Civic Intelligence

Hopewell Center Inc

EIN 35-6068669 • 501(c)3 • Anderson, IN

Profile

The mission of Hopewell Center, Inc. is to help adults, children and families who have disabilities or other needs experience independent and meaningful lives. Hopewell Center, Inc. provides individualized training and education to residents of Madison County and surrounding areas, who have disabilities or other needs, and helps each individual to reach their potential through educating the community and encouraging an environment that acknowledges the value and contributions of all people.

PO Box 3150Anderson, IN 46018

www.hopewellcenter.org

Siviq Scores

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

Liabilities / Assets

30th percentile

0.05x

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

501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.09x

Higher debt load relative to revenue than 29% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

64th percentile

14%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$13,753,320

Up $1,404,961 (+11%) from 2023

Liabilities

Up

$768,826

Up $260,939 (+51%) from 2023

Net Assets

Up

$12,984,494

Up $1,144,022 (+9.7%) from 2023

Revenue

Up

$9,102,387

Up $679,640 (+8.1%) from 2023

Expenses

Down

$8,554,374

Down $76,081 (-0.9%) from 2023

Net Income

Up

$548,013

Up $755,721 (+364%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $8,874,145Liabilities 2010: $563,166Net Assets 2010: $8,310,9792010Assets 2011: $9,741,162Liabilities 2011: $574,442Net Assets 2011: $9,166,7202011Assets 2012: $9,949,033Liabilities 2012: $767,470Net Assets 2012: $9,181,5632012Assets 2013: $10,219,762Liabilities 2013: $545,617Net Assets 2013: $9,674,1452013Assets 2014: $10,975,347Liabilities 2014: $567,682Net Assets 2014: $10,407,6652014Assets 2015: $10,555,907Liabilities 2015: $478,249Net Assets 2015: $10,077,6582015Assets 2016: $10,593,181Liabilities 2016: $574,065Net Assets 2016: $10,019,1162016Assets 2017: $10,847,511Liabilities 2017: $511,660Net Assets 2017: $10,335,8512017Assets 2018: $11,068,814Liabilities 2018: $655,591Net Assets 2018: $10,413,2232018Assets 2019: $11,170,254Liabilities 2019: $607,282Net Assets 2019: $10,562,9722019Assets 2020: $12,369,614Liabilities 2020: $1,662,148Net Assets 2020: $10,707,4662020Assets 2021: $13,683,363Liabilities 2021: $731,082Net Assets 2021: $12,952,2812021Assets 2022: $12,757,680Liabilities 2022: $1,149,985Net Assets 2022: $11,607,6952022Assets 2023: $12,348,359Liabilities 2023: $507,887Net Assets 2023: $11,840,4722023Assets 2024: $13,753,320Liabilities 2024: $768,826Net Assets 2024: $12,984,4942024

Highlighted filing

2024

Assets$13,753,320
Liabilities$768,826
Net Assets$12,984,494

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $5,608,9812010Expenses 2011: $5,377,8002011Expenses 2012: $5,836,5642012Expenses 2013: $6,109,8272013Revenue 2014: $5,594,113Expenses 2014: $6,360,168Net Income 2014: -$766,0552014Revenue 2015: $5,683,661Expenses 2015: $6,168,502Net Income 2015: -$484,8412015Revenue 2016: $6,400,593Expenses 2016: $6,445,115Net Income 2016: -$44,5222016Revenue 2017: $6,474,593Expenses 2017: $6,601,797Net Income 2017: -$127,2042017Revenue 2018: $6,767,612Expenses 2018: $6,933,967Net Income 2018: -$166,3552018Revenue 2019: $7,029,580Expenses 2019: $7,317,019Net Income 2019: -$287,4392019Revenue 2020: $7,189,548Expenses 2020: $7,314,231Net Income 2020: -$124,6832020Revenue 2021: $8,203,393Expenses 2021: $7,096,733Net Income 2021: $1,106,6602021Revenue 2022: $8,022,101Expenses 2022: $7,614,049Net Income 2022: $408,0522022Revenue 2023: $8,422,747Expenses 2023: $8,630,455Net Income 2023: -$207,7082023Revenue 2024: $9,102,387Expenses 2024: $8,554,374Net Income 2024: $548,0132024

Highlighted filing

2024

Revenue$9,102,387
Expenses$8,554,374
Net Income$548,013

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.8$0.77$13.0$9.10$8.55$0.55
2023Detailed filing. Detailed filing data is available for this year.$12.3$0.51$11.8$8.42$8.63$0.21
2022Detailed filing. Detailed filing data is available for this year.$12.8$1.15$11.6$8.02$7.61$0.41
2021Detailed filing. Detailed filing data is available for this year.$13.7$0.73$13.0$8.20$7.10$1.11
2020Detailed filing. Detailed filing data is available for this year.$12.4$1.66$10.7$7.19$7.31$0.12
2019Detailed filing. Detailed filing data is available for this year.$11.2$0.61$10.6$7.03$7.32$0.29
2018Detailed filing. Detailed filing data is available for this year.$11.1$0.66$10.4$6.77$6.93$0.17
2017Detailed filing. Detailed filing data is available for this year.$10.8$0.51$10.3$6.47$6.60$0.13
2016Detailed filing. Detailed filing data is available for this year.$10.6$0.57$10.0$6.40$6.45$0.04
2015Detailed filing. Detailed filing data is available for this year.$10.6$0.48$10.1$5.68$6.17$0.48
2014Detailed filing. Detailed filing data is available for this year.$11.0$0.57$10.4$5.59$6.36$0.77
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.55$9.67$6.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.95$0.77$9.18$5.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.74$0.57$9.17$5.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.87$0.56$8.31$5.61
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 25, 2025
Return Version
2023v6.0
Gross Receipts
$9,737,042
Mission and Program Overview

Mission

The mission of Hopewell Center, Inc. is to help adults, children and families experience independent and meaningful lives. Hopewell Center, Inc. provides individualized training and education to residents of Madison County and surrounding areas, who have disabilities or other needs, and helps each individual to reach their potential through educating the community and encouraging an environment that acknowledges the value and contributions of all people.

The mission of Hopewell Center, Inc. is to help adults, children and families who have disabilities or other needs experience independent and meaningful lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,797,503$10,310,210▲ $512,707
Land, Buildings, and Equipment, Net$1,295,717$1,538,083▲ $242,366
Savings and Temporary Cash Investments$316,748$818,450▲ $501,702
Accounts Receivable$571,938$580,316▲ $8,378
Cash and Non-Interest-Bearing Accounts$117,077$83,955▼ $33,122
Prepaid Expenses and Deferred Charges$70,655$73,477▲ $2,822
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Loans From Officers Directors$0$0→ $0
Total Assets$12,348,359$13,753,320▲ $1,404,961
Other Assets Total$178,721$348,829▲ $170,108
Liabilities
Accounts Payable and Accrued Expenses$484,674$498,836▲ $14,162
Other Liabilities$23,213$172,508▲ $149,295
Mortgage Notes Payable Secured by Investment Property$0$97,482▲ $97,482
Total Liabilities$507,887$768,826▲ $260,939
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,684,964$12,809,951▲ $1,124,987
Net Assets With Donor Restrictions$155,508$174,543▲ $19,035
Total Net Assets Fund Balance$11,840,472$12,984,494▲ $1,144,022
Total Liabilities and Net Assets / Fund Balance$12,348,359$13,753,320▲ $1,404,961

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,197,802$4,939,555$6,137,357
Equipment$169,174$837,903$1,007,077
Land$171,107-$171,107
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Connie KurtzPresident/CEOFT$144,088$28,629$172,717
Jeff HelplingCFOFT$118,807$21,870$140,677
Kenny RodefferCOOFT$91,901$39,115$131,016

Board Members and Trustees

NameTitle
Trent DowlingChairperson
Kelly DurrVice-Chairperson
Brett DavisBoard Member
Colin ShortBoard Member
Jesse ReynoldsBoard Member
Julie HettingaBoard Member
Lindsey Pancol-MadingerBoard Member
Marsha MeckelBoard Member
Melissa StantonBoard Member
Misty StanleyBoard Member
Nichelle SerfBoard Member
Scott GullBoard Member
Louis Jackson IIIBoard Member (Partial year)
Mark LooseSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$279,411
Program Service Revenue
$8,287,812
Investment Income
$515,538
Other Revenue
$19,626
All Other Contributions
$127,448
Change in Net Assets
$548,013

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$43,739Market value
Total Noncash Contributions2$43,739-

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,119,121
Revenue Not Reported on Financial Statements
$-16,734
Revenue Not Reported on Form 990
$576,974
Other Revenue Adjustments
$-16,734
Total Revenue per Audited Statements
$9,696,095
Total Revenue per Form 990
$9,102,387
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,569,265
Other Expenses$1,985,109
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,521,410$661,135-$5,182,545
Fees for Services Other$756,434$117,190$0$873,624
Other Employee Benefits$485,795$83,502-$569,297
Payroll Taxes$358,096$50,142-$408,238
Current Officers, Directors, Trustees, and Key Employees$274,574$37,442-$312,016
Office Expenses$231,025$30,481-$261,506
Travel$166,451$1,296-$167,747
Depreciation Depletion$126,146$40,190-$166,336
Occupancy$124,585$24,811-$149,396
Insurance$67,637$51,555-$119,192
Pension Plan Contributions$63,029$34,140-$97,169
Fees for Services Accounting-$39,190-$39,190
All Other Expenses$15,626$8,442$0$24,068
Conferences and Meetings$7,301$7,773-$15,074
Other Expenses$11,187$29,234-$11,187
Interest$879--$879
Total Functional Expenses$7,337,851$1,216,523$0$8,554,374

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,571,108
Expenses per Audited Statements$8,554,374
Total Expenses per Form 990$8,554,374
Expenses Not Reported on Form 990$16,734
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$29,829
Gaming Direct Expenses$16,734
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Comp Plan Investments$172,508
Lease Liabilities-
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 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
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 1A Delegate broad authority to A committee

The officers of the corporation constitute the Executive Committee. Three (3) members of the Executive Committee shall constitute a quorum providing the meeting is chaired by the President or Vice President. The Executive Committee shall exercise authority of the Board of Directors during intervals between meetings of the Board of Directors. The Executive Committee shall be responsible for assisting the Board on all decisions required for the administration of the corporation, including but not limited to: 1. Recommending personnel policies and benefits to Board of Directors. 2. Serving as appellate body for employee "Fair Treatment Policy". 3. Assisting Board of directors in selecting President/CEO. 4. Evaluating performance of President/CEO. 5. Developing slate of officers for election at annual meeting.

Form 990, Part VI, Line 11B Review of form 990 by governing body

The Form 990 is reviewed in detail by the President/CEO and CFO. The final draft is also reviewed by the full board before it is finalized and filed with the Internal Revenue Service.

Form 990, Part VI, Line 12C Conflict of interest policy

On an annual basis, the Board of Directors and executive staff are required to complete a questionnaire disclosing any interests that could give rise to conflicts. These statements are monitored and reviewed by the President/CEO. Any findings are reported to the President of the Board. Any individual who has a conflict of interest is to abstain from discussion and voting that would pertain to that issue.

Form 990, Part VI, Line 15A Process to establish compensation of top management official

The compensation of the president/ceo is reviewed and approved by the executive committee of the board of directors. The committee is provided comparable salary data completed by inarf. This procedure was last completed in march 2024.

Form 990, Part VI, Line 15B Process to establish compensation of other employees

The compensation of the cfo is reviewed by the president/ceo and is approved by the executive committee of the board of directors. They use comparability data to ensure compensation is reasonable. This procedure was last completed in november 2023.

Form 990, Part VI, Line 19 Required documents available to the public

Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time.

Filing and Contact Details

Filer

Filer Name
Hopewell Center Inc
EIN
35-6068669
Phone
7656420201
Address
PO Box 3150, Anderson, IN 46018

Signing Officer

Name
Connie Kurtz
Title
President/CEO
Signed
2025-04-25
Discuss with paid preparer
Yes

Organization Details

Formed
1966
Legal Domicile
In
Voting Board Members
13
Independent Board Members
13
Employees
229
Volunteers
84

Preparer

Firm
Crowe Llp
Address
4801 Olympia Park Plaza Suite 4000, Louisville, KY 40241-2098
Preparer
Kim Scifres
Phone
5023263996
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D Description of other program services

(Expenses $ 794,189 including grants of $)(Revenue $ 867,757) The goal of Hopewell Center's Early Intervention Program is to provide individualized support and therapy services for families and their children that are exhibiting developmental delays. The program curriculum is designed to encourage children to make gains in all developmental areas. Individuals must meet eligibility criteria to qualify for these First Steps Early Intervention services: between the ages of birth to 36 months of age and demonstrate a developmental delay or be considered "at risk" for developing such a delay. Children may receive Physical, Occupational, Speech or Developmental Therapies. Once eligibility has been determined, sessions may occur in the families' homes, childcare center or other community settings. During FY24, our Early Intervention Program served 382 children and their families.

Form 990, Part III, Line 4D Description of other program services

(Expenses $ 235,601 including grants of $)(Revenue $ 271,742) The Community Employment Services program supported 129 individuals in FY24 with career exploration, job placement, and sustained community employment. The program connects motivated job seekers with employers by aligning individuals' skills and interests with suitable opportunities. After securing employment, ongoing retention services are available to ensure long-term success in the workplace.

Form 990, Part IX, Line 11G Other Fees

Other Professional Fees - Total Expense: 873624, Program Service Expense: 756434, Management and General Expenses: 117190, Fundraising Expenses: ;

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

Change in value of beneficial interest in perpetual trust - 19035;

Financial Statement Notes

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

The Center is exempt from income taxes on income from related activities under Section 501(c)(3) of the U.S. Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made for federal or state income taxes. GAAP requires the Center to disclose the amount of potential benefit or obligation to be realized as a result of an examination performed by a taxing authority. For the years ended June 30, 2024 and 2023, management has determined that the Center does not have any tax positions that result in any uncertainties regarding the possible impact on the Center's financial statements. The uncertain tax positions are not expected to change in the next 12 months. The Center recognizes interest and penalties related to the unrecognized tax benefits in interest and income taxes, respectively. The Center has no amounts accrued for interest or penalties as of June 30, 2024 and 2023.

Schedule D, Part XI, Line 4(B) Other revenues in form 990 not in audited financial statements

Fundraising expenses - -16734

Schedule D, Part XII, Line 2(D) Other expenses in audited financial statements not in form 990

Fundraising expenses - 16734

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IRS990/Form990PartVIISectionAGrp/PersonNm0Kelly Durr
IRS990/Form990PartVIISectionAGrp/PersonNm1Mark Loose
IRS990/Form990PartVIISectionAGrp/PersonNm2Trent Dowling
IRS990/Form990PartVIISectionAGrp/PersonNm3Brett Davis
IRS990/Form990PartVIISectionAGrp/PersonNm4Colin Short
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IRS990/Form990PartVIISectionAGrp/PersonNm9Marsha Meckel
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IRS990/Form990PartVIISectionAGrp/PersonNm15Jeff Helpling
IRS990/Form990PartVIISectionAGrp/PersonNm16Kenny Rodeffer
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IRS990/MissionDesc0The mission of Hopewell Center, Inc. is to help adults, children and families who have disabilities or other needs experience independent and meaningful lives. Hopewell Center, Inc. provides individualized training and education to residents of Madison County and surrounding areas, who have disabilities or other needs, and helps each individual to reach their potential through educating the community and encouraging an environment that acknowledges the value and contributions of all people.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Hopewell Center operates 3 group homes for 20 residents. This type of residential setting is a congregate living situation with each home housing between 4 to 8 adults who have comparable support needs. The goal of group home living is to provide continuous active treatment in a 24/7 supervised setting while promoting independence commensurate with the individual's ability. Staff also support the individual to engage in desired activities and interests.
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IRS990/ProgSrvcAccomActy3Grp/Desc0The Day Services Program provides structured activities that foster social engagement and educational opportunities for adults with disabilities in a supportive environment. Emphasizing community integration, the program is designed to help individuals enhance their independence and achieve personal goals while ensuring a safe and positive setting. Services are offered both within the facility and in diverse community locations. The program operates approximately 252 days per year and serves 115 individuals in FY24.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0The goal of Hopewell Center's Early Intervention Program is to provide individualized support and therapy services for families and their children that are exhibiting developmental delays. The program curriculum is designed to encourage children to make gains in all developmental areas. Individuals must meet eligibility criteria to qualify for these First Steps Early Intervention services: between the ages of birth to 36 months of age and demonstrate a developmental delay or be considered "at risk" for developing such a delay. Children may receive Physical, Occupational, Speech or Developmental Therapies. Once eligibility has been determined, sessions may occur in the families' homes, childcare center or other community settings. During FY24, our Early Intervention Program served 382 children and their families.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1The Community Employment Services program supported 129 individuals in FY24 with career exploration, job placement, and sustained community employment. The program connects motivated job seekers with employers by aligning individuals' skills and interests with suitable opportunities. After securing employment, ongoing retention services are available to ensure long-term success in the workplace.
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