Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 872,781 | 812,292 | 957,937 | 677,766 | 712,461 | 4,033,237 |
| 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 | 872,781 | 812,292 | 957,937 | 677,766 | 712,461 | 4,033,237 |
| 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).. | 549,211 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 3,484,026 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 872,781 | 812,292 | 957,937 | 677,766 | 712,461 | 4,033,237 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 3,924 | 7,482 | 8,964 | 14,697 | 9,055 | 44,122 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | -868 | -868 | ||||
| 11 | Total support. Add lines 7 through 10 | 4,076,491 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 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 | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| 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. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| MISSION STATEMENT | SINCE 1993, HOPEWELL HAS BEEN CHANGING PEOPLE'S EXPERIENCE OF CANCER BY ADDRESSING ITS NON-MEDICAL BUT EQUALLY CHALLENGING EMOTIONAL, SOCIAL, AND PHYSICAL SIDE EFFECTS THROUGH A WIDE RANGE OF SUPPORT GROUPS AND PROGRAMS ALWAYS OFFERED AT NO CHARGE. THE MID-MARCH 2020 DAY WE CLOSED OUR CAMPUS TO IN-PERSON GROUPS AND CLASSES MARKED THE BEGINNING OF OUR RAPID AND SUCCESSFUL TRANSITION TO FULLY VIRTUAL PROGRAMMING SERVING ADULTS WITH CANCER AND THEIR FAMILIES, INCLUDING CHILDREN AND TEENS. |
| PART III, LN 1 | HOPEWELL'S MISSION IS "TO CREATE A COMMUNITY FOR ALL PEOPLE WITH CANCER, THEIR FAMILIES AND FRIENDS, THAT ENCOURAGES AN EXCHANGE OF INFORMATION, THE DEVELOPMENT OF A SUPPORT SYSTEM, AND THE PRESENCE OF HOPE." WHO WE ARE: THE HOPEWELL DIFFERENCE STARTS WITH OUR MISSION, OUR VALUES, AND OUR MODEL'S DEDICATION TO THE QUALITY OF OUR COMMUNITY LIFE. ACCORDINGLY, HOPEWELL PROVIDES ADULTS WITH CANCER AT ANY STAGE - IN TREATMENT, LONG TERM SURVIVORSHIP, OR FACING THE END OF LIFE WITH MEDICALLY ENDORSED, RESEARCH-BASED PSYCHOSOCIAL SUPPORT IN THE FORM OF SUPPORT GROUPS AND MIND BODY SPIRIT PROGRAMS. OUR PROGRAMMING SERVES EACH PERSON WITH CANCER AND THEIR FAMILIES, INCLUDING CHILDREN AND TEENS, CAREGIVERS, AND FRIENDS, FOR HOWEVER LONG THEY NEED. PEOPLE COME TO HOPEWELL AS EQUALS . . . PARTICIPANTS NOT PATIENTS. WE REQUIRE NO REFERRAL AND CHARGE NO FEES, EVER, WHICH MAKES HOPEWELL OPEN TO ALL ON AN EQUAL BASIS, NO RED TAPE, NO DISTINCTIONS. THIS PRACTICE HAS CULTIVATED AN INCREASINGLY DIVERSE, INCLUSIVE, AND SUPPORTIVE COMMUNITY OF INDIVIDUALS THAT BRIDGES TRADITIONAL SOCIO-ECONOMIC AND CULTURAL DIVIDES. IN THIS WAY, WE REALIZE OUR GOAL OF CREATING A COMMUNITY WHERE EVERYONE IS NOT ONLY WELCOMED BUT ALSO EXPERIENCES A SENSE OF BELONGING AND HAS THEIR NEEDS MET. HOPEWELL REMAINS THE BALTIMORE REGION'S ONLY SOURCE OF COMPREHENSIVE PSYCHOSOCIAL CANCER SUPPORT THAT IS INDEPENDENT, FREE-STANDING, NON-INSTITUTIONAL AND COMMUNITY-BASED. OUR SETTING IS A WARM, INVITING FARMHOUSE AND CONTEMPORARY AMISH-BUILT BARN ON OVER EIGHT NATURAL ACRES OF WOODS AND MEADOWLAND TUCKED CONVENIENTLY NEAR THE JUNCTION OF I-695 AND I-83 ON FALLS ROAD JUST NORTH OF BALTIMORE CITY. NEED: CURRENTLY, APPROXIMATELY 40% OF PEOPLE WILL EXPERIENCE CANCER IN THEIR LIFETIME. WHILE CANCER MEDICINE TREATS THE DISEASE, HOPEWELL IS HERE FOR THE PERSON. FROM THE MOMENT OF DIAGNOSIS, A CANCER PATIENT'S LIFE IS CHANGED FOREVER. UNCERTAINTY BECOMES EVERY DAY'S REALITY FOR THEM AND FOR EACH OF THEIR FAMILY MEMBERS. SOCIAL, EMOTIONAL, PHYSICAL, MENTAL, AND ECONOMIC IMPACTS ARE AMONG THOSE THAT EACH INDIVIDUAL MAY EXPERIENCE. HOPEWELL'S SUPPORT GROUPS AND MIND BODY SPIRIT AND EDUCATIONAL PROGRAMS ALLOW PEOPLE TO FIND THE SUPPORT THEY NEED AT THE RIGHT TIME AND PACE FOR THEM. THEY ALSO CAN BRING CONNECTION, UNDERSTANDING, AWARENESS, AND MOMENTS OF JOY. SUPPORT: HOPEWELL'S REVENUE COMES EXCLUSIVELY FROM INDIVIDUAL DONATIONS, FOUNDATION AND CORPORATE GIFTS AND GRANTS, EVENT SPONSORSHIPS, AND BEQUESTS. NO GOVERNMENT FUNDING OR INSURANCE REIMBURSEMENTS ARE RECEIVED. |
| PART III, LN 4A | HOPEWELL HAS A SINGLE, UNCHANGING PURPOSE, WHICH IS TO SERVE AS A CANCER CARE COMMUNITY OFFERING A BROAD AND DEEP MENU OF PSYCHOSOCIAL PROGRAMS, FREE OF CHARGE. PROVIDED IN-PERSON FOR 27 YEARS, ALL HOPEWELL PROGRAMMING BECAME VIRTUAL BEGINNING IN MID-MARCH 2020 IN LIGHT OF THE PANDEMIC. HOPEWELL'S INCOME SOURCES HAVE TYPICALLY FOLLOWED THIS PATTERN: INDIVIDUAL DONATIONS 57%, FOUNDATION AND CORPORATE GIFTS, GRANTS, AND SPONSORSHIPS 42%, AND OTHER INCOME 1%. THIS REVENUE SUPPORTS ALL PROGRAMMING (76%), WHICH IS THE MAJOR PORTION OF OUR BUDGET, AS WELL AS OPERATIONAL AND ADMINISTRATIVE COSTS (24%). PROGRAMS AND ACTIVITIES: SINCE 1993, HOPEWELL'S DISTINCTIVE WELCOMING COMMUNITY FOR PEOPLE WHOSE LIVES ARE TOUCHED BY CANCER HAS BEEN A PIONEERING MODEL OF PATIENT-CENTERED CANCER SUPPORT IN THE GREATER BALTIMORE REGION. AT HOPEWELL WE DO NOT PRESCRIBE, WE OFFER. OUR ALWAYS EVOLVING, PARTICIPANT-CENTERED PROGRAMS ARE LED BY EXPERIENCED, LICENSED CLINICIANS AND CREDENTIALED INSTRUCTORS, ALL SPECIALIZING IN CANCER SUPPORT. OFFERED YEAR-ROUND ON DAYS, EVENINGS AND WEEKENDS, OUR PROGRAMMING ADDRESSES THE EMOTIONAL, PHYSICAL, INTELLECTUAL, SOCIAL, SPIRITUAL, AND CREATIVE ASPECTS OF LIFE WITH CANCER. TRADITIONALLY, HOPEWELL OFFERS SOME 125 PROGRAMS EACH MONTH IN EIGHT CATEGORIES. THESE ARE: SUPPORT GROUPS FOR PEOPLE WITH CANCER OF ANY TYPE OR STAGE AND FOR LOVED ONES; NETWORKING GROUPS FOR SITE-SPECIFIC CANCERS; STRESS REDUCTION PROGRAMS (YOGA, MINDFULNESS MEDITATION, QIGONG, SOUND IMMERSION, AND T'AI CHI); EXERCISE AND WELLNESS PROGRAMS; PRACTICAL ADVICE WORKSHOPS IN RESPONSE TO PARTICIPANT NEEDS; EXPRESSIVE AND THERAPEUTIC ARTS PROGRAMS; A LONGSTANDING AND HIGHLY VALUED PROGRAM FOR CHILDREN AND TEENS WHO HAVE A LOVED ONE WITH CANCER; AND BEREAVEMENT PROGRAMS FOR ALL. IN ADDITION, PARTICIPANTS ARE REGULARLY OFFERED THE EXCEPTIONAL OPPORTUNITY TO ATTEND PRESENTATIONS AND WORKSHOPS OFFERED BY LEADING ONCOLOGISTS AND OTHER DIVERSE PROFESSIONALS. THESE ADDRESS CANCER-RELATED TOPICS SUCH AS CURRENT RESEARCH, TREATMENT OPTIONS AND DECISION MAKING, SIDE EFFECT MANAGEMENT, NUTRITION, STRESS REDUCTION, AND MORE. WITH THE ADVENT OF COVID-19, WE WERE ABLE TO OFFER ALL OF OUR SUPPORT AND NETWORKING GROUPS ONLINE WITHIN TWO WEEKS OF CEASING IN-PERSON PROGRAMS. IT IS OUR FULL EXPECTATION TO OFFER ALL OF OUR PROGRAMS VIRTUALLY UNTIL WE ARE ABLE TO RETURN TO HOPEWELL. PROGRAM GOALS: WE DEFINE THE FOLLOWING GOALS FOR OUR OVERALL PROGRAM AND MEASURE THE IMPACT THROUGH PARTICIPANT OUTCOME SURVEYS THAT DETERMINE IF PARTICIPANTS: FIND THAT THEIR EXPERIENCES ARE NORMALIZED; FORM SUPPORTIVE RELATIONSHIPS WITH OTHERS WHOSE LIVES ARE AFFECTED BY CANCER; OBTAIN INFORMATION THEY CONSIDER USEFUL IN ADJUSTING AND COPING WITH THEIR CANCER EXPERIENCE; AND GAIN INCREASED CONFIDENCE THAT THEY CAN COPE. THE FEEDBACK ON ALL MEASURES ROUTINELY INDICATES THAT HOPEWELL IS PROVIDING A POSITIVE EXPERIENCE FOR PARTICIPANTS. WE REVIEW AND LEARN FROM THE RESULTS. PROGRAM HIGHLIGHTS: THROUGHOUT 2019, HOPEWELL SERVED SOME 3,700 INDIVIDUALS. WE WELCOMED 1,203 PEOPLE, INCLUDING 498 NEW PARTICIPANTS, WHO TOGETHER MADE 12,225 PROGRAM VISITS TO HOPEWELL. STAFF SERVED ANOTHER 2,500 PEOPLE VIA PHONE AND EMAIL BY OFFERING RESPONSIVE GUIDANCE, INFORMATION, AND REFERRALS. HOPEWELL IS CLEARLY VALUED AND OUR SERVICES REMAIN IN DEMAND. COMMUNITY COLLABORATIONS: ONCOLOGY LEADERS ARE AMONG THOSE WHO BELIEVE MOST STRONGLY THAT HOPEWELL IS ANSWERING A CRITICAL NEED. YET FROM THE OUTSET, HOPEWELL HAS NEVER ENGAGED IN A PROPRIETARY OR EXCLUSIVE RELATIONSHIP WITH ANY INSTITUTION. INDEPENDENCE AND NON-AFFILIATION ARE CENTRAL TO THE TRUST WE BUILD WITH OUR PARTICIPANTS, AND WITH THE MEDICAL COMMUNITY. PATIENTS ARE REFERRED TO US BY ONCOLOGISTS, NURSES, AND OTHER PROVIDERS FROM SOME 20 HOSPITALS AND CANCER CENTERS THROUGHOUT THE REGION, AND, OF COURSE, BY MEMBERS OF OUR OWN COMMUNITY. LEADING ONCOLOGY HEALTH CARE PROFESSIONALS ACROSS SPECIALTIES WILLINGLY DONATE THEIR TIME TO PROVIDE SOME 35 PRESENTATIONS ANNUALLY ON TOPICS RELEVANT TO PARTICIPANTS. IN THE BALTIMORE AREA ONCOLOGY SUPPORT COMMUNITY, HOPEWELL IS THE ONLY ORGANIZATION OF ITS KIND. FOR THOSE ON A CANCER JOURNEY, THE ENERGY OF GATHERING TOGETHER IN PERSON AT OUR BELOVED HOME ADDS A DEPTH TO RELATIONSHIPS AND THE EXPERIENCE OF OUR CANCER CARE COMMUNITY THAT IS SIMPLY IRREPLACEABLE. FOR 27 YEARS, WE HAVE KNOWN THAT THIS IS THE HEART OF HOPEWELL. PARTICIPATION IS STRONG AND GROWING IN OUR NEWLY VIRTUAL PROGRAMS, AND WE RECOGNIZE THAT OUR FUTURE WILL INCLUDE AN INTEGRATED MODEL OF IN-PERSON AND VIRTUAL PROGRAMMING WHEN IT IS FULLY SAFE TO ONCE AGAIN GATHER AT HOPEWELL. |
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT REVIEWS THE 990 FOR ACCURACY AND FORWARDS IT TO THE FINANCE COMMITTEE FOR REVIEW. THE FINANCE COMMITTEE REVIEWS AND MAKES CHANGES IF NECESSARY, AND APPROVES. THEN, THE 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL BEFORE BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD AND STAFF SIGN A WRITTEN CONFLICT OF INTEREST POLICY. THE BOARDPRESIDENT AND EXECUTIVE DIRECTOR MONITOR AND ENFORCE ANY CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD PRESIDENT MEETS WITH THE EXECUTIVE COMMITTEE TO REVIEW THEEXECUTIVE DIRECTOR'S COMPENSATION ON AN ANNUAL BASIS. THEY DISCUSS ANDDECIDE THE COMPENSATION AMOUNT AND THEN FORMALLY APPROVE IT. THE BOARDPRESIDENT PROVIDES A WRITTEN LETTER FOR THE EXECUTIVE DIRECTOR'S PERSONNELFILE APPROVING THE COMPENSATION.THE BOARD PRESIDENT MEETS WITH THE EXECUTIVE COMMITTEE TO REVIEW THEKEY EMPLOYEES' COMPENSATION ON AN ANNUAL BASIS. THEY DISCUSS ANDDECIDE THE COMPENSATION AMOUNT AND THEN FORMALLY APPROVE IT. THE BOARDPRESIDENT PROVIDES A WRITTEN LETTER FOR THE KEY EMPLOYEES' PERSONNELFILES APPROVING THE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | NO CHANGES TO THE OVERSIGHT OR SELECTION PROCESS HAVE BEEN MADE DURING THE TAX YEAR. |
| Software ID: | |
| Software Version: |