Hope Services
Hope Services
San Jose CA | IRS ruling year: 1953 | EIN: 94-1399287
Organization Mission
EMPLOYMENT AND TRAINING SERVICES, MENTAL HEALTH SERVICES, SENIOR SERVICES, COMMUNITY LIVING
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San Jose CA | IRS ruling year: 1953 | EIN: 94-1399287
Organization Mission
EMPLOYMENT AND TRAINING SERVICES, MENTAL HEALTH SERVICES, SENIOR SERVICES, COMMUNITY LIVING
Great
This charity's score is 100%, earning it a Four-Star rating. If this organization aligns with your passions and values, you can give with confidence.
This overall score is calculated from multiple beacon scores, weighted as follows: 80% Accountability & Finance, 10% Leadership & Adaptability, 10% Culture & Community. Learn more about our criteria and methodology.
We recognize that not all metrics and beacons equally predict a charity’s success. The percentage each beacon contributes to the organization’s overall rating depends on the number of beacons an organization has earned.
Use the tool below to select different beacons to see how the weighting shifts when only one, two, or three beacons are earned.
Charity Navigator's ratings previously did not consider Leadership & Adaptability, Culture & Community, or Impact & Results. The historic rating mainly reflects a version of today’s Accountability and Finance score. More information on our previous rating methodologies can be found on our rating methodology page.
Rating histories are available for a growing number of rated organizations. Check back later to see if this organization has a rating history!
Score
Most Recent Fiscal Year:
FY 2022
This beacon provides an assessment of a charity's financial health (financial efficiency, sustainability, and trustworthiness) and its commitment to governance practices and policies.
Learn more
Industry professionals strongly recommend an independent governing body to allow for full deliberation and diversity of thinking on governance and other organizational matters. We check to see that a majority of board members are identified as independent on their tax form.
Source: IRS Form 990
Industry professionals strongly recommend an independent governing body to allow for full deliberation and diversity of thinking on governance and other organizational matters. For most organizations, we check to see if the organization has at least three independent board members. For large, donor-funded organizations, we check to see if the organization has at least five independent board members
Source: IRS Form 990
An Audit, Review, or Compilation provides important information about financial accountability and accuracy. Organizations are scored based on their Total Revenue Amount:
Total Revenue Amount | Expectation to Receive Credit |
$2 million or higher and 40% or higher donor support | Expected to complete an audit and have an audit oversight committee |
$1 million or higher | Expected to complete an audit |
$500,000 - $1 million | Expected to complete an audit, review, or compilation |
Less than $500,000 | No expectation (removed from scoring methodology) |
Source: IRS Form 990
A diversion of assets — any unauthorized conversion or use of the organization's assets other than for the organization's authorized purposes, including but not limited to embezzlement or theft — also can seriously call into question a charity's financial integrity. We review the charity's most recent IRS Form 990 to see if the charity has reported any diversion of assets.
Source: IRS Form 990
Charity Navigator looks for a website on the IRS Form 990 as an accountability and transparency metric.
Nonprofits act in the public trust and reporting publicly on activities is an important component.
Source: IRS Form 990
Charity Navigator looks for the existence of a conflict of interest policy on the IRS Form 990 as an accountability and transparency measure.
This policy protects the organization and by extension those it serves, when it is considering entering into a transaction that may benefit the private interest of an officer, director and/or key employee of the organization.
Source: IRS Form 990
Charity Navigator looks for the existence of a whistleblower policy per the IRS Form 990 as an accountability and transparency measure.
This policy outlines procedures for handling employee complaints, as well as a confidential way for employees to report financial or other types of mismanagement.
Source: IRS Form 990
Charity Navigator looks for the existence of a document retention and destruction policy per the IRS Form 990 as an accountability and transparency measure.
This policy establishes guidelines for the handling, backing up, archiving and destruction of documents. These guidelines foster good record keeping procedures that promote data integrity.
Source: IRS Form 990
Charity Navigator looks to confirm on the IRS Form 990 that the organization has this process in place as an accountability and transparency measure.
An official record of the events that take place during a board meeting ensures that a contemporaneous document exists for future reference.
Source: IRS Form 990
For almost all charities, we check the charity's IRS Form 990 to see if it discloses that the Form 990 is available on the charity's website. As with the audited financial statement, donors need easy access to this financial report to help determine if the organization is managing its financial resources well.
Source: IRS Form 990
The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent IRS Form 990). This ratio is an indicator of an organization's solvency and/or long-term sustainability.
Source: IRS Form 990
The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three IRS Forms 990). This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver.
Source: IRS Form 990
This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.
Presented here are up to five of this organization's highest compensated employees. This compensation data includes salary, cash bonuses, and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting
Charles Chip Huggins, President/ceo
$350,773
Paul Shea, Vp Of Operations (left 12/21)
$274,380
Clayton Ng, Cfo
$215,600
Anna Fernandez, Dir. Of Mental Health Serv
$205,461
Clara Lee, Psychiatrist
$204,131
Source: IRS Form 990 (page 7), filing year 2022
Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website
Foundation Status:
Organization which receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi) (BMF foundation code: 15)
Affiliation:
Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)
The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to search for this organization's Forms 990 on the IRS website (if any are available). Simply enter the organization's name (Hope Services) or EIN (941399287) in the 'Search Term' field.
Not Currently Scored
Hope Services cannot currently be evaluated by our Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.
Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.
Score
This beacon provides an assessment of the organization's culture and connectedness to the community it serves.
Learn more
30% of beacon score
This organization reported that it is collecting feedback from the constituents and/or communities it serves. The methodology leveraged for Constituent Feedback is based on The Core Principles of Constituent Feedback, which describes listening and responding well to feedback. Charity Navigator participates in a consortium with other feedback experts and leading nonprofit infrastructure platforms to drive Constituent Feedback's advancement, promotion, and data collection.
How is your organization using feedback from the people you serve?
To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve
What challenges does your organization face in collecting feedback from the people you serve?
It is difficult to get the people we serve to respond to requests for feedback, It is hard to come up with good questions to ask people
70% of beacon score
This organization's score of 95 is a passing score. The organization reported that it is implementing 12 Equity Practices.
This assessment demonstrates the importance of implementing practices that contribute positively to an organization's overall culture, both internally and with respect to community engagement. Furthermore, equity centered frameworks and similar approaches have drawn much attention from donors, experts, and sector leaders who underscore its value to the nonprofit's overall health and capacity for mission success. Currently, the Equity Strategies Checklist assessment consists of practices and policies that promote racial equity in their operations and programs (per the Equity Strategies checklist administered by Candid). As we refine our DEI assessment, Charity Navigator partners with DEI consultants and field experts to broaden and deepen this work.
Equity Practices (6/7) | |
We review compensation data across the organization (and by staff levels) to identify disparities by race. | |
We ask team members to identify racial disparities in their programs and/or portfolios. | |
We analyze disaggregated data and root causes of race disparities that impact the organization/'s programs, portfolios, and the populations served. | |
We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support. | |
We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders. | |
We disaggregate data by demographics, including race, in every policy and program measured | |
We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization. |
Equity Policies and Procedures (6/7) | |
We use a vetting process to identify vendors and partners that share our commitment to race equity. | |
We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions. | |
We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization. | |
We have community representation at the board level, either on the board itself or through a community advisory board. | |
We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability. | |
We measure and then disaggregate job satisfaction and retention data by race, function, level, and/or team. | |
We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization. |
Score
This beacon provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.
Learn more
The nonprofit organization presents evidence of strategic thinking through articulating the organization's mission
EMPLOYMENT AND TRAINING SERVICES, MENTAL HEALTH SERVICES, SENIOR SERVICES, COMMUNITY LIVING
The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.
We will lead with initiatives that help develop society’s acceptance of people with disabilities. We
Source: Nonprofit submitted responses
The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.
Goal One: Obtain top rating for quality services in a value-based environment.
Goal Type: Grow, expand, scale or increase access to the existing programs and services.
Goal Two: Improve the recruitment, retention, and satisfaction of the workforce.
Goal Type: This goal reflects our commitment to further our advocacy work for our organization and or cause area.
Goal Three: Sustain Financial Health
Goal Type: Invest in the capacity of our organization (financial, management, technical, etc.).
The nonprofit provides evidence of investment in leadership development
Describe an investment in leadership
Hope Services has been actively engaged in participating in Open Minds conferences and trainings throughout this past year. These conferences allow administrators the opportunity to network, attend leadership trainings and learn about best practices within other organizations. Keep Learning Going is a platform within Hope Services that offers an array of trainings related to leadership, professional development and skill development. Additionally, Hope also offers online trainings through EverFi that include trainings related to leadership, management and professional development. Hope Services currently utilizes the Fred Pryor Institute for ongoing trainings for managers and directors. This coming year, our goal is to continue to expand our leadership development trainings and develop a standardized program that is required for all existing and new managers within Hope Services. We also encourage managers to identify trainings to attend and reimburse individuals for this expense.
The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.
This organization mobilizes for mission in the following ways:
Strategic Partnerships
Networks of Collective Impact Efforts
Thought Leadership
Raising Awareness
Community Building
Policy Advocacy
What are this organization’s external mobilizaton efforts?
Partnerships include comm. organizations, colleges, regional centers, courts, hospitals, employment agencies & local support groups. Presented at several national and international conferences. Organized a Symposium in 2021. Clients provide volunteer time to other non-profit organizations, including Senior Centers, Food Banks, & animal shelters. Held food drives for homeless shelters. Offer External & Training Conf. Program for all employees. Marketing activities include online platforms, multimedia stories, and e-newsletter. Offline channels include printed, television, and radio advertising. Annual signature fundraising event called In Concert with Hope. Advocacy partnerships include CA Disability Services Assn., State Council on Developmental Disabilities, Behavioral Health Contractor Assn., CA Council of Community Behavioral Health Agencies, National Council on Behavioral Health, American Network of Community Options & Resources, National Alliance for Mental Illness.
The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.
Hope Services has adapted to numerous external changes in the last year. The most significant changes have been a result of the pandemic. More than two years ago, the shelter in place order required that we pivot quickly as an organization to determine creative strategies to continue providing quality services to our clients. From Hope to Home™ was born of necessity. Initially, this program was slated as a temporary solution that has since been adapted this past year to continue to meet the needs of our clients. Today the program hosts hundreds of participants each day and offers a learning space that is focused on interpersonal exchange, personal development, and always trying new ways to offer clients choice and self-direction. With generous grants and donations, we purchased hundreds of tablets and located low-cost resources for connectivity to close the digital divide for homes and families. Daily themes address community and world awareness, safety, health, social interaction, self-advocacy and FUN. Afternoons are completely devoted to client’s varied interests and our partners in the California Community College system round out the offerings. Home delivery of materials and wellness calls bridge the gap to create safe, personal exchanges, and even provide tech support from time to time. Staff and participants alike are learning technology skills at breakneck speed, gaining those vital 21st century work skills. Other external changes include the expectation from regional centers to begin transitioning clients and staff back to the office and to begin offering services in-person again. Changes related to staffing shortages significantly affected our ability to re-open all of our programs. This was managed by hiring a recruitment specialist, increasing compensation, offering additional employee benefits, and creating additional marketing materials to create awareness about the benefits of working at Hope Services.
Impact & Results
Accountability & Finance
Culture & Community
Leadership & Adaptability
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