Habitat for Humanity Orange County NC Inc (EIN 581603427) - 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

1984

Legal Domicile

Phone

9199327077

Tax Period

2024-07-01 to 2025-06-30

Habitat for Humanity Orange County NC Inc, founded in 1984, is a community nonprofit that reported $9.2M in total revenue in fiscal year 2024. Revenue surged 59% from the prior year, signaling strong growth momentum. Expenses of $8.2M left a modest 11% surplus.

Mission

HABITAT FOR HUMANITY OF ORANGE COUNTY BUILDS AND SELLS HOMES WITH AFFORDABLE MORTGAGES.

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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 $3,321,745

Program Service Revenue $5,273,891

Investment Income $85,214

Other Revenue $567,540

TOTAL REVENUE $9,248,390

Expense Breakdown

Grants Paid $50,569

Salaries & Benefits $2,619,570

Fundraising Expenses $648,004

Program Expenses $7,190,326

Other Expenses $5,562,797

TOTAL EXPENSES $8,232,936

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,248,390	$5,822,958	+0.6%
Expenses	$8,232,936	$6,198,830	+0.3%
Net Income	$1,015,454	$-375,872	-3.7%

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

2093

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

$248,580

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anna Millar	1st Vice Chair	2.0	Officer Director	$0	$0	$0
Anna Wu	Past Chair	2.0	Officer Director	$0	$0	$0
Joan Siefert Rose	Secretary	2.0	Officer Director	$0	$0	$0
Michael Zuber	Chair	2.0	Officer Director	$0	$0	$0
Zac Hedrick	Treasurer	2.0	Officer Director	$0	$0	$0
Andy Buchanan	Director	1.0	Director	$0	$0	$0
Anneta Streater	Director	1.0	Director	$0	$0	$0
Betsy Blackwell	Director	1.0	Director	$0	$0	$0
Darlene Laws	Director	1.0	Director	$0	$0	$0
Doug Call	Director	1.0	Director	$0	$0	$0
Emil Malizia	Director	1.0	Director	$0	$0	$0
Gordon Merklein	Director	1.0	Director	$0	$0	$0
Jim McNeely	Director	1.0	Director	$0	$0	$0
John Stanley	Director	1.0	Director	$0	$0	$0
Kelly Holcombe	Director	1.0	Director	$0	$0	$0
Matt Ewend	Director	1.0	Director	$0	$0	$0
MC Ragsdale	Director	1.0	Director	$0	$0	$0
Mimi Hock	Director	1.0	Director	$0	$0	$0
Pilar Rocha-Goldberg	Director	1.0	Director	$0	$0	$0
Ree Ree Wei	Director	1.0	Director	$0	$0	$0
Sharon Davis	Director	1.0	Director	$0	$0	$0
Grace Johnston	VP- Finance & Administration	40.0	Officer	$80,167	$15,295	$95,462
Jennifer Player	President & CEO	40.0	Officer	$124,213	$28,905	$153,118

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	$9,248,390	$8,232,936	$28,927,406	$1,015,454
2024	$5,822,958	$6,198,830	$29,520,857	$-375,872
2023	$11,297,945	$7,307,634	$30,512,938	$3,990,311
2022	$11,974,916	$4,477,463	$26,519,199	$7,497,453
2021	$8,810,630	$4,945,671	$18,236,653	$3,864,959
2020	$7,386,659	$6,433,563	$14,317,172	$953,096
2019	$4,483,074	$4,019,023	$13,226,223	$464,051

Habitat for Humanity Orange County NC Inc