MISSION FOR WISDOM AND HOPE (EIN 991925567) - 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

2024

Legal Domicile

Principal Officer

FR GEOFF ROSE

Phone

5673161922

Tax Period

2025-01-01 to 2025-12-31

MISSION FOR WISDOM AND HOPE, founded in 2024, is a small nonprofit in the Human Services sector that reported $481K in total revenue in fiscal year 2025. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $1.1M exceeded revenue, resulting in a 137% operating deficit.

Mission

WE OFFER SUPPORT AND RELIEF TO THOSE EXPERIENCING FINANCIAL HARDSHIP DUE TO UNFORESEEN CIRCUMSTANCES SUCH AS NATURAL DISASTERS, MEDICAL EMERGENCIES, OR SUDDEN LOSS OF INCOME.

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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 $402,240

Program Service Revenue $0

Investment Income $74,909

Other Revenue $3,566

TOTAL REVENUE $480,715

Expense Breakdown

Grants Paid $1,112,285

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,139,864

Other Expenses $29,107

TOTAL EXPENSES $1,141,392

Year-over-Year Comparison

	2025	2024	Change
Revenue	$480,715	$876,326	-0.5%
Expenses	$1,141,392	$31,598	+35.1%
Net Income	$-660,677	$844,728	-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

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
GEOFFREY ROSE	PRESIDENT	1.00	Officer Director	$0	$0	$0
GARY LUNDY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RUDI SCHWARZKOPF	SECRETARY/TREASURER	1.00	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
2025	$480,715	$1,141,392	$18,119	$-660,677
2024	$876,326	$31,598	$850,404	$844,728

MISSION FOR WISDOM AND HOPE