HOPE CLUBHOUSE OF SOUTHWEST FL 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

2007

Legal Domicile

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.

Program Service Accomplishments

Program 1

Expenses: $498,245 Revenue: $6,025

GENERAL PROGRAMS - INCLUDES ALL PROGRAMS WITHIN THE CLUBHOUSE NOT SPECIFICALLY DESIGNATED TO GARDEN, CULINARY OR EMPLOYMENT. THE CLUBHOUSE HAS 220 ACTIVE MEMBERS (BEEN TO CLUBHOUSE WITHIN LAST THREE MONTHS) AND AVERAGES 35-40 MEMBERS DAILY. PROGRAMS INCLUDES DAILY WELLNESS HOUR, EDUCATION, NEWSLETTER AND SOCIAL MEDIA, SOCIALS (SIX MONTHLY) THAT TAKE PLACE OUTSIDE NORMAL CLUBHOUSE HOURS.

Program 2

Expenses: $71,296 Revenue: $0

EMPLOYMENT - EMPLOYMENT PROGRAM FOCUSES ON ASSISTING MEMBERS WITH EMPLOYMENT. THIS INCLUDES RESUME BUILDING AND PRACTICE ON INTERVIEW QUESTIONING. THERE ARE 43 MEMBERS GAINFULLY EMPLOYED AND SEVERAL...

Program 3

Expenses: $24,964 Revenue: $1,402

MEAL PROGRAM - MEAL PROGRAM INCLUDES A HOT LUNCH MEAL FOR MEMBERS EVERY DAY, MONDAY TO FRIDAY. OVER 4,700 LUNCHES WERE SERVED IN 2024. IN ADDITION, OUR CULINARY CHEF TEACHES A MONTHLY FOOD HANDLER...

MEAL PROGRAM - MEAL PROGRAM INCLUDES A HOT LUNCH MEAL FOR MEMBERS EVERY DAY, MONDAY TO FRIDAY. OVER 4,700 LUNCHES WERE SERVED IN 2024. IN ADDITION, OUR CULINARY CHEF TEACHES A MONTHLY FOOD HANDLER CERTIFICATION TRAINING PROGRAM FOR MEMBERS AND STAFF WISHING TO OBTAIN SAID CERTIFICATION.

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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 $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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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

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

$170,755

Total Directors

Key Employees

Highest Compensated

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