BREA HOPE INC (EIN 953867954) - 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

1984

Legal Domicile

Principal Officer

RICHARD CHAMPION

Phone

7149907826

Tax Period

2024-07-01 to 2025-06-30

BREA HOPE INC, founded in 1984, is a community nonprofit in the Education sector that reported $2.5M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.3M, a strong 53% operating margin.

Mission

TO ASSIST THE BREA OLINDA UNIFIED SCHOOL DISTRICT IN FINANCING VARIOUS CONSTRUCTION PROJECTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $481,168

Other Revenue $2,000,000

TOTAL REVENUE $2,481,168

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,144,410

Other Expenses $1,166,379

TOTAL EXPENSES $1,166,379

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,481,168	$2,233,699	+0.1%
Expenses	$1,166,379	$1,244,134	-0.1%
Net Income	$1,314,789	$989,565	+0.3%

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

$692,078

Total Directors

$968,213

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRINDA LEON	VICE CHAIRPERSON	1.00	Officer Director	$0	$94,794	$394,798
RICHARD CHAMPION	SECRETARY/TREASURER	1.00	Officer Director	$0	$76,055	$297,280
PHIL D'AGOSTINOTERM END 1224	DIRECTOR	1.00	Director	$0	$42,747	$276,135
BERNIE KILCOYNE	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
ARTHUR J ROLAND	DIRECTOR	1.00	Director	$0	$0	$0
VALERIE ROGERSSTART 125	DIRECTOR	1.00	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
2025	$2,481,168	$1,166,379	$19,691,016	$1,314,789
2024	$2,233,699	$1,244,134	$20,095,443	$989,565
2023	$2,099,948	$1,326,172	$20,801,748	$773,776
2022	$2,003,271	$1,489,419	$21,683,744	$513,852
2021	$2,020,712	$11,047,404	$22,707,010	$-9,026,692
2020	$22,512,819	$1,703,847	$33,242,687	$20,808,972
2019	$2,352,697	$1,904,766	$17,423,230	$447,931
2018	$2,141,859	$1,937,307	$18,027,767	$204,552

BREA HOPE INC