Civic Intelligence

New Hope Family Shelter Inc

EIN 27-5077191 • 501(c)3 • Bloomington, IN

Profile

To provide year round temporary shelter for homeless families.

PO Box 154Bloomington, IN 47402-0154

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

55th percentile

0.16x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.32x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

35th percentile

$92,000

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

49th percentile

3.7%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-0.6%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$5,697,772

Up $203,689 (+3.7%) from 2023

Liabilities

Down

$909,222

Down $362,726 (-29%) from 2023

Net Assets

Up

$4,788,550

Up $566,415 (+13%) from 2023

Revenue

Down

$2,798,526

Down $18,043 (-0.6%) from 2023

Expenses

Up

$2,130,616

Up $255,767 (+14%) from 2023

Net Income

Down

$667,910

Down $273,810 (-29%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2013: $74,813Liabilities 2013: $2,185Net Assets 2013: $72,6282013Assets 2014: $187,837Liabilities 2014: $2,185Net Assets 2014: $185,6522014Assets 2015: $242,052Liabilities 2015: $3,009Net Assets 2015: $239,0432015Assets 2016: $241,998Liabilities 2016: $4,987Net Assets 2016: $237,0112016Assets 2017: $254,507Liabilities 2017: $6,353Net Assets 2017: $248,1542017Assets 2018: $567,609Liabilities 2018: $10,351Net Assets 2018: $557,2582018Assets 2019: $783,164Liabilities 2019: $7,953Net Assets 2019: $775,2112019Assets 2020: $1,532,517Liabilities 2020: $575,957Net Assets 2020: $956,5602020Assets 2021: $2,059,635Liabilities 2021: $575,072Net Assets 2021: $1,484,5632021Assets 2022: $5,839,076Liabilities 2022: $2,558,661Net Assets 2022: $3,280,4152022Assets 2023: $5,494,083Liabilities 2023: $1,271,948Net Assets 2023: $4,222,1352023Assets 2024: $5,697,772Liabilities 2024: $909,222Net Assets 2024: $4,788,5502024

Highlighted filing

2024

Assets$5,697,772
Liabilities$909,222
Net Assets$4,788,550

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $143,039Expenses 2013: $100,899Net Income 2013: $42,1402013Revenue 2014: $277,044Expenses 2014: $164,020Net Income 2014: $113,0242014Revenue 2015: $236,749Expenses 2015: $189,000Net Income 2015: $47,7492015Revenue 2016: $285,473Expenses 2016: $287,505Net Income 2016: -$2,0322016Revenue 2017: $356,945Expenses 2017: $324,299Net Income 2017: $32,6462017Revenue 2018: $804,119Expenses 2018: $561,984Net Income 2018: $242,1352018Revenue 2019: $753,683Expenses 2019: $523,632Net Income 2019: $230,0512019Revenue 2020: $931,222Expenses 2020: $750,167Net Income 2020: $181,0552020Revenue 2021: $1,809,276Expenses 2021: $1,260,083Net Income 2021: $549,1932021Revenue 2022: $3,205,622Expenses 2022: $1,408,932Net Income 2022: $1,796,6902022Revenue 2023: $2,816,569Expenses 2023: $1,874,849Net Income 2023: $941,7202023Revenue 2024: $2,798,526Expenses 2024: $2,130,616Net Income 2024: $667,9102024

Highlighted filing

2024

Revenue$2,798,526
Expenses$2,130,616
Net Income$667,910

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$2,850,989
Mission and Program Overview

Mission

TO PROVIDE YEAR ROUND

To provide year round temporary shelter for homeless families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,383,104$4,265,643▼ $117,461
Savings and Temporary Cash Investments$588,965$1,248,325▲ $659,360
Cash and Non-Interest-Bearing Accounts$447,303$141,605▼ $305,698
Intangible Assets$44,827$0▼ $44,827
Prepaid Expenses and Deferred Charges$7,722$18,073▲ $10,351
Accounts Receivable$22,162$16,593▼ $5,569
Total Assets$5,494,083$5,697,772▲ $203,689
Other Assets Total$0$7,533▲ $7,533
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,221,670$806,450▼ $415,220
Accounts Payable and Accrued Expenses$50,278$102,772▲ $52,494
Total Liabilities$1,271,948$909,222▼ $362,726
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,222,135$4,788,550▲ $566,415
Total Net Assets Fund Balance$4,222,135$4,788,550▲ $566,415
Total Liabilities and Net Assets / Fund Balance$5,494,083$5,697,772▲ $203,689

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,310,447$182,877$3,493,324
Land$700,000-$700,000
Equipment$255,196$195,315$450,511
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emily PikeExecutive DirectorFT$86,776$5,224$92,000
Revenue and Support

Revenue Composition

Contributions and Grants
$2,136,785
Program Service Revenue
$610,026
Investment Income
$31,399
Other Revenue
$20,316
All Other Contributions
$1,515,838
Change in Net Assets
$667,910
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,516,003
Other Expenses$614,613
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,203,921--$1,203,921
Depreciation Depletion$149,649--$149,649
Other Employee Benefits$111,209--$111,209
Payroll Taxes$97,168--$97,168
Occupancy$92,499--$92,499
Current Officers, Directors, Trustees, and Key Employees$92,000--$92,000
Advertising$48,822--$48,822
Other Expenses$32,227--$32,227
Insurance$29,859--$29,859
All Other Expenses$27,246--$27,246
Information Technology$25,707--$25,707
Interest$15,107--$15,107
Pension Plan Contributions$11,705--$11,705
Office Expenses$11,135--$11,135
Fees for Services Legal$8,595--$8,595
Fees for Services Accounting$6,689--$6,689
Fees for Services Other$3,192--$3,192
Travel$239--$239
Total Functional Expenses$2,130,616$0$0$2,130,616
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$72,779
Fundraising Direct Expenses$52,463
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tree Festival$90,023$37,950$7,029$30,921
Spring Gala$169,768$34,829$11,778$23,051
Total Events$259,791$72,779$52,463$20,316
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

Officers are responsible for all oversight - small organization

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed by the treasurer with the cpa prior to filing.

Form 990, Part VI, Section C, Line 19

Audited statements are distributed to officers and are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
New Hope Family Shelter Inc
EIN
27-5077191
Phone
8123403052
Address
PO BOX 154, BLOOMINGTON, IN 47402-0154

Signing Officer

Name
Neil Powell
Title
Treasurer
Phone
8123403052
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Neil Powell
Formed
2011
Legal Domicile
In
Voting Board Members
19
Independent Board Members
19
Employees
79
Volunteers
380

Preparer

Firm
Blue & Co LLC
Address
813 WEST SECOND STREET, SEYMOUR, IN 47274
Preparer
Kandy L Wischmeier CPA
Phone
8125228416
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IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt015107
IRS990/InterestGrp/TotalAmt015107
IRS990/InvestmentIncomeGrp/ExclusionAmt031399
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt031399
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0378192
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04383104
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04265643
IRS990/LandBldgEquipCostOrOtherBssAmt04643835
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE YEAR ROUND TEMPORARY SHELTER FOR HOMESLESS FAMILIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01221670
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0806450
IRS990/NetAssetsOrFundBalancesBOYAmt04222135
IRS990/NetAssetsOrFundBalancesEOYAmt04788550
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt020316
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt020316
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04222135
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04788550
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt092499
IRS990/OccupancyGrp/TotalAmt092499
IRS990/OfficeExpensesGrp/ProgramServicesAmt011135
IRS990/OfficeExpensesGrp/TotalAmt011135
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt07533
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0111209
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0111209
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1CLIENT ASSISTANCE
IRS990/OtherExpensesGrp/Desc2TRAINING AND DEVELOPMEN
IRS990/OtherExpensesGrp/Desc3EMERGENCY OUTREACH
IRS990/OtherExpensesGrp/ProgramServicesAmt069908
IRS990/OtherExpensesGrp/ProgramServicesAmt161082
IRS990/OtherExpensesGrp/ProgramServicesAmt232657
IRS990/OtherExpensesGrp/ProgramServicesAmt332227
IRS990/OtherExpensesGrp/TotalAmt069908
IRS990/OtherExpensesGrp/TotalAmt161082
IRS990/OtherExpensesGrp/TotalAmt232657
IRS990/OtherExpensesGrp/TotalAmt332227
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01203921
IRS990/OtherSalariesAndWagesGrp/TotalAmt01203921
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt097168
IRS990/PayrollTaxesGrp/TotalAmt097168
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt011705
IRS990/PensionPlanContributionsGrp/TotalAmt011705
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07722
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018073
IRS990/PrincipalOfficerNm0NEIL POWELL
IRS990/PriorPeriodAdjustmentsAmt0-101495
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624410
IRS990/ProgramServiceRevenueGrp/BusinessCd1624229
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1COMMUNITY TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0441862
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1168164
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0441862
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1168164
IRS990/ProgSrvcAccomActy2Grp/Desc0NEW HOPE EARLY LEARNING CENTER IS A FULL-DAY CHILD CARE PROGRAM PROVIDING SMALL GROUP CARE FOR UP TO 54 CHILDREN AGES BIRTH TO FIVE YEARS OLD IN OUR NEW, LICENSED CENTER. OUR HIGHLY QUALIFIED TEACHING TEAM PROVIDES INDIVIDUALIZED, RELATIONSHIP-BASED CARE AND EDUCATION GROUNDED IN BEST PRACTICES. WE BELIEVE THAT EVERY CHILD DESERVES A PLACE TO FEEL SAFE, FEEL SEEN, AND FEEL RESPECTED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0587340
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0168164
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02161868
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01279
IRS990/PYOtherExpensesAmt0688020
IRS990/PYOtherRevenueAmt0216036
IRS990/PYProgramServiceRevenueAmt0437386
IRS990/PYRevenuesLessExpensesAmt0941720
IRS990/PYSalariesCompEmpBnftPaidAmt01186829
IRS990/PYTotalExpensesAmt01874849
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02816569
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0667910
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0441862
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0588965
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01248325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02136785
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02161868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03003356
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01579192
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0692429
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09573630
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt031399
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01279
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0533
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0301
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0795
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt034307
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01309458
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt072779
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0243333
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0116734
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt033109
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0465955
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81140
IRS990ScheduleA/PublicSupportPY170Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt08173459
IRS990ScheduleA/SubstantialContributorsTotAmt01400171
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02136785
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02161868
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03003356
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01579192
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0692429
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09573630
IRS990ScheduleA/TotalSupportAmt010073892
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt03310447
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0182877

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