The Hope Institute (EIN 820827951) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

Elizabeth Huntley

Phone

2059016323

Tax Period

2023-01-01 to 2023-12-31

The Hope Institute, founded in 2017, is a small nonprofit in the Human Services sector that reported $204K in total revenue in fiscal year 2018. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $39K, a strong 19% operating margin.

Mission

The Hope Institute is a 501(c)(3) institution which partners with Samford University's Orlean Beeson School of Education to help bring schools in Alabama the best practices for developing good character in students.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $521,423

Program Service Revenue $250,963

Investment Income $26

Other Revenue $0

TOTAL REVENUE $772,412

Expense Breakdown

Grants Paid $0

Salaries & Benefits $400,138

Fundraising Expenses $20,007

Program Expenses $825,257

Other Expenses $546,143

TOTAL EXPENSES $946,281

Year-over-Year Comparison

	2023	2022	Change
Revenue	$772,412	$892,392	-0.1%
Expenses	$946,281	$912,355	+0.0%
Net Income	$-173,869	$-19,963	+7.7%

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

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
Drayton Nabers	Chairman	5.00	Officer Director	$0	$0	$0
Caroline Novak	Board Member	0.50	Director	$0	$0	$0
Cathy Randall	Secretary	0.50	Officer Director	$0	$0	$0
Kevin Walsh	Board Member	0.50	Director	$0	$0	$0
Pam Smith	Board Member	0.50	Director	$0	$0	$0
Lance Black	Treasurer	0.50	Officer Director	$0	$0	$0
Rob Burton	Board Member	0.50	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
2024	No data	No data	No data	No data
2023	$772,412	$946,281	$678,182	$-173,869
2022	$892,392	$912,355	$606,851	$-19,963
2021	$752,784	$657,459	$613,415	$95,325
2020	$774,844	$503,207	$528,336	$271,637
2019	$467,341	$292,658	$228,486	$174,683
2018	$203,792	$165,271	$50,436	$38,521

The Hope Institute