FIRSTHOME IQ (EIN 922377727) - 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

2023

Legal Domicile

Principal Officer

KRISTIN MESSERLI

Phone

9185573716

Tax Period

2024-01-01 to 2024-12-31

FIRSTHOME IQ, founded in 2023, is a small nonprofit in the Youth Development sector that reported $269K in total revenue in fiscal year 2024. Revenue surged 206% from the prior year, signaling strong growth momentum. Expenses of $252K left a modest 6% surplus.

Mission

TO DELIVER FINANCIAL LITERACY AND HOMEOWNERSHIP EDUCATION, INSPIRATION, AND RESOURCES TO THE NEXT GENERATION.

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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 $268,537

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $268,537

Expense Breakdown

Grants Paid $0

Salaries & Benefits $120,000

Fundraising Expenses $44,949

Program Expenses $186,551

Other Expenses $127,649

TOTAL EXPENSES $251,692

Year-over-Year Comparison

	2024	2023	Change
Revenue	$268,537	$87,735	+2.1%
Expenses	$251,692	$77,155	+2.3%
Net Income	$16,845	$10,580	+0.6%

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

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

$120,000

Total Directors

$120,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTIN MESSERLI	EXECUTIVE DIRECTOR AND SECRETARY	40.00	Officer Director	$120,000	$0	$120,000
DAVWE SAVAGE	CEO	5.00	Officer Director	$0	$0	$0
TODD BOOKSPAN	CFO	5.00	Officer Director	$0	$0	$0

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	$268,537	$251,692	$27,425	$16,845

FIRSTHOME IQ