Documenting Hope Inc

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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

2009

Legal Domicile

Principal Officer

Beth Lambert

Phone

9083381364

Tax Period

2025-01-01 to 2025-12-31

Documenting Hope Inc, founded in 2009, is a small nonprofit in the Education sector that reported $904K in total revenue in fiscal year 2025. Revenue decreased 13% compared to the prior year. Expenses of $777K left a modest 14% surplus.

Mission

Education and networking to address chronic illness in children and treatments.

Program Service Accomplishments

Program 1

Expenses: $759,645 Revenue: $18,235

Educational outreach on treatments for chronic illness in children through website, documentary film, lectures, symposiums and print materials.

Program 2

Documenting Hope creates a successful, grassroots, crowd-sourced model for improved health outcomes for children affected by chronic illness that can also serve as a model for healthy sustainable...

Documenting Hope creates a successful, grassroots, crowd-sourced model for improved health outcomes for children affected by chronic illness that can also serve as a model for healthy sustainable living.

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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 (2025)

Revenue Breakdown

Contributions & Grants $716,976

Program Service Revenue $13,796

Investment Income $4,439

Other Revenue $168,947

TOTAL REVENUE $904,158

Expense Breakdown

Grants Paid $0

Salaries & Benefits $576,451

Fundraising Expenses $742

Program Expenses $759,645

Other Expenses $200,444

TOTAL EXPENSES $776,895

Year-over-Year Comparison

	2025	2024	Change
Revenue	$904,158	$1,040,395	-0.1%
Expenses	$776,895	$1,015,359	-0.2%
Net Income	$127,263	$25,036	+4.1%

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

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

$86,480

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Beth Lambert	Executive Director	40.00	Director	$86,480	$0	$86,480
Lauren Lee Stone PhD	Director	1.00	Director	$0	$0	$0
Mara Landis	Director	1.00	Director	$0	$0	$0
Kristy Rodriguez	Director	1.00	Director	$0	$0	$0
Ruth Westreich	Director	1.00	Director	$0	$0	$0
Whitney Tingle	Director	1.00	Director	$0	$0	$0
Gretchen DuBeau	Director	1.00	Director	$0	$0	$0
Amanda Leonard	Director	1.00	Director	$0	$0	$0
Rachel Paletsky-Ash	Chair	4.00	Officer	$0	$0	$0
Luminara Serdar	Secretary	2.00	Officer	$0	$0	$0
Janet Taft	Treasurer	4.00	Officer	$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
2025	$904,158	$776,895	$718,495	$127,263
2024	No data	No data	No data	No data
2023	$1,167,883	$920,538	$571,064	$247,345
2022	$526,323	$716,129	$324,119	$-189,806
2021	$468,949	$564,865	$513,525	$-95,916
2020	$339,148	$473,841	$609,441	$-134,693
2019	$404,422	$384,408	$744,134	$20,014
2018	$481,593	$235,062	$724,120	$246,531