HOPEWORKS SOCIAL ENTERPRISES (EIN 800684608) - 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

2011

Legal Domicile

Phone

4253476556

Tax Period

2021-07-01 to 2022-06-30

HOPEWORKS SOCIAL ENTERPRISES, founded in 2011, is a community nonprofit in the Employment sector that reported $4.1M in total revenue in fiscal year 2021. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $3.6M left a modest 10% surplus.

Mission

WE CREATE PATHWAYS TO SELF -SUFFICIENCY THROUGH SOCIAL ENTERPRISES THAT PROVIDE HOPE, EMPOWERMENT, EDUCATION AND JOB TRAINING

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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 (2021)

Revenue Breakdown

Contributions & Grants $3,035,211

Program Service Revenue $1,386,181

Investment Income $-371,331

Other Revenue $0

TOTAL REVENUE $4,050,061

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,632,759

Other Expenses $3,632,759

TOTAL EXPENSES $3,632,759

Year-over-Year Comparison

	2021	2020	Change
Revenue	$4,050,061	$3,691,088	+0.1%
Expenses	$3,632,759	$3,333,458	+0.1%
Net Income	$417,302	$357,630	+0.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Laura Brent	President	1	Officer Director	$0	$0	$0
Glen Bachman	Vice President	1	Officer Director	$0	$0	$0
Paul Vexler	Treasurer/Secretary	1	Director	$0	$0	$0
Louise Stanton-Masten	Board Member	1	Director	$0	$0	$0
Mark Henning	Board Member	1	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
2023	No data	No data	No data	No data
2022	$4,050,061	$3,632,759	$20,340,817	$417,302
2021	$3,691,088	$3,333,458	$19,135,255	$357,630

HOPEWORKS SOCIAL ENTERPRISES