HOPEWELL INC (EIN 042438910) - 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

1967

Legal Domicile

Principal Officer

SHAHEER MUSTAFA

Phone

6176292710

Tax Period

2024-07-01 to 2025-06-30

HOPEWELL INC, founded in 1967, is a mid-sized nonprofit in the Human Services sector that reported $23.0M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $22.1M left a modest 4% surplus.

Mission

WE ENRICH THE LIVES AND EXPAND THE OPPORTUNITIES OF CHILDREN, ADULTS, AND FAMILIES IN NEED OF LOVE, SUPPORT, AND SAFE PLACES TO GROW AND THRIVE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,427,800

Program Service Revenue $18,274,493

Investment Income $396,990

Other Revenue $-53,075

TOTAL REVENUE $23,046,208

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,296,211

Fundraising Expenses $807,309

Program Expenses $18,027,832

Other Expenses $10,767,036

TOTAL EXPENSES $22,063,247

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,046,208	$19,454,255	+0.2%
Expenses	$22,063,247	$20,284,707	+0.1%
Net Income	$982,961	$-830,452	-2.2%

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

130

Volunteers

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

$690,057

Total Directors

$424,681

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHAHEER MUSTAFA	PRESIDENT/CEO	35.00	Officer Director	$368,919	$55,762	$424,681
JAMES A MCDANIEL	CHAIRMAN	1.00	Officer Director	$0	$0	$0
CASEY STRATFORD	TREASURER	1.00	Officer Director	$0	$0	$0
CHARLES CABOT III	CLERK	1.00	Officer Director	$0	$0	$0
NEHIA AL-SHANNIEK	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER MACK	DIRECTOR	1.00	Director	$0	$0	$0
ADAM BENJAMIN	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY BRITT	DIRECTOR	1.00	Director	$0	$0	$0
QUINN PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLEY DOHERTY	DIRECTOR	1.00	Director	$0	$0	$0
ALISON R QUINAN	DIRECTOR	1.00	Director	$0	$0	$0
SHAY EDMOND	DIRECTOR (UNTIL DEC 2024)	1.00	Director	$0	$0	$0
MELANIE FOLEY	DIRECTOR	1.00	Director	$0	$0	$0
ADRIANO VARANO	DIRECTOR	1.00	Director	$0	$0	$0
DONNA HARDWICK	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD VOCCIO	CHIEF FINANCIAL OFFICER	35.00	Officer	$224,298	$41,078	$265,376
DOMINIQUE CADET	ASST. CLERK	0.00	Officer	$0	$0	$0
LISA ROWAN-GILLIS	CHIEF DEVELOPMENT OFFICER	35.00	Highest	$257,185	$41,172	$298,357
LEAH JANEY	CHIEF HUMAN RESOURCES OFFICER	35.00	Highest	$216,316	$25,795	$242,111
AMY SCHNEIDER	VP PROG. IMPACT & STRATEGY	35.00	Highest	$186,402	$27,218	$213,620
JULIA B SEGOVIA	VP RESEARCH, POLICY & LEARNING	35.00	Highest	$177,913	$43,616	$221,529
IMANI Z SEUNARINE BACCI	VP CHILD & FAMILY PROGRAMS	35.00	Highest	$170,385	$47,944	$218,329

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
2025	$23,046,208	$22,063,247	$20,186,165	$982,961
2024	$19,454,255	$20,284,707	$18,895,628	$-830,452
2023	$25,553,376	$23,773,005	$20,186,928	$1,780,371
2022	$21,131,703	$22,139,847	$14,910,538	$-1,008,144
2021	$23,810,886	$21,154,466	$16,496,189	$2,656,420
2020	$22,320,722	$21,542,468	$13,875,509	$778,254
2019	$22,817,448	$23,253,448	$11,402,835	$-436,000
2018	$23,296,610	$22,955,914	$11,549,275	$340,696

HOPEWELL INC