Habitat for Humanity of Marion County Inc (EIN 592992077) - 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

Dave Layman

Phone

3523514463

Tax Period

2022-07-01 to 2023-06-30

Habitat for Humanity of Marion County Inc, founded in 1989, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2022. Expenses of $3.1M left a modest 5% surplus.

Mission

To build affordable housing and create homeownership oppotunities for families 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 (2022)

Revenue Breakdown

Contributions & Grants $2,205,812

Program Service Revenue $898,129

Investment Income $-2,636

Other Revenue $123,847

TOTAL REVENUE $3,225,152

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,555,822

Fundraising Expenses $1,114,270

Program Expenses $1,781,628

Other Expenses $1,522,834

TOTAL EXPENSES $3,078,656

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,225,152	$3,117,826	+0.0%
Expenses	$3,078,656	$3,263,402	-0.1%
Net Income	$146,496	$-145,576	-2.0%

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

1172

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

$89,340

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Chryst	Chairwomen	5.00	Officer	$0	$0	$0
Cassandra Conrad	Vice chair	5.00	Officer	$0	$0	$0
Roseann Fricks	Secretary	5.00	Officer	$0	$0	$0
Dave McCarthy	Treasurer	5.00	Officer	$0	$0	$0
Robert Cooksey	Director	1.00	Director	$0	$0	$0
Ire Bethea Sr	Director	1.00	Director	$0	$0	$0
Tom Davis	Director	1.00	Director	$0	$0	$0
Jason Halstead	Director	1.00	Director	$0	$0	$0
George Rusaw	Director	1.00	Director	$0	$0	$0
Dave Layman	Executive Director	40.00	Officer	$89,340	$0	$89,340

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	No data	No data	No data	No data
2023	$3,225,152	$3,078,656	$6,333,337	$146,496
2022	$3,117,826	$3,263,402	$6,356,340	$-145,576
2021	$3,395,739	$2,367,672	$6,547,381	$1,028,067
2020	$3,147,458	$3,020,437	$5,799,154	$127,021
2019	$2,411,196	$2,011,300	$5,611,299	$399,896
2018	$1,568,375	$1,562,494	$5,314,336	$5,881

Habitat for Humanity of Marion County Inc