Hope Missions of the Upstate (EIN 852752663) - 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

2020

Legal Domicile

Principal Officer

Dave Phillips

Phone

8643592396

Tax Period

2025-01-01 to 2025-12-31

Hope Missions of the Upstate, founded in 2020, is a small nonprofit in the Religion sector that reported $592K in total revenue in fiscal year 2025. Revenue surged 99% from the prior year, signaling strong growth momentum. Expenses of $527K left a modest 11% surplus.

Mission

HOPE Missions exists for all who are marginalized and living in poverty to experience acceptance in Christ, live in sustainable housing, and joyfully engage in supportive community.

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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 (2025)

Revenue Breakdown

Contributions & Grants $591,966

Program Service Revenue $0

Investment Income $52

Other Revenue $0

TOTAL REVENUE $592,018

Expense Breakdown

Grants Paid $133,778

Salaries & Benefits $260,819

Fundraising Expenses $11,077

Program Expenses $482,742

Other Expenses $132,747

TOTAL EXPENSES $527,344

Year-over-Year Comparison

	2025	2024	Change
Revenue	$592,018	$297,633	+1.0%
Expenses	$527,344	$318,640	+0.7%
Net Income	$64,674	$-21,007	-4.1%

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

895

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

$16,009

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julie Huber	Secretary	20.00	Officer	$16,009	$0	$16,009
Zoe Hale	Director	40.00	Director	$0	$0	$0
John Boyte	Director	4.00	Director	$0	$0	$0
Norman Epps	Director	4.00	Director	$0	$0	$0
Don Peppers	Director	4.00	Director	$0	$0	$0
Angel Williams	Director	4.00	Director	$0	$0	$0
Bruce Forbes	Director	4.00	Director	$0	$0	$0
Dave Phillips	PresidentCEO	40.00	Officer	$0	$0	$0
Ernestine Galloway	Treasurer	6.00	Officer	$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
2025	$592,018	$527,344	$264,525	$64,674
2024	$297,634	$318,640	$197,808	$-21,006
2024	$297,633	$318,640	$197,808	$-21,007
2024	$297,633	$318,640	$197,808	$-21,007
2024	$297,633	$318,640	$197,808	$-21,007
2023	$352,464	$239,019	$219,412	$113,445
2022	$203,168	$117,178	$134,479	$85,990

Hope Missions of the Upstate