HELENA AREA HABITAT FOR HUMANITY (EIN 810476317) - 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

1992

Legal Domicile

Principal Officer

JACOB KUNTZ

Phone

4064494663

Tax Period

2024-07-01 to 2025-06-30

HELENA AREA HABITAT FOR HUMANITY, founded in 1992, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $1.8M exceeded revenue, resulting in a 36% operating deficit.

Mission

SEEKING TO PUT GOD'S 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 $1,497,741

Program Service Revenue $748,653

Investment Income $0

Other Revenue $-908,130

TOTAL REVENUE $1,338,264

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,041,225

Fundraising Expenses $59,264

Program Expenses $1,559,635

Other Expenses $782,995

TOTAL EXPENSES $1,824,220

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,338,264	$2,928,028	-0.5%
Expenses	$1,824,220	$2,121,872	-0.1%
Net Income	$-485,956	$806,156	-1.6%

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

438

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

$106,537

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY EVERSON	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER E LAY	SECRETARY	1.00	Officer Director	$0	$0	$0
BRETT SMITH	DIRECTOR	1.00	Director	$0	$0	$0
KACIE TOLLEFSON	CHAIR (FORMER)	1.00	Officer Director	$0	$0	$0
MARK RUNKLE	DIRECTOR	1.00	Director	$0	$0	$0
PAUL TSCHIDA	DIRECTOR	1.00	Director	$0	$0	$0
TRACY EGELINE	SECRETARY (FORMER)	1.00	Officer Director	$0	$0	$0
SUSAN GOOD GEISE	CHAIR	1.00	Officer Director	$0	$0	$0
LEE FLASNICK	CO-CHAIR	1.00	Officer Director	$0	$0	$0
MAGGIE HODGES	SECRETARY	1.00	Officer Director	$0	$0	$0
KRYSTAL STEWART	DIRECTOR	1.00	Director	$0	$0	$0
JACOB KUNTZ	EXECUTIVE DIRECTOR	40.00	Officer	$97,280	$9,257	$106,537

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	$1,338,264	$1,824,220	$5,732,576	$-485,956
2024	$2,928,028	$2,121,872	$7,213,267	$806,156
2023	$1,972,882	$1,834,262	$7,509,055	$138,620
2023	$3,526,715	$3,388,095	$7,509,055	$138,620
2022	$1,694,591	$1,309,013	$3,811,576	$385,578
2022	$3,802,213	$3,416,635	$3,811,576	$385,578
2021	$2,065,398	$1,692,016	$3,747,732	$373,382
2020	$1,218,621	$1,116,704	$2,835,891	$101,917
2019	$1,158,886	$734,697	$2,002,176	$424,189
2018	$402,930	$571,777	$1,080,638	$-168,847

HELENA AREA HABITAT FOR HUMANITY