Helens Hope Chest (EIN 464747933) - 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

2014

Legal Domicile

Principal Officer

Mark Young

Phone

4809695411

Tax Period

2024-07-01 to 2025-06-30

Helens Hope Chest, founded in 2014, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2024. Expenses of $1.2M left a modest 13% surplus.

Mission

Helens Hope Chest lightens the burden of foster and kinship families through tangible resources and compassionate support.

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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 $1,368,137

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,368,137

Expense Breakdown

Grants Paid $818,263

Salaries & Benefits $221,960

Fundraising Expenses $17,472

Program Expenses $1,102,820

Other Expenses $153,693

TOTAL EXPENSES $1,193,916

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,368,137	$1,304,217	+0.0%
Expenses	$1,193,916	$1,930,231	-0.4%
Net Income	$174,221	$-626,014	-1.3%

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

836

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

$311,707

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mark Young	CEO & President	10.00	Officer	$0	$15,200	$126,644
Allison Johnson	Chief Financial Officer	10.00	Officer	$0	$12,875	$101,770
Dana Hicks	Chief Operating Officer	10.00	Officer	$0	$17,600	$83,293
Carlos Alfaro	Board member	2.00	Director	$0	$0	$0
Azza Abuseif	Board member	2.00	Director	$0	$0	$0
Paul Anderson	Board Chairman	2.00	Director	$0	$0	$0
Josh Flake	Board Treasurer	2.00	Director	$0	$0	$0
Adam Gunderson	Board member	2.00	Director	$0	$0	$0
Federick McClellan	Board member	2.00	Director	$0	$0	$0
Keisha McKinnor	Board Vice Chair	2.00	Director	$0	$0	$0
Jessica Regnaert	Board member	2.00	Director	$0	$0	$0
Ruth Santiago	MEMBER	2.00	Director	$0	$0	$0
Julie Spilsbury	Board Secretary	2.00	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
2025	$1,368,137	$1,193,916	$787,483	$174,221
2023	$1,742,230	$1,558,492	$1,364,949	$183,738
2023	$1,304,217	$1,930,231	$602,467	$-626,014
2022	$1,550,890	$1,608,120	$911,038	$-57,230
2021	$1,286,174	$1,069,004	$1,079,438	$217,170
2020	$1,298,968	$1,207,361	$778,554	$91,607
2019	$1,399,971	$1,278,642	$606,083	$121,329
2018	$1,191,188	$1,190,049	$456,915	$1,139

Helens Hope Chest