HOME BUILDERS ASSOCIATION OF BUCKS MONTGOMERY COUNTIES (EIN 232204143) - 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

1981

Legal Domicile

Principal Officer

CARLA ZAPOTEK

Phone

2156571300

Tax Period

2023-01-01 to 2023-12-31

HOME BUILDERS ASSOCIATION OF BUCKS MONTGOMERY COUNTIES, founded in 1981, is a small nonprofit that reported $677K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

THE HOME BUILDERS ASSOCIATION OF BUCKS AND MONTGOMERY COUNTIES IS A GROUP OF BUILDING PROFESSIONALS DEDICATED TO PROMOTING, EDUCATING, AND ADVOCATING THE ADVANCEMENT OF THE RESIDENTIAL CONSTRUCTION INDUSTRY WHILE SERVING OUR COMMUNITY. WE ARE RECOGNIZED AND RESPECTED AS THE PREMIERE ASSOCIATION OF HOME BUILDING PROFESSIONALS OF BUCKS AND MONTGOMERY COUNTIES. HBA BUCKS MONTGOMERY WILL: 1. ADVOCATE SENSIBLE LEGISLATION, REGULATION AND POLICY THROUGH POLITICAL ACTION 2. FACILITATE BUSINESS PARTNERSHIPS 3. PROMOTE BEST CLASS BUILDING PRACTICES 4. PROVIDE OUR MEMBERS WITH UNSURPASSED EDUCATION OPPORTUNITIES 5. SERVE OUR COMMUNITY

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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 (2023)

Revenue Breakdown

Contributions & Grants $255,029

Program Service Revenue $397,223

Investment Income $3,374

Other Revenue $21,755

TOTAL REVENUE $677,381

Expense Breakdown

Grants Paid $0

Salaries & Benefits $206,696

Fundraising Expenses $0

Other Expenses $455,679

TOTAL EXPENSES $662,375

Year-over-Year Comparison

	2023	2022	Change
Revenue	$677,381	$577,427	+0.2%
Expenses	$662,375	$588,981	+0.1%
Net Income	$15,006	$-11,554	-2.3%

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

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

$134,819

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARLA ZAPOTEK	EXEC VICE PR	40.00	Officer	$129,019	$5,800	$134,819
BILL CREEGER	TREASURER	N/A	Officer Director	$0	$0	$0
ROBERT FLUEHR	PRESIDENT	N/A	Director	$0	$0	$0
KIM PETREI GARTNER	ADVISOR AND	N/A	Officer Director	$0	$0	$0
RICHARD CARROLL III	ADVISOR AND	N/A	Officer Director	$0	$0	$0
DOMINIQUE JAMISON	DIRECTOR	N/A	Director	$0	$0	$0
ANTHONY CHIEFFO JR	SECRETARY	N/A	Officer Director	$0	$0	$0
JACE KIEFFER	ASSOC VICE P	N/A	Officer Director	$0	$0	$0
DEANNA LORENTI	DIRECTOR	N/A	Director	$0	$0	$0
BRIAN MCKENZIE	IMMEDIATE PA	N/A	Officer Director	$0	$0	$0
SCOTT MEDROW	DIRECTOR	N/A	Director	$0	$0	$0
STEVE PAUL	ADVISOR AND	N/A	Officer Director	$0	$0	$0
STEPHEN RUDOWSKY	DIRECTOR	N/A	Director	$0	$0	$0
RENNIE SETTANI	DIRECTOR	N/A	Director	$0	$0	$0
DALE SMITH	DIRECTOR	N/A	Director	$0	$0	$0
CHRIS SUKONIK	DIRECTOR	N/A	Director	$0	$0	$0
QUITA SYHAPANYA	DIRECTOR	N/A	Director	$0	$0	$0
ERNIE WERNER	DIRECTOR	N/A	Officer Director	$0	$0	$0
TED WEST	DIRECTOR	N/A	Director	$0	$0	$0
MELISSA ZIMMERMAN	DIRECTOR	N/A	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
2024	No data	No data	No data	No data
2023	$677,381	$662,375	$302,762	$15,006
2022	$577,427	$588,981	$299,064	$-11,554
2021	$474,741	$459,413	$316,946	$15,328
2020	$340,598	$364,182	$328,325	$-23,584
2019	$540,782	$499,035	$325,202	$41,747
2018	$489,551	$459,393	$283,574	$30,158
2017	$497,246	$473,051	$254,630	$24,195

HOME BUILDERS ASSOCIATION OF BUCKS MONTGOMERY COUNTIES