Nonprofit · EIN 58-1652358
HABITAT FOR HUMANITY OF CATAWBA VALLEY INC
Also known as CATAWBA VALLEY
Tax-exempt · HICKORY, NC 28601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,387,953 | $4,666,732 | -$278,779 | $4,612,061 | $2,195,585 | $2,416,476 |
| June 30, 2024 | 990 | $3,578,507 | $4,475,302 | -$896,795 | $5,459,726 | $2,764,471 | $2,695,255 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,704,627
- of which government grants
- $10,000
- Program service revenue
- $2,660,531
- Investment income
- -$153,094
- Net gain from sales of assets
- -$167,008
- Other revenue
- $175,889
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $1,646,046
- Salaries, compensation and benefits (total)
- $2,051,884
- Professional fundraising fees
- $0
- Legal fees
- $30,179
- Accounting fees
- $29,283
- Occupancy
- $121,222
- Depreciation
- $78,329
- Program services (functional)
- $4,135,139
- Management and general (functional)
- $142,709
- Fundraising (functional)
- $388,884
Balance sheet and other
- Total assets, start of year
- $5,459,726
- Total assets, end of year
- $4,612,061
- Total liabilities, end of year
- $2,195,585
- Net assets, end of year
- $2,416,476
- Land, buildings and equipment
- $1,887,877
- Net assets without donor restrictions
- $2,401,476
- Net assets with donor restrictions
- $15,000
- Gross receipts
- $4,609,475
- Employees
- 32
- Volunteers
- 280
- Year formed
- 1985
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mitzi Gellman | Executive Director Key employee | 40 | $156,519 |
| Lori Greveling | President Trustee or director, Officer | 1 | $0 |
| Jim Meade | Treasurer Trustee or director, Officer | 1 | $0 |
| Rodney Garren | Board of Directors Trustee or director | 0.05 | $0 |
| Jim Benton | Board of Directors Trustee or director | 0.3 | $0 |
| David Parsons | Vice President Trustee or director, Officer | 0.75 | $0 |
| Rob Howard | Board of Directors Trustee or director | 0.5 | $0 |
| Gerry Knox | Secretary Trustee or director, Officer | 0.33 | $0 |
| Tiffany Gray-Napier | Board of Directors Trustee or director | 0.25 | $0 |
| Margaret Pope | Board of Directors Trustee or director | 0.5 | $0 |
| Jill Patton | Board of Directors Trustee or director | 0.5 | $0 |
| Jane Jonkhoff | Board of Directors Trustee or director | 1 | $0 |
| Tara Bland | Board of Directors Trustee or director | 0.5 | $0 |
| Brittany Caldwell | Board of Directors Trustee or director | 0.25 | $0 |
| Nick Walden | Board of Directors Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lori Greveling | Vice President Trustee or director, Officer | 0.5 | $0 |
| Tara Bland | President Trustee or director, Officer | 0.5 | $0 |
| Jim Meade | Treasurer Trustee or director, Officer | 0.5 | $0 |
| Rodney Garren | Board of Directors Trustee or director | 0.5 | $0 |
| Jim Benton | Board of Directors Trustee or director | 0.5 | $0 |
| David Parsons | Board of Directors Trustee or director | 0.5 | $0 |
| Rob Howard | Board of Directors Trustee or director | 0.5 | $0 |
| Gerry Knox | Board of Directors Trustee or director | 0.5 | $0 |
| Tiffany Gray-Napier | Board of Directors Trustee or director | 0.5 | $0 |
| Margaret Pope | Board of Directors Trustee or director | 0.5 | $0 |
| Jill Patton | Board of Directors Trustee or director | 0.5 | $0 |
| Jane Jonkhoff | Board of Directors Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 102 3RD AVE NE, HICKORY, NC 28601-5014
- In care of
- % MITZI GELLMAN
- Principal officer (990 for 2024)
- Mitzi Gellman, 102 3rd Ave NE Hickory NC 28601, Hickory, NC 28603
- Signed the 990
- Mitzi Gellman, Executive Director
- Phone
- (828) 328-4663
- Return prepared by
- SMITH LEONARD PLLC
Mission
Seeking to put God's love into action, Habitat for Humanity brings people together to build homes, communities and hope to realize our vision of a world where everyone has a decent place to live. Habitat for Humanity of Catawba Valley adheres to a strict non-proselytizing policy and will not offer assistance on the expressed or implied condition that people must adhere to or convert to a particular faith or listen and respond to messaging designed to induce conversion to a particular faith.
Program accomplishments
- Homeownership Program: Families in need of a decent place to live build safe and affordable homes in partnership with us. Habitat houses are modestly sized. They are large enough for the homeowner family's needs, but small enough to keep construction and maintenance costs affordable. By using the labor of volunteers and prospective homeowners, employing efficient building methods, keeping house size modest, using donated construction materials and appliances, and issuing no-profit loans, Habitat makes it houses affordable for low-income families to purchase. Affordable homeownership helps create the conditions that free families from instability, stress and fear and encourage self-reliance and confidence. Studies show that strong and stable households are foundational to child development and growth. When a home fosters - instead of hinders - health and safety, families can flourish. Owning an affordable home also allows homeowners to lift up their entire family by saving for their future and investing in educational opportunities, bolstering job opportunities and career growth. During fiscal year 2024, Habitat Catawba Valley served more than 43 people through its long-term homeownership program.Expenses $2,976,034 · revenue $2,536,669
- Home Preservation Program:Our home preservation program is an outreach initiative that seeks to provide a wide of opportunities for low- to moderate-income homeowners, including veterans and seniors, who are struggling to main their homes because of age, disability or family circumstances. We partner with families to help them reclaim their homes with pride and dignity. The program allows families to stay in their home and avoid the uncertainty, trauma and expense of moving. Projects consist of interior and/or exterior repairs intended to alleviate critical health, life and safety issues or code violations. Volunteer teams work along with subcontractors under the direction of Habitat Catawba Valley staff members to complete the repairs. Since the inception of the home preservation program, Habitat Catawba Valley has partnered with 228 local homeowners, with 24 homeowners served during FY2024.Expenses $384,113 · revenue $146,657
- Financial and Homebuyer Education Programs: As part of the homeownership process, we believe financial education builds a more solid foundation for long-term personal success and helps alleviate any concerns or barriers on the path to homeownership. During these financial education classes, we cover topics such as budgeting; credit cards and credit reports; debt and loans; saving, investing and planning for the future; emergency situations; and Habitat homeowner mortgages. A more in-depth understanding of these important concepts is a tool that can be used to build a better future. Overall, Habitat Catawba Valley has more than 12 financial and homebuyers workshops, with 12 held during FY2024.Expenses $327,719
- Neighborhood Revitalization Program: Through our neighborhood revitalization work, we tailor our efforts by partnering locally with residents and community leaders and organizations to best address the real concerns of the community and improve the lives of the people who live there. Using a data-driven and customizable approach, we focus on first understanding the concerns of the residents and then empowering these residents to lead the projects they want to see. Alongside Habitat, residents work with churches, schools, new and longstanding neighborhood coalitions, local government entities, and other community partners to achieve their goals.Because each neighborhood's challenges and aspirations are different, the framework acts as a guide that can be tailored to the goals of each community. That's why neighborhood revitalization can look like anything from developing public parks to organizing safety meetings with the local police department to rehabbing and reopening schools, stores and homes.Expenses $447,273
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 58-1652358
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L20)
- Assets (IRS master file)
- $4,612,061
- Income (IRS master file)
- $4,609,475
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,387,953 | $4,666,732 | $4,612,061 | IRS |
| 990 | June 2024 | $3,578,507 | $4,475,302 | $5,459,726 | XML |
| 990 | June 2023 | $2,848,151 | $3,539,791 | $5,806,246 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-1652358).
Questions about HABITAT FOR HUMANITY OF CATAWBA VALLEY INC
- What is the EIN of HABITAT FOR HUMANITY OF CATAWBA VALLEY INC?
- The employer identification number (EIN) of HABITAT FOR HUMANITY OF CATAWBA VALLEY INC is 58-1652358.
- Is HABITAT FOR HUMANITY OF CATAWBA VALLEY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to HABITAT FOR HUMANITY OF CATAWBA VALLEY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HABITAT FOR HUMANITY OF CATAWBA VALLEY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HABITAT FOR HUMANITY OF CATAWBA VALLEY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HABITAT FOR HUMANITY OF CATAWBA VALLEY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HABITAT FOR HUMANITY OF CATAWBA VALLEY INC?
- The 990 for the year ended June 30, 2025 names Mitzi Gellman.
- Who are the officers and directors of HABITAT FOR HUMANITY OF CATAWBA VALLEY INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 1 received compensation from the organization, the highest $156,519 (Mitzi Gellman, Executive Director).
- How much revenue does HABITAT FOR HUMANITY OF CATAWBA VALLEY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,387,953, expenses of $4,666,732 and total assets of $4,612,061 at year end.
Other nonprofits in HICKORY
- NU-DIMENSIONS INC EIN 81-3799018 · last filed 990 for 2023
- NU-DIMENSIONS - WEST HICKORY INC EIN 83-2642443 · last filed 990 for 2023
- ADVENT HOUSING GROUP INC EIN 83-1556700 · last filed 990 for 2023
- INTERFAITH HOUSING DEVELOPMENT CORPORATION OF HICKORY EIN 56-1354134 · last filed 990-EZ for 2024
- LENOIR-RHYNE UNIVERSITY EIN 56-0556753 · last filed 990 for 2025
- WESTERN PIEDMONT COUNCIL OF GOVERNMENTS EIN 56-0955853 · last filed 990 for 2023
- AMERICAN THROMBOSIS AND HEMOSTASISNETWORK INC EIN 20-5244339 · last filed 990 for 2024
- YMCA OF CATAWBA VALLEY EIN 56-0928743 · last filed 990 for 2025
All nonprofits in HICKORY · North Carolina · Housing and shelter