HARBOR HOUSE OF LOUISVILLE INC

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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

1992

Legal Domicile

Principal Officer

MARIA SMITH

Phone

5027190072

Tax Period

2024-07-01 to 2025-06-30

HARBOR HOUSE OF LOUISVILLE INC, founded in 1992, is a community nonprofit in the Civil Rights & Advocacy sector that reported $7.6M in total revenue in fiscal year 2024. Revenue fell 37% from the prior year — a significant decline worth monitoring. Net assets of $19.3M represent 31 months of operating reserves.

Mission

TO EMPOWER INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES TO LEAD FULFILLED AND PRODUCTIVE LIVES. HARBOR HOUSE EMPOWERS INDIVIDUALS THROUGH EMPLOYMENT, EDUCATION, AND COMMUNITY BUILDING OPPORTUNITIES.

Program Service Accomplishments

Program 1

Expenses: $6,658,949 Revenue: $4,919,190

PROVIDED SUPPORT TO INDIVIDUALS WITH DISABILITIES BY ALLOWING THEM TO ENJOY INTEGRATION INTO THE COMMUNITY THROUGH ON-SITE AND COMMUNITY EMPLOYMENT, WORKSHOPS, VOCATIONAL TRAINING AND ACTIVITIES.

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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 $2,572,219

Program Service Revenue $4,874,958

Investment Income $97,191

Other Revenue $38,590

TOTAL REVENUE $7,582,958

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,814,686

Fundraising Expenses $257,926

Program Expenses $6,658,949

Other Expenses $2,832,842

TOTAL EXPENSES $7,647,528

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,582,958	$12,087,873	-0.4%
Expenses	$7,647,528	$5,933,863	+0.3%
Net Income	$-64,570	$6,154,010	-1.0%

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

136

Volunteers

430

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
JARED BAUMAN	DIRECTOR	1.00	Director	$0	$0	$0
CLAIRE BRANDENBURG	DIRECTOR	1.00	Director	$0	$0	$0
ANNE CARRICO	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA COOPER	FAMILY REPRESENTATIVE	1.00	Director	$0	$0	$0
TOM DREXLER	DIRECTOR	1.00	Director	$0	$0	$0
KATIE EDWARDS	SECRETARY	1.00	Officer Director	$0	$0	$0
RICK FARRAR	EMERITUS	1.00	Director	$0	$0	$0
WOODE HANNAH	DIRECTOR	1.00	Director	$0	$0	$0
VICTORIA JUDE HOPKINS	DIRECTOR	1.00	Director	$0	$0	$0
JONI JENKINS	DIRECTOR	1.00	Director	$0	$0	$0
JB KEOWN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID OWEN	DIRECTOR	1.00	Director	$0	$0	$0
FATHER LEO PAYYAPPILLY	DIRECTOR	1.00	Director	$0	$0	$0
PHIL PEERCY	DIRECTOR	1.00	Director	$0	$0	$0
DEENA PLUHAR	PRESIDENT	1.00	Officer Director	$0	$0	$0
RICHARD SWOPE	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
JACKIE WARNER	EMERITUS	1.00	Director	$0	$0	$0
JOHN ZOELLER	EMERITUS	1.00	Director	$0	$0	$0
SEAN SALISBURY	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS RIGGS	TREASURER	1.00	Officer Director	$0	$0	$0
TOM EVANS	CFO	40.00	Highest	$119,172	$11,308	$130,480
MARIA SMITH	CEO	40.00	Highest	$243,757	$15,315	$259,072

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	$7,582,958	$7,647,528	$26,055,431	$-64,570
2024	$12,087,873	$5,933,863	$26,662,624	$6,154,010
2023	$10,212,392	$3,131,189	$17,608,219	$7,081,203
2022	$4,401,177	$2,521,143	$7,379,611	$1,880,034
2021	$2,626,968	$1,947,773	$4,926,039	$679,195
2020	$3,016,956	$2,498,340	$5,006,495	$518,616
2019	$3,669,689	$2,245,171	$3,366,707	$1,424,518
2018	$2,311,590	$2,021,692	$2,224,495	$289,898