THE HOME FOUNDATION (EIN 251589088) - 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

1988

Legal Domicile

Principal Officer

MORGAN WASIKONIS

Phone

8142374863

Tax Period

2024-02-01 to 2025-01-31

THE HOME FOUNDATION, founded in 1988, is a small nonprofit that reported $842K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $287K, a strong 34% operating margin.

Mission

DEVELOPING AFFORDABLE HOUSING OPPORTUNITIES IN CENTRE COUNTY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $648,395

Program Service Revenue $270,599

Investment Income $0

Other Revenue $-76,985

TOTAL REVENUE $842,009

Expense Breakdown

Grants Paid $0

Salaries & Benefits $193,861

Fundraising Expenses $0

Program Expenses $492,289

Other Expenses $360,964

TOTAL EXPENSES $554,825

Year-over-Year Comparison

	2024	2023	Change
Revenue	$842,009	$706,017	+0.2%
Expenses	$554,825	$494,460	+0.1%
Net Income	$287,184	$211,557	+0.4%

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

$35,576

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW MAGUIRE	PRESIDENT	5.00	Officer Director	$0	$0	$0
RENEE STEFFENSMEIER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
LORI BELKO	SECRETARY	5.00	Officer Director	$0	$0	$0
TOM MINCEMOYER	TREASURER	5.00	Director	$0	$0	$0
BARRETT LEE	BOARD MEMBER	5.00	Director	$0	$0	$0
LORI FRANCIS	BOARD MEMBER	5.00	Director	$0	$0	$0
BLAIR MALCOM	BOARD MEMBER	5.00	Director	$0	$0	$0
JEFF MARTIN	BOARD MEMBER	5.00	Director	$0	$0	$0
TERRY MELTON	BOARD MEMBER	5.00	Director	$0	$0	$0
MORGAN WASIKONIS	EXECUTIVE DIRECTOR	20.00	Officer	$35,576	$0	$35,576

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	$842,009	$554,825	$3,624,297	$287,184
2024	$706,017	$494,460	$3,330,136	$211,557
2023	$550,606	$532,862	$3,078,011	$17,744
2022	$467,233	$603,643	$3,109,476	$-136,410
2021	$2,042,617	$624,377	$3,223,501	$1,418,240
2020	$306,100	$311,755	$1,840,079	$-5,655
2019	$871,639	$628,488	$1,823,608	$243,151

THE HOME FOUNDATION