2024-05-14T20:28:19-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 20 EAST THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 990 2022-07-01 464747933 HELEN'S HOPE CHEST HELE 4809698601 137 E UNIVERSITY DR MESA AZ 85201 MARK YOUNG PRESIDENT & CEO 4809698601 2024-05-13 1 MARK YOUNG 999009999 1 JACQUELINE ECKMAN P01300648 6022662248 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARK YOUNG 137 E UNIVERSITY DR MESA AZ 85201 1851840 0 X WWW.HELENSHOPECHEST.ORG X 2014 AZ UNITING COMMUNITY. INSPIRING DONORS. IMPROVING LIVES. 8 8 31 465 0 0 1521746 1727099 0 0 29144 15131 0 0 1550890 1742230 644172 699996 0 0 561820 503864 0 0 74140 402128 354632 1608120 1558492 -57230 183738 911038 1364949 24280 142151 886758 1222798 X UNITING COMMUNITY. INSPIRING DONORS. IMPROVING LIVES. 0 0 851802 600809 1256960 HELEN'S HOPE CHEST EXISTS TO REDUCE THE FINANCIAL BURDEN ON FOSTER AND KINSHIP FAMILIES WHILE CREATING A SAFE, WELCOMING, AND DIGNIFIED SPACE FOR THE CHILDREN IN THEIR CARE. WE DO THIS BY PROVIDING OUR SERVICES IN A SHOP-BY APPOINTMENT STOREFRONT WHERE FOSTER CHILDREN SELECT CLOTHING, SCHOOL SUPPLIES, BIRTHDAY GIFTS, AND OTHER BASIC NEEDS. CHILDREN ALSO HAVE THE OPPORTUNITY TO PARTICIPATE IN JAKELLE'S CHRISTMAS BOX, WHICH PROVIDES GIFTS DURING THE HOLIDAY SEASON. DURING ITS HISTORY, HELEN'S HOPE CHEST HAS DEDICATED ITSELF TO SERVING FOSTER AND KINSHIP CHILDREN IN THE ARIZONA COMMUNITY, AND WE LOOK FORWARD TO CONTINUING TO SERVE THIS POPULATION.-6,720 FOSTER/KINSHIP CHILDREN SERVED-41,000 ARTICLES OF CLOTHING OR SHOES WERE DISTRIBUTED-9,500 BOOKS WERE DISTRIBUTED 395224 99187 493247 EACH YEAR 900 YOUNG ADULTS AGE OUT OF THE FOSTER CARE SYSTEM IN ARIZONA, AND WITHIN TWO YEARS, OVER 50% WILL BECOME HOMELESS. FOSTER360'S MISSION IS TO BREAK THE CYCLE OF HOMELESSNESS AND ADVERSITY FOR YOUTH AGING OUT OF FOSTER CARE BY PROVIDING HOLISTIC WRAPAROUND SERVICES AND EMPOWERING THEM WITH THE NECESSARY TOOLS, EDUCATION, AND MINDSET TO SUCCEED WHILE EXPERIENCING SAFE HOUSING IN A TRAUMA-INFORMED, COMMUNITY-CENTRIC, AND COMPASSIONATE ENVIRONMENT.-104 AGED-OUT FOSTER YOUTH RECEIVED SERVICES-100% OF RESIDENTS REDUCED ANXIETY LEVELS TO MILD/MODERATE-100% OF RESIDENTS ATTENDED SCHOOL OR WERE EMPLOYED 1247026 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 31 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 0 1 1 1 1 1 1 0 0 0 X X ALLISON JOHNSON 4809698601 137 E UNIVERSITY DR MESA AZ 85201 PAUL ANDERSON CHAIR 1.00 1.00 X X 0 0 0 KEISHA MCKINNOR VICE CHAIR 1.00 1.00 X X 0 0 0 THOMAS BROWN TREASURER 1.00 1.00 X X 0 0 0 SPENCER DICKSON SECRETARY 1.00 1.00 X X 0 0 0 MARK YOUNG PRESIDENT & CEO 20.00 20.00 X 0 98083 15344 ALLISON JOHNSON CHIEF FINANCIAL OFFICER 30.00 30.00 X 0 68558 13868 DANA HICKS CHIEF OPERATING OFFICER 30.00 30.00 X 0 0 0 0 166641 29212 0 0 0 0 0 231387 1495712 546313 1727099 16620 16620 108121 109610 -1489 -1489 -1489 1742230 0 0 15131 699996 699996 411363 411363 27545 19417 5328 2800 34385 24319 6544 3522 30571 21546 5919 3106 3250 3250 4711 4711 13935 13935 25775 2251 15951 7573 895 895 63279 58184 5095 2519 2519 4744 4744 2688 2688 6237 5999 238 ADMIN MANAGEMENT FEE 172816 172816 FUNDRAISING MANAGEMENT 43204 43204 OTHER EXPENSES 9316 9316 SECURITY/BACKGROUND 1263 1263 1558492 1247026 237326 74140 344109 515215 23811 35130 272647 436 238 78171 62959 17901 15212 489849 561439 911038 1364949 24280 142151 24280 142151 X 822452 1034862 64306 187936 886758 1222798 911038 1364949 X 183738 41390 110912 X X 0 1 X 1 0 X 1397170 1280843 1261167 1473241 1495712 6908133 43505 231387 274892 1397170 1280843 1261167 1516746 1727099 7183025 7183025 6377 11388 5007 6011 16620 45403 7228428 5000 0.99370 0.99570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19522 7298 12224 58649 55661 2988 15212 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, HAVE NO PROVISION FOR FEDERAL INCOME TAXES. IN ADDITION, HELEN'S HOPE CHEST QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE IRC AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME (UBTI) WOULD BE TAXABLE. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S POLICY WITH RESPECT TO THE STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENTS RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THIS POLICY HAD NO IMPACT ON HELEN'S HOPE CHEST'S FINANCIAL STATEMENTS. HELEN'S HOPE CHEST FILES AS A TAX-EXEMPT ORGANIZATION. 1 CLOTHING, BASIC NEED ITEMS AND GIFTS TO FOSTER CHILDREN 6720 543658 FMV CLOTHING, BASIC NEED ITEMS AND GIFTS TO FOSTER CHILDREN HOUSING, TRAVEL AND SOCIAL SERVICES 104 2655 FMV HOUSING, FOOD, TRAVEL, CLOTHING AND SOCIAL SERVICES PROVIDED TO YOUTH PART I, LINE 2: ASSISTANCE IS PROVIDED TO CHILDREN OF EVERY AGE THAT ARE A PART OF THE FOSTER CARE SYSTEM IN ARIZONA. FROM NEWBORN BABIES TO YOUNG ADULTS, HELEN'S PROVIDES FOR FOSTER FAMILIES. SPECIFICALLY, HELEN'S HELPS CHILDREN WHO HAVE A CASE WITH THE DEPARTMENT OF CHILD SAFETY AND WHO HAVE BEEN PLACED IN A LICENSED FOSTER HOME OR GROUP HOME. THEIR CAREGIVER MUST BRING NOTICE TO PROVIDER PAPERWORK TO EACH APPOINTMENT. PART III, COLUMN (B): COUNT OF YOUTH SERVED X 546313 IRS CHART 0 1 1 PART I, LINE 32B: MERRILL LYNCH RECEIVES, SELLS AND INCORPORATES INTO OUR INVESTMENT PORTFOLIO ANY STOCK DONATIONS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE BOARD, IMMEDIATE PAST-CHAIR, COMMUNITY ALLOCATION PROGRAM CHAIR, CAMPAIGN CHAIR OR CO-CHAIRS, AND SUCH OTHER MEMBERS AS APPROVED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR THE HIRING, OVERSIGHT AND REMOVAL OF THE PRESIDENT/CEO OF MUW. AN AFFIRMATIVE VOTE OF 3/4 THE TOTAL NUMBER OF EXECUTIVE COMMITTEE MEMBERS IS REQUIRED FOR EITHER HIRING OR REMOVAL OF THE PRESIDENT/CEO. THE EXECUTIVE COMMITTEE'S DUTIES ALSO INCLUDE SUPERVISING AND DIRECTING THE WORK AND ADMINISTRATION OF THE CEO, SUBJECT TO THE APPROVAL OF THE BOARD OF DIRECTORS. IN ANY EMERGENCY IT SHALL HAVE ALL OF THE POWERS OF THE BOARD, EXCEPT THAT IT SHALL NOT REVERSE ANY ACTION OF THE BOARD. ANY EMERGENCY ACTION TAKEN SHALL BE RATIFIED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE DRAFTS OF THE AUDITED FINANCIAL STATEMENTS AND FORM 990 SUBMITTED FROM THE INDEPENDENT ACCOUNTING FIRM. BASED ON THEIR REVIEW, THE AUDIT COMMITTEE RECOMMENDS ACCEPTANCE OR REJECTION OF THE FORM 990 TO THE EXECUTIVE COMMITTEE. A MOTION TO ACCEPT OR REJECT THE FORM 990 IS PUT TO THE GENERAL BOARD ALONG WITH THE AUDIT COMMITTEE'S RECOMMENDATIONS AND A COPY OF THE DRAFTED FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST STATEMENT ANNUALLY FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CORRECTION OF AN ERROR 110,912. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. MESA UNITED WAY INC 137 E UNIVERSITY DRIVE MESA AZ 85201 860198599 FUNDRAISING AND INITIATIVES FOR OTHER 501C3 ORGANIZATIONS AZ 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 MESA UNITED WAY P 649046 FMV MESA UNITED WAY M 216020 FMV