TD Securities Underwriting Hope Fund Inc (EIN 823775525) - 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

Phone

2128272706

Tax Period

2024-01-01 to 2024-12-31

TD Securities Underwriting Hope Fund Inc, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $866K in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. Expenses of $839K left a modest 3% surplus.

Mission

THE ORGANIZATION MAKES GRANTS TO 501(C)(3) CHARITABLE ORGANIZATIONS OPERATING IN NY, NJ, CT, AND TX, INCLUDING CHARITABLE ORGANIZATIONS THAT SUPPORT YOUTH- RELATED CAUSES.

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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 $121,999

Program Service Revenue $0

Investment Income $0

Other Revenue $744,290

TOTAL REVENUE $866,289

Expense Breakdown

Grants Paid $780,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $780,000

Other Expenses $59,336

TOTAL EXPENSES $839,336

Year-over-Year Comparison

	2024	2023	Change
Revenue	$866,289	$599,267	+0.4%
Expenses	$839,336	$630,388	+0.3%
Net Income	$26,953	$-31,121	-1.9%

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

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
Ashleigh Hart	DIRECTOR AND AUC CO-CHAIR	5.0	Officer Director	$0	$0	$0
CHRISTINA PETROU	DIRECTOR	5.0	Officer Director	$0	$0	$0
GLENN GIBSON	DIRECTOR AND CHAIR	5.0	Officer Director	$0	$0	$0
Sean Markle	DIRECTOR AND VP	5.0	Officer Director	$0	$0	$0
Thomas Nakashian	DIRECTOR AND AUC CO-CHAIR	5.0	Officer 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	$866,289	$839,336	$116,141	$26,953
2023	$599,267	$630,388	$107,710	$-31,121
2022	$380,697	$400,055	$112,232	$-19,358
2021	$430,188	$491,540	$72,881	$-61,352
2020	$433,579	$378,292	$129,885	$55,287
2019	$585,659	$602,375	$85,089	$-16,716
2018	$578,693	$518,936	$79,407	$59,757

TD Securities Underwriting Hope Fund Inc