2024-05-09T10:37:20-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 20 EAST THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 990 2023-01-01 861042378 HOPEKIDS INC HOPE 8003195845 P O BOX 28471 SCOTTSDALE AZ 85255 JOSHUA TAYLOR PRESIDENT 6123450933 2024-05-08 1 JOSHUA TAYLOR 999009999 0 JACQUELINE ECKMAN P01300648 6022662248 2024-05-08 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JOSHUA TAYLOR P O BOX 28471 SCOTTSDALE AZ 85255 7309207 0 X WWW.HOPEKIDS.ORG X 2001 AZ EVENTS AND SUPPORT COMMUNITY FOR FAMILIES WITH A CHILD WITH A LIFE-THREATENING MEDICAL CONDITION. 5 4 0 300 0 0 5337380 6870228 0 0 36936 68267 155055 72876 5529371 7011371 0 0 0 0 1682139 1981642 0 0 431109 3892971 4488630 5575110 6470272 -45739 541099 3907804 4460737 38378 34194 3869426 4426543 X PROVIDE ONGOING EVENTS AND ACTIVITIES AND A POWERFUL, UNIQUE SUPPORT COMMUNITY FOR FAMILIES WHO HAVE A CHILD WITH CANCER OR SOME OTHER LIFE-THREATENING MEDICAL CONDITION. 1 0 3761107 HOPEDAY PROGRAM - EACH MONTH, WE SCHEDULE A VARIETY OF SPORTING EVENTS, MOVIES, THEATER SHOWS, CONCERTS, ZOO, CIRCUS OR OTHER TYPES OF FUN ACTIVITIES FOR THE WHOLE FAMILY. WE CONTINUED TO PROVIDE OUR NEW AND EXCITING VIRTUAL EVENTS THAT WERE CREATED AS A RESULT OF COVID AND WERE ABLE TO CONTINUE TO SERVE THE FAMILIES IN THEIR HOMES AND THEIR HOSPITAL BEDS. WE STRIVE TO KEEP KIDS FOCUSED ON THE FUTURE, LOOKING FORWARD TO THE NEXT FUN EVENT AROUND THE CORNER, RATHER THAN DWELLING ON WHAT THEY ARE DEALING WITH IN THE PRESENT. ALL OF OUR EVENTS ARE FOCUSED ON THE WHOLE FAMILY TO PREVENT SIBLINGS FROM BEING UNINTENTIONALLY OVERLOOKED, BRING FAMILIES TOGETHER WHO UNDERSTAND THEIR JOURNEY, AND ARE OFFERED AT NO COST TO FAMILIES. - SEE SCHEDULE O. 1649322 HOPECOMMUNITY PROGRAM - SUPPORT, LOVE, AND ENCOURAGEMENT ARE ALL NECESSARY FOR FAMILIES WHO HAVE A CHILD WITH CANCER OR SOME OTHER LIFE-THREATENING MEDICAL CONDITION. OUR HOPECOMMUNITY PROGRAM IS DESIGNED TO CREATE EVENTS THAT FOSTER AN ENVIRONMENT THAT ALLOWS FOR THE FORMATION OF DEEPER FRIENDSHIPS AMONG OUR FAMILIES. SMALLER MORE INTIMATE EVENTS THAN THE HOPEDAY PROGRAM THAT ENCOURAGE CONNECTIONS BETWEEN PARENTS AND KIDS THAT HAVE TRAVELED OR ARE CURRENTLY TRAVELING THE SAME SCARY AND UNKNOWN ROAD. OUR NEW VIRTUAL PROGRAM ALLOWED US TO CONNECT FAMILIES LIKE NEVER BEFORE, ESPECIALLY ACROSS OUR CHAPTERS THROUGHOUT THE COUNTRY. - SEE SCHEDULE O. 255676 VIRTUAL PROGRAM - IN RESPONSE TO COVID WE CREATED A NEW VIRTUAL PROGRAM OF EVENTS WHERE WE WERE ABLE TO BRING AN ENTIRELY NEW AND CREATIVE PROGRAM TO THE FAMILIES IN THE SAFETY OF THEIR HOMES AND THEIR HOSPITAL BEDS. WE WERE ABLE TO EASILY CONNECT FAMILIES ACROSS ALL CHAPTERS LIKE NEVER BEFORE. AS A RESULT, WE REALIZED THERE IS BENEFIT TO OUR FAMILIES TO CONTINUING TO PROVIDE VIRTUAL OPPORTUNITIES REGARDLESS OF A PANDEMIC. OUR FAMILIES ARE ALWAYS ISOLATED OVER WINTER DUE TO THEIR CHILD'S MEDICAL CONDITION, OR SPENDING WEEKS AND MONTHS IN HOSPITAL OR TRAVELING ACROSS THE COUNTRY FOR SPECIALIZED TREATMENTS. THROUGH OUR VIRTUAL PROGRAM WE WILL ALWAYS BE ABLE TO BRING HOPE TO OUR FAMILIES THROUGH FUN AND UNIQUE PROGRAMMING, NO MATTER WHERE THEIR CIRCUMSTANCES FIND THEM. - SEE SCHEDULE O. 5666105 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 10 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 1 0 MN CO TN KS NC X X JOSHUA TAYLOR 8003195845 PO BOX 28471 SCOTTSDALE AZ 85255 JOSH TAYLOR PRESIDENT 40.00 X X 175000 0 33391 KIMBERLY TRICHEL DIRECTOR OF OPERATIONS 40.00 X 112228 0 26391 BRIAN ANDERSON EXECUTIVE DIRECTOR - MINNESOTA CHAPTER 40.00 X 102557 0 30493 DAVID CHAPMAN CHAIRMAN 1.00 X X 0 0 0 STEVEN WHITEMAN CHAIRMAN (THRU 9/7) 1.00 X X 0 0 0 JUDY MORGAN SECRETARY 1.00 X X 0 0 0 JOHN JACOBS SECRETARY (THRU 6/12) 1.00 X X 0 0 0 LUPE NESBITT TREASURER 1.00 X X 0 0 0 JOE BIRKHOLZ TREASURER (THRU 4/27) 1.00 X X 0 0 0 BETH FERNANDEZ DIRECTOR 1.00 X 0 0 0 389785 0 90275 3 0 1 0 0 674607 136745 6058876 2911111 6870228 68267 68267 345748 674607 279756 65992 65992 15443 18080 -2637 -2637 MISCELLANEOUS REVENUE 900099 9521 9521 9521 7011371 -2637 0 143780 208391 104195 72937 31259 1391960 1062549 77782 251629 46256 35587 2275 8394 203312 155392 11144 36776 131723 96676 11688 23359 10606 10606 2905 2905 96850 96850 59760 39676 11522 8562 36532 25307 5613 5612 18691 14129 1513 3049 32927 20025 2148 10754 6274 4742 509 1023 23436 17556 1955 3925 HOPEDAY & HOPECOMMUNITY 4059106 4059106 MISCELLANEOUS 141543 31165 63611 46767 6470272 5666105 373058 431109 2109905 2276963 892546 1321143 42102 23335 50885 42198 153199 137733 15855 15466 786511 771632 10000 10000 3907804 4460737 38378 34194 38378 34194 X 3709530 4059180 159896 367363 3869426 4426543 3907804 4460737 541099 16018 0 X X 0 1 X 1 0 X 5319044 3634294 4852211 5337380 6870228 26013157 5319044 3634294 4852211 5337380 6870228 26013157 752241 25260916 27021 23342 22251 36936 68267 177817 79540 69845 106105 104122 65992 425604 5077 25457 3690 44350 9521 88095 26704673 73220 0.94590 0.94990 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GAMING - 2020 AMOUNT: $ 16,136. 2022 AMOUNT: $ 30,328. OTHER INCOME - 2019 AMOUNT: $ 5,077. 2020 AMOUNT: $ 9,321. 2021 AMOUNT: $ 3,690. 2022 AMOUNT: $ 14,022. 2023 AMOUNT: $ 9,521. SCH A, PART II, SECTION B, LINE 9 AND 10: THE NET INCOME FROM THE ORGANIZATION'S FUNDRAISING ACTIVITIES ARE REPORTED ON LINE 9 IN ACCORDANCE WITH THE IRS SCHEDULE A INSTRUCTIONS EVEN THOUGH THESE ACTIVITIES ARE NOT CONSIDERED REGULARILY CARRIED ON PURSUANT TO IRC SECS. 512 AND 513. SINCE THEY ARE NOT REGULARILY CARRIED ON, THEY ARE NOT SUBJECT TO THE UNRELATED BUSINESS INCOME TAX. SINCE THE ORGANIZATION'S GAMING ACTIVITIES ARE CONDUCTED BY VOLUNTEERS AND, THEREFORE, ARE EXCLUDED FROM THE DEFINITION OF AN UNRELATED BUSINESS ACTIVITY UNDER IRC SEC. 513, THE NET INCOME IS NOT REPORTABLE ON LINE 9 AND THE GROSS INCOME FROM THE GAMING ACTIVITIES IS REPORTED ON LINE 10 IN ACCORDANCE WITH THE IRS SCHEDULE A INSTRUCTIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63320 47854 15466 89879 89879 0 15466 X 7249793 16018 207229 223247 7026546 2905 -18080 -15175 7011371 6692676 207229 18080 225309 6467367 2905 2905 6470272 PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND, THEREFORE, THERE IS NO PROVISION FOR FEDERAL OR STATE CORPORATE INCOME TAXES. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE IRC. MANAGEMENT BELIEVES THAT NO UNCERTAIN TAX POSITIONS EXIST FOR THE ORGANIZATION AT DECEMBER 31, 2023 AND 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF T-SHIRTS SOLD OFFSET AGAINST REVENUE FOR TAX REPORTING -18,080. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF T-SHIRTS SOLD OFFSET AGAINST REVENUE FOR TAX REPORTING 18,080. TX GOLF TOURNAMENT 256185 203185 53000 52407 AZ GOLF TOURNAMENT 190146 87181 102965 77947 9 574024 384241 189783 149402 1020355 674607 345748 279756 279756 65992 X X X 0 0 0 0 0 0 0 1 0 JOSH TAYLOR PRESIDENT 150000 0 25000 0 0 0 7000 0 26391 0 208391 0 0 0 PART I, LINE 3 BOARD APPROVES USING COMPARATIVE DATA OBTAINED FROM 2023 CANDID COMPENSATION REPORT PART I, LINE 7 BONUSES ARE DETERMINED BY DISCRETION OF THE BOARD BASED UPON PERFORMANCE DURING THE YEAR. X EVENTS 1662 2894537 FMV X SUPPLIES 5 16574 FMV 0 1 0 PART I, COLUMN (B): COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 2 LAUNCHED NEW CHAPTER IN NORTH CAROLINA FORM 990, PART III, LINES 4A, 4B AND 4C: OUR PROGRAMS ARE DESIGNED TO ENSURE THAT OUR HOPEKIDS AND THEIR FAMILY ALWAYS HAVE SOMETHING TO LOOK FORWARD TO, RATHER THAN DWELLING ON WHAT THEY ARE DEALING WITH NOW; CHEMO, HOSPITAL STAYS, SURGERIES, THERAPY ETC. OUR IMPACTS ARE "HOPE AND ANTICIPATION" - KEEPING OUR KIDS FOCUSED ON THE FUTURE, "FAMILY FOCUS" - OUR EVENTS BRING THE FAMILY TOGETHER IN SUPPORTIVE ACTIVITIES WHEN CIRCUMSTANCES THREATEN TO RIP THEM APART. OUR EVENTS OFFER FUN FOR ALL FAMILY MEMBERS, ALLOWING THEM TO SPEND MUCH NEEDED TIME TOGETHER, "COMMUNITY & SUPPORTIVE RELATIONSHIPS" - OUR HOPEDAY, HOPECOMMUNITY AND VIRTUAL PROGRAMS DRAW MANY FAMILIES TOGETHER IN A UNIQUE AND SUPPORTIVE ENVIRONMENT FOR CONNECTION, SHARING AND ENCOURAGEMENT. OUR KIDS AND FAMILIES MEET OTHERS JUST LIKE THEM, "SAFETY AND ACCEPTANCE" - IN OUR SUPPORTIVE PEER COMMUNITY NO CHILD IS THE ONLY ONE WEARING A MASK, IS BALD OR USING A WHEELCHAIR. AT HOPEKIDS, EVERYONE IS ACCEPTED AND EVERYONE BELONGS, "ECONOMIC SUPPORT" - ALL OUR EVENTS ARE PRE-ORGANIZED AND AVAILABLE FREE OF CHARGE TO OUR FINANCIALLY DISADVANTAGED FAMILIES. IN TOTAL OUR SEVEN CHAPTERS (AZ, CO, KC, MN, NC, TN, TX) PROVIDED 2,566 PROGRAM EVENTS TO 5,427 FAMILIES. 2022 TOTAL PROGRAM ATTENDANCE EXCEEDED 60,252 PEOPLE (UP 15% FROM 2021). IN 2023 WE ENROLLED 709 NEW FAMILIES TO THE PROGRAM (UP 39% FROM 2022) AND OUR PASSIONATE VOLUNTEERS HELPED US BY PROVIDING MORE THAN 10,809 HOURS OF SERVICE (UP 40% FROM 2022). IN JUNE 2023 WE OPENED THE DOORS OF OUR NORTH CAROLINA CHAPTER, BASED IN CHARLOTTE. BY THE END OF THE YEAR WE WERE ALREADY SERVING 92 NEW FAMILIES WITH THE MESSAGE THAT HOPE IS A POWERFUL MEDICINE. THE TOTAL COST OF HOPEDAY, HOPECOMMUNITY AND VIRTUAL PROGRAMS FOR THE FISCAL YEAR WAS $5,883,846. OF THIS AMOUNT, $207,229 WAS CONTRIBUTED BY VENDORS WHO PROVIDED INKIND CONTRIBUTIONS SUCH AS TECHNOLOGY SERVICES, DENTAL SERVICES AND HOTEL STAYS. FOR FINANCIAL STATEMENT PURPOSES THESE AMOUNTS ARE INCLUDED AS CONTRIBUTION REVENUE AND PROGRAMMING EXPENSE. FOR FORM 990, HOWEVER, THE IRS REQUIRES THIS AMOUNT BE EXCLUDED FROM BOTH REVENUE AND EXPENSE. FORM 990, PART V, LINE 2A: THE ORGANIZATION HAS OUTSOURCED ITS PAYROLL FUNCTION TO INSPERITY, A PROFESSIONAL EMPLOYER ORGANIZATION (PEO), WHO PAYS THE EMPLOYEES WORKING FOR THE ORGANIZATION AND ISSUES ALL W-2'S UNDER ITS FEIN. THEREFORE, THE ORGANIZATION HAS REPORTED 0 W-2'S AS IT DOES NOT ISSUE ANY W-2'S UNDER ITS FEIN. FORM 990, PART VI, SECTION A, LINE 1A 4 ARE INDEPENDENT. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE THAT HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE AND ANY CHANGES INCORPORATED INTO THE FILING. ONCE THIS DETAILED REVIEW IS COMPLETE, THE DRAFT OF THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL NEW BOARD MEMBERS ARE PROVIDED WITH THE POLICY AND REQUIRED TO SIGN IT AND ANNUALLY IT IS REVIEWED BY ALL MEMBERS AND SIGNED. POTENTIAL CONFLICTS ARE DISCUSSED AT REGULAR BOARD MEETINGS AS THEY ARISE AND ARE RESOLVED. FORM 990, PART VI, SECTION B, LINE 15 BOARD USES CURRENT GUIDESTAR COMPENSATION REPORT TO DETERMINE COMPARABLE COMPENSATION. COMPENSATION APPROVALS ARE DOCUMENTED IN BOARD MINUTES. THIS PROCESS WAS LAST COMPLETED IN DECEMBER 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE WEBSITE. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.