Upper Valley Habitat for Humanity Inc (EIN 030306081) - 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

1986

Legal Domicile

Principal Officer

Stephanie Carolan

Phone

8022951854

Tax Period

2024-07-01 to 2025-06-30

Mission

UVHFHs mission is to build affordable, durable,safe, healthy, economical,and energy-efficient homes; strenghthen & enrich communities; & long-term hope, prosperity, health & the lives of families & individuals in the Upper Valley of VT & NH through the stability of affordable homeownership.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	$0	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Eva Loomis	Ex. Director	40.00	Officer	$0	$0	$0
Sean McIntyre	President	4.00	Officer Director	$0	$0	$0
Stephanie Carolan	Treasurer	4.00	Officer Director	$0	$0	$0
Brian Clancy	Secretary	4.00	Officer Director	$0	$0	$0
Katie Colleran	Director	1.00	Director	$0	$0	$0
Joe Denny	Director	1.00	Director	$0	$0	$0
Mitchell Dunbar	Director	1.00	Director	$0	$0	$0
Andrew Grimson	Director	1.00	Director	$0	$0	$0
Ellen Hender	Director	1.00	Director	$0	$0	$0
Drew Miraldi	Director	1.00	Director	$0	$0	$0
Doug Staiger	Director	1.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	No data	No data	No data	No data
2022	$382,112	$217,177	$1,291,424	$164,935
2022	No data	No data	$833,130	No data
2021	$213,021	$283,834	$1,133,893	$-70,813
2020	$223,562	$273,297	$1,219,868	$-49,735
2019	$425,675	$246,141	$1,364,705	$179,534
2018	$344,331	$214,793	$1,187,124	$129,538

Upper Valley Habitat for Humanity Inc