HOPE CLUBHOUSE OF SOUTHWEST FL INC

EIN: 300437443 501(c)(3) Mental Health

FT MYERS, FL

Total Revenue
$1,068,433
Total Expenses
$861,711
Total Assets
$1,354,212
Net Assets
$1,294,966
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
FL
Principal Officer
LAUREN WALKER
Phone
2392671777
Tax Period
2024-01-01 to 2024-12-31

HOPE CLUBHOUSE OF SOUTHWEST FL INC, founded in 2007, is a community nonprofit in the Mental Health sector that reported $1.1M in total revenue in fiscal year 2024. The organization ran a surplus of $207K, a strong 19% operating margin.

Mission

HOPE CLUBHOUSE'S MISSION IS TO BE A COMMUNITY OF SUPPORT FOR ADULTS LIVING WITH A MENTAL ILLNESS WHICH PROVIDES OPPORTUNITIES FOR PAID EMPLOYMENT AND ACCESS TO EDUCATION, HOUSING AND WELLNESS. THE CLUBHOUSE PHILOSOPHY BELIEVES IN THE POTENTIAL OF ALL INDIVIDUALS TO LEAD A SATISFYING AND MEANINGFUL LIFE AND BECOME EMPLOYED.

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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 $1,052,786
Program Service Revenue $9,313
Investment Income $6,316
Other Revenue $18
TOTAL REVENUE $1,068,433

Expense Breakdown

Grants Paid $0
Salaries & Benefits $536,797
Fundraising Expenses $12,971
Program Expenses $637,467
Other Expenses $324,914
TOTAL EXPENSES $861,711

Year-over-Year Comparison

2024 2023 Change
Revenue $1,068,433 $1,085,583 0.0%
Expenses $861,711 $874,506 0.0%
Net Income $206,722 $211,077 0.0%
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
11
Independent Members
11
Employees
10
Volunteers
100

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
6
$170,755
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LAUREN WALKER CEO 40
Officer
$107,846 $0 $107,846
CORT NORMAN PROGRAM DIRECTOR 40
Officer
$62,909 $0 $62,909
VANESSA TYLER CHAIRPERSON 1
Officer Director
$0 $0 $0
CASSANDRA PULICE VICE CHAIRPERSON 1
Officer Director
$0 $0 $0
SHANE CARRIER TREASURER 1
Officer Director
$0 $0 $0
GARY MEYER SECRETARY 1
Officer Director
$0 $0 $0
CARRIE LUCAS BOARD MEMBER 1
Director
$0 $0 $0
LANCE MCKINNEY BOARD MEMBER 1
Director
$0 $0 $0
DALEEN ODELL BOARD MEMBER 1
Director
$0 $0 $0
DR OMAR RIECHE BOARD MEMBER 1
Director
$0 $0 $0
KATHY SAGER BOARD MEMBER 1
Director
$0 $0 $0
DR PAUL SIMEONE BOARD MEMBER 1
Director
$0 $0 $0
RYAN SMITH BOARD MEMBER 1
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 $1,068,433 $861,711 $1,354,212 $206,722
2023 $1,085,583 $874,506 $1,120,717 $211,077
2022 $910,243 $730,356 $915,975 $179,887
2021 $852,028 $647,098 $727,990 $204,930
2020 $589,539 $770,497 $614,552 $-180,958
2019 $726,525 $742,935 $691,693 $-16,410
2018 $694,163 $544,288 $707,911 $149,875
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