HELPME

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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

JulieAnne Rivera

Tax Period

2023-01-01 to 2023-12-31

HELPME, founded in 2020, is a small nonprofit in the Human Services sector that reported $388K in total revenue in fiscal year 2023. The organization ran a surplus of $77K, a strong 20% operating margin.

Mission

AN ORGANIZATION DEDICATED TO PROVIDING AFFORDABLE HOUSEING AND HEALTHCARE GUIDANCE TO OUR COMMUNITY THROUGH OUTREACH EDUCATION AND SUPPORT

Program Service Accomplishments

Program 1

Expenses: $299,662 Revenue: $355,229

Served over 400 individuals in 2023 providing healthcare housing support services. The expansion of a new location being able to provide additional housing and resources to the medically and mentally...

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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 $32,804

Program Service Revenue $355,229

Investment Income $0

Other Revenue $0

TOTAL REVENUE $388,033

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $299,662

Other Expenses $310,666

TOTAL EXPENSES $310,666

Year-over-Year Comparison

	2023	2022	Change
Revenue	$388,033	N/A	N/A
Expenses	$310,666	N/A	N/A
Net Income	$77,367	N/A	N/A

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
Julieanne Rivera	President	40.00	Director	$0	$0	$0
David Weaver	Vice President	3.00	Director	$0	$0	$0
Joe Rivera	CFO	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	No data	No data	No data	No data
2023	$388,033	$310,666	$86,147	$77,367