Sumter Habitat for Humanity Inc

EIN: 570835811 501(c)(3) Housing & Shelter

Sumter, SC

Total Revenue
$931,309
Total Expenses
$856,746
Total Assets
$3,442,049
Net Assets
$3,068,613
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
SC
Principal Officer
Josh Morrell
Phone
8037755767
Tax Period
2024-07-01 to 2025-06-30

Sumter Habitat for Humanity Inc, founded in 1986, is a small nonprofit in the Housing & Shelter sector that reported $931K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $857K left a modest 8% surplus.

Mission

To create decent, affordable housing for those in need and to make decent shelter a matter of conscience with people everywhere.

Program Service Accomplishments

Program 1
Expenses: $630,181

Homeownership Program: Families in need of a decent place to live build safe and affordable homes in partnership with us. Habitat houses are modestly sized. They are large enough for the homeowner's...

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Homeownership Program: Families in need of a decent place to live build safe and affordable homes in partnership with us. Habitat houses are modestly sized. They are large enough for the homeowner's familys needs but small enough to keep construction and maintenance costs affordable. By using the labor of volunteers and prospective homeowners, employing efficient building methods, keeping house size modest, using donated construction materials and appliances, and issuing no-profit loans, Habitat makes its houses affordable for low-income families to purchase. Affordable homeownership helps create the conditions that free families from instability, stress, and fear and encourage self-reliance and confidence. Studies show that strong and stable households are foundational to child development and growth. When a family fosters instead of hinders health and safety, families can flourish. Owning an affordable home also allows homeowners to lift their entire family by saving for their futures and investing in educational opportunities, bolstering job opportunities and career growth. During fiscal year 2025, Sumter Habitat served six people through its long-term homeownership program.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $205,367
Program Service Revenue $441,095
Investment Income $27,422
Other Revenue $257,425
TOTAL REVENUE $931,309

Expense Breakdown

Grants Paid $0
Salaries & Benefits $228,764
Fundraising Expenses $64,368
Program Expenses $630,181
Other Expenses $627,982
TOTAL EXPENSES $856,746

Year-over-Year Comparison

2024 2023 Change
Revenue $931,309 $1,005,816 -0.1%
Expenses $856,746 $558,456 +0.5%
Net Income $74,563 $447,360 -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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Governance

Voting Members
9
Independent Members
9
Employees
17
Volunteers
200

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
4
$68,924
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Theresa White Executive Dir. 40.00
Officer
$68,924 $0 $68,924
James Lies Jr Secretary 2.00
Officer Director
$0 $0 $0
Josh Morrell President 2.00
Officer Director
$0 $0 $0
Ricky Poole Director 2.00
Director
$0 $0 $0
Jennifer Saucier VP/Treasurer 2.00
Officer Director
$0 $0 $0
Jason Goodson Director 1.00
Director
$0 $0 $0
Jamie Campbell Director 1.00
Director
$0 $0 $0
Shretta Godbolt Director 1.00
Director
$0 $0 $0
Derrick Epps Director 1.00
Director
$0 $0 $0
James Chris Parrish Director 1.00
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 $931,309 $856,746 $3,442,049 $74,563
2024 $1,005,816 $558,456 $3,401,528 $447,360
2023 $500,644 $493,389 $3,003,177 $7,255
2022 $874,865 $706,217 $3,100,652 $168,648
2021 $615,131 $530,693 $2,966,056 $84,438
2020 $331,153 $349,821 $2,339,278 $-18,668
2019 $518,322 $402,021 $2,309,049 $116,301
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