Bundles of Hope Inc (EIN 473964034) - 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

2015

Legal Domicile

Principal Officer

Theresa Jones

Phone

2056072112

Tax Period

2023-01-01 to 2023-12-31

BUNDLES OF HOPE INC, founded in 2015, is a small nonprofit in the Civil Rights & Advocacy sector that reported $235K in total revenue in fiscal year 2018. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $72K, a strong 30% operating margin.

Mission

To provide diapers, wipes, and period products to individuals and partner agencies

🔒

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 $2,418,705

Program Service Revenue $0

Investment Income $0

Other Revenue $-10,690

TOTAL REVENUE $2,408,015

Expense Breakdown

Grants Paid $0

Salaries & Benefits $178,853

Fundraising Expenses $31,995

Program Expenses $1,082,194

Other Expenses $1,061,555

TOTAL EXPENSES $1,240,408

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,408,015	$994,199	+1.4%
Expenses	$1,240,408	$851,406	+0.5%
Net Income	$1,167,607	$142,793	+7.2%

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

Volunteers

1720

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

$105,039

Total Directors

$90,308

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lindsay Gray	Executive Director and Board	40.00	Officer Director	$90,308	$0	$90,308
Tom Parrish	President	1.00	Officer Director	$0	$0	$0
Nancy Owen	Board Member	3.00	Director	$0	$0	$0
Theresa Jones	Board Member	1.00	Director	$0	$0	$0
Jennifer Mcnelly	Board Member	1.00	Director	$0	$0	$0
Shelly Mize	Board Member	2.00	Director	$0	$0	$0
Allyson Lewis	Treasurer and Secretary	15.00	Officer	$14,731	$0	$14,731

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	$2,408,015	$1,240,408	$2,161,063	$1,167,607
2022	$994,199	$851,406	$907,801	$142,793
2021	$804,963	$915,766	$631,359	$-110,803
2020	$1,888,940	$1,398,378	$752,166	$490,562
2019	$324,554	$237,020	$248,474	$87,534
2018	$234,756	$163,203	$160,940	$71,553

Bundles of Hope Inc