HABITAT FOR HUMANITY OF LAKE-SUMTER FOUNDADTION INC (EIN 472312472) - 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

2014

Legal Domicile

Principal Officer

DANIELLE STROUD

Phone

3524830534

Tax Period

2024-01-01 to 2024-12-31

HABITAT FOR HUMANITY OF LAKE-SUMTER FOUNDADTION INC, founded in 2014, is a micro nonprofit in the Housing & Shelter sector that reported $64K in total revenue in fiscal year 2024. Revenue surged 92% from the prior year, signaling strong growth momentum. The organization ran a surplus of $59K, a strong 92% operating margin.

Mission

TO SUPPORT HABITAT FOR HUMANITY OF LAKE-SUMTER FLORIDA, INC.

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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 $26,124

Program Service Revenue $0

Investment Income $37,903

Other Revenue $0

TOTAL REVENUE $64,027

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,847

TOTAL EXPENSES $4,847

Year-over-Year Comparison

	2024	2023	Change
Revenue	$64,027	$33,422	+0.9%
Expenses	$4,847	$535	+8.1%
Net Income	$59,180	$32,887	+0.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINA CAMPBELL	TRUSTEE, DIRECTOR	1.00	Director	$0	$0	$0
SUSAN MILLER	TRUSTEE, DIRECTOR	1.00	Director	$0	$0	$0
ZE CARTER	SECRETARY	1.00	Officer Director	$0	$0	$0
BRAD WEBER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JORDAN HAWKINS	TREASURER	1.00	Officer Director	$0	$0	$0
LEE OWEN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DIANE THOMAS	OFFICER	1.00	Director	$0	$0	$0
GAIL TIBBALS	OFFICER	1.00	Director	$0	$0	$0
DANIELLE STROUD	EXECUTIVE DIRECTOR	1.00	Officer 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	$64,027	$4,847	$984,516	$59,180
2023	$33,422	$535	$925,336	$32,887
2022	$225,540	$3,230	$816,269	$222,310
2021	$473,107	$1,299	$651,606	$471,808

HABITAT FOR HUMANITY OF LAKE-SUMTER FOUNDADTION INC