HOPESPOKE (EIN 470398819) - 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

1949

Legal Domicile

Principal Officer

WENDI ANDERSON

Phone

4024757666

Tax Period

2023-07-01 to 2024-06-30

HOPESPOKE, founded in 1949, is a community nonprofit in the Mental Health sector that reported $6.9M in total revenue in fiscal year 2023.

Mission

INSPIRING CHILDREN & FAMILIES TO MOVE FORWARD.

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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 $2,609,675

Program Service Revenue $4,263,105

Investment Income $33,614

Other Revenue $0

TOTAL REVENUE $6,906,394

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,261,925

Fundraising Expenses $239,390

Program Expenses $4,947,020

Other Expenses $1,505,568

TOTAL EXPENSES $6,767,493

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,906,394	$6,670,879	+0.0%
Expenses	$6,767,493	$6,053,958	+0.1%
Net Income	$138,901	$616,921	-0.8%

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

127

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

$414,383

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACEY SMITH	TREASURER	0.00	Officer Director	$0	$0	$0
REGAN ANSON	PRESIDENT	0.00	Officer Director	$0	$0	$0
BESS SULLIVAN SCOTT	SECRETARY	0.00	Officer Director	$0	$0	$0
RUSS HEWITT	DIRECTOR	0.00	Director	$0	$0	$0
KAREN CHANEY	DIRECTOR	0.00	Director	$0	$0	$0
MITCH LEE	PRESIDENT-ELECT	0.00	Officer Director	$0	$0	$0
SUSAN HERSHBERGER	DIRECTOR	0.00	Director	$0	$0	$0
ELLEN BEANS	DIRECTOR	0.00	Director	$0	$0	$0
KATIE BASS	DIRECTOR	0.00	Director	$0	$0	$0
JENA DONAHUE	DIRECTOR	0.00	Director	$0	$0	$0
LILY AMARE	DIRECTOR	0.00	Director	$0	$0	$0
BETTY MEDINGER	DIRECTOR	0.00	Director	$0	$0	$0
DAVE GRAFF	DIRECTOR	0.00	Director	$0	$0	$0
MICHAELA RASMUSSEN	DIRECTOR	0.00	Director	$0	$0	$0
CHRIS MCINERNY	DIRECTOR	0.00	Director	$0	$0	$0
LILY SUGHROUE	DIRECTOR	0.00	Director	$0	$0	$0
CHAD KRUSE	DIRECTOR	0.00	Director	$0	$0	$0
TED SCOTT	DIRECTOR	0.00	Director	$0	$0	$0
SHIRLEY PICKENS	DIRECTOR	0.00	Director	$0	$0	$0
KATHRYN MCLEESE STEPHENSON	EXECUTIVE DIRECTOR	40.00	Officer	$148,422	$22,191	$170,613
BRAD SCHILTZ	FINANCE DIRECTOR	40.00	Officer	$103,522	$6,530	$110,052
WENDI ANDERSON	INTERIM EXECUTIVE DIRECTOR	40.00	Officer	$124,695	$9,023	$133,718
PAT SAILORS	RESIDENTIAL PROGRAM DIRECT	40.00	Highest	$143,013	$20,402	$163,415

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	No data	No data	No data	No data
2024	$6,906,394	$6,767,493	$4,455,071	$138,901
2023	$6,670,879	$6,053,958	$4,191,887	$616,921
2022	$5,711,956	$5,744,549	$4,072,780	$-32,593
2021	$7,323,622	$6,288,473	$3,904,304	$1,035,149
2020	$5,615,581	$5,706,124	$3,819,293	$-90,543

HOPESPOKE