2024-03-06T09:37:25-06:00 2023-06-30 251622758 MAHER DUESSEL CPA'S 1800 LINGLESTOWN ROAD SUITE 306 HARRISBURG PA 17110 990 2022-07-01 232303287 HOPE ENTERPRISES INC HOPE 5703263745 2401 REACH ROAD WILLIAMSPORT PA 17701 ROBERT LABATCH PRESIDENT 5703263745 2024-03-06 1 ROBERT LABATCH 999009999 0 JONATHAN C MENTZER P01795412 7172321230 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT LABATCH 2401 REACH ROAD WILLIAMSPORT PA 17701 23464522 0 X WWW.HOPEABILITY.ORG X 1952 PA PROVIDING SUPPORT AND SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. 22 21 402 21 0 0 759906 282952 22515832 22779086 24233 126247 96735 174954 23396706 23363239 0 0 0 0 17707552 17912259 0 0 0 4583191 4381796 22290743 22294055 1105963 1069184 23373243 23783326 3348972 2807709 20024271 20975617 X ENHANCING THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES BY PROVIDING THEM WITH RESPONSIVE SERVICES AND SUPPORT. 0 0 16089624 21029097 HOPE ENTERPRISES, INC. WAS DEVELOPED IN 1952 TO ENHANCE THE QUALITY OF LIFE FOR PEOPLE WITH INTELLECTUAL DIABILITIES. WITH COMPREHENSIVE SERVICES THROUGH SEVEN COUNTIES IN CENTRAL PENNSYLVANIA, OUR VISION IS TO PROVIDE AN INDIVIDUALIZED APPROACH THAT ALLOWS EACH PERSON THE OPPORTUNITY TO LIVE AN EVERYDAY LIFE. HOPE IS COMMITTED TO PROVIDING SERVICES THAT SUPPORT THOSE WITH DISABILITIES TO LIVE A LIFE, NO DIFFERENT THAN ANY OTHER CITIZEN. OUR ROLE IS TO SUPPORT THE CHOICES THAT GIVE PEOPLE THE RELATIONSHIPS, RIGHTS, AND RESPONSIBILITIES TO BE A MEMBER OF THEIR OWN COMMUNITY. OVER THE LAST 70 YEARS, HOPE HAS CONTINUED TO BE A FRONT-RUNNER IN SUPPORTING THOSE WITH INTELLECTUAL DISABILITIES ACROSS CENTRAL PENNSYLVANIA. 1576270 1664989 IN APRIL OF 2020, HOPE BEGAN TO REVISIT HOW WE SUPPORT A PERSON'S EVERYDAY INTERESTS AND GOALS. WITH AN IN-HOME AND COMMUNITY FOCUS, HOPE TRANSITIONED TO CHOICE SERVICES TO OFFER A ONE-ON-ONE SERVICE THAT IS UNIQUE TO EACH PERSON. WHETHER THAT'S VOLUNTEERING, EMPLOYMENT, INCREASING INDEPENDENCE, SOCIALIZATION, OR PURSUING ADDITIONAL EDUCATION, HOPE'S STAFF IS HERE TO SUPPORT CHOICE IN AN EVERYDAY LIFE. IN 2022, PARTNERSHIPS HAVE ALLOWED HOPE'S CHOICE SERVICES TO LAUNCH MULTIPLE "HUBS" TO OFFER SOCIALIZATION, WELLNESS, AND COMMUNITY INTEGRATION AT LOCAL YMCAS AND CHURCHES. THESE SPACES ALLOW THOSE PREVIOUSLY SUPPORTED IN A FACILITY-BASED SERVICE TO EXPAND THEIR OPPORTUNITIES AND ACHIEVE THEIR PERSONAL INTERESTS AND GOALS. HOPE'S CHILDREN'S CAMPUS IS HOME TO THE SPECIAL SUPPLEMENTAL NUTRITION PROGRAM FOR WOMEN, INFANTS, AND CHILDREN, KNOWN AS WIC. IN LYCOMING COUNTY, THE CHILDREN'S CAMPUS HOSTS THE ALLONE AUTISM COLLABORATIVE CENTERS OF EXCELLENCE (ACCE), STEP INC.'S EARLY HEAD START PROGRAM, AND THE UPMC PEDIATRIC REHABILITATION CLINIC. HOPE ALSO OVERSEES THE WIC PROGRAM IN CLINTON COUNTY, WHICH SERVES OVER 700 CLIENTS IN A GIVEN MONTH AND HAS INCREASED TELEHEALTH EFFORTS FOR THE CONTINUUM OF CARE DURING THE PANDEMIC. HOPE'S MAXWORX CONTINUED TO EXPAND IN BOTH MANUFACTURING AN CUSTODIAL SERVICES THROUGH CENTRAL PENNSYLVANIA. NAMED AFTER HOPE'S FOUNDER, DR. MAX MILLER, MAXWORX REMAINS COMMITTED TO 75% OF ITS EMPLOYEES HAVING A DOCUMENTED DISABILITY. 85000 85000 MANAGEMENT SERVICES (PROVIDES SERVICES TO HOPE ENTERPRISES FOUNDATION, INC., A RELATED TAX-EXEMPT ORGANIZATION). 17750894 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 1 1 0 0 0 1 46 0 402 1 0 0 0 0 0 0 0 0 0 0 X 22 21 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X JOHN F BUBB 5703263745 2401 REACH ROAD WILLIAMSPORT PA 17701 MICHAEL BARCLAY CHAIRMAN 1.00 X X 0 0 0 GEORGE JOHNSON VICE CHAIRMAN 1.00 X X 0 0 0 MARCUS ANNICELLI TREASURER 1.00 X X 0 0 0 SUZANNE T STOPPER SECRETARY 1.00 X X 0 0 0 JIM SHILLENN PAST CHAIR 1.00 X X 0 0 0 ROBERT A LABATCH PRESIDENT/CEO 38.00 2.00 X X 169493 0 7464 PHILIP SPUNGER DIRECTOR 1.00 X 0 0 0 ROBERT P WALKER DIRECTOR 1.00 X 0 0 0 DONNA L BASTIAN DIRECTOR 1.00 X 0 0 0 MICHAEL H COLLINS ESQ DIRECTOR 1.00 X 0 0 0 DEAN P MULLER DIRECTOR 1.00 X 0 0 0 KATHY ZAKARIAN DIRECTOR 1.00 X 0 0 0 JAMES K GATES DIRECTOR 1.00 X 0 0 0 JULIE STEINBACHER DIRECTOR 1.00 X 0 0 0 KEN HEALY DIRECTOR 1.00 X 0 0 0 CINDY BRINDGER DIRECTOR 1.00 X 0 0 0 MIKE REED DIRECTOR 1.00 X 0 0 0 LONI KLINE DIRECTOR 1.00 X 0 0 0 JOHN ENGEL DIRECTOR 1.00 X 0 0 0 RIKKI RIEGNER DIRECTOR 1.00 X 0 0 0 ED METZGER DIRECTOR 1.00 X 0 0 0 SUZANNE GLISON CHIEF OPERATING OFFICER 40.00 X 268495 0 4434 JOHN F BUBB VICE PRESIDENT/CFO 38.00 2.00 X 102665 0 33379 CHERYL G YOXTHEIMER VICE PRESIDENT 40.00 X 101519 0 14131 HOLLY A MADDEN VICE PRESIDENT 40.00 X 111394 0 4308 753566 0 63716 5 0 1 0 0 282952 282952 FEES FROM GOVERNMENT A 624100 20378388 20378388 REHABILITATION SALES A 624100 1664989 1664989 RESIDENT AND PRIVATE F 624100 650709 650709 MANAGEMENT FEES 541610 85000 85000 22779086 126247 126247 151678 101283 50395 50395 50395 MISCELLANEOUS 900099 124559 124559 124559 23363239 22779086 0 301201 799375 799375 12639860 10137027 2502833 570944 496866 74078 2927517 2547683 379834 974563 797922 176641 27176 27176 75830 75830 9316 9316 645986 521164 124822 21419 1263 20156 670455 451807 218648 710773 495684 215089 98497 86359 12138 13363 1138 12225 803706 434270 369436 295279 222045 73234 REPAIRS AND MAINTENANCE 588483 476056 112427 MINOR EQUIPMENT 136062 71899 64163 STAFF TRAINING 110563 74817 35746 VEHICLE EXPENSE 74373 67581 6792 100515 67938 32577 22294055 17750894 4543161 0 7910575 7339872 4576436 2166910 84098 74672 14457007 8909303 6562923 5547704 4017751 7627535 131983 135238 89477 891395 23373243 23783326 1665218 1362758 1148710 728420 28794 16022 506250 700509 3348972 2807709 X 19865389 20813480 158882 162137 20024271 20975617 23373243 23783326 X 1069184 21833 -142926 3255 X X 0 1 X 1 1 1 X 36470 192676 122936 759906 282952 1394940 27739239 24227737 23963356 22515832 22779086 121225250 27775709 24420413 24086292 23275738 23062038 122620190 0 0 0 122620190 159749 202128 187756 225275 277925 1052833 159749 202128 187756 225275 277925 1052833 11705 6225 10535 7620 124559 160644 27947163 24628766 24284583 23508633 23464522 123833667 0.99020 0.99290 0.00850 0.00650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1194506 1194506 11952067 7832882 4119185 328595 184962 143633 971463 891459 80004 10376 10376 5547704 FINANCE LEASE OBLIGATION 458570 OPERATING LEASE OBLIGATION 241939 700509 X 23480294 21833 -6061 15772 23464522 -101283 -101283 23363239 22386022 101283 101283 22284739 9316 9316 22294055 PART X, LINE 2: THE COMPANY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 3,255. INV MGMT FEES NET -6,061. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -101,283. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 101,283. X X X 0 0 0 0 0 0 0 0 0 ROBERT A LABATCH PRESIDENT/CEO 169493 0 0 0 0 0 4199 0 3265 0 176957 0 0 0 SUZANNE GLISON CHIEF OPERATING OFFICER 268495 0 0 0 0 0 0 0 4434 0 272929 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF HOPE ENTERPRISES FOUNDATION, INC., THE TAX-EXEMPT PARENT OF HOPE ENTERPRISES, INC. (HEI), HAS THE ABILITY TO APPOINT BOARD MEMBERS TO THE BOARD OF HEI AND AMEND THE BYLAWS OF HEI. FORM 990, PART VI, SECTION A, LINE 7B SEE RESPONSE TO FORM 990, PART VI, LINA 7A ABOVE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED IN DETAIL BY MANAGEMENT. A COPY WAS THEN SUBMITTED TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS SIGN A CONFLICT OF INTEREST STATEMENT EVERY TWO YEARS. BOARD MEMBERS ARE REQUIRED TO NOTIFY MANAGEMENT AT ANY TIME THAT A POTENTIONAL CONFLICT OF INTEREST ARISES. FORMS ARE COLLECTED AND REVIEWED BY THE EXECUTIVE ASSISTANT. DIRECTORS THEN ABSTAIN FROM VOTING IF THEY HAVE A CONFLICT. THERE IS A CONFLICT OF INTEREST POLICY IN THE PERSONNEL POLICIES FOR ALL STAFF WHICH IS ENFORCED TO THE BEST OF MANAGEMENT'S ABILITIES WHEN SITUATIONS BECOME KNOWN. OFFICERS MUST ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT WHICH ARE MAINTAINED ON FILE WITH THE PRESIDENT'S ASSISTANT. FORM 990, PART VI, SECTION B, LINE 15 HEI HAS A HUMAN RESOURCES MANAGEMENT COMMITTEE COMPRISED OF BOARD MEMBERS AND APPROPRIATE EXECUTIVE MANAGEMENT STAFF. THE COMMITTEE ENSURES THAT PERSONNEL POLICIES ARE IN PLACE, REVIEWS ANY RELATED POLICY ISSUES/QUESTIONS, APPROVES SIGNIFICANT WAGE SCALE CHANGES, ETC. COMPENSATION IS DETERMINED BY CONSIDERING MARKET VALUES, EMPLOYEE PERFORMANCE, AND BUDGETARY CONSIDERATIONS. THE PRESIDENT'S PERFORMANCE AND COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. COMPENSATION REVIEW IS DOCUMENTED VIA EXECUTIVE COMMITEE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 3,255. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HUMAN SERVICES CONSULTING AND MANAGEMENT LLC 543 CHURCH STREET DANVILLE PA 17821 880773649 CONSULTING AND MANAGEMENT PA 25149 52755 HOPE ENTERPRISES INC HOPE ENTERPRISES FOUNDATION INC 2401 REACH ROAD WILLIAMSPORT PA 17701 231914215 PROVIDE ASSISTANCE TO HOPE ENTERPRISES INC. FOR GENERAL OPERATING EXPENSES PA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 HOPE ENTERPRISES FOUNDATION INC L 85000 MANAGEMENT FEES HUMAN SERVICES AND CONSULTING MANAGEMENT LLC L 505149 MANGEMENT FEES