Wimberley Valley Habitat for Humanity (EIN 742644236) - 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

1987

Legal Domicile

Principal Officer

Lamar Sellers

Phone

8326007255

Tax Period

2024-07-01 to 2025-06-30

Wimberley Valley Habitat for Humanity, founded in 1987, is a small nonprofit that reported $143K in total revenue in fiscal year 2024. The organization ran a surplus of $112K, a strong 78% operating margin.

Mission

Seeking to put Gods love into action, Habitat for Humanity brings people together to build homes, communities, and hope.

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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 $128,119

Program Service Revenue $0

Investment Income $15,096

Other Revenue $0

TOTAL REVENUE $143,215

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,826

Other Expenses $31,170

TOTAL EXPENSES $31,170

Year-over-Year Comparison

	2024	2023	Change
Revenue	$143,215	$136,215	+0.1%
Expenses	$31,170	$28,970	+0.1%
Net Income	$112,045	$107,245	+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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lamar Sellers	President	10.00	Officer Director	$0	$0	$0
David Ash	Vice President	10.00	Officer Director	$0	$0	$0
Mike Bower	Treasurer	10.00	Officer Director	$0	$0	$0
Lindsey Bradley	Secretary	1.00	Officer Director	$0	$0	$0
Richard Young	Director	1.00	Director	$0	$0	$0
Margaret Baker	Director	5.00	Director	$0	$0	$0
Terry Jordan	Director	1.00	Director	$0	$0	$0
Bill Tarwater	Director	1.00	Director	$0	$0	$0
Sara Savoy	Director	1.00	Director	$0	$0	$0
Tommy Horine	Director	1.00	Director	$0	$0	$0
Joe Malone	Director	1.00	Director	$0	$0	$0
Josh Smith	Director	1.00	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	$143,215	$31,170	$1,763,379	$112,045
2024	$136,215	$28,970	$1,653,701	$107,245
2023	$81,759	$18,893	$1,544,358	$62,866
2022	$56,257	$18,233	$1,481,049	$38,024
2021	$106,699	$95,643	$1,362,162	$11,056
2020	$63,386	$31,155	$1,349,614	$32,231
2019	$95,300	$24,601	$1,332,058	$70,699
2018	$99,275	$32,479	$1,246,900	$66,796

Wimberley Valley Habitat for Humanity