HOSEA INITIATIVE INC (EIN 454742942) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

TERRY BEATLEY

Phone

8044366877

Tax Period

2023-01-01 to 2023-12-31

HOSEA INITIATIVE INC, founded in 2011, is a small nonprofit in the Public & Societal Benefit sector that reported $224K in total revenue in fiscal year 2019. Revenue surged 196% from the prior year, signaling strong growth momentum. The organization ran a surplus of $49K, a strong 22% operating margin.

Mission

TO RESTORE A LIFE-AFFIRMING CULTURE BY TEACHING A BROADER UNDERSTANDING OF AMERICAN HISTORY, WORLDVIEWS, AND THE IMPACT OF SOCIAL POLICY.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $99,370

Program Service Revenue $0

Investment Income $1

Other Revenue $11,972

TOTAL REVENUE $111,343

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,044

Program Expenses $85,113

Other Expenses $121,026

TOTAL EXPENSES $121,026

Year-over-Year Comparison

	2023	2022	Change
Revenue	$111,343	$150,893	-0.3%
Expenses	$121,026	$154,670	-0.2%
Net Income	$-9,683	$-3,777	+1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIAN HERON	DIRECTOR	1.00	Director	$0	$0	$0
TERRY BEATLEY	PRESIDENT/TR	35.00	Officer	$0	$0	$0
ANDREA DELVECCHIO	VICE CHAIRMA	1.00	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
2024	No data	No data	No data	No data
2023	$111,343	$121,026	$30,692	$-9,683
2022	$150,893	$154,670	$40,375	$-3,777
2021	$80,867	$61,223	$44,152	$19,644
2020	$88,082	$136,846	$27,490	$-48,764
2019	$224,159	$175,561	$73,272	$48,598

HOSEA INITIATIVE INC