Helping Other People Evolve Inc (EIN 222317993) - 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

Patricia Morton

Phone

8562342200

Tax Period

2023-01-01 to 2023-12-31

Helping Other People Evolve Inc, founded in 1978, is a micro nonprofit that reported $40K in total revenue in fiscal year 2023. Revenue surged 70% from the prior year, signaling strong growth momentum. Expenses of $72K exceeded revenue, resulting in a 80% operating deficit.

Mission

To provide bereavement support services for those who have lost a spouse or partner

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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 $13,280

Program Service Revenue $25,286

Investment Income $1,693

Other Revenue $0

TOTAL REVENUE $40,259

Expense Breakdown

Grants Paid $0

Salaries & Benefits $37,404

Fundraising Expenses $125

Program Expenses $44,465

Other Expenses $35,074

TOTAL EXPENSES $72,478

Year-over-Year Comparison

	2023	2022	Change
Revenue	$40,259	$23,618	+0.7%
Expenses	$72,478	$70,257	+0.0%
Net Income	$-32,219	$-46,639	-0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Harold Buchanan	Chairman	N/A	Officer	$0	$0	$0
Patricia Morton	Treasurer	N/A	Officer	$0	$0	$0
Carolyn Albertson	Secretary	N/A	Officer	$0	$0	$0
Deborah Schumacher	Board Trustee	N/A	Director	$0	$0	$0
Nancy Shuback	Board Trustee	N/A	Director	$0	$0	$0
Dan Zibman	Board Trustee	N/A	Director	$0	$0	$0
Cheryl Lanuti	Board Trustee	N/A	Director	$0	$0	$0
Richard Skrocki	Board Trustee	N/A	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	$40,259	$72,478	$328,579	$-32,219
2022	$23,618	$70,257	$361,548	$-46,639
2021	$217,800	$56,472	$404,931	$161,328
2020	$211,530	$40,696	$242,688	$170,834
2020	$182,089	$40,696	$244,567	$141,393

Helping Other People Evolve Inc