HOPE ACTION CARE (EIN 742481996) - 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

1988

Legal Domicile

Principal Officer

GILBERT ANTHONY CASARES

Phone

2102247330

Tax Period

2023-01-01 to 2023-12-31

HOPE ACTION CARE, founded in 1988, is a small nonprofit that reported $956K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $894K left a modest 6% surplus.

Mission

THE MISSION OF HOPE ACTION CARE IS TO BE SAN ANTONIO'S AFFORDABLE HOUSING CHOICE THAT IS COMMITTED TO PROVIDING THE BEST QUALITY OF LIFE FOR OUR RESIDENTS, AND A SUITABLE LIVING ENVIRONMENT FOR THE FAMILIES AND INDIVIDUALS WE SERVE, WITHOUT DISCRIMINATION.

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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 $1,411

Program Service Revenue $954,892

Investment Income $64

Other Revenue $0

TOTAL REVENUE $956,367

Expense Breakdown

Grants Paid $0

Salaries & Benefits $342,889

Fundraising Expenses $0

Program Expenses $789,477

Other Expenses $551,595

TOTAL EXPENSES $894,484

Year-over-Year Comparison

	2023	2022	Change
Revenue	$956,367	$834,949	+0.1%
Expenses	$894,484	$819,472	+0.1%
Net Income	$61,883	$15,477	+3.0%

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

$112,513

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SERGIO MONREAL	CEO	40.00	Officer	$82,500	$30,013	$112,513
ROBERT HART HAMMAN	DIRECTOR	1.00	Director	$0	$0	$0
DEE ODUM	BOARD MEMBER	1.00	Director	$0	$0	$0
GILBERT ANTHONY CASARES	BOARD CHAIR	2.00	Officer	$0	$0	$0
GONZALO GAMBOA	SECRETARY	1.00	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
2024	No data	No data	No data	No data
2023	$956,367	$894,484	$2,973,963	$61,883
2022	$834,949	$819,472	$2,967,112	$15,477
2021	$822,400	$779,776	$2,939,799	$42,624
2020	$752,453	$768,901	$3,014,623	$-16,448
2019	$757,140	$742,291	$3,064,317	$14,849
2018	$734,766	$744,871	$3,120,712	$-10,105

HOPE ACTION CARE