HOUSING OPTIONS & PLANNING ENTERPRISES INC (EIN 202526058) - 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

Principal Officer

DONNA HURLEY

Phone

3015673330

Tax Period

2022-07-01 to 2023-06-30

HOUSING OPTIONS & PLANNING ENTERPRISES INC is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2022. Revenue surged 55% from the prior year, signaling strong growth momentum.

Mission

HOUSING COUNSELING SERVICES - Our Housing Counseling Program supports delivery of a wide variety of housing counseling services to homebuyers, homeowners, and low-to moderate-income renters. The primary objectives of the program are to expand homeownership opportunities and improve financial well being. The services provided are: Home Retention, Homebuyer Education and Financial Capabilities. DEVELOPMENT OF AFFORDABLE HOUSING AND MANAGEMENT OF SUPPORTIVE HOUSING - H.O.P.E.currently operates residential developments for special populations using funding provided by the Department of Housing and Urban Development (HUD) for Section 202 and 811 housing. These three residential developments (Charles, Mudd, and Werner) houses the elderly and disabled. H.O.P.E.' s Development Division revitalizes communities through facade improvement projects and by acquiring and rehabilitating vacant and foreclosed single-family homes through its resale, rent, or rent to own programs. The overall goal of th

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,073,031

Program Service Revenue $67,212

Investment Income $0

Other Revenue $95

TOTAL REVENUE $1,140,338

Expense Breakdown

Grants Paid $0

Salaries & Benefits $706,528

Fundraising Expenses $0

Program Expenses $1,033,186

Other Expenses $404,908

TOTAL EXPENSES $1,111,436

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,140,338	$733,790	+0.6%
Expenses	$1,111,436	$733,818	+0.5%
Net Income	$28,902	$-28	-1033.2%

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

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

$106,874

Total Directors

$106,874

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA HURLEY	CEO/PRESIDENT	50.00	Officer Director	$106,874	$0	$106,874
ANTOINE M THOMSON	CHARIMAN	0.50	Officer Director	$0	$0	$0
ZENO W ST CYR II	Treasurer	0.50	Officer Director	$0	$0	$0
DORIS CANTY BROWN	Secretary	0.50	Officer Director	$0	$0	$0
TAMARA DAVIS-BROWN	Director	0.50	Director	$0	$0	$0
CLARENCE CARTER	Director	0.50	Director	$0	$0	$0
ZUJEIDY APARICIO	Director	0.50	Director	$0	$0	$0
STARR HEFFERSON	Director	0.50	Director	$0	$0	$0
DR ANTWAN C BROWN	Director	0.50	Director	$0	$0	$0
BETTY HABERSHON	Director	0.50	Director	$0	$0	$0
VANCE GRAGG	Director	0.50	Director	$0	$0	$0
WILLIAM SPRUILL	Director	0.50	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
2023	$1,140,338	$1,111,436	$762,088	$28,902
2022	$844,951	$724,398	$769,207	$120,553
2021	$697,836	$699,161	$202,491	$-1,325

HOUSING OPTIONS & PLANNING ENTERPRISES INC