HAVERLAND CARTER LIFESTYLE GROUP

EIN: 272027950 501(c)(3) Housing & Shelter

ALBUQUERQUE, NM

Total Revenue
$10,269,676
Total Expenses
$16,151,631
Total Assets
$44,507,484
Net Assets
$-28,898,632
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
NM
Principal Officer
DOUG WILSON
Phone
5052913100
Tax Period
2023-04-01 to 2024-03-31

HAVERLAND CARTER LIFESTYLE GROUP, founded in 2010, is a mid-sized nonprofit in the Housing & Shelter sector that reported $10.3M in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $16.2M exceeded revenue, resulting in a 57% operating deficit.

Mission

HAVERLAND CARTER LIFESTYLE GROUP, AS AN EXPRESSION OF ITS CHRISTIAN MISSION, ENHANCES THE WELL-BEING AND QUALITY OF LIFE FOR OLDER PERSONS THROUGH PREMIER MANAGEMENT SERVICES WITH COMPETENCY, COMPASSION, AND ETHICAL BEHAVIOR.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,350
Program Service Revenue $10,114,700
Investment Income $149,506
Other Revenue $120
TOTAL REVENUE $10,269,676

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,896,400
Fundraising Expenses $0
Program Expenses $11,982,553
Other Expenses $10,255,231
TOTAL EXPENSES $16,151,631

Year-over-Year Comparison

2023 2022 Change
Revenue $10,269,676 $11,388,453 -0.1%
Expenses $16,151,631 $14,523,561 +0.1%
Net Income $-5,881,955 $-3,135,108 +0.9%
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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Governance

Voting Members
12
Independent Members
12
Employees
180
Volunteers
12

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
5
$1,417,121
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
E DEANN EATON CEO 40.00
Officer
$1,143,874 $40,053 $1,183,927
ANGIE JULIAN CFO 40.00
Officer
$212,552 $20,642 $233,194
LAURA BROECKER CORPORATE DIRECTOR OF OPERATIONS 40.00
Highest
$141,062 $43,605 $184,667
LYNNE CARLBERG DIRECTOR OF CORPORATE H.R. 40.00
Highest
$140,201 $43,605 $183,806
BLAKE WALLACE DIRECTOR OF SALES AND MARKETING 40.00
Highest
$167,794 $9,697 $177,491
DAVID RODRIGUEZ EXECUTIVE DIRECTOR 40.00
Highest
$145,412 $28,943 $174,355
MARGARET FARRAR EXECUTIVE DIRECTOR 40.00
Highest
$114,717 $0 $114,717
MARIE TRIGG CHAIR 1.00
Officer Director
$0 $0 $0
DAN SHAPIRO VICE-CHAIR 1.00
Officer Director
$0 $0 $0
EDWARD LICON SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
WALT ARNOLD MEMBER 1.00
Director
$0 $0 $0
RENEE ENNIS MEMBER 1.00
Director
$0 $0 $0
DON HOSSINK MEMBER 1.00
Director
$0 $0 $0
MARCIA LUBAR MEMBER 1.00
Director
$0 $0 $0
REGNER RIDER MEMBER 1.00
Director
$0 $0 $0
ALISON SCHULER MEMBER 1.00
Director
$0 $0 $0
TERRY SHIRROD DIRECTOR 1.00
Director
$0 $0 $0
JESSICA TURNLEY MEMBER 1.00
Director
$0 $0 $0
DOUG WILSON 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
2024 $4,317,120 $8,988,690 $43,820,595 $-4,671,570
2024 $10,269,676 $16,151,631 $44,507,484 $-5,881,955
2023 $11,388,453 $14,523,561 $47,118,396 $-3,135,108
2022 $8,621,653 $22,652,991 $48,148,471 $-14,031,338
2021 $9,864,395 $12,753,056 $60,146,748 $-2,888,661
2020 $8,237,085 $11,570,784 $61,420,554 $-3,333,699
2019 $4,658,946 $8,510,576 $54,564,455 $-3,851,630
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