2022-04-27T14:14:43-05:00 2021-06-30 946214841 ARMANINO LLP 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2020-07-01 941399287 HOPE SERVICES HOPE 4082842850 30 LAS COLINAS LANE SAN JOSE CA 95119 CHARLES HUGGINS JD PRESIDENT/CEO 4082842850 2022-04-25 1 CHARLES HUGGINS JD 999009999 MATTHEW PETROSKI P00853132 4082006400 2022-04-25 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CHARLES HUGGINS JD 30 LAS COLINAS LANE SAN JOSE CA 95119 60335807 0 X WWW.HOPESERVICES.ORG X 1952 CA EMPLOYMENT AND TRAINING SERVICES, MENTAL HEALTH SERVICES, SENIOR SERVICES, COMMUNITY LIVING 16 16 957 449 0 0 6771778 6449817 43424592 44831018 492580 1121078 0 0 50688950 52401913 0 0 0 0 35557002 34305339 15179 0 425832 15127832 14035023 50700013 48340362 -11063 4061551 29576978 34940680 13056133 13319809 16520845 21620871 X HOPE SERVICES' MISSION IS TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. 0 0 18736604 23928096 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 1500 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.1,516 PEOPLE WERE SERVED. 10625081 12602410 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 1800 CLIENTS IN SANTA CLARA, SANTA CRUZ AND MONTEREY COUNTIES.1,860 PEOPLE WERE SERVED. 7674719 8191160 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.313 PEOPLE WERE SERVED. 5479419 RETAIL OPERATIONS - REVENUE GENERATED BY HOPE THRIFT STORES ARE USED TO SUPPORT HOPE SERVICES' PROGRAMS. GROSS RECEIPTS OF $4,019,593 WAS REPORTED AS IN-KIND DONATOINS FROM THE GENERAL PUBLIC ON FORM 990 PART VIII LINE 1G. 68185 109352 HUB FUNDED RENTAL UNITS INCOME - CURRENTLY MANAGED BY HOUSING CHOICES COALITION, A NON-PROFIT ORGANIZATION, THAT ARE RENTED TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. 5547604 109352 42584008 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 522 0 1 957 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 16 16 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 CAMERON HASTE BOARD MEMBER 2.00 X 0 0 0 KAREN COTTLE BOARD MEMBER 2.00 X 0 0 0 SAM DENNIS LEFT 1020 BOARD MEMBER 2.00 X 0 0 0 STEVE CLINTON BOARD MEMBER 2.00 X 0 0 0 JENN HENLEY BOARD MEMBER 2.00 X 0 0 0 DAN FOSTER BOARD MEMBER 2.00 X 0 0 0 ORI KOCHAVI BOARD MEMBER 2.00 X 0 0 0 IVAN FUJIHARA BOARD MEMBER 2.00 X 0 0 0 LIBO CAO MEYERS BOARD MEMBER 2.00 X 0 0 0 JOE PERT BOARD MEMBER 2.00 X 0 0 0 CHRISTINE JOSEPH BOARD MEMBER 2.00 X 0 0 0 TOM MCGOVERN BOARD MEMBER (START 7/20) 2.00 X 0 0 0 GOPAL KUMARAPPAN BOARD MEMBER (START 1/21) 2.00 X 0 0 0 CHARLES CHIP HUGGINS PRESIDENT/CEO 37.50 X 343795 0 99472 CLAYTON NG CFO 37.50 X 196672 0 48268 PAUL SHEA VP OF OPERATIONS 37.50 X 169761 0 3746 CLARA LEE PSYCHIATRIST 37.50 X 224230 0 9536 ANNA FERNANDEZ DIR. OF MENTAL HEALTH SERV 37.50 X 170815 0 20554 FRANCIE HSU CONTROLLER 37.50 X 120010 0 13173 SCOTT ARENDT MANAGER 37.50 X 115249 0 6349 SUSAN BELL DIR. OF HUMAN RESOURCES 37.50 X 114231 0 38378 1454763 0 239476 15 0 1 0 SYMED CORPORATION PO BOX 238 NAPA CA 94559 COUNSELING CENTER BILLING SERVICES 676024 JACKSON & COKER LOCUMTENENS LLC 3000 OLD ALABAMA RD 119-608 ALPHARETTA GA 30022 LOCUM TENENS STAFFING SERVICES 530884 RRRR JANITORIAL SERVICES 7393 VIA CANTARES SAN JOSE CA 95139 JANITORIAL SERVICES 353290 SANDRA KAMIAK MD 14583 BIG BASIN WAY UNIT 3B SARATOGA CA 95070 COUNSELING CENTER PHYSICIAN 285445 TAO VAN NGUYEN 1661 BURDETTE DRIVE B SAN JOSE CA 95121 COUNSELING CENTER PHYSICIAN 234438 11 33010 17156 6399651 4048595 6449817 STATE AND COUNTY FUNDS 624310 39515700 39515700 CONTRACT SERVICES 624310 5033031 5033031 FACILITIES RENTAL 531110 250330 250330 OTHER REVENUE 900099 31957 31957 44831018 157967 157967 4103124 713485 3836354 17144 266770 696341 963111 963111 60803 17156 60803 0 4019593 4019593 0 52401913 44831018 0 1121078 842298 168459 673839 24628882 22437387 1974989 216506 788446 581462 202243 4741 6132883 5560123 524464 48296 1912830 1717060 179304 16466 6570 6570 209663 1440 208223 595819 509351 86468 67612 67612 4342673 3887194 441286 14193 465955 265333 99488 101134 1476896 1333648 137257 5991 333501 232776 97569 3156 4147369 4044781 94010 8578 715950 667555 48395 202562 9745 192817 948779 781034 167484 261 290185 241454 47855 876 BANK CHARGES 76628 71440 792 4396 MISCELLANEOUS 65924 28151 37773 BAD DEBT 45557 45557 MEMBERSHIP DUES 43380 58 42084 1238 48340362 42584008 5330522 425832 2201974 6165008 1103592 566476 259240 112288 6071911 5038103 93665 83799 66697 163770 22925203 10644821 12800971 12280382 4058960 6125200 2821146 4310802 98822 94852 29576978 34940680 6238765 7034550 11937 308896 4832856 3970826 1972575 2005537 13056133 13319809 X 14768630 19300093 1752215 2320778 16520845 21620871 29576978 34940680 4061551 1038475 0 X X 0 1 X 1 0 X 9628181 10988691 10205972 6771778 6449817 44044439 9628181 10988691 10205972 6771778 6449817 44044439 44044439 153476 176488 188505 185056 157967 861492 28448 139632 53866 60803 282749 45188680 242792412 0.97470 0.97590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1517082 5500 515469 2038051 1374670 50000 93412 1000 1517082 2811081 6500 133511 1576422 1374670 2724128 5000 81953 2811081 2694349 500 29279 2724128 0.00000 0.58160 0.41840 0 0 4223482 4223482 11621629 6116375 5505254 2976557 1348474 1628083 4103535 3179972 923563 12280382 FIXED INCOME 4310802 F 4310802 DEFERRED RENT 2005537 2005537 X 58334469 1038475 942100 4019593 6000168 52334301 67612 67612 52401913 53234443 942100 4019593 4961693 48272750 67612 67612 48340362 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, 2018 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA RETURNS FOR THE YEARS ENDED JUNE 30, 2017 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE FRANCHISE TAX BOARD PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 4,019,593. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 4,019,593. X X X X X X 1 VEHICLES FOR CHARITY ARC THRIFT STORES INC 12345 W ALAMEDA PARKWAY SUITE 111 LAKEWOOD CO 80228 CAR DONATION 0 58079 14588 43490 58079 14588 43490 CA IN CONCERT WITH HOPE 77959 17156 60803 14115 13640 33048 77959 17156 60803 14115 13640 33048 60803 0 X X 0 1 0 0 0 0 0 1 0 CHARLES CHIP HUGGINS PRESIDENT/CEO 335395 0 0 0 8400 0 66000 0 33472 0 443267 0 0 0 CLAYTON NG CFO 196672 0 0 0 0 0 32250 0 16018 0 244940 0 0 0 CLARA LEE PSYCHIATRIST 224230 0 0 0 0 0 0 0 9536 0 233766 0 0 0 ANNA FERNANDEZ DIR. OF MENTAL HEALTH SERV 152815 0 18000 0 0 0 0 0 20554 0 191369 0 0 0 PAUL SHEA VP OF OPERATIONS 169761 0 0 0 0 0 0 0 3746 0 173507 0 0 0 SUSAN BELL DIR. OF HUMAN RESOURCES 114231 0 0 0 0 0 14576 0 23802 0 152609 0 0 0 PART I, LINE 4B HOPE SERVICES HAS A 457(F) PLAN FOR CEO CHARLES HUGGINS, CFO CLAYTON NG, AND DIR. OF HUMAN RESOURCES SUSAN BELL. DURING THE CALENDAR YEAR ENDING WITHIN THE 2020 TAX YEAR, $66,000, $32,250, AND $10,000, RESPECTIVELY, 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, DIRECTOR OF MENTAL HEALTH SERVICES, RECEIVED A DISCRETIONARY BONUS IN THE AMOUNT OF $18,000 FOR CALENDAR YEAR 2020. X 3971670 FMV X 64 58079 FMV X 3 14413 FMV X EWASTE 50 4433 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. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. 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