Hope Well Foundation (EIN 883772885) - 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

2022

Legal Domicile

Tax Period

2025-01-01 to 2025-12-31

Hope Well Foundation, founded in 2022, is a small nonprofit in the Mental Health sector that reported $512K in total revenue in fiscal year 2025. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $143K, a strong 28% operating margin.

Mission

In 2023, we were able to raise the capital to remodel a five bedroom three bathroom house for women who are in a transition. Also, we were able to assist five men and women with the financial resources to enter treatment and continue their care with supportive living. We were also able to feed 20 families Thanksgivingand Christmas baskets.

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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 $497,367

Program Service Revenue $14,965

Investment Income $0

Other Revenue $0

TOTAL REVENUE $512,332

Expense Breakdown

Grants Paid $7,167

Salaries & Benefits $47,941

Fundraising Expenses $0

Program Expenses $369,763

Other Expenses $314,655

TOTAL EXPENSES $369,763

Year-over-Year Comparison

	2025	2024	Change
Revenue	$512,332	$397,186	+0.3%
Expenses	$369,763	$133,064	+1.8%
Net Income	$142,569	$264,122	-0.5%

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

N/A

Employees

N/A

Volunteers

N/A

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

$45,656

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Reico Hopewell	Executive Dir.	40.00	Officer	$45,656	$0	$45,656
Walter Simpson Jr	Secretary	0.00	Officer	$0	$0	$0
Blake Venable	Treasurer	0.00	Officer	$0	$0	$0
Sandi Mazzeo	Secretary	0.00	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	$512,332	$369,763	$654,284	$142,569
2024	$397,186	$133,064	$266,058	$264,122

Hope Well Foundation