HABITAT HOMEOWNERSHIP FINANCE SOLUTIONS INC

EIN: 994539172 501(c)(3) Housing & Shelter

INDIANAPOLIS, IN

Total Revenue
$3,816,743
Total Expenses
$3,768,914
Total Assets
$6,391,876
Net Assets
$-575,845
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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
2024
Legal Domicile
IN
Principal Officer
JIM MORRIS
Phone
3179212121
Tax Period
2025-01-01 to 2025-12-31

HABITAT HOMEOWNERSHIP FINANCE SOLUTIONS INC, founded in 2024, is a community nonprofit in the Housing & Shelter sector that reported $3.8M in total revenue in fiscal year 2025.

Mission

THE CORPORATION IS ORGANIZED FOR THE CHARITABLE PURPOSE OF PROVIDING AFFORDABLE HOME MORTGAGES.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $125,000
Program Service Revenue $210,473
Investment Income $3,205,105
Other Revenue $276,165
TOTAL REVENUE $3,816,743

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $3,768,914
Other Expenses $3,768,914
TOTAL EXPENSES $3,768,914

Year-over-Year Comparison

2025 2024 Change
Revenue $3,816,743 N/A N/A
Expenses $3,768,914 $623,674 +5.0%
Net Income $47,829 $-623,674 -1.1%
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

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Governance

Voting Members
5
Independent Members
3
Employees
N/A
Volunteers
5

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
2
$409,085
Total Directors
5
$409,085
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JIM MORRIS BOARD PRESIDENT 1.00
Officer Director
$0 $13,707 $251,766
ANNIE COSTLOW BOARD TRESURER 8.00
Officer Director
$0 $11,890 $157,319
RACHEL NELSON DIRECTOR 0.01
Director
$0 $0 $0
BRANDON TAYLOR DIRECTOR 0.01
Director
$0 $0 $0
MATT FORTNEY DIRECTOR 0.01
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
2025 $3,816,743 $3,768,914 $6,391,876 $47,829
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