HABITAT FOR HUMANITY OF BERKS COUN… - Form 990 Financial Data

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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

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

HABITAT FOR HUMANITY OF BERKS COUNTY, INC. (HFHBC) IS A NONPROFIT 501(C)(3) CHARITABLE ORGANIZATION THAT BELIEVES ALL PEOPLE DESERVE A DECENT LIFE AND THE POWER TO BUILD THEIR OWN FUTURES. HFHBC EXISTS TO CREATE AFFORDABLE HOME OWNERSHIP OPPORTUNITIES WITH AND FOR MODERATE INCOME FAMILIES.

Program Service Accomplishments

Program 1

Expenses: $2,492,847 Revenue: $1,087,006

IN CARRYING OUT ITS MISSION, THE ORGANIZATION CONSTRUCTS AND REHABILITATES HOMES FOR PROSPECTIVE OWNERS. THESE PROJECTS PROVIDE AFFORDABLE HOUSING FOR MODERATE INCOME FAMILIES AND THE WORK IS...

IN CARRYING OUT ITS MISSION, THE ORGANIZATION CONSTRUCTS AND REHABILITATES HOMES FOR PROSPECTIVE OWNERS. THESE PROJECTS PROVIDE AFFORDABLE HOUSING FOR MODERATE INCOME FAMILIES AND THE WORK IS PERFORMED BY VOLUNTEERS AND RECIPIENTS. EACH PROSPECTIVE HOMEOWNER MUST MEET CERTAIN QUALIFICATIONS, INCLUDING A SPECIFIED NUMBER OF "SWEAT EQUITY HOURS" IN ORDER TO HAVE A TRANSFER/SALE OCCUR. DURING FY22/23, HABITAT'S HOUSING PROJECTS INCLUDED THE START OF THE BUTTONWOOD GATEWAY, MILTIMORE STREET HOUSING PROJECT, ALONG WITH PLANNING FOR AN ADDITIONAL HOUSING PROJECT ON 9TH & DOUGLASS STREET. THE ORGANIZATION ALSO HAS CONTINUED ITS PARTNERSHIP WITH OTHER ORGANIZATIONS TO ASSIST WITH REMODELING PROJECTS.

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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 (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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$106,456

Total Directors

Key Employees

Highest Compensated

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

HABITAT FOR HUMANITY OF BERKS COUNTY