Habitat For Humanity Of The Charlotte Region (EIN 561366233) - 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

1983

Legal Domicile

Phone

7043762054

Tax Period

2024-07-01 to 2025-06-30

Habitat For Humanity Of The Charlotte Region, founded in 1983, is a mid-sized nonprofit that reported $57.5M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $52.3M left a modest 9% surplus.

Mission

SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES, AND HOPE.

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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 $32,512,503

Program Service Revenue $23,916,244

Investment Income $670,746

Other Revenue $393,268

TOTAL REVENUE $57,492,761

Expense Breakdown

Grants Paid $926,572

Salaries & Benefits $15,408,143

Fundraising Expenses $3,237,841

Program Expenses $47,198,425

Other Expenses $35,971,123

TOTAL EXPENSES $52,305,838

Year-over-Year Comparison

	2024	2023	Change
Revenue	$57,492,761	$49,851,663	+0.2%
Expenses	$52,305,838	$53,869,958	0.0%
Net Income	$5,186,923	$-4,018,295	-2.3%

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

272

Volunteers

5193

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

$1,320,929

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ashley Cumberbatch	Treasurer	1.0	Officer Director	$0	$0	$0
Darryl White	Secretary	1.0	Officer Director	$0	$0	$0
Jen Hall	Chair	1.0	Officer Director	$0	$0	$0
Sharon Sullivan	Vice Chair	1.0	Officer Director	$0	$0	$0
Spencer Disher	Immediate Past Chair	1.0	Officer Director	$0	$0	$0
Abdue Knox	Board Member	1.0	Director	$0	$0	$0
Adrian Boddie	Board Member	1.0	Director	$0	$0	$0
Brooke Harper	Board Member	1.0	Director	$0	$0	$0
Cindy Reid	Board Member	1.0	Director	$0	$0	$0
Diana McAfee	Board Member	1.0	Director	$0	$0	$0
Eric Mauntel	Board Member	1.0	Director	$0	$0	$0
James McLelland	Board Member	1.0	Director	$0	$0	$0
Jason Rutherford	Board Member	1.0	Director	$0	$0	$0
Jay Tillman	Board Member	1.0	Director	$0	$0	$0
Jeremiah Hunt	Board Member	1.0	Director	$0	$0	$0
John Forgan	Board Member	1.0	Director	$0	$0	$0
JR Williams	Board Member	1.0	Director	$0	$0	$0
Marcus Rabun	Board Member	1.0	Director	$0	$0	$0
Peggy Connor	Board Member	1.0	Director	$0	$0	$0
Ray Hardee	Board Member	1.0	Director	$0	$0	$0
Ruth Cline	Board Member	1.0	Director	$0	$0	$0
Taryn Thompson	Board Member	1.0	Director	$0	$0	$0
Tim Ryan	Board Member	1.0	Director	$0	$0	$0
Tom Quirk	Board Member	1.0	Director	$0	$0	$0
Bob Glusenkamp	SVP, Programming	40.0	Officer	$162,689	$16,782	$179,471
Caitlin Greenwell	VP, Retail Operations	40.0	Officer	$115,162	$13,964	$129,126
Julie Milich	VP, Finance	40.0	Officer	$135,755	$20,594	$156,349
Kerr Collins	VP, Business Operations	40.0	Officer	$113,916	$14,121	$128,037
Kris Fountain	VP, Family Services	40.0	Officer	$122,911	$10,783	$133,694
Laura Belcher	President & CEO	40.0	Officer	$267,303	$13,726	$281,029
Mel Ressler	VP, Construction	40.0	Officer	$107,291	$13,964	$121,255
Shannon Green	SVP, Organizational Advancement and Development	40.0	Officer	$172,180	$19,788	$191,968
Toni Freeman	SVP, Operations	40.0	Officer	$0	$0	$0
Brenda Yelton	Controller	40.0	Highest	$103,790	$11,732	$115,522
Brooke Moose	Director of Development - Community Engagement & Partnerships	40.0	Highest	$101,361	$11,705	$113,066
Charles Monroe	Director of Home Repair Program	40.0	Highest	$100,522	$10,100	$110,622
Marnie Woodward	Director of People & Culture	40.0	Highest	$103,807	$9,033	$112,840

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	$57,492,761	$52,305,838	$101,958,906	$5,186,923
2024	$49,851,663	$53,869,958	$100,838,830	$-4,018,295
2023	$41,882,773	$42,415,654	$99,062,880	$-532,881
2022	$52,323,308	$32,286,012	$91,430,735	$20,037,296
2021	$27,686,341	$25,868,151	$71,967,554	$1,818,190
2020	$30,718,241	$21,877,805	$69,420,964	$8,840,436
2019	$21,729,870	$21,254,298	$52,828,078	$475,572

Habitat For Humanity Of The Charlotte Region