Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
HOPEWELL CENTER INC
Employer identification number
35-6068669
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public Support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2010.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2009.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2009.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
98,899
83,483
74,658
2,639,410
2,452,721
5,349,171
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
5,040,170
5,496,051
5,698,966
3,006,503
2,830,837
22,072,527
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
14,096
22,970
37,066
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
60,800
60,800
60,800
60,800
60,800
304,000
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
0
6
Total. Add lines 1 through 5.
5,199,869
5,640,334
5,834,424
5,720,809
5,367,328
27,762,764
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
0
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
0
c
Add lines 7a and 7b..
0
0
0
0
0
0
8
Public Support (Subtract line 7c from line 6.)
27,762,764
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
5,199,869
5,640,334
5,834,424
5,720,809
5,367,328
27,762,764
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
238,494
285,258
217,597
159,635
208,140
1,109,124
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
0
c
Add lines 10a and 10b.
238,494
285,258
217,597
159,635
208,140
1,109,124
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
0
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
1,158
13,285
9,136
26,194
29,963
79,736
13
Total support (Add lines 9, 10c, 11 and 12.).
5,439,521
5,938,877
6,061,157
5,906,638
5,605,431
28,951,624
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
95.890 %
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
95.820 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
3.830 %
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
3.990 %
19a
33 1/3% support tests—2010.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2009.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
OTHER INCOME, SCHEDULE A, PART III, LINE 12, 2006 - $1,158; 2007 - $13,285; 2008 - $9,136; 2009 - $26,194; 2010 - $29,963,
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
10000128
Software Version:
v2010.1.0
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
HOPEWELL CENTER INC
Employer identification number
35-6068669
Identifier
Return Reference
Explanation
NUMBER OF EMPLOYEES
FORM 990, PART I, LINE 5
PART I, LINE 5 REPORTS THE ORGANIZATION HAS 358 EMPLOYEES. THIS IS ALSO REPORTED IN PART V, LINE 2A, NUMBER OF EMPLOYEES REPORTED ON FORM W-3. IT IS IMPORTANT TO NOTE THAT THIS FIGURE INCLUDES 141 CLIENTS WHO RECEIVED COMPENSATION FROM THE ORGANIZATION. SOME CLIENTS OF THE ORGANIZATION RECEIVE COMPENSATION AS PART OF THE SHELTERED EMPLOYMENT PROGRAM AT HOPEWELL. THUS THE ORGANIZATION'S TRUE NUMBER OF EMPLOYEES WAS ONLY 217 DURING THE YEAR ENDED JUNE 30, 2011.
Description of other program services
Form 990, Part III, Line 4d
THE GOAL OF HOPEWELL CENTER'S EARLY INTERVENTION PROGRAM IS TO PROVIDE COORDINATED AND INDIVIDUALIZED SERVICES TO SUPPORT THE DEVELOPMENT OF CHILDREN WITH SPECIAL NEEDS. THE PROGRAM CURRICULUM IS DESIGNED TO ALLOW CHILDREN TO ATTAIN MAXIMUM PROFICIENCY IN ALL DEVELOPMENTAL AREAS THROUGH A STIMULATING HOME ENVIRONMENT. EMPHASIS IS PLACED ON MINIMIZING THE EFFECT OF ANY DEVELOPMENTAL DISABILITY ON THE CHILD AND STRENGTHENING THE BOND BETWEEN PARENT AND CHILD. INDIVIDUALS MUST MEET THE FOLLOWING CRITERIA TO BE ELIGIBLE FOR CHILDREN'S SERVICES: BE BIRTH TO 36 MONTHS OF AGE AND DEMONSTRATE A DEVELOPMENTAL DELAY OR BE CONSIDERED "AT RISK" FOR DEVELOPING SUCH A DELAY. EVIDENCE OF THE EXISTENCE OF A DEVELOPMENTAL DELAY IS OBTAINED THROUGH THE CHILD'S PERFORMANCE DURING A MULTI-DISCIPLINARY DEVELOPMENTAL ASSESSMENT. ONCE ELIGIBILITY HAS BEEN DETERMINED WEEKLY SESSIONS OCCUR IN THE FAMILIES HOMES, CHILDCARE CENTER, OR OTHER COMMUNITY SETTINGS. DURING FISCAL YEAR 2011 THE EARLY INTERVENTION PROGRAM SERVED 127 CHILDREN. PROGRAM GOALS INDICATED THAT 100% OF THE FAMILIES RATED THE PROGRAM AS GOOD OR EXCELLENT, AND 100% OF CHILDREN PARTICIPATING MADE PROGRESS TOWARDS THEIR GOALS AND OUTCOMES. HOPEWELL CENTER'S EARLY HEAD START PROGRAM IN MADISON COUNTY BEGAN ON SEPTEMBER 1, 1996. ENROLLMENT IS CURRENTLY THE ORIGINALLY FUNDED 75 CLIENTS, PLUS AN ADDITIONAL 24 CLIENTS SERVED BY FUNDING FROM THE ARRA STIMULUS PROGRAM (A TOTAL OF 99). IT SERVES PREGNANT WOMEN AND FAMILIES WITH CHILDREN BELOW THE AGE OF THREE YEARS, ALL LIVING BELOW THE FEDERAL POVERTY GUIDELINE. YEAR-ROUND SERVICES ARE DELIVERED THROUGH WEEKLY HOME VISITS AND BI-MONTHLY SOCIALIZATION ACTIVITIES, WITH FULL FAMILY INVOLVEMENT ENCOURAGED, AND INDIVIDUALIZED GOALS WRITTEN FOR BOTH CHILD AND PARENTS. IN ADDITION, PLAYGROUPS ARE OFFERED FOR THE TWO-YEAR OLDS WHOSE FAMILIES ARE ACTIVE IN OTHER PARTS OF THE PROGRAM. CASE MANAGEMENT AS WELL AS CHILD ASSESSMENT AND DEVELOPMENTAL SERVICES ARE PROVIDED. FOCUSED ATTENTION IS GIVEN TO MAINTAINING UPDATED HEALTH AND DENTAL VISITS AND IMMUNIZATIONS RECORDS, NUTRITION OVERSIGHT, MENTAL HEALTH AND SAFETY CONCERNS, LITERACY, AND SOCIAL SERVICE NEEDS. SUPPORT IS GIVEN TO PARENTS IN THEIR EFFORTS TOWARD SELF-SUFFICIENCY GOALS AS WELL. PROGRAM GOALS AND OBJECTIVES ARE SET AND REVIEWED AT LEAST TWICE YEARLY. DEMOGRAPHIC SUMMARIES AND PROGRAM EVALUATIONS ARE ONGOING, AND REPORTED TO VARIOUS LOCAL, STATE, AND FEDERAL AGENCIES AND ORGANIZATIONS. HOPEWELL CENTER'S SHELTERED EMPLOYMENT PROGRAM AIMS TO PROVIDE WORK-ORIENTED EXPERIENCES TO PERSONS WITH DISABILITIES AND TO ASSIST THEM IN MAXIMIZING THEIR INDEPENDENCE AND EARNINGS IN A REHABILITATIVE SETTING. SHELTERED WORK PROVIDES SUPPORTIVE SERVICES FOR ALL PROGRAM PARTICIPANTS TO ASSIST THEM IN OBTAINING COMPETITIVE EMPLOYMENT WHEN APPROPRIATE. THE PROGRAM OPERATES AN AVERAGE OF 243 DAYS PER CALENDAR YEAR, WITH THE TYPICAL WORKDAY BEGINNING AT 8:30 AM AND ENDING AT 3:00 PM. DURING FY 2011, THE PROGRAM SERVED A TOTAL OF 154 INDIVIDUALS. 3 INDIVIDUALS WERE REFERRED TO THE OFFICE OF VOCATIONAL REHABILITATION FOR SUPPORTED EMPLOYMENT. 81% OF INDIVIDUALS SHOWED MEASURABLE PROGRESS IN THEIR PERSONAL GOALS.
ORGANIZATION'S MISSION
FORM 990, PART III, LINE 1
(CONTINUED FROM PART III) HOPEWELL CENTER, INC. PROVIDES INDIVIDUALIZED TRAINING AND EDUCATION TO RESIDENTS OF MADISON COUNTY AND SURROUNDING AREAS, WHO HAVE DISABILITIES OR OTHER NEEDS, AND HELPS EACH INDIVIDUAL TO REACH THEIR POTENTIAL THROUGH EDUCATING THE COMMUNITY AND ENCOURAGING AN ENVIRONMENT THAT ACKNOWLEDGES THE VALUE AND CONTRIBUTIONS OF ALL PEOPLE.
Review of form 990 by governing body
Form 990, Part VI, Section B, Line 11b
THE FORM 990 IS REVIEWED IN DETAIL BY THE EXECUTIVE DIRECTOR. IT IS ALSO REVIEWED BY THE FINANCE COMMITTEE, AND THE FULL BOARD IS GIVEN A COPY BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE.
Conflict of interest policy
Form 990, Part VI, Section B, Line 12c
THE BOARD OF DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS ON AN ANNUAL BASIS. THE CONFLICT OF INTEREST POLICY STATEMENTS ARE MONITORED AND REVIEWED BY THE EXECUTIVE DIRECTOR. ANY FINDINGS ARE REPORTED TO THE PRESIDENT OF THE BOARD. ANY INDIVIDUAL WHO HAS A CONFLICT OF INTEREST IS TO ABSTAIN FROM VOTING AND DISCUSSION DURING MEETINGS.
Process used to establish compensation of top management official
Form 990, Part VI, Section B, Line 15a
ANNUALLY, THE ORGANIZATION HIRES AN INDEPENDENT SALARY CONSULTANT TO PROVIDE COMPARABILITY DATA TO THE BOARD OF DIRECTORS TO BE USED FOR ESTABLISHING THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THIS PROCESS WAS LAST UNDERTAKEN IN THE YEAR ENDED JUNE 30, 2011. THE DECISIONS ARE DOCUMENTED IN THE BOARD MINUTES.
Process used to establish compensation of other officers/key employees
Form 990, Part VI, Section B, Line 15b
THE COMPENSATION OF THE FISCAL DIRECTOR, JEFF HELPLING, IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE BOARD USES COMPARABILITY DATA TO ENSURE COMPENSATION IS REASONABLE. THIS PROCESS WAS LAST UNDERTAKEN IN THE YEAR ENDED JUNE 30, 2011. THE DECISIONS ARE DOCUMENTED IN THE BOARD MINUTES.
Public Disclosure
Form 990, Part VI, Section C, Line 19
FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME.
Other changes in net assets or fund balances
Form 990, Part XI, Line 5
NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - 433066; CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST - 21394;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.