Civic Intelligence

Hps Helping People Succeed

EIN 65-0264765 • 501(c)3 • Jensen Beach, FL

Profile

The hps, helping people succeed foundation, inc. Is a 501(c)3 providing financial support for the affiliated 501(c)3 public charity, hps, helping people secceed, inc.

1601 NE Success DriveJensen Beach, FL 34957

n/A

Siviq Scores

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

Liabilities / Assets

71st percentile

0.26x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

87th percentile

0.92x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

84th percentile

37%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

65th percentile

9.8%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

22nd percentile

-9.5%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$2,877,659

Up $336,920 (+13%) from 2022

Liabilities

Down

$640,055

Down $14,692 (-2.2%) from 2022

Net Assets

Up

$2,237,604

Up $351,612 (+19%) from 2022

Revenue

Up

$810,819

Up $98,723 (+14%) from 2022

Expenses

Up

$711,708

Up $262,821 (+59%) from 2022

Net Income

Down

$99,111

Down $164,098 (-62%) from 2022

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $334,231Liabilities 2011: $0Net Assets 2011: $334,2312011Assets 2012: $236,050Liabilities 2012: $7,045Net Assets 2012: $229,0052012Assets 2013: $125,022Liabilities 2013: $3,725Net Assets 2013: $121,2972013Assets 2014: $138,006Liabilities 2014: $5,385Net Assets 2014: $132,6212014Assets 2015: $171,788Liabilities 2015: $0Net Assets 2015: $171,7882015Assets 2016: $223,620Liabilities 2016: $6,500Net Assets 2016: $217,1202016Assets 2017: $254,288Liabilities 2017: $85Net Assets 2017: $254,2032017Assets 2018: $398,250Liabilities 2018: $5,170Net Assets 2018: $393,0802018Assets 2019: $684,987Liabilities 2019: $19,648Net Assets 2019: $665,3392019Assets 2020: $2,053,389Liabilities 2020: $730,000Net Assets 2020: $1,323,3892020Assets 2021: $2,313,073Liabilities 2021: $690,290Net Assets 2021: $1,622,7832021Assets 2022: $2,540,739Liabilities 2022: $654,747Net Assets 2022: $1,885,9922022Assets 2024: $2,877,659Liabilities 2024: $640,055Net Assets 2024: $2,237,6042024

Highlighted filing

2024

Assets$2,877,659
Liabilities$640,055
Net Assets$2,237,604

Operations Trend

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

$1.0M$500K$0Expenses 2011: $202,2442011Expenses 2012: $259,9032012Expenses 2013: $292,9312013Revenue 2014: $231,377Expenses 2014: $220,057Net Income 2014: $11,3202014Revenue 2015: $384,078Expenses 2015: $344,911Net Income 2015: $39,1672015Revenue 2016: $294,095Expenses 2016: $248,763Net Income 2016: $45,3322016Revenue 2017: $366,845Expenses 2017: $329,787Net Income 2017: $37,0582017Revenue 2018: $483,902Expenses 2018: $345,025Net Income 2018: $138,8772018Revenue 2019: $603,293Expenses 2019: $331,034Net Income 2019: $272,2592019Revenue 2020: $977,297Expenses 2020: $319,247Net Income 2020: $658,0502020Revenue 2021: $786,650Expenses 2021: $487,256Net Income 2021: $299,3942021Revenue 2022: $712,096Expenses 2022: $448,887Net Income 2022: $263,2092022Revenue 2024: $810,819Expenses 2024: $711,708Net Income 2024: $99,1112024

Highlighted filing

2024

Revenue$810,819
Expenses$711,708
Net Income$99,111

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.88$0.64$2.24$0.81$0.71$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.54$0.65$1.89$0.71$0.45$0.26
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.69$1.62$0.79$0.49$0.30
2020Detailed filing. Detailed filing data is available for this year.$2.05$0.73$1.32$0.98$0.32$0.66
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.02$0.67$0.60$0.33$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.40$0.01$0.39$0.48$0.35$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.37$0.33$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.01$0.22$0.29$0.25$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.38$0.34$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.14$0.01$0.13$0.23$0.22$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.12$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.01$0.23$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 18, 2025
Return Version
2023v6.0
Gross Receipts
$878,019
Mission and Program Overview

Mission

The Foundation's mission

The hps, helping people succeed foundation, inc. Is a 501(c)3 providing financial support for the affiliated 501(c)3 public charity, hps, helping people secceed, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$1,344,624-
Land, Buildings, and Equipment, Net$1,245,102$1,298,404▲ $53,302
Savings and Temporary Cash Investments$1,371,975$119,990▼ $1,251,985
Cash and Non-Interest-Bearing Accounts$78,369$52,141▼ $26,228
Accounts Receivable$56,500$37,500▼ $19,000
Prepaid Expenses and Deferred Charges-$25,000-
Total Assets$2,751,946$2,877,659▲ $125,713
Liabilities
Mortgage Notes Payable Secured by Investment Property$612,903$572,472▼ $40,431
Deferred Revenue$550$66,923▲ $66,373
Accounts Payable and Accrued Expenses-$660-
Total Liabilities$613,453$640,055▲ $26,602
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,362,379$1,503,566▲ $141,187
Net Assets With Donor Restrictions$776,114$734,038▼ $42,076
Total Net Assets Fund Balance$2,138,493$2,237,604▲ $99,111
Total Liabilities and Net Assets / Fund Balance$2,751,946$2,877,659▲ $125,713

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,156,204$163,392$1,319,596
Land$142,200-$142,200
Equipment-$4,882$4,882
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$569,192
Program Service Revenue
$0
Investment Income
$115,071
Other Revenue
$126,556
All Other Contributions
$417,467
Change in Net Assets
$99,111

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table10,000$91,812Fair Market Value (FMV)
Total Noncash Contributions10,000$91,812-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$587,864
Other Expenses$123,844
Total Fundraising Expense$45,989
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$587,864--$587,864
Advertising--$41,989$41,989
Depreciation Depletion$40,848--$40,848
Interest-$24,177-$24,177
Fees for Services Other--$4,000$4,000
Fees for Services Legal-$3,007-$3,007
Information Technology-$2,448-$2,448
Office Expenses-$2,118-$2,118
Other Expenses-$1,217-$1,217
Fees for Services Accounting-$600-$600
Conferences and Meetings-$64-$64
Total Functional Expenses$628,712$37,007$45,989$711,708
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hps Helping People Succeed IncJensen Beach, FL3Program Support$496,052
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$67,200
Fundraising Gross Income$49,756
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pinot and Picas$157,375$34,400$10,918$23,482
Calendar$44,106$15,356$22,825$-7,469
Total Events$201,481$49,756$67,200$-17,444
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
Bonney JohnsonTrustee DonorDonationNo$40,000
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
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The chief financial officer of the supported organization, (hps helping people succeed, inc.) reviews the 990 then passes it on to the president/ceo of the supported organization and the board of directors of both the supported organization and hps helping people succeed foundation, inc. For final review and approval.

Form 990, Page 6, Part VI, Line 12C

The conflict of interest policy is part of each board member's formal job description. The conflict of interest questionaire is completed and submitted by each board member annually.

Form 990, Page 6, Part VI, Line 18

The 990, as well as all other irs related documents that are open to inspection, are available to the general public upon request.

Form 990, Page 6, Part VI, Line 19

Organizational and governing documents are available upon requist.

Filing and Contact Details

Filer

Filer Name
Hps Helping People Succeed
EIN
65-0264765
Phone
7723200770
Address
1601 NE SUCCESS DRIVE, JENSEN BEACH, FL 34957

Signing Officer

Name
Ann L Mehling
Title
CFO
Phone
7723200770
Signed
2025-04-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kara Stimpson
Formed
1990
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
110

Preparer

Firm
Leonardo & Company
Address
950 PENINSULA CORPORATE CIRCLE STE, BOCA RATON, FL 33487
Preparer
Aliz Leonardo CPA
Phone
5612052727
Supplemental Narrative

Additional Explanations

Form 990, Page 5, Part V, Line 3B

The foundation did not have unrelated revenue this year.

Financial Statement Notes

Schedule D, Page 3, Part X

Hps and the foundation are nonprofit corporations whose revenues are derived from program services, contributions and fund-raising activities that are expempt from income taxes under section 501(c)(3) of the internal revenue code. Accordingly, no provision for income tax has been made in these consolidated financial staterments. Hps and the foundation are classified as public charities and are not classified as private foundations. The llc is a single member llc and is disregarded as a seperate entity under regulations section 301.7701-3. The organizations evaluate any uncertain income tax positions based on how the income tax positions are likely to be sustained if the internal revenue service (irs) or the florida department of revenue (forida dor) examined the positions. Accordingly, a contingency would be recognized when the income tax position taken by the organizations are likely to be challenged upon an audit by the irs or the florida dor. There were no uncertain tax positions qualifying for disclosure for the tax years subject to the audit by the irs or florida dor. The organizations' federal income tax returns are subject to a possible audit by the irs for three years after they were filed. In the year ending june 30, 2024 the organizations paid no income tax, income tax penalties or interest and have no liability for income taxes as of year end.

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IRS990/MissionDesc0THE HPS, HELPING PEOPLE SUCCEED FOUNDATION, INC. IS A 501(C)3 PROVIDING FINANCIAL SUPPORT FOR THE AFFILIATED 501(C)3 PUBLIC CHARITY, HPS, HELPING PEOPLE SECCEED, INC.
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HPS HELPING PEOPLE SUCCEED INC
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt04882
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0142200
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0HPS AND THE FOUNDATION ARE NONPROFIT CORPORATIONS WHOSE REVENUES ARE DERIVED FROM PROGRAM SERVICES, CONTRIBUTIONS AND FUND-RAISING ACTIVITIES THAT ARE EXPEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAX HAS BEEN MADE IN THESE CONSOLIDATED FINANCIAL STATERMENTS. HPS AND THE FOUNDATION ARE CLASSIFIED AS PUBLIC CHARITIES AND ARE NOT CLASSIFIED AS PRIVATE FOUNDATIONS. THE LLC IS A SINGLE MEMBER LLC AND IS DISREGARDED AS A SEPERATE ENTITY UNDER REGULATIONS SECTION 301.7701-3. THE ORGANIZATIONS EVALUATE ANY UNCERTAIN INCOME TAX POSITIONS BASED ON HOW THE INCOME TAX POSITIONS ARE LIKELY TO BE SUSTAINED IF THE INTERNAL REVENUE SERVICE (IRS) OR THE FLORIDA DEPARTMENT OF REVENUE (FORIDA DOR) EXAMINED THE POSITIONS. ACCORDINGLY, A CONTINGENCY WOULD BE RECOGNIZED WHEN THE INCOME TAX POSITION TAKEN BY THE ORGANIZATIONS ARE LIKELY TO BE CHALLENGED UPON AN AUDIT BY THE IRS OR THE FLORIDA DOR. THERE WERE NO UNCERTAIN TAX POSITIONS QUALIFYING FOR DISCLOSURE FOR THE TAX YEARS SUBJECT TO THE AUDIT BY THE IRS OR FLORIDA DOR. THE ORGANIZATIONS' FEDERAL INCOME TAX RETURNS ARE SUBJECT TO A POSSIBLE AUDIT BY THE IRS FOR THREE YEARS AFTER THEY WERE FILED. IN THE YEAR ENDING JUNE 30, 2024 THE ORGANIZATIONS PAID NO INCOME TAX, INCOME TAX PENALTIES OR INTEREST AND HAVE NO LIABILITY FOR INCOME TAXES AS OF YEAR END.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0PROGRAM SUPPLY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HPS HELPING PEOPLE SUCCEED INC
IRS990ScheduleI/RecipientTable/RecipientEIN0591051699
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01601 NE SUCCESS DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0JENSEN BEACH
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0BONNEY JOHNSON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TRUSTEE DONOR
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0DONATION
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION DID NOT HAVE UNRELATED REVENUE THIS YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CHIEF FINANCIAL OFFICER OF THE SUPPORTED ORGANIZATION, (HPS HELPING PEOPLE SUCCEED, INC.) REVIEWS THE 990 THEN PASSES IT ON TO THE PRESIDENT/CEO OF THE SUPPORTED ORGANIZATION AND THE BOARD OF DIRECTORS OF BOTH THE SUPPORTED ORGANIZATION AND HPS HELPING PEOPLE SUCCEED FOUNDATION, INC. FOR FINAL REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS PART OF EACH BOARD MEMBER'S FORMAL JOB DESCRIPTION. THE CONFLICT OF INTEREST QUESTIONAIRE IS COMPLETED AND SUBMITTED BY EACH BOARD MEMBER ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990, AS WELL AS ALL OTHER IRS RELATED DOCUMENTS THAT ARE OPEN TO INSPECTION, ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ORGANIZATIONAL AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUIST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 5, PART V, LINE 3B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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