HABITAT FOR HUMANITY OF JEFFERSON COUNTY (EIN 742007535) - 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

1978

Legal Domicile

Principal Officer

ELISE FULTON SMITH

Phone

4098325853

Tax Period

2023-07-01 to 2024-06-30

HABITAT FOR HUMANITY OF JEFFERSON COUNTY, founded in 1978, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE SIMPLE BUT ADEQUATE HOUSING FOR THE WORKING POOR.

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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 (2023)

Revenue Breakdown

Contributions & Grants $848,655

Program Service Revenue $361,875

Investment Income $21

Other Revenue $4,315

TOTAL REVENUE $1,214,866

Expense Breakdown

Grants Paid $542,092

Salaries & Benefits $389,043

Fundraising Expenses $122

Program Expenses $1,018,121

Other Expenses $339,273

TOTAL EXPENSES $1,270,408

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,214,866	$1,010,469	+0.2%
Expenses	$1,270,408	$1,172,971	+0.1%
Net Income	$-55,542	$-162,502	-0.7%

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

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

$98,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE EVANS JR	PRESIDENT	2.00	Officer Director	$0	$0	$0
KIRK SMITH	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
HEATHER CHAMPION	TREASURER	2.00	Officer Director	$0	$0	$0
MICHAEL PEREZ	SECRETARY	2.00	Officer Director	$0	$0	$0
JANE BURNS	BOARD MEMBER	2.00	Director	$0	$0	$0
KAL KINCAID	BOARD MEMBER	2.00	Director	$0	$0	$0
JEFF OLIVERIO	BOARD MEMBER	2.00	Director	$0	$0	$0
ELISE FULTON SMITH	EXECUTIVE DI	40.00	Officer	$98,600	$0	$98,600

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	$1,214,866	$1,270,408	$1,843,450	$-55,542
2023	$1,010,469	$1,172,971	$1,837,982	$-162,502
2022	$1,460,197	$1,671,328	$1,909,128	$-211,131
2021	$1,971,724	$1,770,220	$3,255,759	$201,504
2020	$2,199,888	$3,195,058	$3,088,921	$-995,170
2019	$4,008,787	$2,239,894	$4,143,944	$1,768,893
2018	$1,186,229	$1,031,210	$2,193,662	$155,019

HABITAT FOR HUMANITY OF JEFFERSON COUNTY