HOMEHAVEN INC (EIN 460776884) - 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

2012

Legal Domicile

Tax Period

2023-10-01 to 2024-09-30

HOMEHAVEN INC, founded in 2012, is a small nonprofit in the Human Services sector that reported $262K in total revenue in fiscal year 2023. The organization ran a surplus of $56K, a strong 21% operating margin.

Mission

PROVIDING AID TO SENIOR CITIZENS

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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 (2023)

Revenue Breakdown

Contributions & Grants $224,309

Program Service Revenue $23,524

Investment Income $13,928

Other Revenue $0

TOTAL REVENUE $261,761

Expense Breakdown

Grants Paid $0

Salaries & Benefits $143,860

Fundraising Expenses $0

Program Expenses $205,819

Other Expenses $61,959

TOTAL EXPENSES $205,819

Year-over-Year Comparison

	2023	2022	Change
Revenue	$261,761	N/A	N/A
Expenses	$205,819	N/A	N/A
Net Income	$55,942	N/A	N/A

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDITH COLTON	BOARD	1.00	Director	$0	$0	$0
DIANE ARIKER	BOARD	1.00	Director	$0	$0	$0
HARVEY FEINBERG	BOARD	1.00	Director	$0	$0	$0
HAROLD SPITZER	BOARD	1.00	Director	$0	$0	$0
HANS BERGMANN	BOARD	1.00	Director	$0	$0	$0
BOB DANNIES	BOARD	1.00	Director	$0	$0	$0
ALLAN ATHERTON	TREASURER	1.00	Officer Director	$0	$0	$0
CELESTE MARKLE	SECRETARY	1.00	Officer Director	$0	$0	$0
ANDREW MCLAREN	VP	1.00	Officer Director	$0	$0	$0
KERRY TRIFFIN	PRESIDENT	1.00	Officer 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
2025	No data	No data	No data	No data
2024	$261,761	$205,819	$613,297	$55,942
2023	$283,000	$183,482	$441,110	$99,518

HOMEHAVEN INC