TRANSACT HOPE (EIN 454937277) - 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

2012

Legal Domicile

Principal Officer

Collene Ottum

Phone

7155707750

Tax Period

2025-01-01 to 2025-12-31

TRANSACT HOPE, founded in 2012, is a small nonprofit in the Housing & Shelter sector that reported $213K in total revenue in fiscal year 2025. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $46K, a strong 22% operating margin.

Mission

PROVIDING TRANSITIONAL HOUSING AND PROGRAM SERVICES TO INDIVIDUALS AND FAMILIES TO HELP THEM OVERCOME FINANCIAL, LEGAL, OR EMOTIONAL OBSTRUCTIONS IN THEIR LIVES BY CONNECTING THEM TO CHRIST, AFFORDABLE HOUSING, AND A COMMUNITY OF CARING PEOPLE.

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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 $197,258

Program Service Revenue $15,907

Investment Income $0

Other Revenue $0

TOTAL REVENUE $213,165

Expense Breakdown

Grants Paid $0

Salaries & Benefits $59,848

Fundraising Expenses $0

Program Expenses $158,578

Other Expenses $107,355

TOTAL EXPENSES $167,203

Year-over-Year Comparison

	2025	2024	Change
Revenue	$213,165	$253,708	-0.2%
Expenses	$167,203	$194,620	-0.1%
Net Income	$45,962	$59,088	-0.2%

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

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
CRAIG SHULER	BOARD MEMBER	1	Director	$0	$0	$0
DOUG SCHNEIDER	BOARD MEMBER	1	Director	$0	$0	$0
DARYL WOODS	BOARD MEMBER	1	Director	$0	$0	$0
TOM WERLEIN	CHAIR	2	Officer	$0	$0	$0
KRIS KOCH	VICE CHAIR	4	Officer	$0	$0	$0
JESSICA LUISI	SECRETARY	2	Officer	$0	$0	$0
COLLENE OTTUM	TREASURER	6	Officer	$0	$0	$0
DAN FLOOD	BOARD MEMBER	1	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	$213,165	$167,203	$916,898	$45,962
2024	$253,708	$194,620	$843,069	$59,088
2023	$191,290	$151,696	$889,564	$39,594
2022	$190,539	$138,410	$789,848	$52,129
2021	$236,639	$107,563	$786,271	$129,076
2020	$195,174	$112,296	$757,453	$82,878

TRANSACT HOPE