Hope for Bereaved Inc (EIN 161370553) - 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

1978

Legal Domicile

Principal Officer

KRISTIN MOSES

Phone

3154759675

Tax Period

2023-07-01 to 2024-06-30

Hope for Bereaved Inc, founded in 1978, is a small nonprofit that reported $341K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $63K, a strong 19% operating margin.

Mission

PROVIDE COMFORT AND EMOTIONAL SUPPORT TO APPROXIMATELY 12,000-15,000 INDIVIDUALS A YEAR SUFFERING BEREAVEMENT AND GRIEF DUE TO THE DEATH OF A LOVED ONE THROUGH SUPPORT GROUPS, PRESENTATIONS, LITERATURE, EVENTS AND DISCUSSIONS.

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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 $120,909

Program Service Revenue $59,238

Investment Income $0

Other Revenue $161,079

TOTAL REVENUE $341,226

Expense Breakdown

Grants Paid $0

Salaries & Benefits $179,374

Fundraising Expenses $36,833

Program Expenses $162,542

Other Expenses $98,678

TOTAL EXPENSES $278,052

Year-over-Year Comparison

	2023	2022	Change
Revenue	$341,226	$243,364	+0.4%
Expenses	$278,052	$278,392	0.0%
Net Income	$63,174	$-35,028	-2.8%

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

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
Kristin Moses	Board Member	2.00	Director	$0	$0	$0
Nicole Macris	Board Member	2.00	Director	$0	$0	$0
Rodger Loomis	Board Member	2.00	Director	$0	$0	$0
Dan Cummings	Board Member	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	$341,226	$278,052	$436,029	$63,174
2023	$243,364	$278,392	$334,947	$-35,028
2022	$289,069	$297,676	$360,854	$-8,607
2021	$300,761	$280,318	$363,811	$20,443
2020	$274,113	$263,400	$352,643	$10,713
2019	$289,508	$310,970	$357,695	$-21,462

Hope for Bereaved Inc