NEW HOPE GRIEF SUPPORT COMMUNITY (EIN 010635627) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

DAVID LEONARD

Phone

5624290075

Tax Period

2023-01-01 to 2023-12-31

NEW HOPE GRIEF SUPPORT COMMUNITY, founded in 2003, is a small nonprofit in the Mental Health sector that reported $559K in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $165K, a strong 29% operating margin.

Mission

THE MISSION OF NEW HOPE GRIEF SUPPORT COMMUNITY IS TO PROVIDE BEREAVED ADULTS, CHILDREN, AND FAMILIES WITH HOPE AND HEALING THROUGH CONNECTION AND SUPPORT. THIS IS ACCOMPLISHED THROUGH PEER SUPPORT GROUPS, FAMILY CAMPS & PROGRAMS, 1ST - 12TH GRADE SCHOOL GROUPS, AND GRIEF EDUCATION AND RESOURSCE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $478,127

Program Service Revenue $61,285

Investment Income $41

Other Revenue $19,930

TOTAL REVENUE $559,383

Expense Breakdown

Grants Paid $0

Salaries & Benefits $290,529

Fundraising Expenses $36,215

Program Expenses $322,269

Other Expenses $103,974

TOTAL EXPENSES $394,503

Year-over-Year Comparison

	2023	2022	Change
Revenue	$559,383	$401,704	+0.4%
Expenses	$394,503	$310,335	+0.3%
Net Income	$164,880	$91,369	+0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

122

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$105,000

Total Directors

$108,380

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID LEONARD	EXECUTIVE DI	45.00	Officer Director	$105,000	$0	$105,000
CLAUDIA ONTIVEROS	DIRECTOR	2.00	Director	$0	$3,380	$3,380
TODD BUCHNER	TREASURER	2.00	Officer Director	$0	$0	$0
RICHARD FEINBERG	SECRETARY	2.00	Officer Director	$0	$0	$0
LINDSAY GERVACIO	PRESIDENT	2.00	Officer Director	$0	$0	$0
CHERYL JONES-DIX	DIRECTOR	2.00	Director	$0	$0	$0
SARAH KIRK	DIRECTOR	2.00	Director	$0	$0	$0
KATIE LARSON	DIRECTOR	2.00	Director	$0	$0	$0
JANET POTTEBAUM	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL SMITH	DIRECTOR	2.00	Director	$0	$0	$0
DIANE SPEIGEL	DIRECTOR	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$559,383	$394,503	$693,816	$164,880
2022	$401,704	$310,335	$528,936	$91,369
2021	$399,415	$229,308	$437,567	$170,107
2020	$270,675	$208,198	$267,460	$62,477
2019	$240,209	$207,161	$204,983	$33,048
2018	$199,645	$192,724	$171,934	$6,921

NEW HOPE GRIEF SUPPORT COMMUNITY