Helping Ourselves Pursue Enrichment Inc (EIN 860655390) - 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

1990

Legal Domicile

Principal Officer

Jasleen Chhatwal

Tax Period

2023-10-01 to 2024-09-30

Helping Ourselves Pursue Enrichment Inc, founded in 1990, is a community nonprofit that reported $8.3M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $9.4M exceeded revenue, resulting in a 13% operating deficit.

Mission

To deliver recovery-based community services using empathy from our own experience to ensure every individual achieves the most fulfilling life possible.

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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 $2,701,283

Program Service Revenue $5,516,802

Investment Income $701

Other Revenue $78,795

TOTAL REVENUE $8,297,581

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,916,479

Fundraising Expenses $622

Program Expenses $6,920,095

Other Expenses $2,499,333

TOTAL EXPENSES $9,415,812

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,297,581	$7,521,828	+0.1%
Expenses	$9,415,812	$7,744,274	+0.2%
Net Income	$-1,118,231	$-222,446	+4.0%

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

198

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

$231,312

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Daniel Haley	Chief Executive Officer	40.00	Officer	$164,455	$17,934	$182,389
John Carroll	CFO	40.00	Officer	$39,539	$0	$39,539
Rosa Spallieri	CFO	40.00	Officer	$9,384	$0	$9,384
Ron Bryant	Board Member	2.00	Director	$0	$0	$0
Scott Garber	Board Member	2.00	Director	$0	$0	$0
Mark Culbertson	Board Member	2.00	Director	$0	$0	$0
Courtney Broome	Board Member	2.00	Director	$0	$0	$0
Ryan Daily	Board Member	2.00	Director	$0	$0	$0
Ashley Matteson	Board Vice-President	2.00	Officer Director	$0	$0	$0
David OBrien	Secretary	2.00	Officer Director	$0	$0	$0
Jasleen Chhatwal	Board President	2.00	Officer Director	$0	$0	$0
Suzanne Dupee	Board Treasurer	2.00	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	$8,297,581	$9,415,812	$8,626,875	$-1,118,231
2023	$7,521,828	$7,744,274	$9,281,751	$-222,446
2022	$8,019,048	$6,599,024	$6,867,113	$1,420,024
2021	$7,369,000	$5,875,956	$4,653,047	$1,493,044
2020	$5,235,948	$5,881,383	$2,289,545	$-645,435
2019	$4,619,729	$4,663,084	$972,262	$-43,355
2018	$4,887,205	$4,873,521	$796,419	$13,684

Helping Ourselves Pursue Enrichment Inc