2024-04-04T13:25:29-05:00 2023-07-31 571157523 APRIO LLP 2002 SUMMIT BOULEVARD SUITE 120 ATLANTA GA 30319 990 2022-08-01 956082886 HUGH O'BRIAN YOUTH LEADERSHIP HUGH 8188513980 502 E MAIN STREET LAKELAND FL 33801 MICHAEL A CARTER CHIEF OF FINANCE AND ADMINISTR 8188513980 2024-04-03 1 MICHAEL CARTER 999009999 1 STACY CULLEN P00974308 4048929651 2024-04-03 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KRISTEN HOEFER 502 E MAIN STREET LAKELAND FL 33801 2662678 0 X WWW.HOBY.ORG X 1958 CA 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. 11 10 9 3000 0 0 646858 497059 1434781 1863299 1408 33624 173281 221580 2256328 2615562 0 0 0 0 888131 832554 0 0 0 558466 1131831 1446597 1964385 809731 651177 2109017 3173394 500065 769500 1608952 2403894 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 1372123 1874358 HOBY STATE LEADERSHIP SEMINARS: OUR LEADERSHIP SEMINARS WELCOME SCHOOL AND COMMUNITY NOMINATED HIGH SCHOOL SOPHOMORES TO 3-4 DAY SEMINARS ACROSS THE UNITED STATES, ENABLING STUDENTS TO DISCOVER THEIR FULL LEADERSHIP POTENTIAL. THIS YEAR, 68 SEMINARS WERE CONDUCTED REACHING NEARLY 7,000 STUDENTS FROM OVER 4,000 SCHOOLS. OF THOSE ATTENDEES, 259 STUDENTS RECEIVED SCHOLARSHIPS FROM THE STATE OR NATIONAL LEVEL ENSURING BOTH DIVERSE AND REPRESENTATIVE SEMINARS. OUR PROGRAMS BRING STUDENTS TOGETHER FROM DIVERSE COMMUNITIES, UPBRINGINGS, AND ECONOMIC CIRCUMSTANCES TO DIALOGUE, EXPAND AWARENESS, AND DISCOVER OPPORTUNITIES TO IMPROVE THE WORLD AROUND THEM. HOBY'S LEADERSHIP CURRICULUM IS ROOTED IN THE SOCIAL CHANGE MODEL OF LEADERSHIP AND GUIDES STUDENT AMBASSADORS AS THEY EXPLORE LEADERSHIP THROUGH A THREE-PHASE PROCESS: PERSONAL LEADERSHIP, GROUP LEADERSHIP, AND SERVICE LEADERSHIP. THESE STUDENT AMBASSADORS 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 DEVELOPMENT GOALS AS A 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 THROUGH OUR UNIQUE SYSTEM, 100 HOURS OF COMMUNITY SERVICE EACH YEAR FOLLOWING THEIR SEMINAR ATTENDANCE.ALL SEMINARS WERE CONDUCTED THROUGH THE GENEROSITY AND COMMITMENT OF NEARLY 3,000 VOLUNTEERS. DESPITE THE LINGERING EFFECTS OF COVID-19, MOST OF OUR PROGRAMS WERE ABLE TO RETURN TO IN-PERSON PROGRAMMING THIS YEAR. SIXTY-FOUR IN-PERSON SEMINARS WERE CONDUCTED AT UNIVERSITIES AND COLLEGES ACROSS THE UNITED STATES. JUST FOUR STATE SEMINARS WERE CONDUCTED VIRTUALLY A 44% DROP FROM THE VIRTUAL SEMINAR NUMBERS THE YEAR PRIOR. THESE FOUR SEMINARS WERE COMBINED WITH OUR REGIONAL VIRTUAL CONFERENCE TO FURTHER ACCOMMODATE STUDENTS IMPACTED BY COVID OR OTHER UNFORESEEN CIRCUMSTANCES, SERVING 78 STUDENTS FROM 19 DIFFERENT STATES. THESE VIRTUAL PROGRAMS CONNECTED STUDENTS USING A COMBINATION OF OUR CUSTOMIZED LEARNING MANAGEMENT SYSTEM AND VIDEO CONFERENCING PLATFORMS. REGARDLESS OF THE VENUE, VIRTUAL OR IN-PERSON, ONE WEEKEND AT A HOBY SEMINAR UNLOCKS A STUDENT'S LEADERSHIP POTENTIAL AND HELPS THEM GAIN THE CONFIDENCE TO MAKE A POSITIVE IMPACT ON THE WORLD AROUND THEM. 451645 HOBY WORLD LEADERSHIP CONGRESS: EACH SUMMER, THE WORLD LEADERSHIP CONGRESS 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. AFTER THREE YEARS OF VIRTUAL/HYBRID PROGRAMMING, THIS WLC WAS BACK TO OUR FULL IN-PERSON PROGRAMMING, SIGNALING AN EXCITING AND WHOLISTIC RETURN TO THE 55-YEAR WLC TRADITION. WE WELCOMED 238 STUDENTS FROM 37 STATES AND 7 COUNTRIES. A TOTAL OF 44 INTERNATIONAL STUDENTS ATTENDED. FIRST, HOBY PROVIDES RESOURCES AND TRAINING THROUGHOUT THE YEAR TO THE 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 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 LIKE NEVER BEFORE. 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. SECOND, HOBY'S LEADERSHIP FOR SERVICE CHALLENGE ENCOURAGES RECENT ALUMNI 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, 459 ALUMNI RECEIVED PRESIDENTIAL SERVICE RECOGNITION AS FOLLOWS: 81 RECEIVED A GOLD AWARD (250+ HOURS OF SERVICE), 79 RECEIVED A SILVER AWARD (175 - 249 HOURS), AND 299 ALUMNI ACHIEVED THE BRONZE AWARD (100-174 HOURS OF SERVICE) FOR THEIR OUTSTANDING COMMITMENT TO THEIR COMMUNITIES 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. 1823768 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 0 1 1 0 0 CA X MICHAEL A CARTER 8188513980 502 E MAIN STREET LAKELAND FL 33801 X SHAWN MOBLEY CHAIR 2.00 X X 0 0 0 MARCIE MCCLINTIC-COATES VICE CHAIR 2.00 X X 0 0 0 DINA ADHAM SECRETARY / GEN COUNSEL 2.00 X X 0 0 0 BRIAN SELANDER MEMBER 0.50 X 0 0 0 MICHAEL AKIN MEMBER 0.50 X 0 0 0 MEGAN ALEXANDER MEMBER 0.50 X 0 0 0 VLAD YELIZAROV MEMBER 0.50 X 0 0 0 MARY BETH ADELSON MEMBER 0.50 X 0 0 0 AL CARROLL MEMBER 0.50 X 0 0 0 HENSEY FENTON MEMBER 0.50 X 0 0 0 VIRGINIA O'BRIAN MEMBER 0.50 X 0 0 0 KRISTEN HOEFER CEO / MEMBER 40.00 X 290000 0 17754 MICHAEL CARTER CFO & ADMINISTRATION 40.00 X 111008 0 13572 ANGELA MAGAZINO CHIEF OF PROGRAM DEVELOPMENT & TRAINING 40.00 X 109862 0 10832 510870 0 42158 3 0 1 0 0 497059 497059 REGISTRATION FEES 900099 1863299 1863299 1863299 33624 33624 251025 40504 210521 210521 17671 6612 11059 11059 2615562 1874358 0 244145 270818 270818 435236 398076 37160 10560 10206 354 67875 65597 2278 48065 45688 2377 18451 18451 32854 3874 28980 89461 69300 20161 14076 14076 4497 4155 342 21191 17500 3691 4984 890 4094 13903 13903 2232 2232 57716 32716 25000 SEMINARS & FUNDRAISING 682176 682176 AWARDS 91743 91743 SOFTWARE 43604 29656 13948 FINANCIAL SERVICE CHARG 38095 38095 16848 16848 1964385 1823768 140617 0 221805 1107921 978174 553292 77099 17485 5401 85301 174228 174228 0 0 576152 1148025 250386 261370 2109017 3173394 301542 604832 159900 157004 38623 7664 500065 769500 X 1358566 2142524 250386 261370 1608952 2403894 2109017 3173394 651177 143765 0 X X 0 1 X 1 0 X 51392 144495 341351 496858 497059 1531155 51392 144495 341351 496858 497059 1531155 1531155 46236 33634 16671 1408 33624 131573 1662728 11001985 0.92090 0.93460 X 274361 10984 261370 274361 -23975 250386 225741 48620 274361 218634 7107 225741 195377 1020 22237 218634 1 0 174228 174228 0 0 MUTUAL FUND INVESTMENTS 1148025 C 1148025 BENEFICIAL INTEREST IN AGENCY ENDOWMENT 261370 261370 UNCLAIMED PROPERTY LIABILITY 7664 7664 X 2581938 0 2581938 33624 33624 2615562 1964385 0 1964385 0 1964385 PART V, LINE 4: THE ORGANIZATION HAS AN AGENCY ENDOWMENT, THE HUGH O'BRIAN LEGACY FUND, AT THE CALIFORNIA COMMUNITY FOUNDATION. THE FUND IS RESERVED FOR REGISTRATION FEE SCHOLARSHIPS FOR STUDENTS TO ATTEND HOBY PROGRAMS AND DIRECT EXPENDITURES RELATED TO THE FUND'S MANAGEMENT AND DEVELOPMENT. PART X, LINE 2: THE ORGANIZATION APPLIES THE PROVISIONS SET FORTH IN FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, TO ACCOUNT FOR THE UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION HAS ASSESSED ALL INCOME TAX POSITIONS TAKEN WHERE THE STATUTE OF LIMITATION REMAINS OPEN. THE ORGANIZATION BELIEVES THAT ITS TAX FILING POSITIONS WILL BE SUSTAINED UPON TAX EXAMINATION; THEREFORE, NO LIABILITY FOR UNRECOGNIZED INCOME TAX BENEFITS HAS BEEN RECORDED AT JULY 31, 2023 OR JULY 31, 2022. THE ORGANIZATION DOES NOT ANTICIPATE ANY SIGNIFICANT INCREASES OR DECREASES TO UNRECOGNIZED INCOME TAX BENEFITS DURING THE NEXT TWELVE MONTHS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST 33,624. FOUNDER'S DAY 251025 251025 40504 251025 251025 40504 40504 210521 X X 0 0 0 0 0 0 0 0 0 KRISTEN HOEFER CEO / MEMBER 240000 0 50000 0 0 0 0 0 17754 0 307754 0 0 0 PART I, LINE 3 THE CEO COMPENSATION IS GOVERNED BY A WRITTEN EMPLOYMENT CONTRACT THAT WAS VOTED AND APPROVED BY THE BOARD OF TRUSTEES AND INFORMED BY COMPARATIVE COMPENSATION DATA OBTAINED THROUGH A THIRD-PARTY EXECUTIVE SEARCH FIRM. ANNUAL PERFORMANCE IS DETERMINED BY THE BOARD OF TRUSTEES AND ANY SUPPLEMENTAL COMPENSATION, IN ACCORDANCE WITH THE EMPLOYMENT CONTRACT, IS AT THE SOLE DISCRETION OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE JULY 28, 2021 IN THE BYLAWS, THEN RATIFIED BY BOARD VOTE OCTOBER 19, 2022, THERE WAS A CHANGE IN DOMICILE AND HOBY IS NO LONGER LOCATED IN THE STATE OF CALIFORNIA. 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 ALL BOARD MEMBERS AND TRUSTEES HAVE ACCEPTED A DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST. THE CONFLICTS ARE REPORTED ON THE CONFLICT-OF-INTEREST DISCLOSURE FORM AND SUBMITTED TO THE GOVERNANCE COMMITTEE FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 15A THE CEO COMPENSATION IS GOVERNED BY A WRITTEN EMPLOYMENT CONTRACT THAT WAS VOTED AND APPROVED BY THE BOARD OF TRUSTEES AND INFORMED BY COMPARATIVE COMPENSATION DATA OBTAINED THROUGH A THIRD-PARTY EXECUTIVE SEARCH FIRM. ANNUAL PERFORMANCE IS DETERMINED BY THE BOARD OF TRUSTEES AND ANY SUPPLEMENTAL COMPENSATION, IN ACCORDANCE WITH THE EMPLOYMENT CONTRACT, IS AT THE SOLE DISCRETION OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.