HABITAT FOR HUMANITY INTL WATAUGA COUNTY (EIN 561659213) - 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

1989

Legal Domicile

Principal Officer

ALEX HOOKER

Phone

8282689545

Tax Period

2024-07-01 to 2025-06-30

HABITAT FOR HUMANITY INTL WATAUGA COUNTY, founded in 1989, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring.

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 (2024)

Revenue Breakdown

Contributions & Grants $362,870

Program Service Revenue $781,802

Investment Income $10,893

Other Revenue $79,937

TOTAL REVENUE $1,235,502

Expense Breakdown

Grants Paid $0

Salaries & Benefits $479,721

Fundraising Expenses $110,160

Program Expenses $1,089,996

Other Expenses $857,248

TOTAL EXPENSES $1,336,969

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,235,502	$1,630,894	-0.2%
Expenses	$1,336,969	N/A	N/A
Net Income	$-101,467	$1,630,894	-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

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

$69,078

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAY SINCLAIR	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN GREER	PRESIDENT	2.00	Officer Director	$0	$0	$0
LYNETTE ORBOVICH	DIRECTOR	1.00	Director	$0	$0	$0
ANNA LEHMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID WELSH	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY FERRELL	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT EGGERS	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA AUTEN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BEERBOWER	DIRECTOR	1.00	Director	$0	$0	$0
MARILYN DISCH	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
WENDY WESTMORELAND	DIRECTOR	1.00	Director	$0	$0	$0
TRIPP REX	TREASURER	2.00	Officer Director	$0	$0	$0
OK-YOUN YU	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MOORE	DIRECTOR	1.00	Director	$0	$0	$0
ALEX HOOKER	EXECUTIVE DIRECTOR	40.00	Officer	$69,078	$0	$69,078

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	$1,235,502	$1,336,969	$2,290,036	$-101,467
2024	$1,630,894	$1,760,905	$2,320,502	$-130,011
2023	$950,240	$733,269	$2,507,687	$216,971
2022	$972,559	$903,954	$2,084,767	$68,605
2021	$1,137,753	$803,006	$1,989,841	$334,747
2020	$953,250	$786,061	$1,732,992	$167,189
2019	$976,261	$922,722	$1,472,279	$53,539
2018	$700,517	$529,824	$1,389,375	$170,693

HABITAT FOR HUMANITY INTL WATAUGA COUNTY