HOME BUILDERS INSTITUTE (EIN 521266885) - 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

1981

Legal Domicile

Principal Officer

EDWARD BRADY

Phone

2023710600

Tax Period

2023-01-01 to 2023-12-31

HOME BUILDERS INSTITUTE, founded in 1981, is a mid-sized nonprofit in the Employment sector that reported $46.8M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $45.1M left a modest 4% surplus.

Mission

HBI EDUCATES AND PREPARES INDIVIDUALS FOR CAREERS IN THE BUILDING INDUSTRY

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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 $46,394,344

Program Service Revenue $0

Investment Income $379,355

Other Revenue $0

TOTAL REVENUE $46,773,699

Expense Breakdown

Grants Paid $0

Salaries & Benefits $30,549,829

Fundraising Expenses $753,556

Program Expenses $38,634,713

Other Expenses $14,461,587

TOTAL EXPENSES $45,132,416

Year-over-Year Comparison

	2023	2022	Change
Revenue	$46,773,699	$40,034,347	+0.2%
Expenses	$45,132,416	$38,201,673	+0.2%
Net Income	$1,641,283	$1,832,674	-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

389

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

$1,136,766

Total Directors

Key Employees

$1,120,967

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAMELA PATENAUDE	CHAIR	0.30	Officer Director	$0	$0	$0
KRISTEN AMUNDSON	TRUSTEE (THRU 02/23)	0.30	Director	$0	$0	$0
CHUCK BAKER	TRUSTEE	0.30	Director	$0	$0	$0
CARIN MARCY BARTH	TRUSTEE	0.30	Director	$0	$0	$0
ALFONSO COSTA JR	TRUSTEE	0.30	Director	$0	$0	$0
ERIN DEWEESE	TRUSTEE	0.30	Director	$0	$0	$0
STEVE DEWITT	TRUSTEE	0.30	Director	$0	$0	$0
DR BRYON L ERNEST	TRUSTEE	0.30	Director	$0	$0	$0
CHUCK FOWKE	TRUSTEE	0.30	Director	$0	$0	$0
FERNANDO GIL-ENSENANT	TRUSTEE	0.30	Director	$0	$0	$0
EUGENE GRAF	TRUSTEE	0.30	Director	$0	$0	$0
CARL HARRIS	TRUSTEE	0.30	Director	$0	$0	$0
GEORGE HESS	TRUSTEE	0.30	Director	$0	$0	$0
TIM HOURIGAN	TRUSTEE	0.30	Director	$0	$0	$0
GERALD HOWARD	TRUSTEE	0.30	Director	$0	$0	$0
BRIAN JOHNSON	TRUSTEE	0.30	Director	$0	$0	$0
MEL MARTINEZ	TRUSTEE	0.30	Director	$0	$0	$0
ADAM ROCKE	TRUSTEE	0.30	Director	$0	$0	$0
CASEY SACKS	TRUSTEE	0.30	Director	$0	$0	$0
SCOTT SEDAM	TRUSTEE	0.30	Director	$0	$0	$0
BRAD SIMONS	VICE CHAIR	0.30	Officer Director	$0	$0	$0
GREGORY UGALDE	TRUSTEE	0.30	Director	$0	$0	$0
TOM WINTERS	TRUSTEE	0.30	Director	$0	$0	$0
RENEE ZENTZ	TRUSTEE	0.30	Director	$0	$0	$0
PATSY SMITH	TRUSTEE EMERITUS	0.30	Director	$0	$0	$0
EDWARD BRADY	PRESIDENT AND CEO	40.00	Officer	$559,026	$65,483	$624,509
JEREMY ALBRITTON	SR VP & CFO	40.00	Officer	$278,847	$26,393	$305,240
LAUREN SULLIVAN	CHIEF OF STAFF	40.00	Officer	$178,738	$28,279	$207,017
JEREMY HURLEY	VP WTE	40.00	Key Emp	$189,373	$14,904	$204,277
GREGG ROMANO	SVP, PROGRAM OPERATIONS	40.00	Key Emp	$224,495	$34,505	$259,000
TAMMY JO SCRIVEN	VP OF HUMAN RESOURCES	40.00	Key Emp	$218,952	$18,487	$237,439
BETHANY SHEAN	VP OF EDUCATION SERVICES	40.00	Key Emp	$168,743	$21,772	$190,515
EMILY PRICE	SVP, DEVELOPMENT AND PARTNERSHIPS	40.00	Key Emp	$184,657	$45,079	$229,736
STEPHEN COUSINS	AVP, CUSTOMER ENGAGEMENT	40.00	Highest	$132,804	$40,306	$173,110
JOHN RODGERS	DIRECTOR OF PROGRAM MANAGEMENT	40.00	Highest	$123,584	$55,750	$179,334
MARIJIA BAILEY	AVP FINANCE/CONTROLLER	40.00	Highest	$161,323	$9,517	$170,840
LAUREN JOHNSON	AVP PROGRAM PERFORMANCE	40.00	Highest	$118,663	$41,631	$160,294
GRETCHEN CANTALI	VP JOB CORPS	40.00	Highest	$149,732	$11,378	$161,110

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	No data	No data	No data	No data
2023	$46,773,699	$45,132,416	$18,481,333	$1,641,283
2022	$40,034,347	$38,201,673	$17,695,686	$1,832,674
2021	$43,277,759	$38,814,570	$13,142,245	$4,463,189
2020	$30,092,738	$29,766,024	$9,173,833	$326,714
2019	$28,427,125	$29,407,071	$5,667,599	$-979,946
2018	$25,081,034	$26,324,988	$5,180,120	$-1,243,954

HOME BUILDERS INSTITUTE