Hope Hall FY2022 filing

Tax-deductible

Rochester, NY501(c)(3)Since 1994EIN 16-1463706

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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.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
$176K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average surplus $853K a year · 14% of revenue · last 5 filings
Worth a look: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$176K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $15K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$232K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
18
of 18 voting members
Looks good: 18 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.5M
-55% vs prior year
Spent
$5.6M
To programs
88%
Net assets
$9.5M
By yearFY2020–FY2024
Revenue
$5.5M
FY2022▼ -55%
Revenue by fiscal year
FY2020$2.8M
FY2021$12.3M
FY2022$5.5M
FY2023$5.3M
FY2024$5.0M
FY2024$7.9M
Expenses
$5.6M
FY2022▲ +2%
Expenses by fiscal year
FY2020$3.3M
FY2021$5.5M
FY2022$5.6M
FY2023$5.9M
FY2024$6.3M
FY2024$6.8M
Net assets
$9.5M
FY2022▼ -9%
Net assets by fiscal year
FY2020$3.4M
FY2021$10.5M
FY2022$9.5M
FY2023$9.3M
FY2024$8.2M
FY2024$9.4M

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1994.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $5.0M Management & general 6% · $323K Fundraising 6% · $323K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

20 people listed on the 990; $176K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Executive Director
$89,269Pt VII · Sec A
Chief Financial Officer
$87,097Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Alicia Hart$124,963$105,369$92,114$87,097$78,474$36,332
SR Diana Dolce Ssj$95,000$92,500$88,500$89,269$76,155$74,815

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Teaches students frustrated by traditional schools with unique strategies.

Provided by the organization

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1 program · $5.0M · in their own filed words · FY2021
01

Education of children with special needs, grades 3 to 12. Approximate enrollment 150 students.

$5.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$15K
Grants paid · 1 grant · $59K · 2019–2019
Unitemized GrantFY2019$59,150

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$5.5M
Ln 12
Fees for servicesLn 2g$2.9M
Gifts and grantsLn 1h$2.3M
Other incomeLn 4–11$207K
Money outPt IX
$5.6M
Ln 25
Programscol B$5.0M
Managementcol C$323K
Fundraisingcol D$323K
Owns and owesPt X
$9.5M
net assets · Ln 32
Cash and savingsLn 1–2$733K
Total assetsLn 16$9.7M
LiabilitiesLn 26$232K
PeoplePt VI, VII
20
listed · VII A
PaidVII A2
Voting boardVI 1a18
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.3M
Government grantsLn 1e$484K
Noncash giftsLn 1g$400
Fundraising eventsLn 1c$22K
Fees for servicesLn 2g$2.9M
Investment incomeLn 3$170K
Other incomeLn 4–11$207K
Gains on assetsLn 7−$21K
Total revenueLn 12$5.5M
Assets in detailPt X, end of year
CashLn 1$290K
SavingsLn 2$444K
Cash and savings togetherLn 1–2$733K
InvestmentsLn 11–13$5.4M
Land, buildings, equipmentLn 10c$3.3M
Total assetsLn 16$9.7M
LiabilitiesLn 26$232K
Net assetsLn 32$9.5M
OperationsPt I, VI
EmployeesI 539
VolunteersI 6100
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$755K$733K
InvestmentsLn 11–13$6.7M$5.4M
Land, buildings, equipmentLn 10c$3.3M$3.3M
Total assetsLn 16$11.2M$9.7M
LiabilitiesLn 26$701K$232K
Net assetsLn 32$10.5M$9.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$2.6M$2.6M
Pay of current officers, directors and key staffLn 5$191K$84K$88K$19K
Other salaries and wagesLn 7$2.0M$1.7M$92K$187K
Pension plan contributionsLn 8$31K$28K$620$3K
Other employee benefitsLn 9$105K$89K$6K$10K
Payroll taxesLn 10$172K$142K$14K$16K
Legal feesLn 11b$8K$8K
Accounting feesLn 11c$25K$25K
Investment management feesLn 11f$43K$43K
Other fees for servicesLn 11g$24K$8K$3K$13K
Advertising and promotionLn 12$5K$5K
Office expensesLn 13$51K$16K$4K$31K
Information technologyLn 14$36K$32K$2K$2K
OccupancyLn 16$42K$36K$3K$3K
Depreciation, depletion and amortizationLn 22$158K$142K$8K$8K
InsuranceLn 23$25K$21K$2K$2K
Other expenses (24a–d)Ln 24$105K$81K$2K$22K
All other expensesLn 24e$28K$4K$23K$1K
Total functional expensesLn 25$5.6M$5.0M$323K$323K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $5.0M$6.3M−$1.4M$8.2M 990 PDF
FY2023 $5.3M$5.9M−$654K$9.3M 990 PDF
FY2022 Viewing $5.5M$5.6M−$65K$9.5M 990 PDF
FY2021 $12.3M$5.5M$6.8M$10.5M 990 PDF
FY2020 $2.8M$3.3M−$417K$3.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (4 parts)
Part VIII · Statement of revenue $5,530,868 across 10 lines filed
VIII-1c Fundraising events$21,730
VIII-1e Government grants$484,406
VIII-1f All other contributions, gifts and grants$1,747,456
VIII-1g Noncash contributions (included above)$400
VIII-1h Total contributions, gifts and grants$2,253,592
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,900,569$2,900,569
VIII-3 Investment incomeExcluded from tax $190,463$190,463
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$20,859−$20,859
VIII-8 Net income from fundraising eventsExcluded from tax $207,103$207,103
VIII-12 Total revenueRelated to mission $2,900,569 · Unrelated business $0 · Excluded from tax $376,707$5,530,868
Part IX · Statement of functional expenses $5,596,337 across 18 lines filed
IX-2 Grants to domestic individualsPrograms $2,573,245$2,573,245
IX-5 Pay of current officers, directors and key staffPrograms $84,115 · Management $87,784 · Fundraising $19,100$190,999
IX-7 Other salaries and wagesPrograms $1,693,379 · Management $92,242 · Fundraising $187,104$1,972,725
IX-8 Pension plan contributionsPrograms $27,880 · Management $620 · Fundraising $2,978$31,478
IX-9 Other employee benefitsPrograms $89,298 · Management $6,033 · Fundraising $10,022$105,353
IX-10 Payroll taxesPrograms $142,028 · Management $13,994 · Fundraising $16,432$172,454
IX-11b Legal feesManagement $8,105$8,105
IX-11c Accounting feesManagement $25,031$25,031
IX-11f Investment management feesManagement $43,330$43,330
IX-11g Other fees for servicesPrograms $8,218 · Management $2,849 · Fundraising $12,621$23,688
IX-12 Advertising and promotionFundraising $5,408$5,408
IX-13 Office expensesPrograms $15,875 · Management $3,546 · Fundraising $31,443$50,864
IX-14 Information technologyPrograms $31,957 · Management $1,775 · Fundraising $1,775$35,507
IX-16 OccupancyPrograms $35,801 · Management $3,370 · Fundraising $2,948$42,119
IX-22 Depreciation, depletion and amortizationPrograms $142,158 · Management $7,898 · Fundraising $7,898$157,954
IX-23 InsurancePrograms $21,398 · Management $1,888 · Fundraising $1,888$25,174
IX-24 Other expenses (24a–d)Programs $81,209 · Management $1,747 · Fundraising $21,588$104,544
IX-24e All other expensesPrograms $3,936 · Management $23,017 · Fundraising $1,406$28,359
IX-25 Total functional expensesPrograms $4,950,497 · Management $323,229 · Fundraising $322,611$5,596,337
Part X · Balance sheet $9,710,740 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $696,470$289,581
X-2 Savings and temporary cash investmentsStart of year $58,998$443,788
X-3 Pledges and grants receivableStart of year $392,827$242,083
X-4 Accounts receivableStart of year $7,337$1,157
X-9 Prepaid expenses and deferred chargesStart of year $30,659$42,111
X-10c Land, buildings and equipment, netStart of year $3,285,433$3,284,179
X-11 Publicly traded securitiesStart of year $6,699,370$5,407,841
X-16 Total assetsStart of year $11,171,094$9,710,740
X-17 Accounts payable and accrued expensesStart of year $142,372$81,692
X-19 Deferred revenueStart of year $135,707$150,071
X-24 Unsecured notes and loans payableStart of year $422,500$0
X-26 Total liabilitiesStart of year $700,579$231,763
X-27 Net assets without donor restrictionsStart of year $3,634,388$3,409,349
X-28 Net assets with donor restrictionsStart of year $6,836,127$6,069,628
X-32 Total net assets or fund balancesStart of year $10,470,515$9,478,977
X-33 Total liabilities and net assetsStart of year $11,171,094$9,710,740
Part XI · Reconciliation of net assets $9,478,977 net assets at year end
XI-1 Total revenue$5,530,868
XI-2 Total expenses$5,596,337
XI-3 Revenue less expenses−$65,469
XI-4 Net assets at start of year$10,470,515
XI-5 Net unrealized gains (losses) on investments−$926,069
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$9,478,977

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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