The Davidson Housing Coalition (EIN 562057448) - 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

1997

Legal Domicile

Principal Officer

ConnieJ Wessner

Phone

7048924486

Tax Period

2024-07-01 to 2025-06-30

The Davidson Housing Coalition, founded in 1997, is a small nonprofit in the Housing & Shelter sector that reported $997K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $928K left a modest 7% surplus.

Mission

To work with our friends and neighbors in the larger community to preserve and create attractive, safe, affordable housing that reflects our towns shared civic values.

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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 $428,461

Program Service Revenue $588,443

Investment Income $178

Other Revenue $-20,000

TOTAL REVENUE $997,082

Expense Breakdown

Grants Paid $0

Salaries & Benefits $96,285

Fundraising Expenses $49,794

Program Expenses $684,780

Other Expenses $831,506

TOTAL EXPENSES $927,791

Year-over-Year Comparison

	2024	2023	Change
Revenue	$997,082	$829,256	+0.2%
Expenses	$927,791	$758,924	+0.2%
Net Income	$69,291	$70,332	0.0%

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

270

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

$71,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Connie Wessner	Executive Dir.	40.00	Officer	$71,500	$0	$71,500
Libby Cable	Chair	2.00	Officer Director	$0	$0	$0
Jim Fuller	Director	2.00	Director	$0	$0	$0
Cole Barton	Vice Chair	2.00	Officer Director	$0	$0	$0
John Woods	Treasurer	2.00	Officer Director	$0	$0	$0
T Michele Crowell	Secretary	2.00	Officer Director	$0	$0	$0
Carly Schiano	Director	2.00	Director	$0	$0	$0
Shawn Copeland	Director	2.00	Director	$0	$0	$0
Twanna Green Smith	Director	2.00	Director	$0	$0	$0
Margo Williams	Director	2.00	Director	$0	$0	$0
Polly Winfrey Griffin	Director	2.00	Director	$0	$0	$0
Margaret Martens	Director	2.00	Director	$0	$0	$0
Dora Callahan	Director	2.00	Director	$0	$0	$0
Carol Robinson	Director	2.00	Director	$0	$0	$0
Andrew OGeen	Director	2.00	Director	$0	$0	$0
Vanessa Victor	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	$997,082	$927,791	$4,205,201	$69,291
2024	No data	No data	No data	No data
2023	$462,855	$669,822	$4,065,887	$-206,967
2022	$485,310	$598,432	$3,021,594	$-113,122
2021	$540,186	$544,508	$2,532,955	$-4,322
2020	$628,677	$556,642	$2,607,969	$72,035
2019	$455,585	$497,196	$2,530,784	$-41,611
2018	$346,867	$459,698	$2,545,330	$-112,831

The Davidson Housing Coalition