HABITAT FOR HUMANITY OF BERKS COUNTY

EIN: 232500851 501(c)(3)

READING, PA

Total Revenue
$2,466,999
Total Expenses
$2,833,228
Total Assets
$1,405,133
Net Assets
$562,514
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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
1988
Legal Domicile
PA
Principal Officer
TIMOTHY DALEY
Phone
6103733439
Tax Period
2022-07-01 to 2023-06-30

HABITAT FOR HUMANITY OF BERKS COUNTY, founded in 1988, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2022. Expenses of $2.8M exceeded revenue, resulting in a 15% operating deficit.

Mission

TO CREATE AFFORDABLE HOME OWNERSHIP OPPORTUNITIES FOR MODERATE INCOME 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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1,355,214
Program Service Revenue $1,087,006
Investment Income $16,688
Other Revenue $8,091
TOTAL REVENUE $2,466,999

Expense Breakdown

Grants Paid $0
Salaries & Benefits $866,084
Fundraising Expenses $195,845
Program Expenses $2,492,847
Other Expenses $1,967,144
TOTAL EXPENSES $2,833,228

Year-over-Year Comparison

2022 2021 Change
Revenue $2,466,999 $2,341,792 +0.1%
Expenses $2,833,228 $1,712,736 +0.7%
Net Income $-366,229 $629,056 -1.6%
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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Governance

Voting Members
15
Independent Members
15
Employees
24
Volunteers
185

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
6
$106,456
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ZAC BUGAY PRESIDENT 2.00
Officer Director
$0 $0 $0
MARY ANN MOFFITT VICE PRESIDENT THRU DEC; MEMBER 1.00
Director
$0 $0 $0
JENNIFFER JIMENEZ MEMBER; VP AS OF JAN 1.00
Officer Director
$0 $0 $0
ANDREW HERBEIN MEMBER; TREASURER AS OF SEPT 1.00
Officer Director
$0 $0 $0
ARTHUR GRIM SECRETARY THROUGH DEC 1.00
Officer Director
$0 $0 $0
THOMAS MINICK MEMBER; SECRETARY AS OF MARCH 1.00
Officer Director
$0 $0 $0
WILLIAM DEFALCO MEMBER 1.00
Director
$0 $0 $0
MITZIE BAEZ MEMBER 1.00
Director
$0 $0 $0
JENNIFER MURRAY MEMBER 1.00
Director
$0 $0 $0
ANTHONY DEMARCO MEMBER 1.00
Director
$0 $0 $0
THOMAS HECK MEMBER 1.00
Director
$0 $0 $0
CRAIG POOLE MEMBER 1.00
Director
$0 $0 $0
MARY HIMMELBERGER MEMBER 2.00
Director
$0 $0 $0
STEVE PRICE MEMBER 1.00
Director
$0 $0 $0
MICHAEL CURTIS MEMBER 1.00
Director
$0 $0 $0
JENNIFER RIVERA MEMBER 1.00
Director
$0 $0 $0
TIMOTHY DALEY EXECUTIVE DIRECTOR 40.00
Officer
$99,557 $6,899 $106,456
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 No data No data No data No data
2024 No data No data No data No data
2023 $2,466,999 $2,833,228 $1,405,133 $-366,229
2022 $2,341,792 $1,712,736 $1,291,369 $629,056
2021 $1,374,155 $1,525,013 $677,514 $-150,858
2020 $1,416,983 $1,149,304 $948,048 $267,679
2019 $1,230,684 $1,166,866 $526,191 $63,818
2018 $776,420 $1,111,501 $1,165,583 $-335,081
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