 112727 OPERATING LEASE RIGHT OF USE ASSETS 14178739 14291466 OPERATING LEASE LIABILITIES 16112532 16112532 X 63050960 867368 1343327 2210695 60840265 70396 -8529455 -8459059 52381206 60274250 1343327 8529455 9872782 50401468 70396 70396 50471864 PART V, LINE 4: THE APPROPRIATED EXPENDITURES FROM THE EARNINGS ON THE ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR ALL OF THE ORGANZATION'S PROGRAMS WHICH FALL UNDER ITS EXEMPT PURPOSE. PART X, LINE 2: HOPE HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE TAXATION CODE, RESPECTIVELY. AS A RESULT, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN PROVIDED FOR IN THE FINANCIAL STATEMENTS. ALTHOUGH HOPE IS RECOGNIZED AS TAX EXEMPT, IT IS STILL LIABLE FOR INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME (UBTI) GENERATED BY ITS NON-MARKETABLE INVESTMENTS. THERE WERE NO TAX LIABILITY RELATING TO UBTI AT JUNE 30, 2024 AND 2023. HOPE APPLIES THE PROVISIONS SET FORTH IN FASB ASC TOPIC 740, INCOME TAXES, TO ACCOUNT FOR THE UNCERTAINTY IN INCOME TAXES. HOPE ASSESSED ALL INCOME TAX POSITIONS TAKEN WHERE THE STATUTE OF LIMITATIONS REMAINS OPEN. EXAMPLES OF THESE TAX POSITIONS INCLUDE HOPE'S TAX-EXEMPT STATUS AND POTENTIAL SOURCES OF UBTI. HOPE BELIEVES ITS TAX FILING POSITIONS WILL BE SUSTAINED UPON TAX EXAMINATIONS; THEREFORE, NO LIABILITY FOR UNCERTAIN INCOME TAX POSITIONS HAS BEEN RECORDED AT JUNE 30, 2024 AND 2023. HOPE'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN IS SUBJECT TO EXAMINATION, GENERALLY FOR THREE YEARS AFTER IT IS FILED WITH THE INTERNAL REVENUE SERVICE. HOPE'S CALIFORNIA EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN IS SUBJECT TO EXAMINATION, GENERALLY FOR FOUR YEARS AFTER IT IS FILED WITH THE FRANCHISE TAX BOARD. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -8,475,448. RENTAL EXPENSE -54,007. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 8,475,448. RENTAL EXPENSE 54,007. IN CONCERT WITH HOPE 2024 814169 686766 127403 16094 55001 264341 26975 814169 686766 127403 16094 55001 264341 26975 362411 -235008 1 NAMI SANTA CLARA COUNTY 1150 S BASCOM AVENUE 24 SAN JOSE CA 95128 942430956 501(C)(3) 10000 0 NAMI WALK - PREMIER SPONSOR CALIFORNIA DISABILITY SERVICES 1107 9TH STREET 1025 SACRAMENTO CA 95814 943329490 501(C)(6) 10000 0 ANNUAL MEETING SPONSORSHIP 1 1 PART I, LINE 2: FOR ANY GRANTS MADE BY HOPE SERVICES, WE CONDUCT THE PROPER PRE-GRANT DUE DILIGENCE TO ENSURE THAT THE GRANT RECIPIENT IS TRULY CHARITABLE. X 1 1 0 1 0 0 0 0 0 1 0 CHARLES C HUGGINS CHIEF EXECUTIVE OFFICER 357640 0 0 0 260638 0 13739 0 49063 0 681080 0 249838 0 SUJAN VATTURI CHIEF INFORMATION OFFICER 261399 0 0 0 20770 0 42230 0 49749 0 374148 0 0 0 CLAYTON NG CHIEF FINANCIAL OFFICER 254471 0 0 0 8400 0 45158 0 29713 0 337742 0 0 0 SUSAN H BELL PAST DIRECTOR, HUMAN RESOURCES 15510 0 0 0 279487 0 585 0 0 0 295582 0 279487 0 ANNA FERNANDEZ DIRECTOR, BEHAVIORAL HEALTH SERVICES 201261 0 16250 0 0 0 35594 0 23555 0 276660 0 0 0 TARA BECKMAN UNTIL 012024 CHIEF PROGRAM OFFICER 215362 0 0 0 8400 0 21616 0 12638 0 258016 0 0 0 DANIEL BURNS VP, HUMAN RESOURCES 187897 0 6100 0 0 0 6561 0 10109 0 210667 0 0 0 CLARA LEE PSYCHIATRIST 189515 0 0 0 0 0 0 0 7598 0 197113 0 0 0 SUANNE RINTA DIRECTOR, NORTH DISTRICT 150389 0 6000 0 0 0 5922 0 19319 0 181630 0 0 0 PART I, LINE 1A SUJAN VATTURI RECEIVED A GROSS-UP LUMPSUM PAYMENT OF $15,173 IN 2023 PURSUANT TO HIS EMPLOYMENT CONTRACT. PART I, LINE 4B HOPE SERVICES HAS A 457(F) PLAN FOR CEO CHARLES C. HUGGINS, CFO CLAYTON NG, CHIEF PROGRAM OFFICER TARA BECKMAN, CHIEF INFORMATION OFFICER SUJAN VATTURI, AND DIRECTOR BEHAVIORAL HEALTH SERVICES ANNA FERNANDEZ. DURING THE CALENDAR YEAR ENDING WITHIN THE 2023 TAX YEAR, $35,475, $21,616, $37,350, AND $27,578, RESPECTIVELY, FOR CLAYTON, TARA, SUJAN, AND ANNA, 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, DANIEL BURNS, AND SUSANNE RINTA RECEIVED A DISCRETIONARY BONUS OF $16,250, $6,100, AND $6,000, RESPECTIVELY. X 3689829 FMV X 16 9394 FMV X 3 35203 FMV 0 1 1 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: HOPE SERVICES USES A THIRD PARTY ORGANIZATION TO PROCESS AND FACILITATE THE SALE OF DONATED VEHICLES. ONCE THE SALE IS COMPLETE, THE PROCEEDS ARE REMITTED TO HOPE SERVICES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS. IT IS REVIEWED BY MANAGEMENT AND PRESENTED TO THE AUDIT COMMITTEE. ONCE APPROVED BY THE AUDIT COMMITTEE, THE FORM 990 IS PROVIDED TO THE REST OF THE BOARD FOR REVIEW AND COMMENT BEFORE IT IS ELECTRONICALLY FILED. FORM 990, PART VI, SECTION B, LINE 12C COVERED IN NEW EMPLOYEE ORIENTATION SESSIONS; REGULAR AWARENESS REMINDERS ARE SENT OUT TO STAFF VIA MANAGERS AND TRAINING SESSIONS ON THE POLICY AND THE "WHISTLEBLOWER'S" POLICY. HUMAN RESOURCES DEPARTMENT ANNUALLY REVIEWS AND REQUESTS UPDATE IN STATUS. FORM 990, PART VI, SECTION B, LINE 15 ARTICLE VIII, SECTION 2(A)(V) OF THE BY-LAWS STATES THAT THE EXECUTIVE COMMITTEE OF THE BOARD SHALL ANNUALLY EVALUATE THE PERFORMANCE AND COMPENSATION OF THE CORPORATION'S PRESIDENT/CEO AND THE COMPENSATION OF THE CFO AND RECOMMEND ANY CHANGES TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S WEBSITE, WWW.HOPESERVICES.ORG, PROVIDES ANNUAL REPORTS, AUDITED FINANCIAL STATEMENTS, AND FORM 990'S. POLICIES OR DOCUMENTS NOT CONTAINED THEREIN ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. HOPEWORKS 30 LAS COLINAS LANE SAN JOSE CA 95119 850784947 TO HOUSE FEDERAL CONTRACTS CA 501(C)(3) LINE 7 HOPE SERVICES 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0