New Hope Housing Inc (EIN 541060634) - 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

1978

Legal Domicile

Principal Officer

Ashley McSwain

Phone

7037992293

Tax Period

2023-07-01 to 2024-06-30

New Hope Housing Inc, founded in 1978, is a community nonprofit in the Housing & Shelter sector that reported $8.5M in total revenue in fiscal year 2017. Revenue surged 30% from the prior year, signaling strong growth momentum.

Mission

Provides homeless individuals and families with shelter and tools to build a better life.

🔒

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 $2,947,835

Program Service Revenue $7,658,072

Investment Income $824,071

Other Revenue $-28,702

TOTAL REVENUE $11,401,276

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,143,742

Fundraising Expenses $321,350

Program Expenses $10,690,370

Other Expenses $4,776,789

TOTAL EXPENSES $11,920,531

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,401,276	$11,754,713	0.0%
Expenses	$11,920,531	$12,001,775	0.0%
Net Income	$-519,255	$-247,062	+1.1%

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

314

Volunteers

996

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

$107,721

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Hubert Ronnie Bagley	President	5.00	Officer Director	$0	$0	$0
Lianne Wang	Vice President	1.00	Officer Director	$0	$0	$0
Ilona Birenbaum	Vice President	1.00	Officer Director	$0	$0	$0
Paul Stanford	Treasurer	1.00	Officer Director	$0	$0	$0
Rick DeMilio Jr	Secretary	1.00	Officer Director	$0	$0	$0
Charade Estes	Director	1.00	Director	$0	$0	$0
Stephanie Johnson	Director	1.00	Director	$0	$0	$0
Jim McCabe	Director	1.00	Director	$0	$0	$0
Eric Kelly	Director	1.00	Director	$0	$0	$0
Benjamin Kong	Director	1.00	Director	$0	$0	$0
Ambreen Rizvi	Director	1.00	Director	$0	$0	$0
Barbara Mantegani	Director	1.00	Director	$0	$0	$0
Nyree Wright	Director	1.00	Director	$0	$0	$0
Kevin Catron	Director	1.00	Director	$0	$0	$0
Ashley McSwain	Executive Director	40.00	Officer	$102,966	$4,755	$107,721

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	$11,401,276	$11,920,531	$3,895,972	$-519,255
2023	$11,754,713	$12,001,775	$4,729,478	$-247,062
2022	$11,982,340	$12,189,288	$4,452,442	$-206,948
2021	$13,222,867	$12,274,029	$4,724,081	$948,838
2020	$9,453,449	$9,535,411	$4,838,314	$-81,962
2019	$8,912,967	$9,039,251	$4,010,931	$-126,284
2018	$8,496,461	$8,503,059	$4,450,808	$-6,598

New Hope Housing Inc