Hope Fort Bend Clubhouse (EIN 823707323) - 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

2017

Legal Domicile

Principal Officer

Patricia Sumner

Phone

7138827769

Tax Period

2024-01-01 to 2024-12-31

Hope Fort Bend Clubhouse, founded in 2017, is a small nonprofit in the Mental Health sector that reported $320K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring.

Mission

Hope Fort Bend Clubhouse is dedicated to growing a community of achievers living with a mental health condition who are empowered to thrive through education productive work and meaningful relationships with access to effective transportation and safe housing.

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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 (2024)

Revenue Breakdown

Contributions & Grants $320,295

Program Service Revenue $0

Investment Income $30

Other Revenue $0

TOTAL REVENUE $320,325

Expense Breakdown

Grants Paid $0

Salaries & Benefits $162,569

Fundraising Expenses $100

Program Expenses $286,247

Other Expenses $164,916

TOTAL EXPENSES $327,485

Year-over-Year Comparison

	2024	2023	Change
Revenue	$320,325	$412,567	-0.2%
Expenses	$327,485	$332,721	0.0%
Net Income	$-7,160	$79,846	-1.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patricia Sumner	President	20.00	Officer Director	$0	$0	$0
Ken Sumner	Secretary	10.00	Officer Director	$0	$0	$0
Richard Hogan	Vice President	2.00	Officer	$0	$0	$0
Mark Eyring	Treasurer	2.00	Officer Director	$0	$0	$0
Anne Leder	Director	3.00	Director	$0	$0	$0
Monique Cortez	Director	2.00	Director	$0	$0	$0
Kathy Renfrow	Director	2.00	Director	$0	$0	$0
Kevin Kin	Director	2.00	Director	$0	$0	$0
Toki Bennett	Director	2.00	Director	$0	$0	$0
Eilean Mackenzie	Director	2.00	Director	$0	$0	$0
Charles Popeney	Director	2.00	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	$320,325	$327,485	$647,571	$-7,160
2023	$412,567	$332,721	$652,325	$79,846
2022	$435,493	$285,827	$618,456	$149,666
2021	$271,030	$252,642	$479,967	$18,388
2020	$546,830	$278,568	$458,686	$268,262
2019	$493,678	$391,696	$178,977	$101,982
2018	$118,766	$41,770	$76,996	$76,996

Hope Fort Bend Clubhouse