Hopedale Charitable Corporation

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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

1952

Legal Domicile

Principal Officer

Peter S Ellis

Phone

5084732871

Tax Period

2025-01-01 to 2025-12-31

Hopedale Charitable Corporation, founded in 1952, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2025. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $298K, a strong 16% operating margin.

Mission

To hold and invest funds for religious, charitable, scientific, literary or educational organizations

Program Service Accomplishments

Program 1

Investment of funds

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,812,234

Other Revenue $0

TOTAL REVENUE $1,812,234

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $194,937

TOTAL EXPENSES $1,514,636

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,812,234	$2,305,694	-0.2%
Expenses	$1,514,636	$1,501,950	+0.0%
Net Income	$297,598	$803,744	-0.6%

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

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Peter S Ellis	President	1.00	Officer Director	$0	$0	$0
W Gregory Burrill	Senior Vice President	1.00	Officer Director	$0	$0	$0
Alfred H SparlingJR	Vice President	1.00	Officer Director	$0	$0	$0
Vincent J Arone JR	Vice President/Treasurer	1.00	Officer Director	$0	$0	$0
Steven G Ellis	Vice President/Clerk	1.00	Officer Director	$0	$0	$0
Edward J Burt	Vice President	1.00	Officer Director	$0	$0	$0
Christine H Burke	Vice President	1.00	Officer 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
2025	$1,812,234	$1,514,636	$32,202,242	$297,598
2024	$2,305,694	$1,501,950	$30,640,301	$803,744
2023	$789,923	$1,513,631	$29,032,972	$-723,708
2022	$3,191,219	$1,525,075	$27,687,811	$1,666,144
2021	$3,283,410	$2,486,169	$33,470,135	$797,241
2020	$1,047,979	$1,401,172	$31,230,327	$-353,193
2019	$1,459,381	$1,386,016	$29,036,639	$73,365
2018	$2,867,441	$1,351,785	$24,704,617	$1,515,656