2025-12-19T14:59:53-06:00 2025-07-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-08-01 956082886 HUGH O'BRIAN YOUTH LEADERSHIP HUGH 8188513980 502 E MAIN ST LAKELAND FL 33801 MICHAEL A CARTER CHIEF FINANCIAL OFFICIER 8188513980 2025-12-19 1 1 TINA HENTON P00630282 4078021200 2025-12-19 2024 2025-03-06 01:10:19Z NADINE DALRYMPLE 502 E MAIN ST LAKELAND FL 33801 2527103 0 1 X WWW.HOBY.ORG X 1958 FL HOBY'S MISSION IS TO INSPIRE AND DEVELOP OUR GLOBAL COMMUNITY OF YOUTH AND VOLUNTEERS TO A LIFE DEDICATED TO LEADERSHIP, SERVICE, AND INNOVATION. EACH YEAR, HOBY PROGRAMS WELCOME DOMESTIC AND INTERNATIONAL HIGH SCHOOL/SECONDARY SCHOOL STUDENTS AS THEY DISCOVER A NEWFOUND SENSE OF AWARENESS, CONFIDENCE, CONNECTION, AND PURPOSE. STUDENTS LEAVE HOBY WITH THE KNOWLEDGE AND PASSION NEEDED TO MAKE A POSITIVE IMPACT ON THE WORLD AROUND THEM. 8 8 9 2973 0 0 215124 237708 2043574 2152798 32790 41930 20853 63069 2312341 2495505 0 32646 0 0 912367 848098 0 0 41728 1265633 1374879 2178000 2255623 134341 239882 3711994 4075709 990361 836015 2721633 3239694 X HOBY IS A LEADERSHIP AND SERVICE ORGANIZATION. WE DEVELOP AND INSPIRE YOUTH AND VOLUNTEERS TO HAVE A POSITIVE IMPACT ON THE WORLD AROUND THEM. HOBY PROGRAMS ARE CONDUCTED ANNUALLY THROUGHOUT THE UNITED STATES, SERVING BOTH DOMESTIC AND INTERNATIONAL HIGH SCHOOL / SECONDARY SCHOOL STUDENTS. 0 0 1376835 24504 1729248 HOBY STATE LEADERSHIP SEMINARS: OUR FLAGSHIP LEADERSHIP SEMINARS WELCOME SCHOOL AND COMMUNITY NOMINATED HIGH SCHOOL SOPHOMORES TO TRANSFORMATIVE 3- TO 4-DAY PROGRAMS ACROSS THE UNITED STATES. THE SOPHOMORES WHO ATTEND OUR PROGRAMS LEAVE WITH A NEW NETWORK OF FELLOW LEADERS, INCREASED KNOWLEDGE, AND AN IGNITED PASSION TO MAKE A POSITIVE IMPACT ON THE WORLD AROUND THEM. IN 2025, WE HOSTED 67 SEMINARS, WELCOMING OVER 7,000 STUDENTS FROM OVER 4,000 SCHOOLS. TO HELP ACHIEVE OUR GOAL OF HOSTING TRULY REPRESENTATIVE SEMINARS, 270 STUDENTS RECEIVED SCHOLARSHIPS FROM THE STATE OR NATIONAL LEVEL. STUDENTS COME TOGETHER FROM DIFFERENT COMMUNITIES, BACKGROUNDS, AND ECONOMIC CIRCUMSTANCES TO CONNECT, EXPAND THEIR AWARENESS OF THEIR LEADERSHIP POTENTIAL, AND PUT INTO PRACTICE STRATEGIES FOR WORKING WITH OTHERS. HOBY'S LEADERSHIP CURRICULUM GUIDES STUDENT AMBASSADORS AS THEY EXPLORE LEADERSHIP THROUGH A THREE-PHASE PROCESS: PERSONAL LEADERSHIP, GROUP LEADERSHIP, AND SERVICE LEADERSHIP. THESE STUDENTS PARTICIPATE IN FACILITATED DIALOGUE AND ABILITIES-BASED WORKSHOPS TO DEVELOP AWARENESS OF THEIR LEADERSHIP STRENGTHS AND AN UNDERSTANDING OF THEIR LEADERSHIP VALUES. THROUGH THESE DYNAMIC ACTIVITIES WITH THEIR PEERS, STUDENTS HONE THEIR SKILLS AND LEARN TO RECOGNIZE, AMPLIFY, AND COLLABORATE WITH THE DIVERSE STRENGTHS OF OTHERS. OUR PROGRAMMING LEVERAGES THE UNITED NATIONS SUSTAINABLE FRAMEWORK TO MAKE CONNECTIONS BETWEEN THEIR COMMUNITIES AND THE COMMUNITIES OF THEIR PEERS ACROSS THE COUNTRY AND AROUND THE WORLD. AS AN IMMEDIATE WAY TO PUT OUR SERVICE LEADERSHIP CURRICULUM INTO ACTION, EACH STUDENT IS CHALLENGED TO COMPLETE AND TRACK 100 HOURS OF COMMUNITY SERVICE EACH YEAR FOLLOWING THEIR SEMINAR ATTENDANCE.NEARLY 3,000 VOLUNTEERS, OVER 80% OF WHOM ARE ALUMNI THEMSELVES, DEDICATE THEIR TIME AND TALENT TO PLANNING AND PRODUCING THESE LIFE-CHANGING SEMINARS. ALL 67 SEMINARS WELCOMED STUDENTS TO IN-PERSON PROGRAMMING ON COLLEGE AND UNIVERSITY CAMPUSES AROUND THE COUNTRY. THANKS TO VOLUNTEERS FROM THREE DIFFERENT STATES, WE WERE ABLE TO WELCOME STUDENTS TO A LOCAL UNIVERSITY IN IDAHO FOR THE FIRST TIME SINCE 2019, AND OUR MAINE, NEVADA, AND OREGON SEMINARS CELEBRATED A SECOND YEAR OF IN-PERSON SEMINARS. WE SAW, ONCE AGAIN, HOW ONE WEEKEND AT A HOBY SEMINAR UNLOCKS A STUDENT'S LEADERSHIP POTENTIAL AND BUILDS THEIR CONFIDENCE IN THEIR ABILITY TO TRULY BE AN ACTIVE PART OF THEIR COMMUNITIES EVEN AS TEENAGERS. 591420 8142 423550 HOBY WORLD LEADERSHIP CONGRESS: EACH SUMMER, THE WORLD LEADERSHIP CONGRESS (WLC) WELCOMES HIGH SCHOOL/SECONDARY SCHOOL STUDENT AMBASSADORS FROM AROUND THE GLOBE FOR A WEEK-LONG, IMMERSIVE LEADERSHIP EXPERIENCE. THE WLC CHALLENGES STUDENT AMBASSADORS TO THINK CRITICALLY, COMMUNICATE EFFECTIVELY, AND ACT WITH INTEGRITY. STUDENTS WHO ATTEND OUR STATE LEADERSHIP SEMINARS AUTOMATICALLY QUALIFY TO ATTEND THE WLC, AND INTERNATIONAL AND U.S. STUDENTS BETWEEN THE AGES OF 15-17, WITH A DEMONSTRATED INTEREST IN LEADERSHIP AND COMMUNITY SERVICE, ARE ALSO INVITED TO PARTICIPATE IN THIS ANNUAL PROGRAM. THE WLC LEAVES STUDENT AMBASSADORS WITH A ROBUST GLOBAL NETWORK AND THE TOOLS TO CHANGE THE WORLD AROUND THEM. A WEEK OF PROGRAMMING THAT INCLUDED PEER-TO-PEER NETWORKING, CHALLENGING WORKSHOPS, INSPIRING SPEAKERS, CITY ADVENTURES, A DAY OF SERVICE, AND MORE CHANGED THE LIVES OF 232 STUDENTS FROM 44 STATES AND 6 COUNTRIES. A TOTAL OF 31 INTERNATIONAL STUDENTS ATTENDED. WE WERE PROUDLY ABLE TO WELCOME AN ADDITIONAL 71 STUDENTS TO THE WLC THANKS TO SCHOLARSHIPS FROM BOTH THE STATE AND NATIONAL LEVELS. 49360 HOBY SERVICE LEADERSHIP: OUR 2025 SEMINAR SEASON BEGAN WITH OUR SECOND VOLUNTEER DEVELOPMENT RETREAT (VDR). THE MISSION OF THE VOLUNTEER DEVELOPMENT RETREAT IS TO ENHANCE THE LEADERSHIP COMPETENCIES AND COMMUNITY CONNECTION AMONG KEY HOBY VOLUNTEERS. THIS RETREAT AIMS TO EMPOWER VOLUNTEERS WITH THE SKILLS REQUIRED FOR EFFECTIVE LEADERSHIP WITHIN THE ORGANIZATION, WHILE FOSTERING A STRONG SENSE OF BELONGING AND COLLABORATION WITHIN THE WIDER HOBY COMMUNITY.THE GOAL OF THE VOLUNTEER DEVELOPMENT RETREAT IS TO PROVIDE LEADERSHIP DEVELOPMENT AND SKILL BUILDING THAT WILL ENHANCE VOLUNTEERS' ABILITY TO LEAD WELL, BOTH WITHIN THE HOBY COMMUNITY AND BEYOND.EACH OF OUR SEMINARS IS LED BY A TEAM OF DEDICATED VOLUNTEERS AND FOR OUR SECOND VDR, WE FOCUSED ON OUR DIRECTORS OF STAFF. FIFTY-FOUR OF THESE VOLUNTEERS JOINED US FOR A THREE-DAY RETREAT WHERE WE ENHANCED THEIR LEADERSHIP COMPETENCIES, BUILT A STRONG COMMUNITY, PROMOTED PERSONAL GROWTH, AND DEVELOPED ACTION PLANS.IN ADDITION TO THIS DEDICATED IN-PERSON TRAINING TIME, HOBY PROVIDES RESOURCES AND TRAINING THROUGHOUT THE YEAR TO NEARLY 3,000 VOLUNTEERS WHO GIVE THEIR TIME AND ENERGY TO DELIVER HOBY PROGRAMS. THROUGH BOTH VIRTUAL AND IN-PERSON PLATFORMS, VOLUNTEERS HAVE BEEN TRAINED ON AND GIVEN ACCESS TO OUR ANNUALLY REFRESHED PROGRAM CURRICULUM, POSITIONAL GUIDES AND CHECKLISTS, AND OPERATIONAL RESOURCES AND TOOLS. WITH OUR CONSISTENT, PROACTIVE OUTREACH, AND FACILITATED FORUMS FOR CONNECTION AND BEST PRACTICE SHARING, HOBY VOLUNTEERS ARE ALIGNED AND SUPPORTED IN PROACTIVE AND ACCESSIBLE WAYS. HOBY VOLUNTEERS, 81% OF WHOM ARE ALUMNI, INVESTED OVER 400,000 SERVICE HOURS IN PLANNING AND EXECUTING HOBY SEMINARS NATIONWIDE. THIS TRANSLATES TO $13,000,000 IN ECONOMIC IMPACT THAT OUR ALUMNI/ VOLUNTEERS DELIVERED TO THE HOBY YOUTH LEADERSHIP MISSION THIS YEAR; PROOF THAT A LIFE WITH HOBY IS A LIFE GEARED TOWARD LEADERSHIP AND SERVICE. HOBY'S LEADERSHIP FOR SERVICE CHALLENGE ENCOURAGES HOBY COMMUNITY MEMBERS TO SERVE A MINIMUM OF 100 HOURS TO THEIR COMMUNITIES EACH YEAR AND TRACK TO ENGAGE IN SERVICE AND PROVIDES A SYSTEM TO MANAGE AND TRACK THEIR COMMUNITY SERVICE EFFORTS. AS A CREDENTIALING ORGANIZATION FOR THE PRESIDENTIAL VOLUNTEER SERVICE AWARD, HOBY SUBMITS ALUMNI ANNUALLY FOR RECOGNITION. THIS YEAR, 369 COMMUNITY MEMBERS LOGGED A TOTAL OF 68,400 HOURS AND RECEIVED RECOGNITION AS FOLLOWS: 94 RECEIVED A GOLD AWARD (250+ HOURS OF SERVICE), 53 RECEIVED A SILVER AWARD (175 249 HOURS), AND 222 ALUMNI ACHIEVED THE BRONZE AWARD (100-174 HOURS OF SERVICE) FOR THEIR OUTSTANDING COMMITMENT TO THEIR COMMUNITIES. HOBY COMMUNITY LEADERSHIP WORKSHOPS: COMMUNITY LEADERSHIP WORKSHOPS ARE DEVELOPED BY VOLUNTEERS ACROSS THE U.S. FOR 9TH GRADE STUDENT AMBASSADORS AS AN INTRODUCTION TO LEADERSHIP EDUCATION. THESE ONE-DAY WORKSHOPS JUMPSTART STUDENT AMBASSADORS' LEADERSHIP JOURNEYS AND CONNECT THEM TO PEERS IN THEIR COMMUNITIES. 2017615 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 0 1 1 1 0 AL AR CA FL GA IL KS KY MD MA MN MI MS NC ND NH NJ NM NY OK OR PA RI SC TN UT VA WA WI X MICHAEL A CARTER 8188513980 502 E MAIN STREET LAKELAND FL 33801 SHAWN MOBLEY CHAIR / PAST CHAIR 0.50 X X 0 0 0 MARCIE E MCCLINTIC COATES VICE CHAIR 0.50 X X 0 0 0 DINA ADHAM SECRETARY / GEN. COUNSEL 0.50 X X 0 0 0 VLAD YELIZAROV BOARD MEMBER 0.50 X 0 0 0 MICHAEL AKIN BOARD MEMBER 0.50 X 0 0 0 BRIAN SELANDER BOARD MEMBER 0.50 X 0 0 0 AL CARROLL BOARD MEMBER 0.50 X 0 0 0 HENSEY FENTON BOARD MEMBER 0.50 X 0 0 0 NADINE DALRYMPLE CEO (AS OF 10/7/24) 40.00 X 57638 0 3267 KRISTEN HOEFER CEO (THRU 8/9/24) 40.00 X 175244 0 15518 MICHAEL CARTER CHIEF OF FINANCE AND ADMINISTRATION 40.00 X 120229 0 16635 ANGELA MAGAZINO CHIEF OF PROGRAM DEVELOPMENT & TRAINING 40.00 X 114495 0 12630 467606 0 48050 3 0 1 0 0 14396 223312 237708 REGISTRATION FEES 900099 2097688 2097688 ACADEMIC ALL STAR 900099 55110 55110 2152798 41930 41930 23609 14396 16997 6612 6612 52996 14601 38395 38395 WY KEY DEPOSITS 900099 17199 17199 OTHER INCOME 900099 863 863 18062 2495505 2152798 0 104999 32646 32646 390319 368461 21858 346868 298181 27710 20977 5175 4374 435 366 48071 42073 3628 2370 57665 51899 4036 1730 9795 9795 18618 18618 2219 2219 91739 53208 28440 10091 39799 35023 4776 54127 53769 358 60913 3824 57089 11549 9470 2079 12344 12344 3926 2508 1418 30374 17313 13061 SEMINARS AND EVENTS 1009808 1009808 AWARDS 17091 17091 ACADEMIC ALL STAR EXPEN 8131 8131 COMPUTER EQUIPMENT 4446 4446 2255623 2017615 196280 41728 1801153 1913133 83856 298046 156583 36062 29572 22831 21639 25175 1339621 1780462 279570 0 3711994 4075709 836734 693864 153627 142151 990361 836015 X 2442063 2890937 279570 348757 2721633 3239694 3711994 4075709 X 239882 138303 139876 X 0 1 X 1 0 X 341351 496858 497059 215124 237708 1788100 341351 496858 497059 215124 237708 1788100 11233 1776867 16671 1408 33624 32790 41930 126423 5785 18062 23847 1938370 9280842 0.91670 0.93190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 279570 18476 298046 261370 18200 279570 250386 10984 261370 274361 -23975 250386 225741 48620 274361 0 0 0 MUTUAL FUND INVESTMENT 1780462 C 1780462 X 2791655 138303 13005 145705 297013 2494642 863 863 2495505 2273594 13005 5829 18834 2254760 863 863 2255623 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE FRANCHISE TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. HOWEVER, THE ORGANIZATION REMAINS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON AND NOT IN FURTHERANCE OF THE PURPOSE FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. MANAGEMENT BELIEVES THAT NO UNCERTAIN TAX POSITIONS EXIST FOR THE ORGANIZATION AT JULY 31, 2025 AND 2024. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION, AND APPLICABLE STATE JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: LESS: FUNDRAISING EXPENSE 5,829. LESS: AFFILIATE TRANSFER 139,876. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRA MERCHANDISE EXPENSE 863. PART XII, LINE 2D - OTHER ADJUSTMENTS: LESS: FUNDRAISING EXPENSE 5,829. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRA MERCHANDISE EXPENSE 863. TEXAS NORTH GOLF 20780 7446 13334 6669 1078 POKER TOURN. 7975 6950 1025 2100 2750 4400 1 9250 9250 38005 14396 23609 8769 2750 5478 16997 6612 0 SCHOLARSHIP 52 32646 REGISTERATION EXPENSES FOR STUDENTS. X X X 0 0 0 0 0 0 0 0 0 KRISTEN HOEFER CEO (THRU 8/9/24) 144475 0 30769 0 0 0 2990 0 12528 0 190762 0 0 0 PART I, LINE 3 THE CEO COMPENSATION IS GOVERNED BY A WRITTEN EMPLOYMENT CONTRACT THAT WAS COMPENSATION DATA OBTAINED THROUGH A THIRD-PARTY EXECUTIVE SEARCH FIRM. SUPPLEMENTAL COMPENSATION, IN ACCORDANCE WITH THE EMPLOYMENT CONTRACT, IS VOTED AND APPROVED BY THE BOARD OF TRUSTEES AND INFORMED BY COMPARATIVE ANNUAL PERFORMANCE IS DETERMINED BY THE BOARD OF TRUSTEES AND ANY AT THE SOLE DISCRETION OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWED AND APPROVED THE FINANCIAL INPUTS TO THIS 990 AND THE COMPLETED DOCUMENT WAS FURTHER CIRCULATED, REVIEWED, AND APPROVED BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, ALL FINANCIAL INTERESTS OF ANY RELATED PARTY, INCLUDING RELATED PARTY TRANSACTIONS, MUST BE DISCLOSED TO THE BOARD OR GOVERNANCE COMMITTEE OR SUCH AUTHORIZED COMMITTEE WITH BOARD DELEGATED POWERS (THE AUTHORIZED COMMITTEE). IF NOT PREVIOUSLY DISCLOSED, EACH INTERESTED PERSON SHALL DISCLOSE ALL FINANCIAL INTERESTS AND RELATED PARTY TRANSACTIONS INVOLVING A RELATED PARTY (OTHER THAN A COMPENSATION ARRANGEMENT BETWEEN A RELATED PARTY AND THE CORPORATION PREVIOUSLY APPROVED BY THE BOARD) ON A CONFLICT OF INTEREST DISCLOSURE FORM PROVIDED BY THE CORPORATION. REVIEW OF DISCLOSURE FORMS. ALL CONFLICT OF INTEREST DISCLOSURE FORMS SHALL BE SUBMITTED TO THE SECRETARY WHO SHALL THEN PROVIDE A COPY TO THE BOARD OR THE AUTHORIZED COMMITTEE. THE BOARD OR AUTHORIZED COMMITTEE SHALL REVIEW THE CONFLICT OF INTEREST DISCLOSURE FORMS UPON RECEIPT TO IDENTIFY RELATED PARTY TRANSACTIONS AND POSSIBLE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER WAS SELECTED THROUGH A THIRD-PARTY EXECUTIVE SEARCH FIRM, AND COMPENSATION IS GOVERNED AND APPROVED BY THE BOARD OF TRUSTEES. ANY SUPPLEMENTAL COMPENSATION IS DETERMINED SOLELY AT THE DISCRETION OF THE BOARD. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE PROVIDED BY REQUEST. FORM 990, PART XI, LINE 9: LESS: AFFILIATE TRANSFER 139,876.