HABITAT FOR HUMANITY OF LAKE-SUMTER FLORIDA INC (EIN 592958036) - 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

1989

Legal Domicile

Principal Officer

CHRISTINA CAMPBELL

Phone

3524830434

Tax Period

2024-07-01 to 2025-06-30

HABITAT FOR HUMANITY OF LAKE-SUMTER FLORIDA INC, founded in 1989, is a community nonprofit in the Housing & Shelter sector that reported $5.3M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $4.8M left a modest 8% surplus.

Mission

WE WORK IN PARTNERSHIP WITH GOD AND PEOPLE EVERYWHERE FROM ALL WALKS OF LIFE, TO DEVELOP COMMUNITIES WITH GOD'S PEOPLE IN NEED BY BUILDING AND RENOVATING HOUSES SO THAT THERE ARE DECENT COMMUNITIES IN WHICH PEOPLE CAN LIVE AND GROW INTO ALL THAT GOD INTENDED.

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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 $3,153,613

Program Service Revenue $2,060,570

Investment Income $0

Other Revenue $59,448

TOTAL REVENUE $5,273,631

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,830,035

Fundraising Expenses $397,735

Program Expenses $3,822,801

Other Expenses $3,007,622

TOTAL EXPENSES $4,837,657

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,273,631	$6,222,435	-0.2%
Expenses	$4,837,657	$5,769,128	-0.2%
Net Income	$435,974	$453,307	0.0%

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

$105,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JORDAN HAWKINS	TREASURER	2.00	Officer Director	$0	$0	$0
ZE CARTER	CHAIR	2.00	Officer Director	$0	$0	$0
MIKE CASHWELL	DIRECTOR	1.00	Director	$0	$0	$0
VERNA FITZSIMMONS	DIRECTOR	1.00	Director	$0	$0	$0
CHLOE GENTRY	DIRECTOR	1.00	Director	$0	$0	$0
BART LUCAS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RON MILEJCZAK	SECRETARY	2.00	Officer Director	$0	$0	$0
PERNELL MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL PAPE	DIRECTOR	1.00	Director	$0	$0	$0
DIONNA ALSTON	DIRECTOR	1.00	Director	$0	$0	$0
LARRY SEASE	DIRECTOR	1.00	Director	$0	$0	$0
ROBBIE SHOEMAKER	DIRECTOR	1.00	Director	$0	$0	$0
SAMANTHA SHYLKOFSKI	DIRECTOR	1.00	Director	$0	$0	$0
AUDREY PLATT	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON SHIVER	DIRECTOR	1.00	Director	$0	$0	$0
KENDALL DAVENPORT	DIRECTOR	1.00	Director	$0	$0	$0
PJ FREITES	DIRECTOR	1.00	Director	$0	$0	$0
DANIELLE STROUD	CEO	40.00	Officer	$105,000	$0	$105,000

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	$5,273,631	$4,837,657	$9,141,980	$435,974
2024	$6,222,435	$5,769,128	$8,501,055	$453,307
2023	$5,219,841	$5,043,719	$7,523,863	$176,122
2022	$4,319,708	$3,620,511	$7,408,054	$699,197
2021	$4,148,584	$3,002,890	$7,646,525	$1,145,694
2020	$3,296,959	$3,969,112	$6,343,509	$-672,153
2019	$3,558,980	$3,968,471	$6,885,254	$-409,491

HABITAT FOR HUMANITY OF LAKE-SUMTER FLORIDA INC