Habitat for Humanity of Monroe Inc (EIN 383243925) - 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

1995

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Habitat for Humanity of Monroe Inc, founded in 1995, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

seeking to put Gods love into action, Habitat for Humanity brings people together to build homes, communities and hope

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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 $514,757

Program Service Revenue $700,953

Investment Income $33,183

Other Revenue $20,391

TOTAL REVENUE $1,269,284

Expense Breakdown

Grants Paid $85,008

Salaries & Benefits $426,057

Fundraising Expenses $75,263

Program Expenses $1,121,091

Other Expenses $760,530

TOTAL EXPENSES $1,271,595

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,269,284	$1,152,446	+0.1%
Expenses	$1,271,595	$1,220,830	+0.0%
Net Income	$-2,311	$-68,384	-1.0%

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

764

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joe Benevenuto	Director	1.00	Director	$0	$0	$0
Allen Mitchell	Director	1.00	Director	$0	$0	$0
Diona Russell	Director	1.00	Director	$0	$0	$0
Angela Anderson	Immediate Past Chair	1.00	Director	$0	$0	$0
Sr Mary Agnes Ryan	Director	2.00	Director	$0	$0	$0
Heather Schwalm	Vice Chair	2.00	Officer	$0	$0	$0
Matt Vanisacker	Chair	2.00	Officer	$0	$0	$0
M David Graves	President CEO	40.00	Officer	$0	$0	$0
Kate Hall	Treasurer	1.00	Officer	$0	$0	$0
Ed Keshen	Secretary	2.00	Officer	$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	$1,269,284	$1,271,595	$1,889,037	$-2,311
2023	$1,152,446	$1,220,830	$1,956,792	$-68,384
2022	$996,574	$962,692	$2,093,707	$33,882
2021	$1,063,500	$1,163,726	$2,396,954	$-100,226
2020	$929,418	$862,522	$2,373,731	$66,896
2019	$1,483,660	$1,563,104	$2,470,796	$-79,444

Habitat for Humanity of Monroe Inc