HOPE ENTERPRISES INC (EIN 232303287) - 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

1952

Legal Domicile

Principal Officer

ROBERT LABATCH

Phone

5703263745

Tax Period

2024-07-01 to 2025-06-30

HOPE ENTERPRISES INC, founded in 1952, is a mid-sized nonprofit in the Human Services sector that reported $28.6M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $25.9M left a modest 9% surplus.

Mission

PROVIDING SUPPORT AND SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES.

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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 $534,690

Program Service Revenue $27,434,097

Investment Income $392,965

Other Revenue $224,945

TOTAL REVENUE $28,586,697

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,563,608

Fundraising Expenses $0

Program Expenses $20,539,628

Other Expenses $4,372,777

TOTAL EXPENSES $25,936,385

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,586,697	$26,022,204	+0.1%
Expenses	$25,936,385	$23,165,126	+0.1%
Net Income	$2,650,312	$2,857,078	-0.1%

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

442

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

$738,514

Total Directors

$242,473

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARCUS ANNICELLI	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
PHILIP SPUNGER	SECRETARY	1.00	Officer Director	$0	$0	$0
SUZANNE T STOPPER	TREASURER	1.00	Officer Director	$0	$0	$0
RIKKI RIEGNER	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE JOHNSON	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ROBERT A LABATCH	PRESIDENT/CEO	38.00	Officer Director	$230,714	$11,759	$242,473
JIM SHILLENN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT P WALKER	DIRECTOR	1.00	Director	$0	$0	$0
DONNA L BASTIAN	DIRECTOR	1.00	Director	$0	$0	$0
KAREN RETORICK	DIRECTOR	1.00	Director	$0	$0	$0
KATHY ZAKARIAN	DIRECTOR	1.00	Director	$0	$0	$0
JAMES K GATES	DIRECTOR	1.00	Director	$0	$0	$0
KEN HEALY	DIRECTOR	1.00	Director	$0	$0	$0
CINDY BRINDGER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE REED	DIRECTOR	1.00	Director	$0	$0	$0
LONI KLINE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN ENGEL	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL P BARCLAY	PAST CHAIRMAN	1.00	Director	$0	$0	$0
ED METZGER	DIRECTOR	1.00	Director	$0	$0	$0
MARKELL KUNIGUS	DIRECTOR	1.00	Director	$0	$0	$0
MIKE PONTIOUS	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE FLICK	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE GLISON	CHIEF OPERATING OFFICER	40.00	Officer	$212,770	$12,389	$225,159
JOHN F BUBB	VICE PRESIDENT/CFO	38.00	Officer	$121,793	$37,174	$158,967
CHERYL G YOXTHEIMER	FORMER VICE PRESIDENT	40.00	Officer	$97,633	$14,282	$111,915

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	$28,586,697	$25,936,385	$29,502,581	$2,650,312
2024	$26,022,204	$23,165,126	$26,963,152	$2,857,078
2023	$23,363,239	$22,294,055	$23,783,326	$1,069,184
2022	$23,396,706	$22,290,743	$23,373,243	$1,105,963
2021	$24,479,023	$23,172,755	$21,938,921	$1,306,268
2020	$24,562,478	$24,058,973	$21,353,749	$503,505
2019	$28,244,171	$25,839,487	$20,141,017	$2,404,684
2018	$29,198,581	$24,951,612	$17,955,829	$4,246,969

HOPE ENTERPRISES INC