OPERATION HOPE INC (EIN 954378084) - 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

1992

Legal Domicile

Principal Officer

BRIAN BETTS

Phone

4049412919

Tax Period

2025-01-01 to 2025-12-31

OPERATION HOPE INC, founded in 1992, is a mid-sized nonprofit in the Unknown sector that reported $32.1M in total revenue in fiscal year 2025. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $43.7M exceeded revenue, resulting in a 36% operating deficit.

Mission

Operation HOPEs mission is to expand economic opportunity in underserved communities through financial education and empowerment by offering programs that create stabilized communities and financial stakeholders.

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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 $31,836,515

Program Service Revenue $0

Investment Income $308,743

Other Revenue $0

TOTAL REVENUE $32,145,258

Expense Breakdown

Grants Paid $1,058,413

Salaries & Benefits $33,292,799

Fundraising Expenses $2,487,507

Program Expenses $36,639,634

Other Expenses $9,314,155

TOTAL EXPENSES $43,665,367

Year-over-Year Comparison

	2025	2024	Change
Revenue	$32,145,258	$57,366,367	-0.4%
Expenses	$43,665,367	$42,289,687	+0.0%
Net Income	$-11,520,109	$15,076,680	-1.8%

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

465

Volunteers

2261

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

$1,629,343

Total Directors

$801,558

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN BRYANT	Chairman/CEO	40.00	Officer Director	$774,442	$27,116	$801,558
BRIAN BETTS	President & CFO	40.00	Officer	$466,956	$20,054	$487,010
RACHEL DOFF	CAO	40.00	Officer	$319,290	$21,485	$340,775
KEVIN BOUCHER	EVP, CHIEF COMM. & STRAT OFFICER	40.00		$270,058	$20,490	$290,548
LANCE TRIGGS	EVP, PRESIDENT HOPE PROGRAMS	40.00		$270,914	$17,687	$288,601
MARY HAGERTY EHRSAM	EVP, PRESIDENT, HOPE PARTNERSHIPS	40.00		$236,479	$21,132	$257,611
JENNIFER WOLFORD	CHIEF INNOVATION OFFICER	40.00		$242,948	$7,581	$250,529
JENA ROSCOE	SVP, GOVT RELATIONS & PUBLIC POLICY	40.00		$192,611	$13,714	$206,325
RODRICK MCGREW	CHIEF CULTURAL OFFICER	40.00		$187,682	$2,641	$190,323
JAMES EBERHART	CHIEF EXPERIENCE OFFICER	40.00		$182,428	$6,027	$188,455
MARGO LUCERO	CHIEF GROWTH & REVENUE OFFICER	40.00		$172,972	$2,423	$175,395
KEITH HARRIS	CHIEF PEOPLE OFFICER	0.00		$171,431	$1,665	$173,096
MICHAEL SMITH	SVP FINANCE & ACCT	40.00		$149,618	$19,502	$169,120
WILLIAM FAIR	DIRECTOR, BUS CUL	40.00		$143,849	$19,712	$163,561
EVELYN DUCOULOMBIER	SVP, C&C AFFAIRS	40.00		$144,723	$15,563	$160,286
CREON SUTTON	SVP, INFO TECH	40.00		$138,677	$14,121	$152,798
JEANETTA WILLIAMS	SVP, HR	40.00		$123,593	$12,720	$136,313
KELLY COFFEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL AROUGHETI	BOARD MEMBER	1.00	Director	$0	$0	$0
BRYAN JORDAN	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM WELSH	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH FRIAR	BOARD MEMBER	1.00	Director	$0	$0	$0
JED YORK	BOARD MEMBER	1.00	Director	$0	$0	$0
TIMOTHY WENNES	BOARD MEMBER	1.00	Director	$0	$0	$0
BRAD HANSON	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK MARTELL	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHEN RYAN ESQ	BOARD MEMBER	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	$32,145,258	$43,665,367	$44,434,179	$-11,520,109
2024	$57,366,367	$42,289,687	$56,346,064	$15,076,680
2023	$37,644,362	$39,667,286	$41,731,591	$-2,022,924
2022	$38,394,389	$36,081,814	$45,411,250	$2,312,575
2021	$45,427,739	$25,956,484	$42,513,861	$19,471,255
2020	$25,977,585	$19,307,837	$21,688,476	$6,669,748
2019	$18,638,158	$18,403,743	$16,198,890	$234,415
2018	$18,739,473	$17,241,665	$15,686,784	$1,497,808
2017	$16,400,903	$16,427,425	$11,525,872	$-26,522

OPERATION HOPE INC