HAVEN HOUSE

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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

1971

Legal Domicile

Principal Officer

DANIEL TREXLER

Phone

6104336181

Tax Period

2024-07-01 to 2025-06-30

HAVEN HOUSE, founded in 1971, is a community nonprofit in the Mental Health sector that reported $5.3M in total revenue in fiscal year 2024.

Mission

HAVEN HOUSE'S MISSION IS TO EMPOWER INDIVIDUALS TO OVERCOME BARRIERS IN THEIR LIVES, PROVIDE THEM WITH SUPPORT AND AN OPPORTUNITY TO REACH THEIR FULL POTENTIAL.

Program Service Accomplishments

Program 1

Expenses: $4,810,316 Revenue: $5,236,746

HAVEN HOUSE PROVIDES RESIDENTIAL AND NON-RESIDENTIAL PROGRAMS FOR ADULTS WITH MAJOR MENTAL DISORDERS WHO REQUIRE INTENSIVE AND COMPREHENSIVE TREATMENT.

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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 $149,968

Program Service Revenue $5,236,746

Investment Income $38,396

Other Revenue $-88,005

TOTAL REVENUE $5,337,105

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,186,767

Fundraising Expenses $66,329

Program Expenses $4,810,316

Other Expenses $2,132,098

TOTAL EXPENSES $5,318,865

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,337,105	$5,457,098	0.0%
Expenses	$5,318,865	$5,023,912	+0.1%
Net Income	$18,240	$433,186	-1.0%

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

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

$123,442

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL TREXLER	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
MICHAEL STOCKER	SECRETARY	1.00	Officer Director	$0	$0	$0
BRIAN SCHRIEBER	TREASURER	1.00	Officer Director	$0	$0	$0
MATTHEW HENDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
S DREW TAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICIA MULQUEEN	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHANIE KOBAL	BOARD MEMBER	1.00	Director	$0	$0	$0
STEFANIE CLARK	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY FORD	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA E KATZBECK	PRESIDENT, EXECUTIVE DIRECTOR	40.00	Officer	$112,208	$11,234	$123,442

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	$5,337,105	$5,318,865	$4,671,771	$18,240
2024	$5,457,098	$5,023,912	$4,668,579	$433,186
2023	$5,322,455	$4,656,781	$5,372,831	$665,674
2022	$4,499,258	$4,111,031	$4,847,672	$388,227
2021	$4,094,980	$3,910,229	$4,518,110	$184,751
2020	$4,516,340	$3,726,899	$4,444,729	$789,441
2019	$3,186,094	$2,968,492	$3,644,193	$217,602