LAKEWAY AREA HABITAT FOR HUMANITY (EIN 621504578) - 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

Principal Officer

ALAN ANDERSON

Phone

4235811661

Tax Period

2023-07-01 to 2024-06-30

LAKEWAY AREA HABITAT FOR HUMANITY is a small nonprofit in the Housing & Shelter sector that reported $950K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year.

Mission

TO PROVIDE AFFORDABLE HOUSING TO LOW INCOME HOUSEHOLDS AND CRITICAL HOME REPAIRS TO THE ELDERLY AND DISABLED.

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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 $508,741

Program Service Revenue $269,695

Investment Income $999

Other Revenue $170,253

TOTAL REVENUE $949,688

Expense Breakdown

Grants Paid $0

Salaries & Benefits $248,698

Fundraising Expenses $8,436

Program Expenses $965,890

Other Expenses $779,522

TOTAL EXPENSES $1,028,220

Year-over-Year Comparison

	2023	2022	Change
Revenue	$949,688	$1,019,149	-0.1%
Expenses	$1,028,220	$986,490	+0.0%
Net Income	$-78,532	$32,659	-3.4%

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

207

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
TRACIE RENNER	BOARD MEMBER	N/A	Director	$0	$0	$0
DAVID RUTHERFORD	BOARD MEMBER	N/A	Director	$0	$0	$0
ALAN ANDERSON	CHAIRMAN	N/A	Officer	$0	$0	$0
BRANDON HELTON	VICE CHAIR	N/A	Officer	$0	$0	$0
KELSEY PARKS	SECRETARY	N/A	Officer	$0	$0	$0
MATTHEW WESTRA	TREASURER	N/A	Officer	$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	No data	No data	No data	No data
2024	$949,688	$1,028,220	$1,445,369	$-78,532
2023	$1,019,149	$986,490	$1,544,060	$32,659
2022	$647,230	$660,955	$1,444,301	$-13,725
2021	$594,983	$571,831	$1,488,896	$23,152
2020	$490,157	$464,402	$1,498,221	$25,755
2019	$412,548	$417,719	$1,559,852	$-5,171
2018	$350,746	$332,153	$1,593,167	$18,593

LAKEWAY AREA HABITAT FOR HUMANITY