CHARLOTTE COUNTY HABITAT FOR HUMANITY INC (EIN 592870908) - 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

Principal Officer

ELIZABETH LOMBARDO

Phone

9416393162

Tax Period

2024-07-01 to 2025-06-30

CHARLOTTE COUNTY HABITAT FOR HUMANITY INC, founded in 1987, is a community nonprofit in the Housing & Shelter sector that reported $8.8M in total revenue in fiscal year 2024. Net assets of $20.9M represent 28 months of operating reserves.

Mission

OUR MISSION: CHARLOTTE COUNTY HABITAT FOR HUMANITY, A CHRISTIAN HOUSING MINISTRY, IS COMMITTED TO HOMEOWNERSHIP: BY A NEEDS-BASED PARTNERSHIP WITH LOW-INCOME CHARLOTTE COUNTY RESIDENTS BUILDING SAFE, AFFORDABLE, QUALITY HOMES USING VOLUNTEERS STRENGTHENING LIVES AND NEIGHBORHOODS

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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 $1,800,768

Program Service Revenue $6,379,237

Investment Income $485,006

Other Revenue $161,426

TOTAL REVENUE $8,826,437

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,923,265

Fundraising Expenses $57,534

Program Expenses $8,419,017

Other Expenses $7,276,343

TOTAL EXPENSES $9,199,608

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,826,437	$8,583,899	+0.0%
Expenses	$9,199,608	$8,026,643	+0.1%
Net Income	$-373,171	$557,256	-1.7%

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

963

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
MIKE MANSFIELD	CEO	40.00		$180,452	$0	$180,452
JEFF CARDILLO	DIRECTOR	5.00	Director	$0	$0	$0
GREG GRINER	DIRECTOR	5.00	Director	$0	$0	$0
BRITTNEY JOHNSON	DIRECTOR	5.00	Director	$0	$0	$0
STACY JONES	SECRETARY	5.00	Officer Director	$0	$0	$0
LAUREN KNIGHT	DIRECTOR	5.00	Director	$0	$0	$0
FRANK LEONTITSIS	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
ELIZABETH LOMBARDO	PRESIDENT	5.00	Officer Director	$0	$0	$0
ELIAS MAHSHIE	DIRECTOR	5.00	Director	$0	$0	$0
ROGER MILLER	BOARD ATTORN	5.00	Director	$0	$0	$0
WILL SUNTER	DIRECTOR	5.00	Director	$0	$0	$0
THOMAS WILLIAMSON	TREASURER	5.00	Officer Director	$0	$0	$0
TANYA SCHODT	CEO	40.00	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	$8,826,437	$9,199,608	$26,264,813	$-373,171
2024	$8,583,899	$8,026,643	$26,447,384	$557,256
2023	$8,150,552	$5,662,157	$26,193,351	$2,488,395
2022	$7,560,084	$6,932,046	$22,683,831	$628,038
2021	$8,047,876	$7,456,138	$22,832,791	$591,738
2020	$6,904,255	$7,163,448	$16,793,344	$-259,193
2019	$7,654,185	$7,574,555	$16,692,538	$79,630

CHARLOTTE COUNTY HABITAT FOR HUMANITY INC