HOPEWORX INC

EIN: 232811078 501(c)(3) Health Care

NORRISTOWN, PA

Total Revenue
$2,267,692
Total Expenses
$2,295,996
Total Assets
$1,564,994
Net Assets
$882,963
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
PA
Principal Officer
SUSAN SHANNON
Phone
6102703685
Tax Period
2024-07-01 to 2025-06-30

HOPEWORX INC, founded in 1994, is a community nonprofit in the Health Care sector that reported $2.3M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year.

Mission

HOPEWORX PROVIDES MENTAL HEALTH PEER ADVOCACY TO PEOPLE USING SERVICES IN MONTGOMERY COUNTY, PA. HOPEWORX IS CONTRACTED BY THE COUNTY TO SURVEY PEOPLE WHO USE SERVICES AND THEIR FAMILIES, AND TO PROVIDE ONE ON ONE SUPPORT TO INDIVIDUALS AS THEY NAVIGATE THE MENTAL HEALTH SYSTEM AND OTHER SUPPORT SYSTEMS. HOPEWORX ALSO HOSTS A COMMUNITY CENTER WHICH PROVIDES SOCIAL OPPORTUNITIES TO PEOPLE IN THE MENTAL HEALTH COMMUNITY AS WELL AS EMERGENCY FOOD, CLOTHING AND OTHER SUPPLIES TO PEOPLE WHO ARE HOUSING INSECURE OR IN NEED.

Program Service Accomplishments

Program 1
Expenses: $451,207 Revenue: $46,336

FAMILYWORX (FW) - FAMILYWORX IS AN ADVOCACY TEAM COMPRISED OF PARENTS AND PRIMARY CAREGIVERS WHOSE CHILDREN ARE INVOLVED IN THE PUBLIC HEALTH SYSTEM. TEAM MEMBERS WORK TOGETHER TO SUPPORT PARENTS AND...

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FAMILYWORX (FW) - FAMILYWORX IS AN ADVOCACY TEAM COMPRISED OF PARENTS AND PRIMARY CAREGIVERS WHOSE CHILDREN ARE INVOLVED IN THE PUBLIC HEALTH SYSTEM. TEAM MEMBERS WORK TOGETHER TO SUPPORT PARENTS AND CAREGIVERS AS SOMEONE WHO HAS "BEEN IN THEIR SHOES." THE MISSION OF FAMILYWORX IS TO SUPPORT MONTGOMERY COUNTY FAMILIES WHOSE CHILDREN AND ADOLESCENTS HAVE BEHAVIORAL HEALTH CONCERNS NAVIGATE THE PUBLIC CHILD SERVING SYSTEMSBEHAVIORAL HEALTH, JUVENILE JUSTICE, CHILD WELFARE, AND EDUCATIONAS WELL AS CONNECT WITH EACH OTHER AND COMMUNITY RESOURCES. FAMILYWORX IS A PART OF THE MONTGOMERY COUNTY SYSTEM OF CARE COMMUNITY AND IS COMMITTED TO CREATING AN ENVIRONMENT THAT MEETS THE NEEDS OF YOUNG PEOPLE AND THEIR FAMILIES, WORKING COLLABORATIVELY TO AFFECT CHANGE AS IT RELATES TO THE CHILD SERVING SYSTEMS. THE FW TEAM IS COMPRISED OF PARENTS AND PRIMARY CAREGIVERS WHO HAVE EXPERIENCE NAVIGATING THE CHILD SERVING SYSTEMS (EDUCATION, JUVENILE JUSTICE, BEHAVIORAL HEALTH, AND MORE) WITH THEIR OWN CHILDREN. THE FW TEAM USES THEIR OWN STORIES AND EXPERIENCES TO HELP SUPPORT OTHER PARENTS AND GUARDIANS BECOME THEIR OWN BEST ADVOCATE FOR THEIR CHILDREN AND FAMILIES.

Program 2
Expenses: $430,088

THE FERNS PEER-RUN RESPITE (FERNS) - THE FERNS PEER-RUN RESPITE OFFERS A WELCOMING ENVIRONMENT FOR PEOPLE EXPERIENCING DISTRESS IN THEIR LIVES THAT RECOGNIZES EACH INDIVIDUAL AS THE EXPERT ON...

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THE FERNS PEER-RUN RESPITE (FERNS) - THE FERNS PEER-RUN RESPITE OFFERS A WELCOMING ENVIRONMENT FOR PEOPLE EXPERIENCING DISTRESS IN THEIR LIVES THAT RECOGNIZES EACH INDIVIDUAL AS THE EXPERT ON THEMSELVES WHILE ALSO PROVIDING TIME, SPACE, AND CONNECTIONS THAT SUPPORT THEIR SELF-DETERMINATION, HEALING, AND GROWTH. THE FERNS OPENED ITS DOORS IN A RESIDENTIAL HOUSE IN AUGUST 2024, BRINGING A BRAND-NEW OPTION TO OUR REGION FOR PEOPLE WHO FEEL OVERWHELMED BY CRISIS OR IN EMOTIONAL DISTRESS. IN THE FISCAL YEAR ENDING JUNE 30, 2025, THE FERNS SERVED 65 GUESTS WHO EACH STAYED AN AVERAGE OF 5 DAYS AND RAISED OVER $500,000 IN GRANTS AND DONATIONS.THE FERNS PEER-RUN RESPITE, LLC WAS FORMED ON OCTOBER 16, 2023, WITH HOPEWORX, INC. AS ITS SOLE MEMBER. THE LLC IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES THAT FURTHER CERTAIN CHARITABLE AND EDUCATIONAL PURPOSES OF THE SOLE MEMBER. SPECIFICALLY, THE LLC IS ORGANIZED AND OPERATED FOR THE PURPOSE OF DEVELOPING A PEER-RUN RESPITE SPACE TO SUPPORT THE SELF-DETERMINATION, HEALING, AND GROWTH OF PEOPLE GOING THROUGH CRISIS. THE LLC SHALL AT ALL TIMES BE OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES.

Program 3
Expenses: $394,549

COMMUNITY SATISFACTION TEAM (CST) - THE CENTRAL ROLE OF CST IS TO PROVIDE THE MONTGOMERY COUNTY OFFICE OF BH/DD WITH INDIVIDUAL INFORMATION ABOUT SATISFACTION WITH THE MENTAL HEALTH SERVICES THAT...

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COMMUNITY SATISFACTION TEAM (CST) - THE CENTRAL ROLE OF CST IS TO PROVIDE THE MONTGOMERY COUNTY OFFICE OF BH/DD WITH INDIVIDUAL INFORMATION ABOUT SATISFACTION WITH THE MENTAL HEALTH SERVICES THAT ADULTS ARE RECEIVING AND TO MAKE RECOMMENDATIONS FOR CHANGE. THE COMMUNITY SATISFACTION TEAM MEETS FACE TO FACE WITH INDIVIDUALS TO LISTEN TO AND DOCUMENT THEIR SATISFACTION WITH THE MENTAL HEALTH SERVICES THEY RECEIVE THAT ARE FUNDED BY THE MONTGOMERY COUNTY MENTAL HEALTH SYSTEM. THE STAFF AT CST, ALL OF WHOM HAVE EXPERIENCE RECEIVING MENTAL HEALTH SERVICES, SURVEY INDIVIDUALS TO FIND OUT IF THEIR NEEDS ARE BEING MET, AND IF THEY ARE SATISFIED WITH THE SERVICES PROVIDED TO THEM. THE CST STAFF DEVELOP THE SURVEYS BASED ON THEIR OWN EXPERIENCE IN THE MENTAL HEALTH SYSTEM AS WELL AS FROM THE RESULTS OF PREVIOUS SURVEYS AND INFORMATION ABOUT THE GOALS OF THE SERVICES. THE DATA GATHERED IS USED TO CREATE A REPORT WHICH IS SHARED WITH THE PEOPLE WHO WERE SURVEYED, SERVICE PROVIDERS, AND THE MONTGOMERY COUNTY OFFICE OF BEHAVIORAL HEALTH, WHO THEN WORK TOGETHER TO IMPLEMENT CHANGE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,220,553
Program Service Revenue $31,850
Investment Income $803
Other Revenue $14,486
TOTAL REVENUE $2,267,692

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,649,444
Fundraising Expenses $19,527
Program Expenses $1,961,121
Other Expenses $646,552
TOTAL EXPENSES $2,295,996

Year-over-Year Comparison

2024 2023 Change
Revenue $2,267,692 $2,568,944 -0.1%
Expenses $2,295,996 $1,854,633 +0.2%
Net Income $-28,304 $714,311 -1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
8
Independent Members
8
Employees
46
Volunteers
10

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
5
$90,529
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SUE SORIANO PRESIDENT 1.00
Officer Director
$0 $0 $0
TIM TUNNER VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
SHAUNA KANE SECRETARY 1.00
Officer Director
$0 $0 $0
KATHY LAWS TREASURER 3.00
Officer Director
$0 $0 $0
BRENDA BOORSE BOARD MEMBER 1.00
Director
$0 $0 $0
MATTHEW DEERY BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN FERRARO BOARD MEMBER 1.00
Director
$0 $0 $0
MICHAEL RUSH BOARD MEMBER 1.00
Director
$0 $0 $0
SUSAN SHANNON EXECUTIVE DIRECTOR 37.50
Officer
$74,199 $16,330 $90,529
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 $2,267,692 $2,295,996 $1,564,994 $-28,304
2024 No data No data No data No data
2023 $1,793,644 $1,744,455 $698,346 $49,189
2022 $1,698,735 $1,659,553 $401,153 $39,182
2021 $929,865 $917,756 $222,584 $12,109
2020 $972,056 $947,770 $167,521 $24,286
2019 $852,786 $860,124 $196,108 $-7,338
2018 $825,309 $784,565 $198,797 $40,744
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