AUGUSTA HOMES (EIN 330852933) - 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

1999

Legal Domicile

Principal Officer

SUZANNE TAYLOR

Phone

9099810192

Tax Period

2024-01-01 to 2024-12-31

AUGUSTA HOMES, founded in 1999, is a mid-sized nonprofit in the Housing & Shelter sector that reported $11.1M in total revenue in fiscal year 2024. The organization ran a surplus of $1.9M, a strong 17% operating margin.

Mission

TO BE THE NON-PROFIT HOUSING ORGANIZATION OF CHOICE FOR RESIDENT CITIZENS, PRINCIPALS, INVESTORS AND PARTNERING AGENCIES BY COMMITTING TO PROVIDE STABLE, AFFORDABLE, AND COMMUNITY INTEGRATED HOUSING THROUGH ACQUISITION, PRESERVATION AND REHABILITATION.

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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 $0

Program Service Revenue $9,886,960

Investment Income $576,384

Other Revenue $613,434

TOTAL REVENUE $11,076,778

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,992,562

Fundraising Expenses $0

Program Expenses $6,995,309

Other Expenses $7,175,637

TOTAL EXPENSES $9,168,199

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,076,778	$10,420,794	+0.1%
Expenses	$9,168,199	$8,739,506	+0.0%
Net Income	$1,908,579	$1,681,288	+0.1%

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

$427,064

Total Directors

Key Employees

$373,682

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHESTER BRITT III	TREASURER	1.00	Officer Director	$0	$0	$0
GARY LIMON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL LANDA	SECRETARY	1.00	Officer Director	$0	$0	$0
LEE C MCDOUGAL	PRESIDENT	1.00	Officer Director	$0	$0	$0
SUZANNE TAYLOR	EXECUTIVE DIRECTOR	35.00	Officer	$401,659	$25,405	$427,064
CHRISTINE SUMMERVILLE	DIRECTOR OF FINANCE	40.00	Key Emp	$178,028	$6,759	$184,787
ERICA TAYLOR	DIRECTOR OF BUSINESS OPERA	40.00	Key Emp	$176,102	$12,793	$188,895
VANESSA HATCH	DIRECTOR OF RESIDENT SERVI	11.00	Highest	$112,859	$18,635	$131,494

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	$11,076,778	$9,168,199	$73,746,866	$1,908,579
2023	$10,420,794	$8,739,506	$60,329,587	$1,681,288
2022	$9,465,353	$8,298,073	$59,287,185	$1,167,280
2021	$7,808,185	$7,692,728	$57,007,728	$115,457
2020	$8,840,707	$7,811,866	$53,312,746	$1,028,841
2019	$8,568,670	$7,567,848	$52,881,047	$1,000,822
2018	$8,196,973	$7,277,598	$52,636,396	$919,375

AUGUSTA HOMES