2023-05-01T12:56:40-05:00 2022-06-30 946214841 ARMANINO LLP 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2021-07-01 941399287 HOPE SERVICES HOPE 4082842850 30 LAS COLINAS LANE SAN JOSE CA 95119 CHARLES HUGGINS JD PRESIDENT/CEO 4082842850 2023-04-17 1 CHARLES HUGGINS JD 999009999 MATTHEW PETROSKI P00853132 4082006400 2023-03-27 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CHARLES HUGGINS JD 30 LAS COLINAS LANE SAN JOSE CA 95119 57980982 0 X WWW.HOPESERVICES.ORG X 1952 CA EMPLOYMENT AND TRAINING SERVICES, MENTAL HEALTH SERVICES, SENIOR SERVICES, COMMUNITY LIVING 19 19 833 2217 0 0 6449817 6482308 44831018 44983533 1121078 475253 0 0 52401913 51941094 0 0 0 0 34305339 36133144 0 0 625397 14035023 13724763 48340362 49857907 4061551 2083187 34940680 35195304 13319809 12916205 21620871 22279099 X HOPE SERVICES' MISSION IS TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. 0 0 19299352 23969335 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 1100 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.1,125 PEOPLE WERE SERVED. 10866221 12976417 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 1700 CLIENTS IN SANTA CLARA, SANTA CRUZ AND MONTEREY COUNTIES.1,747 PEOPLE WERE SERVED. 8282069 7925695 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 300 CLIENTS IN SANTA CLARA, SAN MATEO, SANTA CRUZ, SAN BENITO AND MONTEREY COUNTIES.270 PEOPLE WERE SERVED. 4873737 RETAIL OPERATIONS - REVENUE GENERATED BY HOPETHRIFT STORES ARE USED TO SUPPORT HOPE SERVICES' PROGRAMS. 69700 112086 HUD FUNDED RENTAL UNITS INCOME. CURRENTLY MANAGED BY HOUSING CHOICES COALITION, A NON-PROFIT ORGANIZATION, THAT ARE RENTED TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. 4943437 112086 43391079 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 142 0 1 833 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X CLAYTON NG 4082842850 30 LAS COLINAS LANE SAN JOSE CA 95119 BILL PALMER CHAIR 2.00 X X 0 0 0 ROXANNE VANE VICE CHAIR 2.00 X X 0 0 0 LISA CHAPMAN SECRETARY 2.00 X X 0 0 0 RALPH HARNETT TREASURER 2.00 X X 0 0 0 ROHAN BAFNA BOARD MEMBER (START 04/22) 2.00 X 0 0 0 CANDACE BEYER BOARD MEMBER (START 04/22) 2.00 X 0 0 0 LIBO CAO MEYERS BOARD MEMBER 2.00 X 0 0 0 STEVE CLINTON BOARD MEMBER 2.00 X 0 0 0 KAREN COTTLE BOARD MEMBER 2.00 X 0 0 0 DAN FOSTER BOARD MEMBER 2.00 X 0 0 0 IVAN FUJIHARA BOARD MEMBER 2.00 X 0 0 0 CAMERON HASTE BOARD MEMBER 2.00 X 0 0 0 JENN HENLEY BOARD MEMBER 2.00 X 0 0 0 ORI KOCHAVI BOARD MEMBER 2.00 X 0 0 0 GOPAL KUMARAPPAN BOARD MEMBER 2.00 X 0 0 0 CHRISTINE JOSEPH BOARD MEMBER 2.00 X 0 0 0 TOM MCGOVERN BOARD MEMBER 2.00 X 0 0 0 HARKISHIN NACHNANI BOARD MEMBER (START 04/22) 2.00 X 0 0 0 JOE PERT BOARD MEMBER 2.00 X 0 0 0 CHARLES CHIP HUGGINS PRESIDENT/CEO 37.50 X 350773 0 61042 CLAYTON NG CFO 37.50 X 215600 0 23721 TARA BECKMAN CPO 37.50 X 152164 0 8300 PAUL SHEA VP OF OPERATIONS (LEFT 12/21) 37.50 X 274380 0 4798 ANNA FERNANDEZ DIR. OF MENTAL HEALTH SERV 37.50 X 205461 0 20657 CLARA LEE PSYCHIATRIST 37.50 X 204131 0 6324 KRISTI ALARID DIRECTOR - SOUTH DISTRICT 37.50 X 139219 0 27326 CATHY BOUCHARD DIRECTOR - CENTRAL DISTRICT 37.50 X 137803 0 28357 FRANCIE HSU CONTROLLER 37.50 X 138419 0 14532 1817950 0 195057 22 0 1 0 SYMED CORPORATION PO BOX 238 NAPA CA 94559 COUNSELING CENTER BILLING SERVICES 676839 LOCUMTENENSCOM PO BOX 405547 ATLANTA GA 30384 LOCUM TENENS STAFFING SERVICES 494919 RRRR JANITORIAL SERVICES 7393 VIA CANTARES SAN JOSE CA 95139 JANITORIAL SERVICES 352529 SANDRA KAMIAK MD 14583 BIG BASIN WAY UNIT 3B SARATOGA CA 95070 COUNSELING CENTER PHYSICIAN 299366 JACKSON & COKER LOCUMTENENS LLC 3000 OLD ALABAMA RD 119-608 ALPHARETTA GA 30022 LOCUM TENENS STAFFING SERVICES 288615 18 12034 892930 5577344 4318418 6482308 STATE AND COUNTY FUNDS 624310 39651235 39651235 CONTRACT SERVICES 624310 5040945 5040945 FACILITIES RENTAL 531110 253979 253979 OTHER REVENUE 900099 37374 37374 44983533 256224 256224 2065793 16300 1862516 548 203277 15752 219029 219029 230238 892930 230238 0 3946586 3946586 0 51941094 44983533 0 475253 1191706 382018 809688 26718687 24216959 2203136 298592 699783 618389 72654 8740 5442477 4839525 504785 98167 2080491 1859276 198734 22481 4150 4150 133540 133540 784762 695215 89547 85912 85912 4047807 3338436 687251 22120 511697 222525 148047 141125 1380679 1222905 145679 12095 312066 230675 76864 4527 4144518 4055272 81319 7927 600162 496329 103621 212 134662 13088 121574 977952 835336 142616 329645 249101 79653 891 BANK CHARGES 111370 91412 12937 7021 MISCELLANEOUS 92391 16182 76209 MEMBERSHIP DUES 65030 16 63515 1499 BAD DEBT 8420 8420 49857907 43391079 5841431 625397 6165008 7167087 566476 632090 112288 404834 5038103 4709921 83799 372770 163770 197775 23788935 11529463 12280382 12259472 6125200 5387563 4310802 3931197 94852 132595 34940680 35195304 7034550 7277915 308896 0 3970826 3657986 2005537 1980304 13319809 12916205 X 19300093 20169187 2320778 2109912 21620871 22279099 34940680 35195304 2083187 -1424959 0 X 0 1 X 1 1 1 X 10988691 10205972 6771778 6449817 6482308 40898566 10988691 10205972 6771778 6449817 6482308 40898566 40898566 176488 188505 185056 157967 256224 964240 28448 139632 53866 60803 230238 512987 42375793 244970195 0.96510 0.97470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2038051 -126748 1911303 1517082 5500 515469 2038051 1374670 50000 93412 1000 1517082 2811081 6500 133511 1576422 1374670 2724128 5000 81953 2811081 0.00000 0.62020 0.37980 0 0 4223482 4223482 11621629 6454964 5166665 2976557 1638975 1337582 1762566 1559393 203173 3204701 1876131 1328570 12259472 FIXED INCOME 3931197 F 3931197 DEFERRED RENT 1980304 1980304 X 55315629 -1424959 938820 3946586 3460447 51855182 85912 85912 51941094 54657401 938820 938820 53718581 85912 -3946586 -3860674 49857907 PART V, LINE 4: THE APPROPRIATED EXPENDITURES FROM THE EARNINGS ON THE ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR ALL OF THE ORGANIZATION'S PROGRAMS WHICH FALL UNDER ITS EXEMPT PURPOSE. PART X, LINE 2: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND STATE OF CALIFORNIA. THE ORGANIZATION'S FEDERAL RETURNS FOR THE YEARS ENDED JUNE 30, 2019 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA RETURNS FOR THE YEARS ENDED JUNE 30, 2018 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE FRANCHISE TAX BOARD PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,946,586. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOOD SOLD -3,946,586. IN CONCERT WITH HOPE 2021 624281 491407 132874 3929 12723 99528 16694 IN CONCERT WITH HOPE 2022 498887 401523 97364 52789 12008 28750 3817 1123168 892930 230238 56718 24731 128278 20511 230238 0 X X 1 1 X X 1 1 0 0 0 0 0 1 0 CHARLES CHIP HUGGINS PRESIDENT/CEO 342373 0 0 0 8400 0 22000 0 39042 0 411815 0 0 0 PAUL SHEA VP OF OPERATIONS (LEFT 12/21) 211304 0 5000 0 58076 0 0 0 4798 0 279178 0 0 0 CLAYTON NG CFO 215600 0 0 0 0 0 0 0 23721 0 239321 0 0 0 ANNA FERNANDEZ DIR. OF MENTAL HEALTH SERV 185461 0 20000 0 0 0 0 0 20657 0 226118 0 0 0 CLARA LEE PSYCHIATRIST 204131 0 0 0 0 0 0 0 6324 0 210455 0 0 0 KRISTI ALARID DIRECTOR - SOUTH DISTRICT 127867 0 11352 0 0 0 6949 0 20377 0 166545 0 0 0 CATHY BOUCHARD DIRECTOR - CENTRAL DISTRICT 126377 0 11426 0 0 0 6861 0 21496 0 166160 0 0 0 TARA BECKMAN CPO 149029 0 0 0 3135 0 0 0 8300 0 160464 0 0 0 FRANCIE HSU CONTROLLER 126721 0 11698 0 0 0 6877 0 7655 0 152951 0 0 0 PART I, LINE 1A CHARLES HUGGINS RECEIVED $3,516 REIMBURSEMENT FOR PERSONAL VEHICLE REPAIR EXPENSES. THIS REIMBURSEMENT IS INCLUDED IN HIS EMPLOYMENT CONTRACT WHICH REQUIRES A SUBTANTIATION PRIOR TO REIMBURSING THE EXPENSES INCURRED. PART I, LINES 4A-B HOPE SERVICES HAS A 457(F) PLAN FOR CEO CHARLES HUGGINS, VP OF OPERATIONS PAUL SHEA, AND DIR. OF HUMAN RESOURCES SUSAN BELL. DURING THE CALENDAR YEAR ENDING WITHIN THE 2021 TAX YEAR, $22,000 AND $37,183, RESPECTIVELY, FOR CHARLES AND SUSAN, ACCRUED IN THE SEC. 457(F) PLAN. THE AMOUNT REPORTED IS SUBJECT TO A RISK OF SUBSTANTIAL FORFEITURE AND PAYMENT IS NOT GUARANTEED. FOR PAUL SHEA, $23,400 WAS ACCRUED IN 2021 CALENDAR YEAR AND $23,401 WAS PAID OUT AND REPORTED IN SCHEDULE J, PART II, COLUMN B (III). IN ADDITION, PAUL SHEA RECEIVED A SEVERANCE PAY OF $34,675. PART I, LINE 7 PAUL SHEA, ANNA FERNANDEZ, KRISTI ALARID, CATHY BOUCHARD, AND FRANCIE HSU RECEIVED A DISCRETIONARY BONUS OF $5,000, $20,000, $11,352, $11,426, AND $11,698, RESPECTIVELY DURING THE CALENDAR YEAR 2021. X 4208192 FMV X 22 35327 FMV X 4 51193 FMV X WEAVING SUPPLIES 2 23706 FMV 0 0 1 1 PART I, COLUMN (B): THE NUMBER REPRESENTS THE AMOUNT OF CONTRIBUTORS, NOT THE AMOUNT OF ITEMS CONTRIBUTED. 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. HOPEWORKS 30 LAS COLINAS LANE SAN JOSE CA 95119 850784947 TO HOUSE FEDERAL CONTRACTS CA 501(C)(3) LINE 7 HOPE SERVICES 1 ARROYO COMMONS INC 22645 GRAND STREET HAYWARD CA 94541 943220903 LOW INCOME HOUSING FOR HANDICAPPED AND DISABLED PERSONS CA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0