Habitat for Humanity Macon Jackson NC (EIN 561854120) - 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

1993

Legal Domicile

Phone

8283693716

Tax Period

2024-07-01 to 2025-06-30

Habitat for Humanity Macon Jackson NC, founded in 1993, is a small nonprofit that reported $599K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

To construct and provide housing to Macon and Jackson county residents who exhibit a true need for decent housing and the ability to repay a zero interest loan and willingness to partner with Habitat.

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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 $126,395

Program Service Revenue $0

Investment Income $0

Other Revenue $472,539

TOTAL REVENUE $598,934

Expense Breakdown

Grants Paid $0

Salaries & Benefits $314,048

Fundraising Expenses $0

Program Expenses $489,230

Other Expenses $280,290

TOTAL EXPENSES $594,338

Year-over-Year Comparison

	2024	2023	Change
Revenue	$598,934	$515,395	+0.2%
Expenses	$594,338	$836,354	-0.3%
Net Income	$4,596	$-320,959	-1.0%

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

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

$69,859

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Richard Westerman	Executive Dir.	40.00	Officer	$69,859	$0	$69,859
Kathy Leonard	Administrator	14.00		$4,500	$0	$4,500
Patricia Cabe	President	2.00	Officer Director	$0	$0	$0
Patrick Kessler	Vice President	2.00	Officer Director	$0	$0	$0
Danford Price	Treasurer	2.00	Officer Director	$0	$0	$0
George Young	Secretary	2.00	Officer Director	$0	$0	$0
Laurel Klonkowski	Director	2.00	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	$598,934	$594,338	$1,816,556	$4,596
2024	$515,395	$836,354	$1,841,693	$-320,959
2023	$593,212	$669,089	$1,877,169	$-75,877
2022	$725,229	$625,945	$2,037,777	$99,284
2021	$278,428	$311,758	$1,870,226	$-33,330
2020	$270,017	$259,821	$1,858,474	$10,196
2019	$549,330	$614,993	$1,779,119	$-65,663
2018	$515,577	$558,312	$1,262,631	$-42,735

Habitat for Humanity Macon Jackson NC