Civic Intelligence

Hopeway Foundation

990 • Fiscal year 2015 • EIN 46-4510365

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 03, 2016

Organization Profilehopewayfoundation.org

View Organization Page

6801 Fairview RoadCharlotte, NC 28210

(704) 930-0130

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.25x

Higher debt load relative to assets than 33% of similar nonprofits.

2015 filings • NTEE E • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

63rd percentile

0.47x

Higher debt load relative to revenue than 63% of similar nonprofits.

2015 filings • NTEE E • $25M-$50M nonprofits • Source year 2015

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2015 filings • NTEE E • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

3rd percentile

$0

Higher top officer pay than 3% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • NTEE E • $25M-$50M nonprofits • Source year 2015

Asset Growth

99th percentile

353%

Faster asset growth than 99% of similar nonprofits.

2015 filings • NTEE E • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

140%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • NTEE E • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$30,447,650

Up $23,724,204 (+353%) from 2014

Net Assets

Up

$22,797,122

Up $16,079,968 (+239%) from 2014

Liabilities

Up

$7,650,528

Up $7,644,236 (+121491%) from 2014

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin99th percentile

Revenue

Up

$16,374,627

Up $9,550,349 (+140%) from 2014

Expenses

Up

$291,053

Up $183,929 (+172%) from 2014

Net Income

Up

$16,083,574

Up $9,366,420 (+139%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$60M$40M$20M$0Assets 2014: $6,723,446Liabilities 2014: $6,292Net Assets 2014: $6,717,1542014Assets 2015: $30,447,650Liabilities 2015: $7,650,528Net Assets 2015: $22,797,1222015Assets 2016: $32,211,811Liabilities 2016: $9,042,869Net Assets 2016: $23,168,9422016Assets 2017: $29,864,758Liabilities 2017: $8,179,073Net Assets 2017: $21,685,6852017Assets 2018: $29,658,234Liabilities 2018: $7,959,566Net Assets 2018: $21,698,6682018Assets 2019: $31,072,832Liabilities 2019: $8,233,177Net Assets 2019: $22,839,6552019Assets 2020: $30,119,051Liabilities 2020: $7,929,906Net Assets 2020: $22,189,1452020Assets 2021: $32,563,344Liabilities 2021: $8,431,135Net Assets 2021: $24,132,2092021Assets 2022: $33,459,883Liabilities 2022: $8,623,151Net Assets 2022: $24,836,7322022Assets 2023: $40,915,450Liabilities 2023: $12,654,125Net Assets 2023: $28,261,3252023Assets 2024: $38,803,255Liabilities 2024: $12,263,760Net Assets 2024: $26,539,4952024

Highlighted filing

2015

Assets$30,447,650
Liabilities$7,650,528
Net Assets$22,797,122
Open 2015 Filing

Operations Trend

Revenue Growth96th percentile

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

$30M$20M$10M$0-$10MRevenue 2014: $6,824,278Expenses 2014: $107,124Net Income 2014: $6,717,1542014Revenue 2015: $16,374,627Expenses 2015: $291,053Net Income 2015: $16,083,5742015Revenue 2016: $2,362,480Expenses 2016: $1,990,660Net Income 2016: $371,8202016Revenue 2017: $5,953,119Expenses 2017: $7,436,376Net Income 2017: -$1,483,2572017Revenue 2018: $9,204,666Expenses 2018: $9,191,683Net Income 2018: $12,9832018Revenue 2019: $12,091,553Expenses 2019: $10,950,566Net Income 2019: $1,140,9872019Revenue 2020: $10,714,864Expenses 2020: $11,365,374Net Income 2020: -$650,5102020Revenue 2021: $14,897,275Expenses 2021: $12,954,211Net Income 2021: $1,943,0642021Revenue 2022: $16,077,222Expenses 2022: $15,248,356Net Income 2022: $828,8662022Revenue 2023: $20,613,011Expenses 2023: $17,188,418Net Income 2023: $3,424,5932023Revenue 2024: $19,819,448Expenses 2024: $21,544,469Net Income 2024: -$1,725,0212024

Highlighted filing

2015

Revenue$16,374,627
Expenses$291,053
Net Income$16,083,574
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 3, 2016
Return Version
2015v2.0
Gross Receipts
$16,374,627
Mission and Program Overview

Mission

To broaden the scope of mental health care and education for adults.

To broaden the scope of mental health care and education for adults in our region.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$5,162,252$15,443,483▲ $10,281,231
Land, Buildings, and Equipment, Net$9,725$6,641,038▲ $6,631,313
Cash and Non-Interest-Bearing Accounts$1,241,918$6,078,879▲ $4,836,961
Savings and Temporary Cash Investments$101,292$1,741,996▲ $1,640,704
Intangible Assets$8,259$183,044▲ $174,785
Accounts Receivable-$2,305-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$6,723,446$30,447,650▲ $23,724,204
Other Assets Total$200,000$356,905▲ $156,905
Liabilities
Tax Exempt Bond Liabilities-$7,620,000-
Accounts Payable and Accrued Expenses$6,291$28,527▲ $22,236
Other Liabilities$1$2,001▲ $2,000
Total Liabilities$6,292$7,650,528▲ $7,644,236
Net Assets / Fund Balance
Unrestricted Net Assets$6,717,154$20,993,463▲ $14,276,309
Temporarily Rstr Net Assets-$1,803,659-
Total Net Assets Fund Balance$6,717,154$22,797,122▲ $16,079,968
Total Liabilities and Net Assets / Fund Balance$6,723,446$30,447,650▲ $23,724,204

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,242,063-$5,242,063
Land$1,398,975-$1,398,975
Compensation and Service Providers
Top Officer Pay3rd percentile

Board Members and Trustees

NameTitle
Mr William F Blue JrChairman
Anne H StolzDirector
David DooleyDirector
David NeillDirector
J Travis HainDirector
Jane ShowalterDirector
Kathy IzardDirector
Margaret JacksonDirector
Michael ElliottDirector
Rob BuckfelderDirector
Steve PurdyDirector
Betsy N BlueSecretary
Thomas L JamesTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Shelco LLCBuilding contractor2320 Cascade Pointe Blvd Ste 100, Charlotte, NC 28208$406,422
Perkins WillArchitect330 S Tryon St 300, Charlotte, NC 28202$213,888
Solomon Page GroupExec. Dir. Search2501 Blue Ridge Rd, Raleigh, NC 27607$125,023
Revenue and Support

Revenue Composition

Contributions and Grants
$16,354,219
Program Service Revenue
$0
Investment Income
$14,690
Other Revenue
$5,718
All Other Contributions
$16,354,219
Change in Net Assets
$16,083,574

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,374,627
Revenue Not Reported on Form 990
$40,627
Total Revenue per Audited Statements
$16,415,254
Total Revenue per Form 990
$16,374,627
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$201,684
Total Fundraising Expense$128,965
Salaries, Compensation, and Employee Benefits$45,384
Professional Fundraising Fees$43,985
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$103,965-$103,965
Other Salaries and Wages--$45,384$45,384
Fees for Services Professional Fundraising--$43,985$43,985
Occupancy-$42,722-$42,722
Travel-$2,315$20,751$23,066
Information Technology-$1,522$9,484$11,006
Depreciation Depletion-$5,866-$5,866
Other Expenses-$3,565$9,361$3,565
Total Functional Expenses$0$162,088$128,965$291,053

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$319,660
Expenses per Audited Statements$291,053
Total Expenses per Form 990$291,053
Expenses Not Reported on Form 990$28,607
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$43,985
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll liabilities$2,001

Bond Issues

BondIssuerIssuedIssue PricePurpose
APublic Finance Authority2015-03-12$7,620,000Construction of Building

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$7,620,000--$180,170
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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 2: Description of Business or Family Relationship of Officers, Directors, Et

“Chairman and Director, William F. Blue, Jr., is the husband of Secretary and Director, Betsy N. Blue.David Neill is the brother of Betsy N. Blue and brother-in-law of William F. Blue, Jr.”

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

“The 990 is supplied to the Board of Directors for their review and approval prior to submittal.”

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

“Conflicts of interest are discussed at board meetings and each director has signed a form disclosing conflicts of interest.”

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

“Executive search firms are used for key hires. There is also an Executive Search committee of the board. They review market rates for positions and establish acceptable ranges before hiring.”

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

“Available upon request”

Filing and Contact Details

Filer

Filer Name
HopeWay Foundation
EIN
46-4510365
Phone
7049300130
Address
6801 Fairview Road, Charlotte, NC 28210

Signing Officer

Name
Mr William F Blue Jr
Title
Chairman
Signed
2016-08-03
Discuss with paid preparer
Yes

Organization Details

Formed
2014
Legal Domicile
Nc
Voting Board Members
13
Independent Board Members
13
Employees
2
Volunteers
30

Preparer

Firm
C DeWitt Foard & Co PA CPAs
Address
817 E Morehead Street Ste 100, Charlotte, NC 28202-2767
Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Additional Explanations

Contributions

“Total contributions on the Part I, Line 8 of the 990 is presented net of an estimated allowance for doubtful accounts of $1,194,200 and discount for present value of $721,764.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
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IRS990/InformationTechnologyGrp/FundraisingAmt09484
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01522
IRS990/InformationTechnologyGrp/TotalAmt011006
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt08259
IRS990/IntangibleAssetsGrp/EOYAmt0183044
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IRS990/LandBldgEquipCostOrOtherBssAmt06641038
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To broaden the scope of mental health care and education for adults in our region.
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IRS990/NondeductibleContributionsInd0false
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IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Supplies
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02133
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13565
IRS990/OtherExpensesGrp/TotalAmt011494
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05718
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IRS990/OtherRevenueTotalAmt05718
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt045384
IRS990/OtherSalariesAndWagesGrp/TotalAmt045384
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt05162252
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt015443483
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PriorPeriodAdjustmentsAmt0-15626
IRS990/ProfessionalFundraisingInd0true
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt06822166
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02012
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0107124
IRS990/PYOtherRevenueAmt0100
IRS990/PYRevenuesLessExpensesAmt06717154
IRS990/PYTotalExpensesAmt0107124
IRS990/PYTotalRevenueAmt06824278
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt016083574
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0101292
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06822166
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt05242063
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05242063
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt028607
IRS990ScheduleD/DonatedServicesUseFcltsAmt028607
IRS990ScheduleD/ExpensesNotReportedAmt028607
IRS990ScheduleD/ExpensesSubtotalAmt0291053
IRS990ScheduleD/LandGrp/BookValueAmt01398975
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01398975
IRS990ScheduleD/NetUnrealizedGainsInvstAmt012020
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02001
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll liabilities
IRS990ScheduleD/RevenueNotReportedAmt040627
IRS990ScheduleD/RevenueSubtotalAmt016374627
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06641038
IRS990ScheduleD/TotalExpensesPerForm990Amt0291053
IRS990ScheduleD/TotalLiabilityAmt02001
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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt016415254
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0319660
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0Consulting
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt1Consulting
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,447,650
Liabilities
$7,650,528
Net assets
$22,797,122
Revenue
$16,374,627
Expenses
$291,053
Net income
$16,083,574
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.8$12.3$26.5$19.8$21.5$1.73
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.9$12.7$28.3$20.6$17.2$3.42
2022Detailed filing. Detailed filing data is available for this year.$33.5$8.62$24.8$16.1$15.2$0.83
2021Detailed filing. Detailed filing data is available for this year.$32.6$8.43$24.1$14.9$13.0$1.94
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.1$7.93$22.2$10.7$11.4$0.65
2019Detailed filing. Detailed filing data is available for this year.$31.1$8.23$22.8$12.1$11.0$1.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.7$7.96$21.7$9.20$9.19$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.9$8.18$21.7$5.95$7.44$1.48
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.2$9.04$23.2$2.36$1.99$0.37
2015Detailed filing. Detailed filing data is available for this year.$30.4$7.65$22.8$16.4$0.29$16.1
2014Detailed filing. Detailed filing data is available for this year.$6.72$0.01$6.72$6.82$0.11$6.72