Civic Intelligence

New Hope of Indiana Inc.

990 • Fiscal year 2018 • EIN 35-1733591

Jul 01, 2017 to Jun 30, 2018 • Filed on May 09, 2019

8450 North Payne RoadIndianapolis, IN 46268

(317) 338-9600

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.23x

Higher debt load relative to assets than 52% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

35th percentile

0.13x

Higher debt load relative to revenue than 35% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

40th percentile

0.8%

Higher net margin than 40% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

58th percentile

$201,556

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

63rd percentile

5.4%

Faster asset growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

43rd percentile

2.0%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Up

$12,969,915

Up $669,855 (+5.4%) from 2017

Net Assets

Up

$9,994,193

Up $252,702 (+2.6%) from 2017

Liabilities

Up

$2,975,722

Up $417,153 (+16%) from 2017

Revenue

Up

$23,614,588

Up $453,394 (+2.0%) from 2017

Expenses

Up

$23,417,806

Up $1,116,618 (+5.0%) from 2017

Net Income

Down

$196,782

Down $663,224 (-77%) from 2017

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $9,534,113Liabilities 2010: $5,970,801Net Assets 2010: $3,563,3122010Assets 2011: $8,375,245Liabilities 2011: $4,759,060Net Assets 2011: $3,616,1852011Assets 2012: $7,472,445Liabilities 2012: $4,855,918Net Assets 2012: $2,616,5272012Assets 2013: $6,421,917Liabilities 2013: $4,516,611Net Assets 2013: $1,905,3062013Assets 2015: $10,039,733Liabilities 2015: $1,935,961Net Assets 2015: $8,103,7722015Assets 2016: $11,361,484Liabilities 2016: $2,708,243Net Assets 2016: $8,653,2412016Assets 2017: $12,300,060Liabilities 2017: $2,558,569Net Assets 2017: $9,741,4912017Assets 2018: $12,969,915Liabilities 2018: $2,975,722Net Assets 2018: $9,994,1932018Assets 2019: $13,846,588Liabilities 2019: $3,120,547Net Assets 2019: $10,726,0412019Assets 2020: $16,784,886Liabilities 2020: $5,388,410Net Assets 2020: $11,396,4762020Assets 2021: $18,496,308Liabilities 2021: $3,184,182Net Assets 2021: $15,312,1262021Assets 2022: $17,612,885Liabilities 2022: $3,232,198Net Assets 2022: $14,380,6872022Assets 2023: $17,777,254Liabilities 2023: $3,770,825Net Assets 2023: $14,006,4292023Assets 2024: $20,770,298Liabilities 2024: $4,486,111Net Assets 2024: $16,284,1872024

Highlighted filing

2018

Assets$12,969,915
Liabilities$2,975,722
Net Assets$9,994,193

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $22,283,8782010Expenses 2011: $23,403,0242011Expenses 2012: $21,853,3632012Expenses 2013: $24,595,8292013Revenue 2015: $23,196,553Expenses 2015: $22,465,873Net Income 2015: $730,6802015Revenue 2016: $23,110,043Expenses 2016: $22,520,409Net Income 2016: $589,6342016Revenue 2017: $23,161,194Expenses 2017: $22,301,188Net Income 2017: $860,0062017Revenue 2018: $23,614,588Expenses 2018: $23,417,806Net Income 2018: $196,7822018Revenue 2019: $23,761,830Expenses 2019: $23,181,244Net Income 2019: $580,5862019Revenue 2020: $24,569,077Expenses 2020: $23,438,674Net Income 2020: $1,130,4032020Revenue 2021: $25,933,422Expenses 2021: $23,176,418Net Income 2021: $2,757,0042021Revenue 2022: $25,535,714Expenses 2022: $25,206,035Net Income 2022: $329,6792022Revenue 2023: $25,608,750Expenses 2023: $26,581,896Net Income 2023: -$973,1462023Revenue 2024: $29,888,153Expenses 2024: $28,996,627Net Income 2024: $891,5262024

Highlighted filing

2018

Revenue$23,614,588
Expenses$23,417,806
Net Income$196,782
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 9, 2019
Return Version
2017v2.2
Gross Receipts
$24,696,663
Mission and Program Overview

Mission

New Hope of Indiana, Inc. commits itself to serving all people who are in need of care and support. New Hope of Indiana, Inc. is dedicated to holistic care that sustains and improves the health and quality of life of both individuals and communities. New Hope of Indiana, Inc. is an advocate for a compassionate and just society.

New Hope of Indiana, Inc. compassionately supports the most vulnerable in its community: those with disabilities, those dealing with poverty, and the underserved.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,463,930$3,912,278▲ $448,348
Investments in Publicly Traded Securities$3,175,136$3,459,079▲ $283,943
Cash and Non-Interest-Bearing Accounts$2,720,987$2,710,883▼ $10,104
Accounts Receivable$1,909,417$1,886,497▼ $22,920
Prepaid Expenses and Deferred Charges$279,294$253,676▼ $25,618
Savings and Temporary Cash Investments$241,296$246,162▲ $4,866
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$12,300,060$12,969,915▲ $669,855
Other Assets Total$510,000$501,340▼ $8,660
Liabilities
Accounts Payable and Accrued Expenses$2,058,778$1,723,354▼ $335,424
Mortgage Notes Payable Secured by Investment Property$442,418$1,177,718▲ $735,300
Deferred Revenue$30,500$74,650▲ $44,150
Other Liabilities$26,873--
Total Liabilities$2,558,569$2,975,722▲ $417,153
Net Assets / Fund Balance
Unrestricted Net Assets$9,741,491$9,994,193▲ $252,702
Total Net Assets Fund Balance$9,741,491$9,994,193▲ $252,702
Total Liabilities and Net Assets / Fund Balance$12,300,060$12,969,915▲ $669,855

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,642,500$4,739,324$7,381,824
Equipment$499,733$1,951,382$2,451,115
Land$727,941-$727,941
Leasehold Improvements$22,853$240,903$263,756
Other Land Buildings$19,251$129,274$148,525
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allison WharryCEOFT$178,931$22,625$201,556
Laura J TomlinCFOFT$107,987$16,355$124,342

Board Members and Trustees

NameTitle
John W BloomVice Chair
Donna CameronDirector
Jen ScrogginsDirector
Jose LusendeDirector
Lee MehrlichDirector
Loraine BrownDirector
Ron MeadDirector
Sr Francine BrownDirector
Susan RobinsonDirector
Tami MantschDirector
Liz HooverSecretary
Dr Ken KruegerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$438,427
Program Service Revenue
$22,763,020
Investment Income
$420,478
Other Revenue
$-7,337
All Other Contributions
$369,582
Change in Net Assets
$196,782

Audited Revenue Reconciliation

Revenue per Audited Statements
$23,614,588
Total Revenue per Audited Statements
$23,614,588
Total Revenue per Form 990
$23,614,588
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$19,379,178
Other Expenses$4,038,628
Total Fundraising Expense$95,254
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$12,975,455$982,635$45,748$14,003,838
Other Employee Benefits$2,699,833$1,098,700$11$3,798,544
Payroll Taxes$947,581$84,290$3,431$1,035,302
Depreciation Depletion$423,504$133,831-$557,335
Occupancy$311,778$191,075-$502,853
Travel$440,241$4,621$138$445,000
Current Officers, Directors, Trustees, and Key Employees$20,085$309,337-$329,422
Fees for Services Other$238,217--$238,217
Pension Plan Contributions$197,859$14,213-$212,072
Other Expenses$184,894$2,778$2,778$190,450
Office Expenses$52,305$59,376$1,918$113,599
Fees for Services Accounting$50,145$58,326-$108,471
Insurance$67,678$32,578-$100,256
Fees for Services Management$65,317$24,937$5,421$95,675
All Other Expenses$42,037$46,813$3,359$92,209
Information Technology$53,178$17,948-$71,126
Conferences and Meetings$7,880$26,092$8,617$42,589
Fees for Service Investment Mgmnt Fees-$41,037-$41,037
Fees for Services Legal$110$29,250-$29,360
Advertising-$600$23,172$23,772
Interest$6,767$570-$7,337
Fees for Services Lobbying$2,698--$2,698
Total Functional Expenses$19,934,785$3,387,767$95,254$23,417,806

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$23,417,806
Total Expenses per Audited Statements$23,417,806
Total Expenses per Form 990$23,417,806
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,947
Fundraising Gross Income$1,610
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Luncheon$70,455$1,610$2,570$-960
Total Events$70,455$1,610$8,947$-7,337
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The Form 990 will be reviewed and approved by the CEO, CFO, and the Finance Committee and finally approved by the Board of Directors before filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The Quality Assurance Manager requires all board of directors, CEO, CFO, and key employees to annually answer a conflict of interest questionnaire to respond to any possible conflicts of interest.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

New Hope of Indiana, Inc. is committed to recruiting, developing, and retaining competent and innovative executives that exhibit and promote the organization's values as well as establish the organization as a leader within the industry. Total compensation for executives aligns with performance goals, operating budget, and strategic direction. Market study benchmarks are also utilized to assure reasonable, competitive, and equitable total compensation. Top executive(CEO)compensation is reviewed, determined, and agreed upon by the New Hope Board of Directors. Top management (Director) compensation is recommended and determined by the CEO in conjunction with the Human Resources Manager.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The organization will provide any documents open to public inspection upon request.

Filing and Contact Details

Filer

Filer Name
New Hope of Indiana Inc
EIN
35-1733591
Phone
3173389600
Address
8450 North Payne Road, Indianapolis, IN 46268

Signing Officer

Name
Allison Wharry
Title
CEO
Signed
2019-05-09
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
In
Voting Board Members
13
Independent Board Members
12
Employees
548
Volunteers
15

Preparer

Firm
Bradley & Associates Inc
Address
201 S Capitol Ave Ste 700, Indianapolis, IN 46225
Preparer
Skander Nasser Iii
Phone
3172375500
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Family and Community Services - New Hope of Indiana, Inc. serves some clients in the family home. The Family and Community Program provides support services within the child's or young adult's home and community. Offerings include individualized assistance with all aspects of the child's or young adult's life including independent living skills, community connections, and follow through on therapy or educational goals. OTHER PROGRAM SERVICES 5: Day Services Program - The Day Services Program is designed to provide social recreational activities to adults with high support needs. Individuals participate in activities of their choice which include cooking, gardening, crafts, art classes, literature class and community outings. The program incorporated the services of a Canine Companion Facility dog to enhance the activities and experiences available to day services participants. OTHER PROGRAM SERVICES 6: Behavior Support Services - The goal of the Behavior Support Services Program is to help children and adults with developmental disabilities increase their ability to be successful at home, school, work, and in the community. Masters level Behavior Specialists provide in-depth assessments and develop positive behavior support plans based on the strengths and needs of each individual. The organization's Consulting Psychologist and Psychiatrist meet weekly with the Behavior Specialists. This unique team approach ensures quality services for individuals, their families, and care providers. OTHER PROGRAM SERVICES 7: Music Therapy - Music has a positive and healing effect for everyone. It's a powerful tool that can stimulate, yet decrease anxiety and help center a person's attention, opening the mind for increased learning. Musical rhythm stimulates and organizes muscle responses, helps improve physical skills, and promotes an overall emotional wellbeing. OTHER PROGRAM SERVICES 8: Recreation Therapy - Fun play and activities can improve physical, mental, and emotional wellness. New Hope of Indiana, Inc.'s recreation therapy program is implemented and managed by a certified therapeutic recreation specialist who assists participants in meeting their goals through games, sensory integration, role play, social activity, fine and gross motor activity, pet therapy, music and art interventions, and various other recreational opportunities. OTHER PROGRAM SERVICES 9: Vocational Services - New Hope of Indiana, Inc. offers vocational services to individuals who want to work in the community as well as those interested in starting their own micro business. Individuals work with employment consultants to develop an employment goal and design strategies to achieve that goal. Employers receive ongoing support and training regarding employment of persons with disabilities.

Financial Statement Notes

Part X : FIN48 Footnote

The Agency has been granted exemption from taxation as a not-for-profit organization under Section 501(c)(3) of the U.S. Internal Revenue Code. Accordingly, no expense has been recognized for income taxes in the accompanying financial statements.

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IRS990/Form990PartVIISectionAGrp/PersonNm2Susan Robinson
IRS990/Form990PartVIISectionAGrp/PersonNm3Liz Hoover
IRS990/Form990PartVIISectionAGrp/PersonNm4Tami Mantsch
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IRS990/Form990PartVIISectionAGrp/PersonNm6Donna Cameron
IRS990/Form990PartVIISectionAGrp/PersonNm7Jose Lusende
IRS990/Form990PartVIISectionAGrp/PersonNm8Dr Ken Krueger
IRS990/Form990PartVIISectionAGrp/PersonNm9Sr Francine Brown
IRS990/Form990PartVIISectionAGrp/PersonNm10Lee Mehrlich
IRS990/Form990PartVIISectionAGrp/PersonNm11Jen Scroggins
IRS990/Form990PartVIISectionAGrp/PersonNm12Loraine Brown
IRS990/Form990PartVIISectionAGrp/PersonNm13Laura J Tomlin
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0New Hope of Indiana, Inc. commits itself to serving all people who are in need of care and support. New Hope of Indiana, Inc. is dedicated to holistic care that sustains and improves the health and quality of life of both individuals and communities. New Hope of Indiana, Inc. is an advocate for a compassionate and just society.
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01177718
IRS990/NetAssetsOrFundBalancesBOYAmt09741491
IRS990/NetAssetsOrFundBalancesEOYAmt09994193
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IRS990/OfficeExpensesGrp/ProgramServicesAmt052305
IRS990/OfficeExpensesGrp/TotalAmt0113599
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0510000
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt03798544
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IRS990/OtherExpensesGrp/Desc1Provider Assessment
IRS990/OtherExpensesGrp/Desc2R&M, Minor Equip
IRS990/OtherExpensesGrp/Desc3Patient Care/Program Exp
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IRS990/ProgramServiceRevenueGrp/BusinessCd4623990
IRS990/ProgramServiceRevenueGrp/Desc0Behavior Management
IRS990/ProgramServiceRevenueGrp/Desc1Day Services
IRS990/ProgramServiceRevenueGrp/Desc2Family Community Services
IRS990/ProgramServiceRevenueGrp/Desc3Group Home Program
IRS990/ProgramServiceRevenueGrp/Desc4Supported Living Program
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0906480
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11238274
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21658280
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt37076606
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt410786637
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21658280
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt37076606
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt410786637
IRS990/ProgSrvcAccomActy2Grp/Desc0New Hope of Indiana, Inc. serves clients in the group home program, a residential alternative. These homes serve individuals with multiple disabilities or traumatic brain injuries, or both. Four to eight clients live in each home located in residential areas throughout the greater Indianapolis area. Each home offers a structured environment, providing training in self-care, self-direction, social skills and personal independence. Clients participate in day programs or competitive employment and are encouraged to actively pursue interest in the community.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06704338
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt07076606
IRS990/ProgSrvcAccomActy3Grp/Desc0Family and Community Services - New Hope of Indiana, Inc. serves some clients in the family home. The Family and Community Program provides support services within the child's or young adult's home and community. Offerings include individualized assistance with all aspects of the child's or young adult's life including independent living skills, community connections, and follow through on therapy or educational goals.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01501726
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01658280
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0354819
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IRS990/PYInvestmentIncomeAmt065766
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.8$4.49$16.3$29.9$29.0$0.89
2023Detailed filing. Detailed filing data is available for this year.$17.8$3.77$14.0$25.6$26.6$0.97
2022Detailed filing. Detailed filing data is available for this year.$17.6$3.23$14.4$25.5$25.2$0.33
2021Detailed filing. Detailed filing data is available for this year.$18.5$3.18$15.3$25.9$23.2$2.76
2020Detailed filing. Detailed filing data is available for this year.$16.8$5.39$11.4$24.6$23.4$1.13
2019Detailed filing. Detailed filing data is available for this year.$13.8$3.12$10.7$23.8$23.2$0.58
2018Detailed filing. Detailed filing data is available for this year.$13.0$2.98$9.99$23.6$23.4$0.20
2017Detailed filing. Detailed filing data is available for this year.$12.3$2.56$9.74$23.2$22.3$0.86
2016Detailed filing. Detailed filing data is available for this year.$11.4$2.71$8.65$23.1$22.5$0.59
2015Detailed filing. Detailed filing data is available for this year.$10.0$1.94$8.10$23.2$22.5$0.73
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.42$4.52$1.91$24.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.47$4.86$2.62$21.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.38$4.76$3.62$23.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.53$5.97$3.56$22.3