Habitat for Humanity of Dalton Whitfield and Murra (EIN 581753685) - 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

1987

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Habitat for Humanity of Dalton Whitfield and Murra, founded in 1987, is a small nonprofit in the Housing & Shelter sector that reported $990K in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum.

Mission

Seeking to put Gods love into action, Habitat for Humanity of Dalton brings people together to build homes, communities, and hope in Whitfield and Murray counties in Northwest Georgia. This is accomplished through providing zero-interest housing loans to people in need.

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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 $197,889

Program Service Revenue $788,040

Investment Income $4,032

Other Revenue $0

TOTAL REVENUE $989,961

Expense Breakdown

Grants Paid $0

Salaries & Benefits $315,131

Fundraising Expenses $32,895

Program Expenses $713,909

Other Expenses $711,901

TOTAL EXPENSES $1,027,032

Year-over-Year Comparison

	2023	2022	Change
Revenue	$989,961	$697,780	+0.4%
Expenses	$1,027,032	$756,265	+0.4%
Net Income	$-37,071	$-58,485	-0.4%

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

Total Directors

$64,926

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elise Perez	Executive Director	40.00	Director	$64,926	$0	$64,926
Andrew Shaffer	Vice President	0.00	Director	$0	$0	$0
Will Clark	President	0.00	Director	$0	$0	$0
Caroline Caperton	Treasurer	0.00	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	No data	No data	No data	No data
2024	$989,961	$1,027,032	$1,317,396	$-37,071
2023	$697,780	$756,265	$1,358,769	$-58,485
2022	$492,833	$525,448	$1,406,707	$-32,615
2021	$854,572	$649,621	$1,493,535	$204,951
2020	$518,123	$474,404	$1,286,384	$43,719
2019	$733,864	$793,390	$1,202,901	$-59,526

Habitat for Humanity of Dalton Whitfield and Murra