OPERATION FINALLY HOME (EIN 208964096) - 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

2005

Legal Domicile

Principal Officer

DAVID DREW

Phone

8306326702

Tax Period

2025-01-01 to 2025-12-31

OPERATION FINALLY HOME, founded in 2005, is a community nonprofit in the Housing & Shelter sector that reported $6.3M in total revenue in fiscal year 2025. Revenue fell 46% from the prior year — a significant decline worth monitoring. Expenses of $7.2M exceeded revenue, resulting in a 14% operating deficit.

Mission

TO PROVIDE HOME AND HOME MODIFICATIONS TO AMERICA'S MILITARY HEROES, FIRST RESPONDERS AND THEIR FAMILIES.

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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 $6,082,353

Program Service Revenue $0

Investment Income $160,966

Other Revenue $56,675

TOTAL REVENUE $6,299,994

Expense Breakdown

Grants Paid $2,358,859

Salaries & Benefits $1,427,872

Fundraising Expenses $1,556,991

Program Expenses $5,324,656

Other Expenses $2,314,119

TOTAL EXPENSES $7,203,006

Year-over-Year Comparison

	2025	2024	Change
Revenue	$6,299,994	$11,696,811	-0.5%
Expenses	$7,203,006	$7,083,088	+0.0%
Net Income	$-903,012	$4,613,723	-1.2%

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

Volunteers

100

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

$459,607

Total Directors

$213,710

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN WALLRATH	BOARD MEMBER, CO-CHAIRMAN	40.00	Officer Director	$177,655	$0	$177,655
AARON WALLRATH	BOARD MEMBER, CO-CHAIRMAN	5.00	Officer Director	$0	$0	$0
GEN JERRY ICENHOWER	BOARD MEMBER, VICE-CHAIR	5.00	Officer Director	$0	$0	$0
TERRY COLLINS	BOARD MEMBER, TREASURER	5.00	Officer Director	$0	$0	$0
CHARLES ARNOLD	BOARD MEMBER, SECRETARY	5.00	Officer Director	$0	$0	$0
TONI COLLETT	BOARD MEMBER	5.00	Director	$0	$0	$0
GARY HENLEY	BOARD MEMBER	5.00	Director	$0	$0	$0
LANA HENLEY	BOARD MEMBER	5.00	Director	$0	$0	$0
KEN SMITH	BOARD MEMBER	5.00	Director	$0	$0	$0
CAROL WALLRATH	BOARD MEMBER	5.00	Director	$0	$0	$0
MIKE BUCCHI	BOARD MEMBER	5.00	Director	$0	$0	$0
RUTH COFFMAN	BOARD MEMBER	5.00	Director	$0	$0	$0
RONNIE LYLES	BOARD MEMBER	5.00	Director	$36,055	$0	$36,055
ANDREA LYLES	BOARD MEMBER	5.00	Director	$0	$0	$0
DAVID DREW	EXECUTIVE DIRECTOR	40.00	Officer	$155,769	$0	$155,769
MARY HALLIDAY	SENIOR VP OF MARKETING	40.00	Officer	$126,183	$0	$126,183
KATHERINE HERRIES	VP DONOR ENGAGEMENT	40.00	Highest	$104,077	$0	$104,077
SHEENA BEAVER	VP OF OPERATIONS	40.00	Highest	$102,598	$0	$102,598

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	$6,299,994	$7,203,006	$11,704,679	$-903,012
2024	$11,696,811	$7,083,088	$11,176,874	$4,613,723
2023	$7,323,776	$6,917,806	$6,250,428	$405,970
2022	$9,808,854	$10,301,540	$6,586,831	$-492,686
2021	$8,319,358	$7,204,180	$6,610,545	$1,115,178
2020	$7,766,478	$6,315,850	$5,267,169	$1,450,628
2019	$6,394,018	$6,854,024	$3,852,640	$-460,006
2018	$5,666,395	$5,570,289	$4,344,364	$96,106

OPERATION FINALLY HOME