HELPING OUR MENTALLY ILL EXPERIENCE SUCCESS INC (EIN 330107781) - 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

1985

Legal Domicile

Principal Officer

MARK SCHULTZ

Phone

9492638676

Tax Period

2023-01-01 to 2023-12-31

HELPING OUR MENTALLY ILL EXPERIENCE SUCCESS INC, founded in 1985, is a small nonprofit in the Mental Health sector that reported $776K in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $222K, a strong 29% operating margin.

Mission

THE PURPOSE OF HELPING OUR MENTALLY ILL EXPERIENCE SUCCESS, INC. IS TO ENHANCE THE QUALITY OF LIFE AND EXPAND THE AVAILABLILITY OF AFFORDABLE HOUSING FOR THE MENTALLY ILL AND OTHERS WITH SPECIAL NEEDS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,000

Program Service Revenue $34,663

Investment Income $739,588

Other Revenue $0

TOTAL REVENUE $776,251

Expense Breakdown

Grants Paid $0

Salaries & Benefits $309,966

Fundraising Expenses $0

Program Expenses $491,631

Other Expenses $244,728

TOTAL EXPENSES $554,694

Year-over-Year Comparison

	2023	2022	Change
Revenue	$776,251	$1,094,086	-0.3%
Expenses	$554,694	$1,038,842	-0.5%
Net Income	$221,557	$55,244	+3.0%

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

N/A

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

$3,578,488

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID WOOD	CHAIR	0.10	Officer Director	$0	$0	$0
MARY LYNN COFFEE	VICE CHAIR	0.10	Officer Director	$0	$0	$0
MARK HOOVER	TREASURER	0.10	Officer Director	$0	$0	$0
CESAR COVARRUBIAS	SECRETARY	0.10	Officer Director	$0	$0	$0
PATRICK D MCCALLA	DIRECTOR	0.10	Director	$0	$0	$0
LAURA ARCHULETA	PRESIDENT & CEO	0.10	Officer	$0	$62,998	$635,033
MICHAEL MASSIE	CHIEF DEVELOPMENT OFFICER	0.10	Officer	$0	$58,590	$526,624
MARK SCHULTZ	CHIEF FINANCIAL OFFICER	2.00	Officer	$0	$7,148	$83,804
ROGER KINOSHITA	VP, REAL ESTATE ACQUISITIO	0.10	Officer	$0	$29,616	$276,649
KAREN HAMMOND	VP, HUMAN RESOURCES	0.10	Officer	$0	$19,479	$241,501
TISH KELLY	VP, HOUSING DEVELOPMENT	0.10	Officer	$0	$11,825	$350,003
NATALIE REIDER	VP, COMMUNITY OPERATIONS	0.10	Officer	$0	$24,812	$254,959
KATHERINE MCFADDEN	VP , NORTHERN CALIFORNIA	0.10	Officer	$0	$19,419	$243,167
TALESHA PAYNE	VP	0.10	Officer	$0	$9,115	$126,697
VICTORIA RODRIGUEZ	VP, DEVELOPMENT	0.10	Officer	$0	$27,779	$304,974
KELSEY BREWER	VP, BUSINESS DEVELOPMENT	0.10	Officer	$0	$9,213	$178,462
ELIZABETH ANDALEON	CHIEF FINANCIAL OFFICER	0.10	Officer	$0	$28,588	$356,615

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	No data	No data	No data	No data
2023	$776,251	$554,694	$5,327,870	$221,557
2022	$1,094,086	$1,038,842	$5,343,794	$55,244
2021	$4,958,908	$562,140	$5,945,262	$4,396,768
2020	$421,626	$510,023	$2,601,506	$-88,397
2019	$342,738	$546,653	$2,701,253	$-203,915
2018	$510,208	$537,768	$2,195,647	$-27,560

HELPING OUR MENTALLY ILL EXPERIENCE SUCCESS INC