Home Builders Association of Winston Salem (EIN 566059257) - 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

1978

Legal Domicile

Principal Officer

Jonathan Lee

Phone

3367685942

Tax Period

2023-01-01 to 2023-12-31

Home Builders Association of Winston Salem, founded in 1978, is a small nonprofit that reported $674K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $594K left a modest 12% surplus.

Mission

The Home Builders Association of Winston-Salem represents its professional membership to promote and support the home building and remodeling industry.

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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 $333,271

Program Service Revenue $199,080

Investment Income $5,743

Other Revenue $136,125

TOTAL REVENUE $674,219

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $175,938

Fundraising Expenses $55,472

Program Expenses $457,357

Other Expenses $416,998

TOTAL EXPENSES $593,936

Year-over-Year Comparison

	2023	2022	Change
Revenue	$674,219	$862,260	-0.2%
Expenses	$593,936	$595,414	0.0%
Net Income	$80,283	$266,846	-0.7%

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
Andrew Reese	Director	005.00	Director	$0	$0	$0
Heather Bowen	Director	005.00	Director	$0	$0	$0
Beth Lawson	Director	005.00	Director	$0	$0	$0
Geoff Mitchell	Director	005.00	Director	$0	$0	$0
Jeff Sessoms	Director	003.00	Director	$0	$0	$0
Michael S Enscore	Director	003.00	Director	$0	$0	$0
Thomas Maier	Director	003.00	Director	$0	$0	$0
John Lewis-Godfrey	Director	003.00	Director	$0	$0	$0
Julian P Robb	Director	003.00	Director	$0	$0	$0
Jake Denton	Director	003.00	Director	$0	$0	$0
Gary Cagle Jr	Director	003.00	Director	$0	$0	$0
Johnathan Lee	President	003.00	Director	$0	$0	$0
Chris Thompson	Director	003.00	Director	$0	$0	$0
Chuck Hicks	Director	003.00	Director	$0	$0	$0
Kathy Snodgrass	Director	003.00	Director	$0	$0	$0
Joshua Ricci	Director	003.00	Director	$0	$0	$0
Keely Richardson	Secretary	003.00	Officer Director	$0	$0	$0
Lee Riddle	Director	003.00	Director	$0	$0	$0
E Gray Busch	Director	003.00	Director	$0	$0	$0
Shane Wagoner	Director	003.00	Director	$0	$0	$0
Kim Lilly	Director	003.00	Director	$0	$0	$0
Ron Foister	Director	003.00	Director	$0	$0	$0
Sam Morgan	Director	003.00	Director	$0	$0	$0
Brian Jersey	Director	003.00	Director	$0	$0	$0
Aaron Lange	Vice President	003.00	Officer	$0	$0	$0
Barry Wilson	Director	003.00	Officer	$0	$0	$0
Gisela Lopez	Executive Vice-President	040.00	Officer Key Emp	$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	No data	No data	No data	No data
2023	$674,219	$593,936	$1,123,862	$80,283
2022	$862,260	$595,414	$1,056,875	$266,846
2021	$492,181	$465,200	$815,032	$26,981
2020	$579,887	$520,353	$755,058	$59,534
2019	$627,875	$651,271	$737,933	$-23,396
2018	$590,537	$591,384	$761,627	$-847

Home Builders Association of Winston Salem