HOPE STORY INC

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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

2018

Legal Domicile

Principal Officer

RICK SMITH

Tax Period

2023-01-01 to 2023-12-31

HOPE STORY INC, founded in 2018, is a small nonprofit in the Diseases & Disorders sector that reported $337K in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $77K, a strong 23% operating margin.

Program Service Accomplishments

Program 1

Expenses: $189,409

DISTRUBTED PERSONALIZED INFORMATION TO NEW HOPE ADVOCATES ACROSS THE COUNTRY TO PROVIDE RESOURCES FOR NEW PARENTS OF CHILDREN WITH DOWN SYNDROME AND MEDICAL PROFESSIONALS IN THEIR AREA. ATTENDED...

DISTRUBTED PERSONALIZED INFORMATION TO NEW HOPE ADVOCATES ACROSS THE COUNTRY TO PROVIDE RESOURCES FOR NEW PARENTS OF CHILDREN WITH DOWN SYNDROME AND MEDICAL PROFESSIONALS IN THEIR AREA. ATTENDED VARIOUS EVENTS (BUDDY WALKS, ETC.) TO CREATE AWARENESS OF HOPE STORY TO PARENTS OF CHILDREN WITH DOWN SYNDROME AND TO SHARE THE MISSION OF HOPE STORY.PRODUCED AND DISTRIBUTED A NEW PARENT BOOKLET IN TWO LANGUAGES. EXPANDED OUTREACH TO MEDICAL PROFESSIONALS INCLUDING ATTENDING MEDICAL CONFERENCES AND HOSTING EDUCATIONAL MEDICAL PROFESSIONAL DINNERS. OFFERED NATIONWIDE PEER-TO-PEER SUPPORT TO NEW PARENTS OF CHILDREN WITH DOWN SYNDROME. HOSTED TWO BACK TO SCHOOL EVENTS FOR PARENTS OF CHILDREN WITH DOWN SYNDROME. HIRED A PART TIME OPERATION COORDINATOR. GREW OUR TEAM HOPE STORY CHARITY FUNRAISING RUNNING PROGRAM BY APPROXIMATELY 2,000% FROM 2022.

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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 $337,248

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $337,248

Expense Breakdown

Grants Paid $0

Salaries & Benefits $106,770

Fundraising Expenses $12,097

Program Expenses $189,409

Other Expenses $153,868

TOTAL EXPENSES $260,638

Year-over-Year Comparison

	2023	2022	Change
Revenue	$337,248	$227,688	+0.5%
Expenses	$260,638	$172,362	+0.5%
Net Income	$76,610	$55,326	+0.4%

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

$92,009

Total Directors