BOOKS IN HOMES USA INC (EIN 260642617) - 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

2008

Legal Domicile

Principal Officer

KATHERINE BOWERSOX

Phone

8333862665

Tax Period

2023-07-01 to 2024-06-30

BOOKS IN HOMES USA INC, founded in 2008, is a community nonprofit in the Education sector that reported $3.3M in total revenue in fiscal year 2023. Revenue surged 643% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 76% operating margin.

Mission

TO HELP PROMOTE LITERACY FOR UNDERPRIVILEGED CHILDREN BY PROVIDING HIGH QUALITY BOOKS TO STUDENTS IN GRADES K-6.

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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 $3,291,444

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,291,444

Expense Breakdown

Grants Paid $0

Salaries & Benefits $343,189

Fundraising Expenses $98,098

Program Expenses $603,134

Other Expenses $441,086

TOTAL EXPENSES $784,275

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,291,444	$442,791	+6.4%
Expenses	$784,275	$468,490	+0.7%
Net Income	$2,507,169	$-25,699	-98.6%

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

N/A

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

$79,040

Total Directors

$10,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHERINE BOWERSOX	EXECUTIVE DI	40.00	Officer	$0	$0	$0
JOHN HEPWORTH	BOARD MEMBER	0.50	Director	$0	$0	$0
KEVIN DRINKWATER	TREASURER	0.50	Director	$0	$0	$0
JESSICA MURPHY	GENERAL MANA	40.00	Officer	$79,040	$0	$79,040
RICHARD QUEST	BOARD CHAIR	0.50	Director	$10,000	$0	$10,000
AWILDA BALBUENA	BOARD MEMBER	0.50	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
2025	No data	No data	No data	No data
2024	$3,291,444	$784,275	$2,693,680	$2,507,169
2023	$442,791	$468,490	$33,436	$-25,699
2022	$470,377	$539,998	$66,598	$-69,621
2021	$308,052	$321,085	$123,038	$-13,033
2020	$276,344	$313,008	$178,366	$-36,664
2019	$262,710	$253,436	$171,313	$9,274
2018	$390,078	$442,672	$164,046	$-52,594

BOOKS IN HOMES USA INC