2024-03-27T14:38:41-05:00 2023-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2022-07-01 161463706 HOPE HALL HOPE 5854260210 1612 BUFFALO ROAD ROCHESTER NY 14624 SR DIANA DOLCE EXECUTIVE DIRECTOR 5854260210 2024-03-23 1 SR DIANA DOLCE 999009999 0 MICHELLE CAIN P00150750 5854231860 2024-03-24 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SR DIANA DOLCE 1612 BUFFALO ROAD ROCHESTER NY 14624 7083263 0 X WWW.HOPEHALL.ORG X 1994 NY TO EDUCATE VIA A NON-TRADITIONAL APPROACH WHEREBY STRATEGIES ARE DESIGNED TO MEET THE NEEDS OF STUDENTS WHO HAVE EXPERIENCED FRUSTRATION AND FAILURE IN TRADITIONAL CLASSROOM SETTINGS. 19 19 52 100 0 0 2253592 2033945 2900569 2993192 169604 -126879 207103 350867 5530868 5251125 2573245 2715655 0 0 2473009 2557086 0 0 309425 550083 632006 5596337 5904747 -65469 -653622 9710740 9725116 231763 425576 9478977 9299540 TO EDUCATE VIA A NON-TRADITIONAL APPROACH WHEREBY STRATEGIES ARE DESIGNED TO MEET THE NEEDS OF STUDENTS WHO HAVE EXPERIENCED FRUSTRATION AND FAILURE IN TRADITIONAL CLASSROOM SETTINGS. 0 0 5223935 2715655 2993192 EDUCATION OF CHILDREN WITH SPECIAL NEEDS, GRADES 3 TO 12. APPROXIMATE ENROLLMENT 150 STUDENTS. 5223935 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 52 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X ALICIA HART 5854260210 1612 BUFFALO ROAD ROCHESTER NY 14624 ROBERT G MONTGOMERY CHAIRPERSON / PRESIDENT 1.00 X X 0 0 0 ROBERT W AUGUST VICE CHAIRPERSON 1.00 X X 0 0 0 DONNA MURANO SECRETARY 1.00 X X 0 0 0 COLIN BRUCKEL TREASURER 1.00 X X 0 0 0 LEANN DIMARZO BOARD MEMBER 1.00 X 0 0 0 BARRY R CULHANE BOARD MEMBER 1.00 X 0 0 0 LYNN FULMORE BOARD MEMBER 1.00 X 0 0 0 CRAIG HOUCK BOARD MEMBER 1.00 X 0 0 0 DOUGLAS PARKER BOARD MEMBER 1.00 X 0 0 0 MARCIA SMITH BOARD MEMBER 1.00 X 0 0 0 KELLY MCCORMICK-SULLIVAN BOARD MEMBER 1.00 X 0 0 0 MICHAEL SPOLETA BOARD MEMBER 1.00 X 0 0 0 RANDY TRAUGOTT BOARD MEMBER 1.00 X 0 0 0 NICHOLAS PROUKOU BOARD MEMBER 1.00 X 0 0 0 JODI DAVIES BOARD MEMBER 1.00 X 0 0 0 BETTY TUDISCO BOARD MEMBER 1.00 X 0 0 0 GEOFFREY COOK BOARD MEMBER 1.00 X 0 0 0 GEOFF GLANVILLE BOARD MEMBER 1.00 X 0 0 0 ELIZABETH HARRINGTON BOARD MEMBER 1.00 X 0 0 0 SR DIANA DOLCE SSJ EXECUTIVE DIRECTOR 65.00 X 88500 0 3035 ALICIA HART CHIEF FINANCIAL OFFICER 55.00 X 92114 0 8590 180614 0 11625 0 0 0 0 0 32440 630899 1370606 324 2033945 TUITION AND FEES 611600 2993192 2993192 2993192 952 952 1655089 1782920 -127831 -127831 -127831 400085 32440 49218 350867 350867 5251125 2993192 0 223988 2715655 2715655 205912 89845 95476 20591 2016101 1725596 94260 196245 38084 32407 1968 3709 122399 104056 6412 11931 174590 143036 14518 17036 4584 4584 27000 27000 37788 37788 87542 14507 46050 26985 9362 9362 56147 49660 3106 3381 36072 32464 1804 1804 48907 41570 3913 3424 162587 146329 8129 8129 26916 22878 2019 2019 REPAIRS AND MAINTENANCE 45304 40774 2265 2265 NUTRITION PROGRAM 42677 42677 CLASSROOM AND CURRICULU 15907 15907 BAD DEBT EXPENSE 12000 12000 19213 6574 10095 2544 5904747 5223935 371387 309425 289581 638799 443788 1721898 242083 237977 1157 4760 42111 51529 6124617 2241992 3284179 3882625 5407841 3187528 9710740 9725116 81692 265416 150071 160160 231763 425576 X 3409349 3791213 6069628 5508327 9478977 9299540 9710740 9725116 -653622 474185 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 82889 27137 21658 18591 113093 74825 23155 4479 19570 82889 107580 14154 46909 74825 215445 -13053 94812 107580 203332 12113 215445 1.00000 0.00000 0.00000 1 0 102432 102432 3751513 1473460 2278053 1811044 374731 1436313 459628 393801 65827 3882625 X 3065327 474185 44242 49218 567645 2497682 37788 2715655 2753443 5251125 3244764 44242 49218 93460 3151304 37788 2715655 2753443 5904747 PART V, LINE 4: DURING FISCAL YEAR ENDED JUNE 30, 2018, THE BOARD OF TRUSTEES CREATED A QUASI ENDOWMENT FUND TO PROVIDE PERMANENT AND ONGOING SUPPORT FOR THE FUTURE OPERATIONS OF HOPE HALL. THE QUASI ENDOWMENT FUND IS AN EXPENDABLE FUND DESIGNATED BY THE BOARD OF TRUSTEES FOR MEDIUM TO LONG TERM INVESTMENT, AS DIRECTED BY THE FINANCE COMMITTEE IN ACCORDANCE WITH HOPE HALL'S INVESTMENT POLICY (AS AMENDED FROM TIME TO TIME). THE PRINCIPAL OF SUCH FUNDS IS HELD IN PERPETUITY (SUBJECT TO THE BOARD OF TRUSTEES' DISCRETION TO EXPEND THE SAME), WITH THE INCOME SUBJECT TO SPENDING OR REINVESTMENT, AS DIRECTED BY THE FINANCE COMMITTEE IN ACCORDANCE WITH ITS GOOD FAITH DETERMINATION THAT SUCH REINVESTMENT IS IN THE BEST INTERESTS OF HOPE HALL. PART X, LINE 2: THE ORGANIZATION IS ORGANIZED AS A NON-PROFIT CORPORATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE REGULATIONS. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN MADE. THE ORGANIZATION HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE VARIOUS JURISDICTIONS WHERE THEY ARE REQUIRED TO DO SO. THE ORGANIZATION FILES FORM 990 TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN NEW YORK STATE. WITH FEW EXCEPTIONS, AS OF JUNE 30, 2023, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDED PRIOR TO JUNE 30, 2020. THE TAX RETURNS FOR YEARS ENDED JUNE 30, 2020 THROUGH JUNE 30, 2023 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE IRS AND TAXING AUTHORITIES IN NEW YORK STATE. MANAGEMENT OF THE ORGANIZATION BELIEVES THEY HAVE NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, THEY HAVE NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 49,218. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 2,715,655. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 49,218. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 2,715,655. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 STATEMENT OF NON-DISCRIMINATION POLICY PUBLISHED IN LOCAL NEWSPAPER. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES CERTAIN NEW YORK STATE FUNDING IN CONNECTION WITH THEIR SCHOOL STATUS. GALA 265461 16480 248981 17447 9559 GOLF TOURNAMENT 86748 15960 70788 7600 7440 2745 2 80316 80316 4427 432525 32440 400085 7600 24887 16731 49218 350867 1 FINANCIAL AID TO STUDENTS 115 2123445 FMV FINANCIAL AID TO STUDENTS BASED ON INDIVIDUAL NEED APPROVED BY MANAGEMENT AND FINANCIAL AID COMMITTEE SCHOLARSHIPS 36 592210 BOOK SCHOLARSHIPS ARE PROVIDED TO DONOR SPECIFIED STUDENTS PART I, LINE 2: FINANCIAL AID IS PROVIDED BASED ON FINANCIAL NEED AS DOCUMENTED BY THE STUDENT FAMILIES AND REVIEWED AND AWARDED BY MANAGEMENT OF THE SCHOOL BASED ON INDIVIDUAL NEED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE CFO AND IS THEN REVIEWED BY THE BOARD'S FINANCE COMMITTEE. A COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REVIEWS THE DISCLOSURE DOCUMENT ON A REGULAR BASIS WITH THOSE REQUIRED TO FILE SUCH DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNING BODY APPROVES ALL RAISES IN TOTAL BUT NOT BY INDIVIDUAL EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 TO THE EXTENT PRACTICABLE, THE ORGANIZATION MAKES ACCESSIBLE TO THE PUBLIC UPON REQUEST DOCUMENTATION PERTAINING TO ITS MISSION, CURRENT ACTIVITIES, MOST RECENT FINANCIAL REPORTS, CURRENT YEAR BUDGET AND ITS MOST RECENT INDEPENDENT AUDIT REPORT (UNLESS EXEMPT UNDER POL 87 FROM THE REFORM ACT.) FORM 990, PART XI, LINE 2C THE PROCESS IS CONSISTENT WITH PRIOR YEARS.