Civic Intelligence

Onward Hope Incorporated

990 • Fiscal year 2021 • EIN 46-5002929

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 15, 2022

1408 W Camelback RoadPhoenix, AZ 85013

(602) 441-2123

Siviq Scores

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

Liabilities / Assets

100th percentile

54.65x

Higher debt load relative to assets than 100% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

0.33x

Higher debt load relative to revenue than 80% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

20th percentile

-6.0%

Higher net margin than 20% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

71st percentile

$56,618

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

1st percentile

-87%

Faster asset growth than 1% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

24th percentile

-9.2%

Faster revenue growth than 24% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Down

$4,352

Down $29,343 (-87%) from 2020

Net Assets

Up

-$233,483

Up $192,339 (+45%) from 2020

Liabilities

Down

$237,835

Down $221,682 (-48%) from 2020

Revenue

Down

$717,926

Down $72,731 (-9.2%) from 2020

Expenses

Down

$761,243

Down $116,237 (-13%) from 2020

Net Income

Up

-$43,317

Up $43,506 (+50%) from 2020

Historical Trend

Balance Sheet Trend

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

$500K$0-$500KAssets 2017: $1,285Liabilities 2017: $75,457Net Assets 2017: -$74,1722017Assets 2018: $20,701Liabilities 2018: $100,804Net Assets 2018: -$80,1032018Assets 2019: $1Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $33,695Liabilities 2020: $459,517Net Assets 2020: -$425,8222020Assets 2021: $4,352Liabilities 2021: $237,835Net Assets 2021: -$233,4832021Assets 2022: $6,072Liabilities 2022: $241,575Net Assets 2022: -$235,5032022Assets 2023: $15,261Liabilities 2023: $195,851Net Assets 2023: -$180,5902023Assets 2024: $27,153Liabilities 2024: $140,405Net Assets 2024: -$113,2522024

Highlighted filing

2021

Assets$4,352
Liabilities$237,835
Net Assets-$233,483

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2017: $240,491Expenses 2017: $316,992Net Income 2017: -$76,5012017Revenue 2018: $408,052Expenses 2018: $411,389Net Income 2018: -$3,3372018Revenue 2019: $534,210Expenses 2019: $593,878Net Income 2019: -$59,6682019Revenue 2020: $790,657Expenses 2020: $877,480Net Income 2020: -$86,8232020Revenue 2021: $717,926Expenses 2021: $761,243Net Income 2021: -$43,3172021Revenue 2022: $280,998Expenses 2022: $283,018Net Income 2022: -$2,0202022Revenue 2023: $262,177Expenses 2023: $207,264Net Income 2023: $54,9132023Revenue 2024: $321,073Expenses 2024: $253,735Net Income 2024: $67,3382024

Highlighted filing

2021

Revenue$717,926
Expenses$761,243
Net Income-$43,317
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 15, 2022
Return Version
2021v4.0
Gross Receipts
$717,926
Mission and Program Overview

Mission

We are committed to improving and assisting the successful transition of at-risk young people to independent adulthood and supporting resilient families, by connecting them to resources.

We are committed to Empowering and Connecting Youth and Families Today, for a Strong Future Tomorrow. Though 2021 was uniquely difficult year for everyone, due to the impact of COVID-19, we were still able to provide services to many youth, young adults, and families. We have supported 474 youth and families through 3 unique programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,184$2,370▲ $186
Cash and Non-Interest-Bearing Accounts$26,101$1,982▼ $24,119
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-425,822$-233,483▲ $192,339
Other Assets Total$5,410--
Total Assets$33,695$4,352▼ $29,343
Liabilities
Accounts Payable and Accrued Expenses$229,686$237,835▲ $8,149
Other Liabilities$229,831$0▼ $229,831
Total Liabilities$459,517$237,835▼ $221,682
Net Assets / Fund Balance
Total Net Assets Fund Balance$-425,822$-233,483▲ $192,339
Total Liabilities and Net Assets / Fund Balance$33,695$4,352▼ $29,343
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eshawn PetersonCEOFT$46,400$10,218$56,618
Jackie PhillipsCOO/SecretaryFT$42,060-$42,060

Board Members and Trustees

NameTitle
Cherie A StallBoard Chair (thru 10/2021)
Cicely SappBoard Vice Chair/Board Chair
Donna PhillipsDirector
Robert LeeDirector
Daniel RodriguezDirector (thru 11/2021)
Cynthia JohnsonTreasurer (from 12/2021)
Joseph CoxTreasurer (thru 11/2021)
Revenue and Support

Revenue Composition

Contributions and Grants
$150,818
Program Service Revenue
$567,107
Investment Income
$1
Other Revenue
$0
All Other Contributions
$150,818
Change in Net Assets
$-43,317

Audited Revenue Reconciliation

Revenue per Audited Statements
$717,926
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$717,926
Total Revenue per Form 990
$717,926
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$444,545
Other Expenses$316,698
Total Fundraising Expense$921
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$290,740$12,995-$303,735
Occupancy$103,809$28,020-$131,829
Current Officers, Directors, Trustees, and Key Employees$7,037$91,641-$98,678
Office Expenses$28,787$8,760-$37,547
Insurance$27,582$8,835-$36,417
Payroll Taxes$23,430$7,505-$30,935
All Other Expenses$11,652$3,561-$15,213
Fees for Services Other$9,344$2,993-$12,337
Other Expenses$8,570$2,745$0$11,315
Other Employee Benefits$11,197$0-$11,197
Information Technology$4,489$1,438-$5,927
Conferences and Meetings$1,366$438-$1,804
Travel$1,216$390-$1,606
Fees for Services Management-$1,393-$1,393
Advertising--$921$921
Fees for Services Accounting-$15-$15
Total Functional Expenses$582,449$177,873$921$761,243

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$761,243
Total Expenses per Audited Statements$761,243
Total Expenses per Form 990$761,243
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
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
Eshawn PetersonFamily Relationship with Jackie Phillips, Officer of the BoardEmployee Compensation for CEO ServicesNo$56,618
Jackie PhillipsFamily relationship to Eshawn Peterson, Officer of the BoardEmployee Compensation for COO ServicesNo$41,221
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
Yes
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
No
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, Section A, Line 2

Eshawn Peterson and Jackie Phillips have a family relationship.

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

The Form 990 is reviewed and approved by the CEO, prior to being presented to the Board for approval. It is then approved by the Board before filing.

Form 990, Part VI, Section B, Line 12C

Each Covered Person (current director, officer and key employee) is required to disclose in good faith and in writing to the Board of Directors all material facts related to conflicts of interest, or the appearance of a conflict of interest, pertaining to any proposed transaction or other arrangement. Disclosures should be made in advance, before any action is taken on the matter. Each current director, officer and key employee of the Organization, as well as nominees for election as director (prior to his or her initial election), must submit to the Secretary of the Organization at least once per year (and updated as appropriate) a conflict of interest questionnaire. The Board of Directors will review all conflicts of interest and determine whether to approve or ratify any such matters. The Board of Directors may only approve the underlying matter if it determines that such matter, under the terms and within the circumstances and conditions presented, is fair, reasonable, and in the best interests of the Organization at the time of such determination. Persons with an interest in any matter under review by the Board of Directors are not permitted to be present at or participate in any deliberations or voting by the Board with respect to the matter giving rise to the potential conflict, and must not attempt to influence improperly the deliberation or voting on such matter. In appropriate circumstances, any such person may be called upon to provide information relevant to the determination prior to the commencement of deliberations or voting related thereto.

Form 990, Part VI, Section B, Line 15

The compensation for the CEO was determined by using a compensation study of comparable positions and documented in the minutes of the Executive Committee Meeting. It was last performed in 2016 and has not changed since that time.

Form 990, Part VI, Section C, Line 19

All governing documents, conflicts of interest policy and financial statements are available to the public year round upon request.

Filing and Contact Details

Filer

Filer Name
Onward Hope Inc
EIN
46-5002929
Phone
6024412123
Address
1408 W Camelback Road, Phoenix, AZ 85013

Signing Officer

Name
Cicely Sapp
Title
Board Chair
Phone
6024412123
Signed
2022-06-15

Organization Details

Principal Officer
Eshawn Peterson
Formed
2014
Legal Domicile
Az
Voting Board Members
6
Independent Board Members
4
Employees
23
Volunteers
10
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IRS990/OtherExpensesGrp/ProgramServicesAmt38570
IRS990/OtherExpensesGrp/TotalAmt030925
IRS990/OtherExpensesGrp/TotalAmt116476
IRS990/OtherExpensesGrp/TotalAmt212973
IRS990/OtherExpensesGrp/TotalAmt311315
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IRS990/OtherLiabilitiesGrp/EOYAmt00
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0290740
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IRS990/PrincipalOfficerNm0Eshawn Peterson
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IRS990/ProgramServiceRevenueGrp/BusinessCd1624110
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IRS990/ProgramServiceRevenueGrp/Desc0Parent Aide
IRS990/ProgramServiceRevenueGrp/Desc1Beds Income
IRS990/ProgramServiceRevenueGrp/Desc2Transition Services
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
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IRS990/ProgSrvcAccomActy2Grp/Desc0We continued to support youth and families through our Foster Care and Adoption Services program. We provided training and preparation support for families to take in Arizona's most vulnerable youth. We have a specific niche of supporting families who want to care for teenagers, larger sibling groups, and kinship providers. We have successfully reunified 38 families and had 8 successful adoptions throughout the year. This provided concrete supports for both biological children for our licensed and unlicensed foster care and adoption homes. We had two annual events to commemorate National Foster Care Awareness Month in May and National Adoption Day in November, as well as our annual Holiday Hope event, in which we provided $43,000 worth of gifts to 153 youth in foster care for Christmas, through our partnerships with Toys for Tots and Love Society.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0203857
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0137651
IRS990/ProgSrvcAccomActy3Grp/Desc0Through our Transition Aged Services program, we have served 169 youth and young people, from the ages of 11-29. We have provided on-going coaching support where we match a young person with a staff member coach or mentor and provide one-on-one capacity building coaching support in the well-being domains of educational, career, spiritual, mental, emotional, physical, and social needs. We help youth develop youth-centered and driven transition plans, that are unique to each youth, to help identify areas that will support their successful transition into adulthood and we pair that plan with practical life skills training. We help youth identify permanent connections, healing relationships, and personal and professional development. We partnered with community organization and local universities to expand our support and coordinate efforts. Additionally, we supported 32 youth in a pilot transitional housing, ultimately securing long-term housing for 29 of the young people, in their own homes, with roommates, or reunited with family. This pilot will be used to scale housing services in a apartment setting versus congregate care setting in the future. We expanded our support of transition aged youth, to young mothers and fathers, this year as well, by providing them parenting skills classes with evidence-based curriculums, such as Nurturing Parent, Partners for a Healthy Baby and Triple P. This program was designed to reduce the generational cycles of system involvement and to increase the skills of our young parents. It was imperative that we serve the entire family structure, by centering healthy co-parenting relationships, communication and boundaries. We will continue to provide transition aged services going forward.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt087367
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Eshawn Peterson
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1Jackie Phillips
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Family Relationship with Jackie Phillips, Officer of the Board
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1Family relationship to Eshawn Peterson, Officer of the Board
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00

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