New Hope Services INC FY2020 filing

Tax-deductible

Jeffersonvlle, IN501(c)(3)Since 1958Human ServicesEIN 35-1022158Revenue $12.2M in FY2020

On file with the IRSnewhopeservices.org725 Wall St, 47130-3616 · Jeffersonvlle, INTax-exempt since May 1973Publicly supported charity — 170(b)(1)(A)(vi)

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Provide Services in response to individual need

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
$802K 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

FY2020 · 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
3 of 5
filings with a surplus
Average surplus $341K a year · 3% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$802K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $199K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$13.7M
57% of total assets
Fine: liabilities are 57% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
12
of 13 voting members
Looks good: 12 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$12.2M
Spent
$11.7M
To programs
83%
Net assets
$10.5M
By yearFY2020–FY2024
Revenue
$12.2M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$12.2M
FY2021$12.1M
FY2022$9.6M
FY2023$8.9M
FY2024$10.7M
FY2024$10.2M
Expenses
$11.7M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$11.7M
FY2021$10.6M
FY2022$8.8M
FY2023$9.7M
FY2024$11.1M
FY2024$9.7M
Net assets
$10.5M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$10.5M
FY2021$12.4M
FY2022$12.8M
FY2023$12.3M
FY2024$12.1M
FY2024$12.6M

From the FY2020 Form 990 (year ending June 2020) · 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 May 1973.

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

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $9.7M Management & general 17% · $2.0M Fundraising 0% · $30K

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

16 people listed on the 990; $802K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
CEO/Presiden
$313,867Pt VII · Sec A
$193,430Pt VII · Sec A
$178,906Pt VII · Sec A
$115,914Pt 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

Jody Reschar Heazlitt’s $271K as CEO/President is at the 69th percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
James Bosley————$394,726$313,867
Jody Reschar Heazlitt$271,468$195,424$234,393$221,650$203,991$178,906
John Broady$135,176$150,005$197,214$210,445$211,939$193,430
Elizabeth Boyd$154,898$112,255$102,191———
Jeff Fortwengler$133,826—————
Bonnie Long————$112,102$115,914
Kimberly Tungate—$87,800$100,242———

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 15aYes

Programs and updates

Offers help and support tailored to each person's unique situation.

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Provided by the organization

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3 programs · $6.0M · in their own filed words · FY2019
01

Community Housing Development

Provide direction and leadership in the development of safe, affordable and suitable housing in response to public need. We also work with local municipalities in our service area in capacity building and forming partnerships to create quality professional services for the local resident.

$3.1Mprogram expense
02

Healthy Families

Provides information and support to new and expecting parents in order to provide a safe environment for children to learn and grow.

$1.9Mprogram expense
03

Habilitation and Placement

Provides purposeful goal oriented activities for adults with mild to moderate intellectual or physical disabilities. This program focuses on community integration, but also incorporates facility activities to increase activities of daily living skills.

$1.0Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 4 funders$199K
See all 4 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$12.2M
Ln 12
Fees for servicesLn 2g$8.5M
Gifts and grantsLn 1h$2.0M
Other incomeLn 4–11$1.3M
Money outPt IX
$11.7M
Ln 25
Programscol B$9.7M
Managementcol C$2.0M
Fundraisingcol D$30K
Owns and owesPt X
$10.5M
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$24.2M
LiabilitiesLn 26$13.7M
PeoplePt VI, VII
16
listed · VII A
PaidVII A4
Voting boardVI 1a13
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.0M
Government grantsLn 1e$432K
Noncash giftsLn 1g$1.4M
Fees for servicesLn 2g$8.5M
Investment incomeLn 3$369K
Other incomeLn 4–11$1.3M
Gains on assetsLn 7$352K
Total revenueLn 12$12.2M
Assets in detailPt X, end of year
CashLn 1$650K
SavingsLn 2$471K
Cash and savings togetherLn 1–2$1.1M
InvestmentsLn 11–13$772K
Land, buildings, equipmentLn 10c$18.8M
Other assetsLn 15$2.4M
Total assetsLn 16$24.2M
LiabilitiesLn 26$13.7M
Net assetsLn 32$10.5M
OperationsPt I, VI
EmployeesI 5155
VolunteersI 68
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 FY20End FY20
Cash and savingsLn 1–2$820K$1.1M
InvestmentsLn 11–13$573K$772K
Land, buildings, equipmentLn 10c$18.0M$18.8M
Total assetsLn 16$22.6M$24.2M
LiabilitiesLn 26$12.6M$13.7M
Net assetsLn 32$10.0M$10.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$943K$471K$471K
Other salaries and wagesLn 7$4.0M$3.7M$334K
Other employee benefitsLn 9$802K$493K$310K
Payroll taxesLn 10$342K$296K$46K
Legal feesLn 11b$36K$18K$15K$3K
Accounting feesLn 11c$48K$25K$20K$4K
Other fees for servicesLn 11g$254K$131K$105K$18K
Office expensesLn 13$36K$26K$5K$4K
OccupancyLn 16$331K$308K$23K
TravelLn 17$205K$203K$2K
Conferences, conventions and meetingsLn 19$36K$22K$14K
InterestLn 20$248K$61K$187K
Depreciation, depletion and amortizationLn 22$788K$737K$51K
InsuranceLn 23$6K$6K
Other expenses (24a–d)Ln 24$3.3M$3.0M$326K$2K
All other expensesLn 24e$349K$311K$38K
Total functional expensesLn 25$11.7M$9.7M$2.0M$30K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $10.7M$11.1M−$428K$12.1M 990 PDF
FY2023 $8.9M$9.7M−$753K$12.3M 990 PDF
FY2022 $9.6M$8.8M$814K$12.8M 990 PDF
FY2021 $12.1M$10.6M$1.6M$12.4M 990 PDF
FY2020 Viewing $12.2M$11.7M$519K$10.5M 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 FY2020 990 (6 parts)
Part I · Summary $12,224,876 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,826,983$2,045,338
I-9 Program service revenuePrior year $8,607,861$8,521,428
I-10 Investment incomePrior year $426,103$369,038
I-11 Other revenuePrior year $1,499,952$1,289,072
I-12 Total revenuePrior year $12,360,899$12,224,876
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $6,551,975$6,079,522
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $5,029,879$5,626,541
I-18 Total expensesPrior year $11,581,854$11,706,063
I-19 Revenue less expensesPrior year $779,045$518,813
Part VI · Governance 12 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $12,224,876 across 9 lines filed
VIII-1e Government grants$432,271
VIII-1f All other contributions, gifts and grants$1,613,067
VIII-1g Noncash contributions (included above)$1,421,243
VIII-1h Total contributions, gifts and grants$2,045,338
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $8,521,428$8,521,428
VIII-3 Investment incomeRelated to mission $17,088$17,088
VIII-7 Net gain or loss on sales of assetsRelated to mission $351,950$351,950
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,289,072$1,289,072
VIII-12 Total revenueRelated to mission $10,179,538$12,224,876
Part IX · Statement of functional expenses $11,706,063 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $471,259 · Management $471,260$942,519
IX-7 Other salaries and wagesPrograms $3,658,510 · Management $333,894$3,992,404
IX-9 Other employee benefitsPrograms $492,537 · Management $309,713$802,250
IX-10 Payroll taxesPrograms $296,101 · Management $46,248$342,349
IX-11b Legal feesPrograms $18,343 · Management $14,680 · Fundraising $2,592$35,615
IX-11c Accounting feesPrograms $24,790 · Management $19,841 · Fundraising $3,504$48,135
IX-11g Other fees for servicesPrograms $130,581 · Management $104,505 · Fundraising $18,454$253,540
IX-13 Office expensesPrograms $26,299 · Management $5,404 · Fundraising $4,134$35,837
IX-16 OccupancyPrograms $308,296 · Management $22,848$331,144
IX-17 TravelPrograms $203,155 · Management $2,106$205,261
IX-19 Conferences, conventions and meetingsPrograms $22,146 · Management $13,632$35,778
IX-20 InterestPrograms $61,408 · Management $186,643$248,051
IX-22 Depreciation, depletion and amortizationPrograms $736,921 · Management $50,683$787,604
IX-23 InsuranceManagement $5,689$5,689
IX-24 Other expenses (24a–d)Programs $2,962,724 · Management $326,455 · Fundraising $1,559$3,290,738
IX-24e All other expensesPrograms $310,818 · Management $38,331$349,149
IX-25 Total functional expensesPrograms $9,723,888 · Management $1,951,932 · Fundraising $30,243$11,706,063
Part X · Balance sheet $24,179,751 assets, 18 lines filed
Asset lines not itemized here account for $102,294; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $548,825$649,815
X-2 Savings and temporary cash investmentsStart of year $271,654$471,439
X-3 Pledges and grants receivableStart of year $918,546$943,923
X-4 Accounts receivableStart of year $27,886$16,109
X-9 Prepaid expenses and deferred chargesStart of year $130,989$87,618
X-10c Land, buildings and equipment, netStart of year $18,002,278$18,781,077
X-11 Publicly traded securitiesStart of year $572,951$772,117
X-15 Other assetsStart of year $1,997,200$2,355,359
X-16 Total assetsStart of year $22,582,387$24,179,751
X-17 Accounts payable and accrued expensesStart of year $1,506,730$1,780,796
X-19 Deferred revenueStart of year $19,942$1,104,676
X-24 Unsecured notes and loans payableStart of year $632,112$693,655
X-25 Other liabilitiesStart of year $61,207$59,292
X-26 Total liabilitiesStart of year $12,612,453$13,668,860
X-27 Net assets without donor restrictionsStart of year $2,630,434$3,171,391
X-28 Net assets with donor restrictionsStart of year $7,339,500$7,339,500
X-32 Total net assets or fund balancesStart of year $9,969,934$10,510,891
X-33 Total liabilities and net assetsStart of year $22,582,387$24,179,751
Part XI · Reconciliation of net assets $10,510,891 net assets at year end
XI-1 Total revenue$12,224,876
XI-2 Total expenses$11,706,063
XI-3 Revenue less expenses$518,813
XI-4 Net assets at start of year$9,969,934
XI-5 Net unrealized gains (losses) on investments$22,144
XI-10 Net assets at end of year$10,510,891

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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