HABITAT FOR HUMANITY OF THE LEXINGTON NORTH CAROLINA AREA INC (EIN 561627729) - 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

1988

Legal Domicile

Principal Officer

WENDY NORRIS

Phone

3362496266

Tax Period

2023-07-01 to 2024-06-30

HABITAT FOR HUMANITY OF THE LEXINGTON NORTH CAROLINA AREA INC, founded in 1988, is a small nonprofit in the Housing & Shelter sector that reported $881K in total revenue in fiscal year 2023. Revenue surged 90% from the prior year, signaling strong growth momentum. The organization ran a surplus of $176K, a strong 20% operating margin.

Mission

CREATE DECENT, AFFORDABLE HOUSING FOR THOSE IN NEED, AND TO MAKE DECENT SHELTER A MATTER OF CONSCIENCE WITH PEOPLE EVERYWHERE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $9,902

Program Service Revenue $724,272

Investment Income $56,748

Other Revenue $89,653

TOTAL REVENUE $880,575

Expense Breakdown

Grants Paid $0

Salaries & Benefits $305,735

Fundraising Expenses $5,412

Program Expenses $414,583

Other Expenses $398,703

TOTAL EXPENSES $704,438

Year-over-Year Comparison

	2023	2022	Change
Revenue	$880,575	$463,474	+0.9%
Expenses	$704,438	$490,343	+0.4%
Net Income	$176,137	$-26,869	-7.6%

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

Volunteers

N/A

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
DONNA SMITH	DIRECTOR	1.00	Director	$0	$0	$0
DAN MATTHEWS	DIRECTOR	1.00	Director	$0	$0	$0
MILES CLECKLEY	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTIAN PALMA	DIRECTOR	1.00	Director	$0	$0	$0
SAMANTHA NAVA	DIRECTOR	1.00	Director	$0	$0	$0
VIVIAN ROYAL	DIRECTOR	1.00	Director	$0	$0	$0
BOB SINK	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER SARETTE	DIRECTOR	1.00	Director	$0	$0	$0
WENDY NORRIS	PRESIDENT	4.00	Officer	$0	$0	$0
ANNA MCCULLOCH	VICE PRESIDENT	4.00	Officer	$0	$0	$0
WALTER HOFFMAN	TREASURER	2.00	Officer	$0	$0	$0
JAYNE JAMES	SECRETARY	2.00	Officer	$0	$0	$0
MARJORIE PARKER	EXECUTIVE DIRECTOR	30.00	Officer	$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	$880,575	$704,438	$1,729,664	$176,137
2023	$457,428	$484,297	$1,554,001	$-26,869
2022	$522,854	$640,849	$1,620,602	$-117,995
2021	$463,076	$436,334	$1,913,374	$26,742
2020	$603,222	$677,088	$1,804,178	$-73,866

HABITAT FOR HUMANITY OF THE LEXINGTON NORTH CAROLINA AREA INC