2022-05-16T09:36:00-05:00 2021-06-30 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 301 E ELM STREET NEW ALBANY IN 47150 990 2020-07-01 351022158 NEW HOPE SERVICES NEWH 8122888248 725 WALL STREET JEFFERSONVILLE IN 47130 JOHN BROADY CFO 8122888248 2022-05-13 1 JOHN BROADY 999009999 LISA M NEWBANKS P01223628 8129455236 2022-05-12 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JOHN BROADY 725 WALL STREET JEFFERSONVILLE IN 47130 13631508 0 X WWW.NEWHOPESERVICES.ORG X 1958 IN PROVIDE SERVICES IN RESPONSE TO INDIVIDUAL NEED. 7 6 199 0 0 0 2045338 1491518 8521428 7783194 369038 1097351 1289072 1763813 12224876 12135876 0 0 0 0 6079522 6263776 0 0 44193 5626541 4317238 11706063 10581014 518813 1554862 24179751 23213641 13668860 10833586 10510891 12380055 X PROVIDE SERVICES IN RESPONSE TO INDIVIDUAL NEED 0 0 2643406 1740143 COMMUNITY HOUSING DEVELOPMENT - PROVIDE DIRECTION AND LEADERSHIP IN THE DEVELOPMENT OF SAFE, AFFORDABLE AND SUITABLE HOUSING IN RESPONSE TO PUBLIC NEED. WE ALSO WORK WITH LOCAL MUNICIPALITIES IN OUR SERVICE AREA IN CAPACITY BUILDING AND FORMING PARTNERSHIPS TO CREATE QUALITY PROFESSIONAL SERVICES FOR THE LOCAL RESIDENT. 1689541 2097309 HEALTHY FAMILIES - PROVIDES INFORMATION AND SUPPORT TO NEW AND EXPECTING PARENTS IN ORDER TO PROVIDE A SAFE ENVIRONMENT FOR CHILDREN TO LEARN AND GROW. 2661880 3631930 HABILITATION AND PLACEMENT - PROVIDES PURPOSEFUL GOAL ORIENTED ACTIVITIES FOR ADULTS WITH MILD TO MODERATE INTELLECTUAL OR PHYSICAL DISABILITIES. THIS PROGRAM FOCUSES ON COMMUNITY INTEGRATION, BUT ALSO INCORPORATES FACILITY ACTIVITIES TO INCREASE ACTIVITIES OF DAILY LIVING SKILLS. 1791927 3174976 WORK SERVICES WOMEN INFANT AND CHILDREN INDIANA FAMILY HEALTH CLINIC COUNCIL RENTAL PROPERTIES SENIOR CARE OTHER PROGRAMS 1791927 3174976 8786754 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 1 0 0 1 111 0 1 199 1 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X JODY HEAZLITT 8122888248 725 WALL STREET JEFFERSONVILLE IN 47130 PAT DAILY BOARD MEMBER 1.00 X 0 0 0 CHRIS BOTTORFF CHAIR 2.00 X X 0 0 0 ALAN APPLEGATE VICE-CHAIR 2.00 X X 0 0 0 JAMES BOSLEY CEO/PRESIDENT 40.00 2.00 X X 394726 0 35172 WILL DIERKING BOARD MEMBER 1.00 X 0 0 0 BRAD WALKER BOARD MEMBER 1.00 X 0 0 0 PAUL WHEATLEY SECRETARY/TREASURER 2.00 X X 0 0 0 JOHN BROADY CFO 40.00 2.00 X 211939 0 38547 JODY RESCHAR HEAZLITT COO 40.00 2.00 X 203991 0 38075 BONNIE LONG CAO 40.00 X 112102 0 22577 922758 0 134371 4 0 1 0 0 1304180 187338 1491518 PROGRAM SERVICE FEES 900099 5735161 5735161 RENTAL INCOME - HOUSING 900099 1740143 1740143 SHELTERED WORKPSHOP 900099 307890 307890 7783194 18222 18222 266200 2308561 224837 1270795 41363 1037766 1079129 1079129 MISCELLANEOUS 900099 1036453 1036453 TAXES 900099 727360 727360 1763813 12135876 10644358 0 0 725906 362953 362953 4169242 3781044 388198 1024438 524819 499619 344190 288330 55860 9263 4889 3177 1197 23543 12426 8075 3042 251026 132495 86095 32436 264884 264648 236 41954 21052 20902 150689 58122 92567 792559 745565 46994 11162 11162 COMMUNTIY HOUSING 1435214 1414242 20972 BAD DEBT 283845 283845 MISCELLANEOUS 265375 240224 25151 SUPPLIES 255304 178839 74982 1483 532420 473261 53124 6035 10581014 8786754 1750067 44193 649815 1129473 471439 564627 943923 827278 16109 7624 102294 86130 87618 84458 22914681 5859601 18781077 17055080 772117 1188047 2355359 2270924 24179751 23213641 1780796 2185283 1104676 1089508 10030441 7098334 693655 390853 59292 69608 13668860 10833586 X 3171391 5040555 7339500 7339500 10510891 12380055 24179751 23213641 1554862 314302 0 X 0 0 0 X 1620189 2964593 1826983 2045338 1491518 9948621 630883 645258 610280 695838 727360 3309619 2251072 3609851 2437263 2741176 2218878 13258240 13258240 6855 11067 18359 17088 18222 71591 225988 1054145 889672 1289072 1036453 4495330 17825161 42399703 0.74380 0.77580 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 225,988. 2017 AMOUNT: $ 1,054,145. 2018 AMOUNT: $ 889,672. 2019 AMOUNT: $ 1,289,072. 2020 AMOUNT: $ 1,036,453. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1784138 1784138 17490465 3771495 13718970 1939030 812974 1126056 1701048 1275132 425916 17055080 OTHER CURRENT ASSETS 545136 DEVELOPMENT COSTS 1725788 2270924 OTHER PAYABLES - HOUSING PROGRAM 69608 69608 X 12450178 314302 314302 12135876 0 12135876 10581014 0 10581014 0 10581014 PART X, LINE 2: NEW HOPE SERVICES, INC. IS A NON-PROFIT CORPORATION INCORPORATED UNDER THE LAWS OF THE STATE OF INDIANA AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE AGENCY EVALUATES ALL LOCAL, STATE, AND FEDERAL INCOME TAX RETURNS FOR POTENTIAL UNCERTAIN TAX POSITIONS TAKEN AND HAS CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS AT THIS TIME. THE AGENCY DOES NOT HAVE ANY ONGOING TAX EXAMINATIONS AND IS NOT AWARE OF ANY PENDING EXAMINATIONS BY TAX AUTHORITIES. X 0 0 0 0 0 0 0 0 0 JAMES BOSLEY CEO/PRESIDENT 394726 0 0 0 0 0 0 0 35172 0 429898 0 0 0 JOHN BROADY CFO 211939 0 0 0 0 0 0 0 38547 0 250486 0 0 0 JODY RESCHAR HEAZLITT COO 203991 0 0 0 0 0 0 0 38075 0 242066 0 0 0 PAT DAILY BOARD MEMBER SEE BELOW 0 CHRIS BOTTROFF BOARD MEMBER SEE BELOW 0 BRAD WALKER BOARD MEMBER SEE BELOW 0 ALAN APPLEGATE BOARD MEMBER SEE BELOW 0 SCHEDULE L, PART IV - BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS THE AGENCY HAS SEVERAL NOTES PAYABLE TO NEW WASHINGTON STATE BANK AND CENTRA CREDIT UNION. PAT DAILY, A BOARD MEMBER, IS CEO AT NEW WASHINGTON STATE BANK. CHRIS BOTTORFF, A BOARD MEMBER, IS PRESIDENT OF SOUTHERN REGION AT CENTRA CREDIT UNION. THE AGENCY'S INVESTMENTS ARE MANAGED BY UNIFIED TRUST. PART OF THE INVESTMENTS ARE ALSO MANAGED BY BAIRD FINANCIAL. BRAD WALKER CPFA, A BOARD MEMBER, IS SENIOR VICE PRESIDENT OF VISTA PARTNERS OF BAIRD. BRAD WALKER IS THE FINANCIAL ADVISOR ON THE INVESTMENT ACCOUNTS. A PORTION OF THE AGENCY'S LEGAL SERVICES WERE PROVIDED BY APPLEGATE, FIFER, PULLIAM ATTORNEYS AND ALAN APPLEGATE IS A BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S 990 IS REVIEWED BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY WITHIN THE EMPLOYEE HANDBOOK. EMPLOYEES SIGN OFF THAT THEY HAVE READ, UNDERSTAND, AND WILL COMPLY WITH THESE POLICIES. LIKEWISE, MEMBERS OF THE BOARD SIGN A CONFLICT OF INTEREST STATEMENT SAYING THEY UNDERSTAND THE POLICY AND ARE REQUIRED TO DISCLOSE AND ABSTAIN FROM ANY VOTING WHERE THERE MIGHT BE A CONFLICT OR MONETARY BENEFIT. FORM 990, PART VI, SECTION B, LINE 15 THE CEO HAS AN ANNUAL EVALUATION PERFORMED BY THE EXECUTIVE COMMITTEE TO DETERMINE THE AMOUNT OF COMPENSATION. ALL EMPLOYEES, EXCEPT FOR THE CEO, ARE REVIEWED BY THEIR DIRECT SUPERVISOR TO DETERMINE COMPENSATION. THE ORGANIZATION HAS A PAY GRADE SCALE IN PLACE TO HELP DETERMINE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS MADE AVAILABLE UPON REQUEST AND AT GUIDESTAR.COM RIVERS EDGE HOLDINGS LLC 725 WALL STREET JEFFERSONVILLE IN 46077 351022158 LOW INCOME IN NEW HOPE DEVELOPMENT SERVICES INC WILLOW TRACE HOLDINGS LLC 725 WALL STREET JEFFERSONVILLE IN 46077 351022158 LOW INCOME IN NEW HOPE DEVELOPMENT SERVICES INC FOREST GLEN HOLDINGS LLC 725 WALL STREET JEFFERSONVILLE IN 47130 351022158 LOW INCOME IN NEW HOPE DEVELOPMENT SERVICES INC NEW HOPE DEVELOPMENT SERVICES LLC 725 WALL STREET JEFFERSONVILLE IN 46077 351022158 LOW INCOME IN NEW HOPE SERVICES NEW HOPE DEVELOPMENT SERVICES 725 WALL STREET JEFFERSONVILLE IN 47130 820818155 LOW INCOME IN 501(C)(3) LINE 7 N/A 0 RIVERS EDGE LP 725 WALL STREET JEFFERSONVILLE IN 47130 320031746 LOW INCOME IN 199 0 1 WILLOW TRACE LP 725 WALL STREET JEFFERSONVILLE IN 47130 383660078 LOW INCOME IN 1914967 0 1 FOREST GLEN LP 725 WALL STREET JEFFERSONVILLE IN 47130 352181394 LOW INCOME IN 1058 109150 0 1 DAVIS ZELLER PLACE LP 725 WALL STREET JEFFERSONVILLE IN 47130 811743054 LOW INCOME IN 1002 0 1 M FINE ON SPRING LP 725 WALL STREET JEFFERSONVILLE IN 47130 473330696 LOW INCOME IN 951 0 1 HIGHLAND GLEN LP 725 WALL STREET JEFFERSONVILLE IN 47130 352091830 LOW INCOME IN 2610234 0 1 LOFTS AT LEESONS LP 725 WALL STREET JEFFERSONVILLE IN 47130 820740211 LOW INCOME IN 932 0 1 OLIVE GROVE TOWNHOMES LP 725 WALL STREET JEFFERSONVILLE IN 47130 843940034 LOW INCOME IN 162 0 1 DUCK CREEK LP 725 WALL STREET JEFFERSONVILLE IN 47130 352140613 LOW INCOME IN 373779 0 1 DZP BRAZIL LLC 725 WALL STREET JEFFERSONVILLE IN 47130 811724087 LOW INCOME IN NEW HOPE C 0 MFOS APARTMENTS LLC 725 WALL STREET JEFFERSONVILLE IN 47130 473317400 LOW INCOME IN NEW HOPE C 0 NEW HIGHLAND INC 725 WALL STREET JEFFERSONVILLE IN 47130 352089182 LOW INCOME IN NEW HOPE C 0 TLAL APARTMENTS LLC 725 WALL STREET JEFFERSONVILLE IN 47130 820728496 LOW INCOME IN NEW HOPE C 279802 0 OGT GP LLC 725 WALL STREET JEFFERSONVILLE IN 47130 843979637 LOW INCOME IN NEW HOPE C 99 0 TOM GP LLC 725 WALL STREET JEFFERSONVILLE IN 47130 843967768 LOW INCOME IN NEW HOPE C 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 NEW HOPE DEVELOPMENT SERVICES D 825969 COST NEW HOPE DEVELOPMENT SERVICES L 225000 FEES RECEIVED