Civic Intelligence

Greater Lynchburg Habitat

EIN 54-1464802 • 501(c)3 • Lynchburg, VA

Profile

Provide low-income families with affordable housing.

360 Alleghany AvenueLynchburg, VA 24501

www.lynchburghabitat.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

47th percentile

0.05x

Higher debt load relative to assets than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

55th percentile

0.10x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

40th percentile

0.5%

Higher net margin than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

41st percentile

0.5%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

70th percentile

23%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$4,364,211

Up $23,829 (+0.5%) from 2024

Liabilities

Up

$215,225

Up $14,049 (+7.0%) from 2024

Net Assets

Up

$4,148,986

Up $9,780 (+0.2%) from 2024

Revenue

Up

$2,102,108

Up $392,098 (+23%) from 2024

Expenses

Up

$2,092,328

Up $360,218 (+21%) from 2024

Net Income

Up

$9,780

Up $31,880 (+144%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $2,946,341Liabilities 2011: $633,606Net Assets 2011: $2,312,7352011Assets 2012: $2,872,931Liabilities 2012: $570,186Net Assets 2012: $2,302,7452012Assets 2013: $2,637,024Liabilities 2013: $467,036Net Assets 2013: $2,169,9882013Assets 2014: $2,768,623Liabilities 2014: $432,781Net Assets 2014: $2,335,8422014Assets 2015: $2,774,343Liabilities 2015: $408,730Net Assets 2015: $2,365,6132015Assets 2016: $2,760,165Liabilities 2016: $366,288Net Assets 2016: $2,393,8772016Assets 2017: $2,969,163Liabilities 2017: $441,470Net Assets 2017: $2,527,6932017Assets 2018: $3,053,760Liabilities 2018: $392,038Net Assets 2018: $2,661,7222018Assets 2019: $3,203,419Liabilities 2019: $434,056Net Assets 2019: $2,769,3632019Assets 2020: $3,535,545Liabilities 2020: $493,198Net Assets 2020: $3,042,3472020Assets 2021: $3,723,647Liabilities 2021: $299,838Net Assets 2021: $3,423,8092021Assets 2022: $4,076,549Liabilities 2022: $286,936Net Assets 2022: $3,789,6132022Assets 2023: $4,378,070Liabilities 2023: $216,764Net Assets 2023: $4,161,3062023Assets 2024: $4,340,382Liabilities 2024: $201,176Net Assets 2024: $4,139,2062024Assets 2025: $4,364,211Liabilities 2025: $215,225Net Assets 2025: $4,148,9862025

Highlighted filing

2025

Assets$4,364,211
Liabilities$215,225
Net Assets$4,148,986

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,098,421Expenses 2011: $1,163,994Net Income 2011: -$65,5732011Revenue 2012: $918,911Expenses 2012: $928,901Net Income 2012: -$9,9902012Revenue 2013: $695,338Expenses 2013: $828,095Net Income 2013: -$132,7572013Revenue 2014: $1,090,098Expenses 2014: $924,244Net Income 2014: $165,8542014Revenue 2015: $1,073,931Expenses 2015: $1,044,160Net Income 2015: $29,7712015Revenue 2016: $1,113,734Expenses 2016: $1,085,470Net Income 2016: $28,2642016Revenue 2017: $1,297,176Expenses 2017: $1,163,360Net Income 2017: $133,8162017Revenue 2018: $1,321,692Expenses 2018: $1,187,663Net Income 2018: $134,0292018Revenue 2019: $1,338,024Expenses 2019: $1,230,383Net Income 2019: $107,6412019Revenue 2020: $1,450,022Expenses 2020: $1,177,038Net Income 2020: $272,9842020Revenue 2021: $1,624,058Expenses 2021: $1,242,596Net Income 2021: $381,4622021Revenue 2022: $1,459,403Expenses 2022: $1,093,599Net Income 2022: $365,8042022Revenue 2023: $1,991,590Expenses 2023: $1,619,897Net Income 2023: $371,6932023Revenue 2024: $1,710,010Expenses 2024: $1,732,110Net Income 2024: -$22,1002024Revenue 2025: $2,102,108Expenses 2025: $2,092,328Net Income 2025: $9,7802025

Highlighted filing

2025

Revenue$2,102,108
Expenses$2,092,328
Net Income$9,780

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.36$0.22$4.15$2.10$2.09$0.01
2024Detailed filing. Detailed filing data is available for this year.$4.34$0.20$4.14$1.71$1.73$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.38$0.22$4.16$1.99$1.62$0.37
2022Detailed filing. Detailed filing data is available for this year.$4.08$0.29$3.79$1.46$1.09$0.37
2021Detailed filing. Detailed filing data is available for this year.$3.72$0.30$3.42$1.62$1.24$0.38
2020Detailed filing. Detailed filing data is available for this year.$3.54$0.49$3.04$1.45$1.18$0.27
2019Detailed filing. Detailed filing data is available for this year.$3.20$0.43$2.77$1.34$1.23$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.05$0.39$2.66$1.32$1.19$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.97$0.44$2.53$1.30$1.16$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.76$0.37$2.39$1.11$1.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.77$0.41$2.37$1.07$1.04$0.03
2014Summary only. Only limited summary data is available for this year.$2.77$0.43$2.34$1.09$0.92$0.17
2013Summary only. Only limited summary data is available for this year.$2.64$0.47$2.17$0.70$0.83$0.13
2012Summary only. Only limited summary data is available for this year.$2.87$0.57$2.30$0.92$0.93$0.01
2011Summary only. Only limited summary data is available for this year.$2.95$0.63$2.31$1.10$1.16$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 2, 2025
Return Version
2024v5.0
Gross Receipts
$2,560,798
Mission and Program Overview

Mission

Provide low-income families with affordable housing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$1,880,251$2,114,174▲ $233,923
Savings and Temporary Cash Investments$757,947$814,100▲ $56,153
Land, Buildings, and Equipment, Net$693,971$648,222▼ $45,749
Inventories for Sale or Use$32,957$33,315▲ $358
Cash and Non-Interest-Bearing Accounts$25,561$22,267▼ $3,294
Pledges and Grants Receivable-$15,000-
Prepaid Expenses and Deferred Charges$12,177$12,345▲ $168
Accounts Receivable$10,088$8,707▼ $1,381
Total Assets$4,340,382$4,364,211▲ $23,829
Other Assets Total$927,430$696,081▼ $231,349
Liabilities
Mortgage Notes Payable Secured by Investment Property$166,658$151,219▼ $15,439
Accounts Payable and Accrued Expenses$16,082$42,825▲ $26,743
Other Liabilities$18,436$21,181▲ $2,745
Total Liabilities$201,176$215,225▲ $14,049
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,846,004$3,683,019▼ $162,985
Net Assets With Donor Restrictions$293,202$465,967▲ $172,765
Total Net Assets Fund Balance$4,139,206$4,148,986▲ $9,780
Total Liabilities and Net Assets / Fund Balance$4,340,382$4,364,211▲ $23,829

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$467,844$337,105$804,949
Equipment$5,229$157,389$162,618
Land$129,309-$129,309
Other Land Buildings$45,840$53,063$98,903
Other Assets Org$234,391--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,077,243
Program Service Revenue
$979,269
Investment Income
$5,111
Other Revenue
$40,485
All Other Contributions
$772,407
Change in Net Assets
$9,780

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Clothing and Household Goods-$408,150
Other Non Cash Contri Table1$11,500
Total Noncash Contributions1$419,650

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,600,935
Revenue Not Reported on Financial Statements
$501,173
Other Revenue Adjustments
$501,173
Total Revenue per Audited Statements
$1,600,935
Total Revenue per Form 990
$2,102,108
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$938,263
Salaries, Compensation, and Employee Benefits$637,540
Grants and Similar Amounts Paid$516,525
Total Fundraising Expense$53,324
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$472,659$50,387$29,864$552,910
Grants to Domestic Individuals$501,173--$501,173
Occupancy$67,304$4,775-$72,079
Insurance$56,587$3,041-$59,628
Depreciation Depletion$40,196$7,194$5,181$52,571
Other Employee Benefits$35,719$4,022$4,394$44,135
Payroll Taxes$32,773$3,690$4,032$40,495
Office Expenses$25,696$2,075$3,823$31,594
Fees for Services Accounting$11,014$7,475$973$19,462
Grants to Domestic Orgs$15,352--$15,352
Advertising$5,313-$5,057$10,370
Interest$7,855$1,386-$9,241
All Other Expenses$7,973--$7,973
Other Expenses$4,603--$4,603
Conferences and Meetings$2,684--$2,684
Travel$1,737--$1,737
Total Functional Expenses$1,954,959$84,045$53,324$2,092,328

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,092,328
Expenses per Audited Statements$1,591,155
Total Expenses per Audited Statements$1,591,155
Expenses Not Reported on Financial Statements$501,173
Other Expense Adjustments$501,173
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Habitat for Humanity InternationalAmericus, GA501c3Affilate Fee$15,352
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Vacation Comp$21,181
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Draft copy of the form 990 provided to the glhfh executive director and the glhfh finance committee for review prior to filing. Once approved copy is given to the full board of directors.

Form 990, Page 6, Part VI, Line 12C

The governing body conducts periodic reviews and annual meetings to ensure that the organization is in compliance with its conflict of interest policy

Form 990, Page 6, Part VI, Line 15A

The executive director receives annual evaluations, as well as board approval, before any increase in compensation is awarded.

Form 990, Page 6, Part VI, Line 15B

Other employees receive annual evaluations, as well as board approval of any increase in compensation.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents are available to the public upon receipt of written request to the organization's corporate office.

Filing and Contact Details

Filer

Filer Name
Greater Lynchburg Habitat
EIN
54-1464802
Phone
4345283774
Address
360 ALLEGHANY AVENUE, LYNCHBURG, VA 24501

Signing Officer

Name
Donna Vincent
Title
Executive Director
Phone
4345283774
Signed
2025-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna Vincent
Formed
1988
Legal Domicile
Va
Voting Board Members
13
Independent Board Members
13
Employees
16
Volunteers
350

Preparer

Firm
Wyndhurst CPA Group Pllc
Address
104 ARCHWAY CT, LYNCHBURG, VA 24502
Preparer
Timothy a Blanks
Phone
4348468458
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Discount on mortgages -501,173 discount on mortgages 501,173

Financial Statement Notes

Schedule D, Page 3, Part X

Greater lynchburg habitat for humanity, inc. Follows professional standards in accounting for income taxes. Under these standards, an organization must recognize the tax benefit associated with tax taken for tax return purposes when it is more likely than not the postion will be sustained. The implementation of these standards had no impact on the organization's financial statements. The organization's income tax filings are subject to audit by various taxing authorities. In evaluating the organization's revenue sources, organization management does not believe there are any material uncertain tax positions and, accordingly, it will not recognize any liability for unrecognized tax benefits. For the years ended june 30, 2025 and 2024, there were no interest or penalties recorded in the organization's financial statements.

Schedule D, Page 4, Part XI, Line 4B

Discount on mortgages 501,173

Schedule D, Page 4, Part XII, Line 4B

Discount on mortgages 501,173

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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
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IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/Desc0SUNDRY OTHER
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IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04032
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03690
IRS990/PayrollTaxesGrp/ProgramServicesAmt032773
IRS990/PayrollTaxesGrp/TotalAmt040495
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt015000
IRS990/PoliciesReferenceChaptersInd0true
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012177
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IRS990/PrincipalOfficerNm0DONNA VINCENT
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IRS990/ProgramServiceRevenueGrp/BusinessCd0236000
IRS990/ProgramServiceRevenueGrp/BusinessCd1236000
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IRS990/ProgramServiceRevenueGrp/Desc1MORTGAGE DISCOUNTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0826164
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1153105
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0826164
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1153105
IRS990/ProgSrvcAccomActy2Grp/Desc0RE-STORE OPERATIONS SELL AFFORDABLE USED AND NEW HOME IMPROVEMENT PRODUCTS TO THE GENERAL PUBLIC AT REDUCED COSTS TO FOSTER QUALITY HOME OWNERSHIP AND RECYCLING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0286650
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0889454
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0375046
IRS990/PYInvestmentIncomeAmt015997
IRS990/PYOtherExpensesAmt0745897
IRS990/PYOtherRevenueAmt040864
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IRS990/PYRevenuesLessExpensesAmt0-22100
IRS990/PYSalariesCompEmpBnftPaidAmt0611167
IRS990/PYTotalExpensesAmt01732110
IRS990/PYTotalRevenueAmt01710010
IRS990/ReconcilationRevenueExpnssAmt09780
IRS990/RegularMonitoringEnfrcInd0true
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0814100
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0889454
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01052743
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03252932
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt02220384
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01052743
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01141483
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05489302
IRS990ScheduleA/TotalSupportAmt07737318
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0467844
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0337105
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0804949
IRS990ScheduleD/EquipmentGrp/BookValueAmt05229
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0157389
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0162618
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0501173
IRS990ScheduleD/ExpensesSubtotalAmt01591155
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0129309
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0129309
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0461690
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1234391
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LAND HELD FOR FUTURE CONST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1HOMES UNDER CONSTRUCTION
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt053063
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt098903
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021181
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED VACATION COMP

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