2025-01-22T14:34:50-06:00 2024-07-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2023-08-01 956082886 HUGH O'BRIAN YOUTH LEADERSHIP HUGH 8188513980 502 E MAIN ST LAKELAND FL 33801 MICHAEL A CARTER CHIEF OF FINANCE & ADMINISTRAT 8188513980 2025-01-20 1 1 TINA HENTON P00630282 4078021200 2025-01-20 2023 2024-10-15 13:58:12Z KRISTEN HOEFER 502 E MAIN ST LAKELAND FL 33801 2326007 0 X WWW.HOBY.ORG X 1958 FL 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. 10 8 9 2881 0 0 497059 215124 1863299 2043574 33624 32790 221580 20853 2615562 2312341 0 0 0 0 832554 912367 0 0 59029 1131831 1265633 1964385 2178000 651177 134341 3173394 3711994 769500 990361 2403894 2721633 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 1247714 2049359 HOBY STATE LEADERSHIP SEMINARS: EACH YEAR, OUR FLAGSHIP LEADERSHIP SEMINARS WELCOME SCHOOL AND COMMUNITY NOMINATED HIGH SCHOOL SOPHOMORES TO TRANSFORMATIVE 3- TO 4-DAY PROGRAMS ACROSS THE UNITED STATES. STUDENTS LEAVE WITH THE KNOWLEDGE AND PASSION TO HARNESS THEIR FULL LEADERSHIP POTENTIAL. WE HOSTED 67 SEMINARS THIS YEAR, WELCOMING OVER 7,000 STUDENTS FROM OVER 4,000 SCHOOLS. TO HELP ACHIEVE OUR GOAL OF HOSTING TRULY REPRESENTATIVE SEMINARS, 271 STUDENTS RECEIVED SCHOLARSHIPS FROM THE STATE OR NATIONAL LEVEL. OUR PROGRAMS BRING STUDENTS TOGETHER FROM DIFFERENT COMMUNITIES, BACKGROUNDS, AND ECONOMIC CIRCUMSTANCES TO CONNECT WITH EACH OTHER, EXPAND THEIR AWARENESS OF THEIR LEADERSHIP POTENTIAL, AND LEARN ABOUT 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. OUR 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 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 100 HOURS OF COMMUNITY SERVICE EACH YEAR FOLLOWING THEIR SEMINAR ATTENDANCE.NEARLY 3,000 VOLUNTEERS, OVER 80% OF WHOM ARE ALUMNI THEMSELVES, DEDICATE THEIR TIME AND TALENT TO PLANNING AND PRODUCING THESE LIFE-CHANGING SEMINARS. ALL 67 SEMINARS RETURNED TO IN-PERSON PROGRAMMING THIS YEAR, AFTER SEVERAL YEARS OF LINGERING EFFECTS OF COVID-19. IN FACT, WITH THE OUTSTANDING WORK OF OUR VOLUNTEERS, WE WERE ABLE TO WELCOME AN ADDITIONAL 32 STUDENTS TO FOUR DIFFERENT IN-PERSON SEMINARS FOR THE FIRST TIME SINCE 2019. WE SAW, ONCE AGAIN, HOW 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. 668365 HOBY WORLD LEADERSHIP CONGRESS: EACH SUMMER, THE WORLD LEADERSHIP CONGRESS (WLC) 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. A WEEK OF PROGRAMMING THAT INCLUDED PEER-TO-PEER NETWORKING, CHALLENGING WORKSHOPS, INSPIRING SPEAKERS, CITY ADVENTURES, A DAY OF SERVICE, AND MORE CHANGED THE LIVES OF 233 STUDENTS FROM 43 STATES AND 9 COUNTRIES. A TOTAL OF 39 INTERNATIONAL STUDENTS ATTENDED. WE WERE PROUDLY ABLE TO WELCOME AN ADDITIONAL 67 STUDENTS TO THE WLC THANKS TO SCHOLARSHIPS FROM BOTH THE STATE AND NATIONAL LEVELS. 54282 HOBY SERVICE LEADERSHIP: OUR 2024 SEMINAR SEASON OFFICIALLY KICKED OFF WITH OUR INAUGURAL VOLUNTEER DEVELOPMENT RETREAT (VDR). THE MISSION OF THE VOLUNTEER DEVELOPMENT RETREAT IS TO ENHANCE THE LEADERSHIP COMPETENCIES AND COMMUNITY CONNECTION AMONG KEY HOBY VOLUNTEERS. THIS RETREAT AIMS TO EMPOWER VOLUNTEERS WITH THE SKILLS REQUIRED FOR EFFECTIVE LEADERSHIP WITHIN THE ORGANIZATION, WHILE FOSTERING A STRONG SENSE OF BELONGING AND COLLABORATION WITHIN THE WIDER HOBY COMMUNITY. THE GOAL OF THE VOLUNTEER DEVELOPMENT RETREAT IS TO PROVIDE LEADERSHIP DEVELOPMENT AND SKILL BUILDING THAT WILL ENHANCE VOLUNTEERS' ABILITY TO LEAD WELL, BOTH WITHIN THE HOBY COMMUNITY AND BEYOND. EACH OF OUR SEMINARS IS LED BY A VOLUNTEER LEADERSHIP SEMINAR CHAIR, AND FOR OUR FIRST VDR, WE WELCOMED 54 OF THESE VOLUNTEERS FOR A THREE-DAY RETREAT WHERE WE WORKED TO ENHANCE LEADERSHIP COMPETENCIES, BUILD A STRONG COMMUNITY, PROMOTE PERSONAL GROWTH, AND DEVELOP ACTION PLANS.IN ADDITION TO THIS DEDICATED IN-PERSON TRAINING TIME, HOBY PROVIDES RESOURCES AND TRAINING THROUGHOUT THE YEAR TO 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. HOBY'S LEADERSHIP FOR SERVICE CHALLENGE ENCOURAGES HOBY COMMUNITY MEMBERS TO SERVE A MINIMUM OF 100 HOURS TO THEIR COMMUNITIES EACH YEAR AND TRACK 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, 435 COMMUNITY MEMBERS LOGGED A TOTAL OF 85,193 HOURS AND RECEIVED RECOGNITION AS FOLLOWS: 103 RECEIVED A GOLD AWARD (250+ HOURS OF SERVICE), 94 RECEIVED A SILVER AWARD (175 249 HOURS), AND 238 ALUMNI ACHIEVED THE BRONZE AWARD (100-174 HOURS OF SERVICE) FOR THEIR OUTSTANDING COMMITMENT TO THEIR COMMUNITIES. HOBY COMMUNITY LEADERSHIP WORKSHOPS: 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. 1970361 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 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 10 8 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 0 1 1 1 0 AL AR CA FL GA IL KS KY MD MA MN MI MS NC ND NH NJ NM NY OK OR PA RI SC TN UT VA WA WI X MICHAEL A CARTER 8188513980 502 E MAIN ST LAKELAND FL 33801 SHAWN MOBLEY CHAIR/ PAST CHAIR 0.50 X X 0 0 0 MARCIE E MCCLINTIC COATES VICE CHAIR 0.50 X X 0 0 0 DINA ADHAM SECRETARY / GEN COUNSEL 0.50 X X 0 0 0 VLAD YELIZAROV BOARD MEMBER 0.50 X 0 0 0 MICHAEL AKIN BOARD MEMBER 0.50 X 0 0 0 BRIAN SELANDER BOARD MEMBER 0.50 X 0 0 0 AL CARROLL BOARD MEMBER 0.50 X 0 0 0 HENSEY FENTON BOARD MEMBER 0.50 X 0 0 0 KRISTEN HOEFER CEO 40.00 X 246866 0 17769 MICHAEL CARTER CHIEF OF FINANCE AND ADMINISTRATION 1.00 X 116630 0 14144 ANGELA MAGAZINO CHIEF OF PROGRAM DEVELOPMENT & TRAINING 40.00 X 112933 0 11221 476429 0 43134 3 0 1 0 0 5433 209691 215124 REGISTRATION FEES 900099 1993063 1993063 ACADEMIC ALL STAR 900099 50511 50511 2043574 32790 32790 0 5433 0 0 28734 13666 15068 15068 WHOLESALE LOCKBOX DEPO 900099 2400 2400 ACCEPT U 900099 1995 1995 WY KEY DEPOSITS 900099 450 450 940 940 5785 2312341 2049359 0 47858 476429 433550 25251 17628 302485 275261 16032 11192 43134 40115 1725 1294 39800 37014 1592 1194 50519 45972 3031 1516 11271 6537 3494 1240 34300 19894 10633 3773 2093 2093 147817 85734 45823 16260 23658 20819 2839 56866 56411 455 51268 33856 17412 6122 5020 1102 8062 8062 4956 4956 39776 22672 17104 SEMINARS AND FUNDRAISIN 841433 841433 AWARDS 26282 26282 SPONSORSHIPS 11729 11729 2178000 1970361 148610 59029 1107921 1801153 553292 83856 17485 156583 29572 85301 21639 1148025 1339621 261370 279570 3173394 3711994 604832 836734 157004 153627 7664 769500 990361 X 2142524 2442063 261370 279570 2403894 2721633 3173394 3711994 134341 183398 0 X 0 1 X 1 0 X 144495 341351 496858 497059 215124 1694887 144495 341351 496858 497059 215124 1694887 1694887 33634 16671 1408 33624 32790 118127 5785 5785 1818799 10851324 0.93190 0.92090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 261370 18200 279570 250386 10984 261370 274361 -23975 250386 225741 48620 274361 218634 7107 225741 1.00000 0 0 0 MUTUAL FUND INVESTMENT 1339621 C 1339621 CHANGE TO BENEFICIAL INTEREST IN AGENCY ENDOWMENT 279570 279570 X 2436709 183398 183398 2253311 59030 59030 2312341 2118970 0 2118970 59030 59030 2178000 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND STATE FRANCHISE TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. HOWEVER, THE ORGANIZATION REMAINS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON AND NOT IN FURTHERANCE OF THE PURPOSE FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. MANAGEMENT BELIEVES THAT NO UNCERTAIN TAX POSITIONS EXIST FOR THE ORGANIZATION AT JULY 31, 2024 AND 2023. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION, AND APPLICABLE STATE JURISDICTIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: LESS: FUNDRAISING EXPENSE 59,030. PART XII, LINE 4B - OTHER ADJUSTMENTS: LESS: FUNDRAISING EXPENSE 59,030. X X X 0 0 0 0 0 0 0 0 0 KRISTEN HOEFER CEO 196866 0 50000 0 0 0 4910 0 12859 0 264635 0 0 0 PART I, LINE 3 THE CEO COMPENSATION IS GOVERNED BY A WRITTEN EMPLOYMENT CONTRACT THAT WAS COMPENSATION DATA OBTAINED THROUGH A THIRD-PARTY EXECUTIVE SEARCH FIRM. SUPPLEMENTAL COMPENSATION, IN ACCORDANCE WITH THE EMPLOYMENT CONTRACT, IS VOTED AND APPROVED BY THE BOARD OF TRUSTEES AND INFORMED BY COMPARATIVE ANNUAL PERFORMANCE IS DETERMINED BY THE BOARD OF TRUSTEES AND ANY AT THE SOLE DISCRETION OF THE BOARD. FORM 990, PART VI MAINTENANCE OF RECORDS. HOBY SHALL KEEP (A) ADEQUATE AND CORRECT BOOKS AND RECORDS OF ACCOUNT EITHER IN WRITTEN FORM OR IN ANY OTHER FORM CAPABLE OF BEING CONVERTED INTO WRITTEN FORM, AND (B) MINUTES, IN WRITTEN FORM, OF THE PROCEEDINGS OF THE BOARD OF TRUSTEES AND COMMITTEES OF THE BOARD. THE ORIGINALS OR TRUE AND CORRECT COPIES OF ALL SUCH RECORDS SHALL BE KEPT AT HOBY'S PRINCIPAL EXECUTIVE OFFICE. 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 IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, ALL FINANCIAL INTERESTS OF ANY RELATED PARTY, INCLUDING RELATED PARTY TRANSACTIONS, MUST BE DISCLOSED TO THE BOARD OR GOVERNANCE COMMITTEE OR SUCH AUTHORIZED COMMITTEE WITH BOARD DELEGATED POWERS (THE AUTHORIZED COMMITTEE). IF NOT PREVIOUSLY DISCLOSED, EACH INTERESTED PERSON SHALL DISCLOSE ALL FINANCIAL INTERESTS AND RELATED PARTY TRANSACTIONS INVOLVING A RELATED PARTY (OTHER THAN A COMPENSATION ARRANGEMENT BETWEEN A RELATED PARTY AND THE CORPORATION PREVIOUSLY APPROVED BY THE BOARD) ON A CONFLICT OF INTEREST DISCLOSURE FORM PROVIDED BY THE CORPORATION. REVIEW OF DISCLOSURE FORMS. ALL CONFLICT OF INTEREST DISCLOSURE FORMS SHALL BE SUBMITTED TO THE SECRETARY WHO SHALL THEN PROVIDE A COPY TO THE BOARD OR THE AUTHORIZED COMMITTEE. THE BOARD OR AUTHORIZED COMMITTEE SHALL REVIEW THE CONFLICT OF INTEREST DISCLOSURE FORMS UPON RECEIPT TO IDENTIFY RELATED PARTY TRANSACTIONS AND POSSIBLE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE CEO COMPENSATION IS GOVERNED BY A WRITTEN EMPLOYMENT CONTRACT THAT WAS COMPENSATION DATA OBTAINED THROUGH A THIRD-PARTY EXECUTIVE SEARCH FIRM. SUPPLEMENTAL COMPENSATION, IN ACCORDANCE WITH THE EMPLOYMENT CONTRACT, IS VOTED AND APPROVED BY THE BOARD OF TRUSTEES AND INFORMED BY COMPARATIVE ANNUAL PERFORMANCE. IT IS DETERMINED BY THE BOARD OF TRUSTEES AND ANY SUPPLEMENTAL COMPENSATION IS AT THE SOLE DISCRETION OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE PROVIDED BY REQUEST.