2024-11-15T12:23:59-06:00 2023-12-31 SMITH & HOWARD ADVISORY LLC 271 17TH STREET NW SUITE 2100 ATLANTA GA 30363 990 2023-01-01 043129839 HOPE WORLDWIDE LTD % JENNIFER REYES HOPE 8334467399 290 INTERSTATE N CIR SE Suite 130 ATLANTA GA 30339 JENNIFER REYES CFO 8334467399 2024-11-15 true true SABRE J LINAHAN P01372980 4048746244 2024-11-15 2023 2024-10-15 13:58:12Z JENNIFER REYES 290 INTERSTATE N CIR SE130 ATLANTA GA 30339 13270703 false X www.hopeww.org X 1991 DE MOTIVATED BY GOD'S LOVE, WE PARTNER WITH OUR NEIGHBORS IN NEED, EQUIP VOLUNTEERS, RESPOND TO DISASTERS AND STRENGHTEN COMMUNITIES TO INSPIRE GREATER HOPE IN OUR WORLD. 13 13 43 22727 0 39037884 12685349 480446 503772 20205 25550 26862 5774 39565397 13220445 30379750 7661907 0 0 3757779 3984051 0 0 621211 5120317 2540234 39257846 14186192 307551 -965747 7364055 6482012 1487115 1322340 5876940 5159672 MOTIVATED BY GOD'S LOVE, WE PARTNER WITH OUR NEIGHBORS IN NEED, EQUIP VOLUNTEERS, RESPOND TO DISASTERS AND STRENGHTEN COMMUNITIES TO INSPIRE GREATER HOPE IN OUR WORLD. false false 5758850 4062626 RESPOND TO DISASTERS- Every disaster is unique and brings about a special set of needs for its survivors. With a global network of volunteers, churches and corporate partners, we strive to efficiently mobilize and deliver much-needed relief when disaster strikes. With a diverse pool of more than 22,000 volunteers, HOPE worldwide is capable of mobilizing a surge of focused volunteers and resources before, during and after disasters. 925530 505040 EQUIP VOLUNTEERS - WE MOTIVATE, TRAIN AND MOBILIZE VOLUNTEERS AROUND THE WORLD TO DELIVER CRITICAL ASSISTANCE THAT SUPPORTS HEALTH, EDUCATION, DEVELOPMENT, AND CARE PROGRAMS. GLOBAL OUTREACH INSPIRES VOLUNTEER PARTICIPATION TO MEET THE NEEDS OF DISADVANTAGED CHILDREN AND ADULTS. 3599281 3599281 STRENGTHEN COMMUNITIES - We empower disadvantaged adults and youth to become productive members of society through basic educational assistance, vocational and technology training, mentoring, teaching, and arts and sports programs. We improve the health of critically underserved communities through health education and the delivery of high-quality compassionate healthcare. Includes in-kind medical equipment and pharmaceutical drugs received in the amount of $6,310,936. 10283661 true true false false false false false false false true true false false true true false false false false true true true true false true false false true false true false false false false false false false false true false false false false true false false false true X 26 0 true 43 true false false false false false true true false false false false false false X 13 13 false false false false false false false true true false true true true true true true true true true true false AL AK AR CA CO DC FL GA HI IL KS KY LA MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X JENNIFER REYES 8334467399 290 INTERSTATE NORTH CIRCLE SE SUIT ATLANTA GA 30339 X Dr Ben Barnett PRESIDENT/CEO (BEG. JULY 2023) 40.0 0.0 X 132346 0 104244 David Malutinok CEO (thru July 2023) 40.0 0.0 X 181714 0 36499 Jennifer Reyes CHIEF FINANCIAL OFFICER 40.0 1.0 X 142170 0 33979 Russ Hargrove Chief Development Officer 40.0 1.0 X 117953 0 42756 Dr Marc Aguirre Senior Director 40.0 0.0 X 151451 0 8949 Barbara Porter Chief Legal Officer/ Secretary 40.0 1.0 X 126270 0 33156 Dave Tomlinson COO (Beg. August 2023) 40.0 1.0 X 113153 0 27308 JEFFREY JONES Co-Chair 2.0 0.0 X X 0 0 0 Dr Ken Lowey Co-Chair 2.0 0.0 X X 0 0 0 Lynne O'Hara Director 2.0 0.0 X 0 0 0 Gordon Blasius Director 2.0 0.0 X 0 0 0 Michael Dames Director 2.0 0.0 X 0 0 0 Tony Fernandez Director 2.0 0.0 X 0 0 0 Greg Garcia Director 2.0 0.0 X 0 0 0 Suzanne Gumley Director (Thru March 2023) 2.0 0.0 X 0 0 0 Alex Hunter Director 2.0 0.0 X 0 0 0 Griselda Lua Director 2.0 0.0 X 0 0 0 Obiageli Ukadike Director 2.0 1.0 X 0 0 0 Chester Umaguing Director 2.0 1.0 X 0 0 0 Christopher Grazel Director 2.0 0.0 X 0 0 0 Amanda Rigby Director 2.0 0.0 X 0 0 0 965057 0 286891 7 false true false GRAY ROBINSON 301 E PINE STREET STE 1400 ORLANDO FL 32802 LEGAL SERVICES 123769 1 3400 54725 150794 12476430 6554150 12685349 VOLUNTEER CORPS 503772 503772 503772 25550 25550 0 0 0 0 0 0 52552 54725 47566 4986 4986 0 0 0 2212 2692 -480 -480 MISC INCOME 1268 1268 1268 13220445 505040 30056 131185 131185 0 7530722 7530722 0 799256 279740 519516 0 2500391 796306 1315675 388410 121351 38647 63853 18851 356110 113411 187381 55318 206943 65906 108891 32146 279540 180611 77002 21927 164110 164110 43500 43500 0 0 0 259450 167631 71468 20351 62145 16279 18625 27241 54647 11225 36031 7391 125561 25792 82787 16982 0 267164 18790 243038 5336 282525 185019 77105 20401 0 31913 9160 20948 1805 12320 5512 6523 285 0 42100 4361 37403 336 150411 15580 133632 1199 PROGRAM EXPENSES 625394 625394 BANK/CREDIT CARD FEES 88321 39514 46760 2047 MISC EXPENSES 51133 22876 27072 1185 14186192 10283661 3281320 621211 1099686 1094915 2504216 2125845 0 0 1058025 624006 0 0 0 0 0 0 0 0 273835 80305 302320 85216 259203 217104 982612 1240216 0 0 0 0 0 0 1186478 1099621 7364055 6482012 213042 142717 0 0 58697 50432 0 0 0 0 0 0 0 0 0 0 1215376 1129191 1487115 1322340 X 1515989 798721 4360951 4360951 5876940 5159672 7364055 6482012 -965747 248869 -390 X X false false false X 10710639 13326812 13486168 39037884 12685349 89246852 0 0 10710639 13326812 13486168 39037884 12685349 89246852 0 89246852 128201 16558 31641 20205 25550 222155 0 6254 6254 89475261 17045818 0.99745 0.99760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1161907 78339 1240246 1392973 -231066 1161907 1212609 235364 55000 1392973 1084944 127665 1212609 835100 78288 171556 1084944 1.00000 false false 183645 38011 145634 118675 47205 71470 217104 RIGHT OF USE ASSET 1099621 1099621 0 LEASE LIABILITY 1129191 1129191 Part V, line 4 Endowment funds are used for the growth of various programs around the world. Donor-restricted endowment funds are to be maintained in perpetuity to be used for the following purposes: Programs benefitting orphans and the needs of disadvantaged children in Eastern Europe and the Balkan States, and international programs with a preference for SE Asia and the benefit of HOPE worldwide, LTD. Part X, Line 2 NOTICE TO READERS: THE ORGANIZATION IS IN THE PROCESS OF CHANGING ITS YEAR-END FROM DECEMBER 31ST TO JUNE 30TH. WHILE THE ORGANIZATION HAS CONSISTENTLY ADHERED TO AN ANNUAL 12-MONTH INDEPENDENT AUDIT OF THEIR FINANCIAL STATEMENTS, UNDER THE ADVICE OF THEIR THIRD-PARTY ACCOUNTANTS, THE FINANCE COMMITTEE AGREED TO AN 18-MONTH INDEPENDENT AUDIT OF THEIR FINANCIAL STATEMENTS TO REFLECT THE TRANSITION PERIOD FROM 12/31 FINANCIALS TO 6/30 FINANCIALS WITH NO CUT-OFF TESTING PROCEDURES OR SHORT-YEAR FINANCIAL STATEMENT REPORTING. AS SUCH, WHILE THE ORGANIZATION IS OBTAINING CONSOLIDATED, INDEPENDENT AUDITED FINANCIAL STATEMENTS, INCLUDING A FOOTNOTE ADDRESSING THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740), THE FINANCIALS USED TO COMPLETE THIS FORM 990 ARE UNAUDITED AND FOR A 12-MONTH PERIOD ENDING WITHIN THE 18-MONTH PERIOD TESTED AND REPRESENTED BY THE AUDITED FINANCIAL STATEMENTS. true Central America and the Caribbean 0 0 Program Services HUMANITARIAN AID 39658 Europe (Including Iceland and Greenland) 0 0 Program Services HUMANITARIAN AID 27231 East Asia and the Pacific 0 0 Program Services HUMANITARIAN AID 1986432 Middle East and North Africa 0 0 Program Services HUMANITARIAN AID 20000 North America 0 0 Program Services HUMANITARIAN AID 87789 South America 0 0 Program Services HUMANITARIAN AID 51369 Sub-Saharan Africa 0 0 Program Services HUMANITARIAN AID 34297 South Asia 0 0 Program Services HUMANITARIAN AID 197278 Russia and the Newly Independent States 0 0 Program Services AID TO UKRAINE 4995132 0 0 0 0 7439186 7439186 Central America and the Caribbean Food Supplies 38198 Wire transfe East Asia and the Pacific Educations for Under Resourced Children 100000 Wire transfe East Asia and the Pacific Community Development 80000 Wire transfe East Asia and the Pacific Endoscopy Unit 100000 Wire transfe Europe (Including Iceland and Greenland) Humanitarian Aid 20000 Wire transfe Europe (Including Iceland and Greenland) Refugee Support 6000 Wire transfe Russia and the Newly Independent States UKRAINE AID 87000 Wire transfe Sub-Saharan Africa Humanitarian Aid 10000 Wire transfe Russia and the Newly Independent States UKRAINE AID 310000 Wire transfe Middle East and North Africa Humanitarian Aid 20000 Wire transfe North America Humanitarian Aid 81417 Wire transfe South America Humanitarian Aid 40000 Wire transfe South America Cunuyacu Bathrooms Project 6881 Wire transfe South Asia Orphanage Aid 91566 Wire transfe Middle East and North Africa Community Center 27230 Wire transfe South Asia Orphanage Aid 32382 Wire transfe South Asia Educations for Under Resourced Children 46100 Wire transfe Sub-Saharan Africa Kenya Kids Support 24297 Wire transfe East Asia and the Pacific disaster relief 1354294 medical supplies fmv North America disaster relief 6372 medical supplies fmv East Asia and the Pacific disaster relief 352138 medical supplies fmv Russia and the Newly Independent States UKRAINE AID 4598132 medical supplies fmv 22 Refugee Relief Europe (Including Iceland and Greenland) 40 7422 See supplemental FMV false false false false false false PART III, Line 1g The noncash assistance consists of hotels, food, and other direct refugee support. GOLF EVENT 94497 41945 52552 800 13849 16847 6033 10037 CONCERT 12780 12780 0 107277 54725 52552 800 13849 16847 6033 10037 47566 4986 Maui Christian Church 674 LOINA PL PAIA HI 96779 990321905 501(C)(3) 58000 Maui Fires Relief PART I We request reports documenting use of grant funds as agreed upon in the approved project designation within 3 months of end of project listing number of volunteers, beneficiaries served and share any photos taken along with impact on community. X X true true X X X false false false false false false false false false Barbara Porter Chief Legal Officer/ Secretary 126270 0 0 7577 27401 161248 Jennifer Reyes CHIEF FINANCIAL OFFICER 142170 0 0 8400 27584 178154 David Malutinok CEO (thru July 2023) 181714 0 0 10920 28131 220765 Dr Marc Aguirre Senior Director 151451 0 0 8949 2124 162524 Russ Hargrove Chief Development Officer 117953 0 0 4992 39510 162455 Dr Ben Barnett PRESIDENT/CEO (BEG. JULY 2023) 122346 0 10000 11280 95463 239089 SCHEDULE J, QUESTION 7 DR. BEN BARNETT TOOK THE POSITION OF CEO IN JULY 2023. AT YEAR-END, THE BOARD APPROVED AND PAID OUT A $10,000 ONE-TIME COMPENSATION PAYMENT TO SERVE AS A TRUE-UP OF HIS COMPENSATION IN RECOGNITION OF THIS PROMOTION. X 10 243214 FMV X 4 6310936 WHOLESALE ACQUISITIO false true true Part I, Line 32a All contributions of stock are facilitated by Fidelity and sold as soon as possible upon receipt. PART IV, LINES 11F AND 12B THE ORGANIZATION IS IN THE PROCESS OF CHANGING ITS YEAR-END FROM DECEMBER 31ST TO JUNE 30TH. WHILE THE ORGANIZATION HAS CONSISTENTLY ADHERED TO AN ANNUAL 12-MONTH INDEPENDENT AUDIT OF THEIR FINANCIAL STATEMENTS, UNDER THE ADVICE OF THEIR THIRD-PARTY ACCOUNTANTS, THE FINANCE COMMITTEE AGREED TO AN 18-MONTH INDEPENDENT AUDIT OF THEIR FINANCIAL STATEMENTS TO REFLECT THE TRANSITION PERIOD FROM 12/31 FINANCIALS TO 6/30 FINANCIALS WITH NO CUT-OFF TESTING PROCEDURES OR SHORT-YEAR FINANCIAL STATEMENT REPORTING. AS SUCH, WHILE THE ORGANIZATION IS OBTAINING CONSOLIDATED, INDEPENDENT AUDITED FINANCIAL STATEMENTS, INCLUDING A FOOTNOTE ADDRESSING THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740), THE FINANCIALS USED TO COMPLETE THIS FORM 990 ARE UNAUDITED AND FOR A 12-MONTH PERIOD ENDING WITHIN THE 18-MONTH PERIOD TESTED AND REPRESENTED BY THE AUDITED FINAICIAL STATEMENTS. PART V, LINE 2A - NUMBER OF EMPLOYEES HOPE worldwide, LTD. has 43 employees of which 39 employees were reported under the tax id of a professional employer organization (PEO). Part VI, Section B, Line 11B The CFO reviews Form 990 and related documentation. The CEO/President also reviews it. Then a draft of the Form 990 is provided to the Finance & Audit committee then the full board for their review. The board knows that a review of the Form 990 is required before the submission. Part VI, Section B, Line 12C Annually, every staff member, board member and principal officer completes a conflict of interest disclosure statement disclosing the facts relating to any actual or potential financial interest or stating that he or she has no reportable financial interest that would constitute a conflict or potential conflict of interest. HOPE worldwide LTD's conflict of interest policy requires staff member, board member or principal officer with a conflict or potential conflict of interest to immediately disclose the existence of any material facts regarding any interest or transaction or matter being considered by the board or a board committee to the president (or if the president is the one with the conflict, then to the chair of the board) who shall then bring these matters to the attention of the governance committee of the board who will make an ultimate determination. In addition, the person with the potential conflict must recuse himself or herself from the meeting in which the transaction or matter is discussed and voted upon. Part VI, Section B, Line 15 The Finance & Audit committee of the board of directors has the responsibility to determine the nature and amount of compensation (including salary & benefits as appropriate to the position and appropriate for Georgia) to be included in the president's contract during the contract process. The HOPE worldwide, LTD board of directors uses the Candid Salary survey and the Insperity PEO salary survey as a guide to determine reasonable compensation to ensure that nobody at HOPE worldwide, LTD. is excessively compensated. Also, on an annual basis, a review of the president's performance is conducted. Any salary increases recommended based on the president's performance would need to be approved by the board of directors. The HOPE worldwide, LTD board of directors has adopted the Insperity salary survey for determining reasonable compensation based upon job size. The Chief Financial Officer, using the job-size and market salary comparisons consistent with current national salary surveys, establishes salary levels and median salaries for each job range. The relevant supervisor may recommend a salary within the current market range based on the employee's qualifications as well as budget constraints. The CFO presents that information to the Finance and Audit committee of the board of directors for its review. Ultimately, the Finance & Audit committee's recommendations must be approved by the full board. PART IV, SECTION C, LINE 19 The organization makes its governing documents, conflict of interest policy, and financial statements available upon request in the organization's public inspection file. PART XII, LINE 2B THE ORGANIZATION IS IN THE PROCESS OF CHANGING ITS YEAR-END FROM DECEMBER 31ST TO JUNE 30TH. WHILE THE ORGANIZATION HAS CONSISTENTLY ADHERED TO AN ANNUAL 12-MONTH INDEPENDENT AUDIT OF THEIR FINANCIAL STATEMENTS, UNDER THE ADVICE OF THEIR THIRD-PARTY ACCOUNTANTS, THE FINANCE COMMITTEE AGREED TO AN 18-MONTH INDEPENDENT AUDIT OF THEIR FINANCIAL STATEMENTS TO REFLECT THE TRANSITION PERIOD FROM 12/31 FINANCIALS TO 6/30 FINANCIALS WITH NO CUT-OFF TESTING PROCEDURES OR SHORT-YEAR FINANCIAL STATEMENT REPORTING. AS SUCH, WHILE THE ORGANIZATION IS OBTAINING CONSOLIDATED, INDEPENDENT AUDITED FINANCIAL STATEMENTS, INCLUDING A FOOTNOTE ADDRESSING THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740), THE FINANCIALS USED TO COMPLETE THIS FORM 990 ARE UNAUDITED AND FOR A 12-MONTH PERIOD ENDING WITHIN THE 18-MONTH PERIOD TESTED AND REPRESENTED BY THE AUDITED FINancial STATEMENTS. HOPE WORLDWIDE MASSACHUSETTS INC 214 CONCORD STREET FRAMINGHAM MA 01702 825498667 FOOD PANTRY MA 501(C)(3) LINE 7 HOPE WW LTD false false true true false false false false false false false false false false false false false false false false