HOME BUYERS ASSISTANCE FOUNDATION A NE CORPORATION (EIN 611661628) - 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

2011

Legal Domicile

Principal Officer

JULIE JOECKEL

Phone

4023236500

Tax Period

2024-01-01 to 2024-12-31

HOME BUYERS ASSISTANCE FOUNDATION A NE CORPORATION, founded in 2011, is a small nonprofit in the Housing & Shelter sector that reported $359K in total revenue in fiscal year 2024. Revenue surged 528% from the prior year, signaling strong growth momentum. Expenses of $410K exceeded revenue, resulting in a 14% operating deficit.

Mission

TO SUPPORT FIRST-TIME HOME BUYERS IN NEBRASKA, WITH AN EMPHASIS ON LOW AND MODERATE INCOME INDIVIDUALS AND COMMUNITIES.

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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 $358,575

Program Service Revenue $0

Investment Income $81

Other Revenue $0

TOTAL REVENUE $358,656

Expense Breakdown

Grants Paid $314,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $365,592

Other Expenses $94,964

TOTAL EXPENSES $409,714

Year-over-Year Comparison

	2024	2023	Change
Revenue	$358,656	$57,147	+5.3%
Expenses	$409,714	$73,601	+4.6%
Net Income	$-51,058	$-16,454	+2.1%

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

N/A

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

$2,150

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ARLA MEYER	PRESIDENT	0.00	Officer Director	$0	$0	$0
SUSAN CLARK	PRESIDENT-ELECT	0.00	Officer Director	$0	$0	$0
KIM ZWIENER	TREASURER	0.00	Officer Director	$0	$0	$0
DOUG DOHSE	PAST PRESIDENT	0.00	Officer Director	$0	$0	$0
NELSON JETT	CENTRAL REGION DIRECTOR	0.00	Director	$0	$0	$0
JIM MCCORD	EASTERN REGION DIRECTOR	0.00	Director	$0	$0	$0
KRYSTAL HOLTEN	WESTERN REGION DIRECTOR	0.00	Director	$0	$0	$0
TAMI LAMBIE	LINCOLN DIRECTOR	0.00	Director	$0	$0	$0
BRAD HULSE	LINCOLN DIRECTOR	0.00	Director	$0	$0	$0
MATT KIRKLAND	LINCOLN DIRECTOR	0.00	Director	$0	$0	$0
ANGEL STARKS	OMAHA DIRECTOR	0.00	Director	$0	$0	$0
BILL SWANSON	OMAHA DIRECTOR	0.00	Director	$0	$0	$0
CRYSTAL ARCHER	OMAHA DIRECTOR	0.00	Director	$0	$0	$0
MEGAN BENGTSON	OMAHA DIRECTOR	0.00	Director	$0	$0	$0
DEDA MYHRE	OMAHA DIRECTOR	0.00	Director	$0	$0	$0
BRAD FRICKE	OMAHA DIRECTOR	0.00	Director	$0	$0	$0
DENISE POPPEN	OMAHA DIRECTOR	0.00	Director	$0	$0	$0
JERRY AHLVERS	LARGE COMPANY DIRECTOR	0.00	Director	$0	$0	$0
VINCE LEISEY	LARGE COMPANY DIRECTOR	0.00	Director	$0	$0	$0
CHRISTY LEESLEY	LARGE COMPANY DIRECTOR	0.00	Director	$0	$0	$0
JILL ANDERSON	LARGE COMPANY DIRECTOR	0.00	Director	$0	$0	$0
DARLENE STARMAN	LARGE COMPANY DIRECTOR	0.00	Director	$0	$0	$0
AL AVERY	PAST PRESIDENT'S COUNCIL REPRESENTATIVE	0.00	Director	$0	$0	$0
ANDY ALLOWAY	NAR DIRECTOR	0.00	Director	$0	$0	$0
JULIE JOECKEL	NAR DIRECTOR - MEDIUM BOARD	1.00	Director	$0	$0	$2,150
MATT MEISTER	NAR DIRECTOR - SMALL BOARD	0.00	Director	$0	$0	$0
JESSICA SAWYER	LOCAL BOARD NAR DIRECTOR (OMAHA)	0.00	Director	$0	$0	$0
RYAN SWINNEY	FORMER CEO	0.00		$0	$0	$180,958

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
2024	$358,656	$409,714	$59,638	$-51,058
2023	$57,147	$73,601	$67,475	$-16,454
2022	$23,985	$63,440	$75,775	$-39,455
2021	$82,200	$61,642	$74,881	$20,558
2020	$93,000	$61,515	$52,209	$31,485
2019	$500,654	$506,901	$56,779	$-6,247

HOME BUYERS ASSISTANCE FOUNDATION A NE CORPORATION