Haven Acres (EIN 461649331) - 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

Principal Officer

Jenifer Heath

Phone

6123637415

Tax Period

2020-01-01 to 2020-12-31

Haven Acres, founded in 2012, is a small nonprofit in the Animal-Related sector that reported $533K in total revenue in fiscal year 2020. Revenue surged 716% from the prior year, signaling strong growth momentum. The organization ran a surplus of $358K, a strong 67% operating margin.

Mission

Haven Acres offers a safe, country environment where hurting youth find hope, healing and restoration through their interaction with horses.

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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 (2020)

Revenue Breakdown

Contributions & Grants $532,922

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $532,922

Expense Breakdown

Grants Paid $0

Salaries & Benefits $25,000

Fundraising Expenses $4,895

Program Expenses $169,605

Other Expenses $149,500

TOTAL EXPENSES $174,500

Year-over-Year Comparison

	2020	2019	Change
Revenue	$532,922	$65,314	+7.2%
Expenses	$174,500	$98,670	+0.8%
Net Income	$358,422	$-33,356	-11.7%

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

N/A

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
Jenifer Heath	Executive Program Director	30.00		$25,000	$0	$25,000
Eddie Zambrano	Board Member	1.60	Director	$0	$0	$0
Mike Lubinski	Board Member	0.75	Director	$0	$0	$0
Mary Lubinski	Board Member	0.75	Director	$0	$0	$0
Evelyn Jones	Board Member	0.30	Director	$0	$0	$0
Jason Heath	President	30.00	Officer	$0	$0	$0
Jennifer George	Treasurer	1.30	Officer	$0	$0	$0
Terry Schouweiler	Secretary	3.20	Officer	$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
2020	$532,922	$174,500	$395,302	$358,422

Haven Acres