2025-02-06T18:42:56-06:00 2024-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2023-07-01 161463706 HOPE HALL HOPE 5854260210 1612 BUFFALO ROAD ROCHESTER NY 14624 SR DIANA DOLCE EXECUTIVE DIRECTOR 5854260210 2025-02-03 1 1 MICHELLE CAIN P00150750 5854231860 2025-02-04 2023 2025-03-06 01:10:19Z SR DIANA DOLCE 1612 BUFFALO ROAD ROCHESTER NY 14624 7878257 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. 17 17 55 100 0 0 2033945 1553189 2993192 3154570 -126879 -5352 350867 268814 5251125 4971221 2715655 2878650 0 0 2557086 2626279 0 0 318783 632006 821358 5904747 6326287 -653622 -1355066 9725116 8505182 425576 291647 9299540 8213535 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 5741673 2878650 3154570 EDUCATION OF CHILDREN WITH SPECIAL NEEDS, GRADES 3 TO 12. APPROXIMATE ENROLLMENT 150 STUDENTS. 5741673 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 13 0 55 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 1 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 BOARD MEMBER 1.00 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 - DECEASED NOV 2023 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 VICE CHAIRPERSON 1.00 X 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 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 92500 0 1265 ALICIA HART CHIEF FINANCIAL OFFICER 70.00 X 105369 0 5745 197869 0 7010 1 0 0 0 0 30425 134314 1388450 12856 1553189 TUITION AND FEES 611600 3154570 3154570 3154570 132577 132577 2719457 2857386 -137929 -137929 -137929 318464 30425 49650 268814 268814 4971221 3154570 0 263462 2878650 2878650 225897 92352 110955 22590 2054955 1885720 4510 164725 44232 38825 1792 3615 120469 108433 2239 9797 180726 157061 8831 14834 16522 16522 30038 30038 28036 28036 60219 15908 20683 23628 6908 6908 50108 16193 1904 32011 38796 34916 1940 1940 46946 39904 3756 3286 321531 289377 16077 16077 28513 24237 2138 2138 NUTRITION PROGRAM 69349 69349 REPAIRS AND MAINTENANCE 48021 43219 2401 2401 CLASSROOM AND CURRICULU 29316 29316 FUNDRAISING 13234 13234 33821 18213 14009 1599 6326287 5741673 265831 318783 638799 257610 1721898 921762 237977 72404 4760 5286 51529 49620 8362685 2563524 3882625 5799161 3187528 1399339 9725116 8505182 265416 134418 160160 157229 425576 291647 X 3791213 6744845 5508327 1468690 9299540 8213535 9725116 8505182 -1355066 269061 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 113093 5211 89928 28376 82889 27137 21658 18591 113093 74825 23155 4479 19570 82889 107580 14154 46909 74825 215445 -13053 94812 107580 1.00000 0.00000 0.00000 1 0 102432 102432 3751513 1568087 2183426 4012605 568425 3444180 496135 427012 69123 5799161 X 2383246 269061 49650 318711 2064535 28036 2878650 2906686 4971221 3469251 49650 49650 3419601 28036 2878650 2906686 6326287 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 FILES TAX RETURNS IN VARIOUS JURISDICTIONS AND IS SUBJECT TO POTENTIAL EXAMINATION BY TAXING AUTHORITIES. THE ORGANIZATION'S CURRENT AND PRIOR THREE YEARS TAX RETURNS REMAIN SUBJECT TO REVIEW BY TAXING AUTHORITIES. MANAGEMENT OF THE ORGANIZATION BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 49,650. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 2,878,650. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 49,650. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 2,878,650. 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 166213 14560 151653 14527 13066 GOLF TOURNAMENT 104050 15865 88185 7072 7590 3663 2 78626 78626 3732 348889 30425 318464 7072 22117 20461 49650 268814 1 FINANCIAL AID TO STUDENTS 122 2293020 FMV FINANCIAL AID TO STUDENTS BASED ON INDIVIDUAL NEED APPROVED BY MANAGEMENT AND FINANCIAL AID COMMITTEE SCHOLARSHIPS 41 585630 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 A, LINE 4 CHANGE IN BYLAWS: THERE WAS A CHANGE TO THE TERM LIMITS FOR TRUSTEES (NO MORE THAN FOUR CONSECUTIVE TERMS). 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 BOARD HAS NOT CHANGED ITS PROCESS FOR SELECTING THE INDEPENDENT AUDITOR NOR HAVE THEY CHANGED THE OVERSIGHT OF THE AUDIT FROM PRIOR YEARS.