Summit Habitat for Humanity (EIN 841312622) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

Owen Dodd

Phone

8605101156

Tax Period

2024-01-01 to 2024-12-31

Summit Habitat for Humanity, founded in 1995, is a small nonprofit that reported $781K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $1.3M exceeded revenue, resulting in a 62% operating deficit.

Mission

Summit Habitat brings people together to build homes, communities and hope.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $767,814

Program Service Revenue $0

Investment Income $-39,758

Other Revenue $52,556

TOTAL REVENUE $780,612

Expense Breakdown

Grants Paid $0

Salaries & Benefits $365,149

Fundraising Expenses $6,374

Program Expenses $1,095,328

Other Expenses $897,063

TOTAL EXPENSES $1,262,212

Year-over-Year Comparison

	2024	2023	Change
Revenue	$780,612	$1,208,808	-0.4%
Expenses	$1,262,212	$701,676	+0.8%
Net Income	$-481,600	$507,132	-1.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$85,861

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lori OBryan	President	2.00	Officer	$0	$0	$0
Dave Murray	Vice President	2.00	Officer	$0	$0	$0
Brandon Howes	Secretary	2.00	Officer	$0	$0	$0
Jack Spillers	Treasurer	2.00	Officer	$0	$0	$0
Owen Dodd	Executive Director	40.00	Director	$24,689	$0	$24,689
Walter Briney	Board Member	2.00	Director	$0	$0	$0
Tom Begley	Board Member	2.00	Director	$0	$0	$0
Daniel Teodoru	Board Member	2.00	Director	$0	$0	$0
Lindsay Newman	Board Member	2.00	Director	$0	$0	$0
Nancy Higuera-Merino	Board Member	2.00	Director	$0	$0	$0
April Dawn Knudsen	Executive Director	40.00	Director	$61,172	$0	$61,172

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	$780,612	$1,262,212	$2,431,986	$-481,600
2023	$1,208,808	$701,676	$3,621,078	$507,132
2022	$784,875	$563,187	$2,129,788	$221,688
2021	$1,333,517	$1,007,276	$1,758,088	$326,241
2020	$892,834	$529,892	$1,467,617	$362,942
2019	$640,575	$614,780	$1,001,873	$25,795
2018	$710,773	$701,775	$981,820	$8,998

Summit Habitat for Humanity