Civic Intelligence

Hope Hospice Inc.

990 • Fiscal year 2015 • EIN 25-1794355

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 29, 2016

3356 Babcock Blvd Suite BPittsburgh, PA 15237

(412) 367-3685

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

23rd percentile

-8.4%

Higher net margin than 23% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

68th percentile

$53,558

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

19th percentile

-7.9%

Faster asset growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

22nd percentile

-13%

Faster revenue growth than 22% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$613,581

Down $52,867 (-7.9%) from 2014

Net Assets

Down

$611,179

Down $53,328 (-8.0%) from 2014

Liabilities

Up

$2,402

Up $461 (+24%) from 2014

Revenue

Down

$631,798

Down $92,938 (-13%) from 2014

Expenses

Up

$685,126

Up $20,728 (+3.1%) from 2014

Net Income

Down

-$53,328

Down $113,666 (-188%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $445,336Liabilities 2011: $976Net Assets 2011: $444,3602011Assets 2012: $510,531Liabilities 2012: $1,192Net Assets 2012: $509,3392012Assets 2014: $666,448Liabilities 2014: $1,941Net Assets 2014: $664,5072014Assets 2015: $613,581Liabilities 2015: $2,402Net Assets 2015: $611,1792015Assets 2016: $805,633Liabilities 2016: $3,526Net Assets 2016: $802,1072016Assets 2017: $1,164,335Liabilities 2017: $3,242Net Assets 2017: $1,161,0932017Assets 2018: $1,183,640Liabilities 2018: $3,600Net Assets 2018: $1,180,0402018Assets 2019: $1,439,652Liabilities 2019: $4,354Net Assets 2019: $1,435,2982019Assets 2020: $2,123,417Liabilities 2020: $13,347Net Assets 2020: $2,110,0702020Assets 2021: $2,600,801Liabilities 2021: $13,532Net Assets 2021: $2,587,2692021Assets 2022: $2,605,010Liabilities 2022: $13,809Net Assets 2022: $2,591,2012022

Highlighted filing

2015

Assets$613,581
Liabilities$2,402
Net Assets$611,179

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $581,2992011Expenses 2012: $445,9292012Revenue 2014: $724,736Expenses 2014: $664,398Net Income 2014: $60,3382014Revenue 2015: $631,798Expenses 2015: $685,126Net Income 2015: -$53,3282015Revenue 2016: $1,168,586Expenses 2016: $977,658Net Income 2016: $190,9282016Revenue 2017: $1,409,343Expenses 2017: $1,050,357Net Income 2017: $358,9862017Revenue 2018: $1,047,453Expenses 2018: $1,028,506Net Income 2018: $18,9472018Revenue 2019: $1,454,696Expenses 2019: $1,199,438Net Income 2019: $255,2582019Revenue 2020: $2,093,324Expenses 2020: $1,418,552Net Income 2020: $674,7722020Revenue 2021: $2,019,045Expenses 2021: $1,541,846Net Income 2021: $477,1992021Revenue 2022: $1,558,296Expenses 2022: $1,554,364Net Income 2022: $3,9322022

Highlighted filing

2015

Revenue$631,798
Expenses$685,126
Net Income-$53,328
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 29, 2016
Return Version
2015v2.1
Gross Receipts
$631,798
Mission and Program Overview

Mission

Care for terminally ill patients.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$393,740$393,589▼ $151
Cash and Non-Interest-Bearing Accounts$260,246$213,151▼ $47,095
Land, Buildings, and Equipment, Net$12,462$6,841▼ $5,621
Total Assets$666,448$613,581▼ $52,867
Liabilities
Accounts Payable and Accrued Expenses$1,941$2,402▲ $461
Total Liabilities$1,941$2,402▲ $461
Net Assets / Fund Balance
Unrestricted Net Assets$664,507$611,179▼ $53,328
Total Net Assets Fund Balance$664,507$611,179▼ $53,328
Total Liabilities and Net Assets / Fund Balance$666,448$613,581▼ $52,867

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,841$55,024$61,865
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jodie WhelanDirectorFT$53,558$53,558

Board Members and Trustees

NameTitle
Dean WhitePresident
Edward ConleyTreasurer
Don WeismannVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$7,537
Program Service Revenue
$624,221
Investment Income
$40
Other Revenue
$0
All Other Contributions
$7,537
Change in Net Assets
$-53,328
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$402,257
Salaries, Compensation, and Employee Benefits$282,869
Total Fundraising Expense$14,664
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$190,849--$190,849
Fees for Services Management-$75,000-$75,000
Fees for Services Other$56,240--$56,240
Current Officers, Directors, Trustees, and Key Employees$26,779$21,423$5,356$53,558
Occupancy$18,000$14,400$3,600$36,000
Office Expenses$14,356$11,484$2,871$28,711
Payroll Taxes$22,989$2,043$511$25,543
Advertising$21,953--$21,953
Insurance$14,178--$14,178
Other Employee Benefits$12,919--$12,919
Depreciation Depletion$4,984$3,408$853$9,245
Fees for Services Accounting-$4,728-$4,728
Other Expenses$1,439$1,151$288$2,878
All Other Expenses$947$758$189$1,894
Travel$868--$868
Total Functional Expenses$532,082$138,380$14,664$685,126
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Lfdw Holdings LLCSee Part VManagement FeesNo$75,000
Lfdw Holdings LLCSee Part VRentNo$36,000
Eg Conley PcSee Part VAccounting FeesNo$4,728
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI

Line 2 - dean white was a shareholder of american staffing services, inc. & care unlimited, inc. And a member of lfdw holdings, llc. Eg conley, pc was engaged for tax and financial services of the above named entities.

Form 990, Page 6, Part VI, Line 2

Dean white lfdw holdings, llc president member mgmt services & office rent edward conley eg conley, pc treasurer president accounting services

Form 990, Page 6, Part VI, Line 3

Management services were delegated to lfdw holdings, llc. The president of the organization, dean white, is a 50% member in the llc.

Form 990, Page 6, Part VI, Line 11B

The 990 form and required schedules are reviewed by the treasurer prior to signature and submission.

Form 990, Page 6, Part VI, Line 15B

The management team of hope hospice follows general standards for compensation of officers and key employees. Board approval is needed for any exceptions to the general standards.

Form 990, Page 6, Part VI, Line 19

All records are maintained at the administrative office of hope hospice and are available upon request.

Filing and Contact Details

Filer

Filer Name
Hope Hospice Inc
EIN
25-1794355
Phone
4123673685
Address
3356 BABCOCK BLVD SUITE B, PITTSBURGH, PA 15237

Signing Officer

Name
Dean White
Title
President
Phone
4123673685
Signed
2016-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dean White
Formed
1996
Legal Domicile
Pa
Voting Board Members
3
Independent Board Members
1
Employees
18
Volunteers
10

Preparer

Firm
Eg Conley Pc
Address
1 FORESTWOOD DR STE 201, PITTSBURGH, PA 15237-1216
Preparer
Gregg Nemtuda
Phone
4123672001
Supplemental Narrative

Additional Explanations

Form 990

Form 990, part iv, line 28c - additional explanation schedule l part iv lfdw holdongs, llc, which is 50% owned by the president of hope hospice, received rent of 36,000 and management fees of 75,000. The treasurer's company, a cpa firm - eg conley, pc - recieved fees of 4,728 for tax and financial services rendered.

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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06841
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt055024
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt061865
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06841
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0LFDW HOLDINGS LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1LFDW HOLDINGS LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2EG CONLEY PC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SEE PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1SEE PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2SEE PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt036000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt175000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt24728
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1MANAGEMENT FEES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2ACCOUNTING FEES
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0PART IV, LINES 1 & 2: LFDW HOLDINGS, LLC, WHICH IS 50% OWNED BY THE PRESIDENT OF HOPE HOSPICE, RECEIVED RENT PAYMENTS OF 36,000 AND MANAGEMENT FEES OF 75,000 FROM HOPE HOSPICE. PART IV, LINE 3: THE TREASURER'S COMPANY, A CPA FIRM - E.G. CONLEY, PC - RECEIVED FEES OF 4,728 FOR TAX AND FINANCIAL SERVICES RENDERED.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990, PART IV, LINE 28C - ADDITIONAL EXPLANATION SCHEDULE L PART IV LFDW HOLDONGS, LLC, WHICH IS 50% OWNED BY THE PRESIDENT OF HOPE HOSPICE, RECEIVED RENT OF 36,000 AND MANAGEMENT FEES OF 75,000. THE TREASURER'S COMPANY, A CPA FIRM - EG CONLEY, PC - RECIEVED FEES OF 4,728 FOR TAX AND FINANCIAL SERVICES RENDERED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 2 - DEAN WHITE WAS A SHAREHOLDER OF AMERICAN STAFFING SERVICES, INC. & CARE UNLIMITED, INC. AND A MEMBER OF LFDW HOLDINGS, LLC. EG CONLEY, PC WAS ENGAGED FOR TAX AND FINANCIAL SERVICES OF THE ABOVE NAMED ENTITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEAN WHITE LFDW HOLDINGS, LLC PRESIDENT MEMBER MGMT SERVICES & OFFICE RENT EDWARD CONLEY EG CONLEY, PC TREASURER PRESIDENT ACCOUNTING SERVICES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MANAGEMENT SERVICES WERE DELEGATED TO LFDW HOLDINGS, LLC. THE PRESIDENT OF THE ORGANIZATION, DEAN WHITE, IS A 50% MEMBER IN THE LLC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 990 FORM AND REQUIRED SCHEDULES ARE REVIEWED BY THE TREASURER PRIOR TO SIGNATURE AND SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE MANAGEMENT TEAM OF HOPE HOSPICE FOLLOWS GENERAL STANDARDS FOR COMPENSATION OF OFFICERS AND KEY EMPLOYEES. BOARD APPROVAL IS NEEDED FOR ANY EXCEPTIONS TO THE GENERAL STANDARDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL RECORDS ARE MAINTAINED AT THE ADMINISTRATIVE OFFICE OF HOPE HOSPICE AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0666448
IRS990/TotalAssetsEOYAmt0613581
IRS990/TotalAssetsGrp/BOYAmt0666448
IRS990/TotalAssetsGrp/EOYAmt0613581
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07537
IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt014664
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0138380
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0532082
IRS990/TotalFunctionalExpensesGrp/TotalAmt0685126
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01941
IRS990/TotalLiabilitiesEOYAmt02402
IRS990/TotalLiabilitiesGrp/BOYAmt01941
IRS990/TotalLiabilitiesGrp/EOYAmt02402
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0664507
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0611179
IRS990/TotalProgramServiceExpensesAmt0532082
IRS990/TotalProgramServiceRevenueAmt0624221
IRS990/TotalReportableCompFromOrgAmt053558
IRS990/TotalRevenueGrp/ExclusionAmt040
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0624221
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0631798
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0666448
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0613581
IRS990/TravelGrp/ProgramServicesAmt0868
IRS990/TravelGrp/TotalAmt0868
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0664507
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0611179
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03356 BABCOCK BLVD STE B
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015237
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.HOPEHOSPICEPGH.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEAN WHITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04123673685
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOPE HOSPICE INC
ReturnHeader/Filer/BusinessNameControlTxt0HOPE
ReturnHeader/Filer/EIN0251794355
ReturnHeader/Filer/PhoneNum04123673685
ReturnHeader/Filer/USAddress/AddressLine1Txt03356 BABCOCK BLVD SUITE B
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015237
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251898678
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EG CONLEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 FORESTWOOD DR STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0152371216
ReturnHeader/PreparerPersonGrp/PhoneNum04123672001
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGG NEMTUDA
ReturnHeader/ReturnTs02016-05-05T07:57:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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