THE HAVEN AT FIRST AND MARKET INC (EIN 471841856) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

OWEN BRENNAN

Phone

4349731234

Tax Period

2024-07-01 to 2025-06-30

THE HAVEN AT FIRST AND MARKET INC, founded in 2015, is a community nonprofit in the Human Services sector that reported $1.8M in total revenue in fiscal year 2018.

Mission

THE HAVEN PROVIDES A SAFE AND WELCOMING SPACE FOR THE HOMELESS AND VERY POOR IN CHARLOTTESVILLE, VIRGINIA AREA BY SUPPORTING INDIVIDUALS AND FAMILIES AS THEY PURSUE STABILITY THROUGH CONNECTIONS TO RESOURCES AND CREATIVE HOUSING INTERVENTIONS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,460,691

Program Service Revenue $0

Investment Income $675

Other Revenue $22,254

TOTAL REVENUE $2,483,620

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,227,093

Fundraising Expenses $80,886

Program Expenses $1,939,925

Other Expenses $1,116,069

TOTAL EXPENSES $2,343,162

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,483,620	$2,232,881	+0.1%
Expenses	$2,343,162	$2,134,415	+0.1%
Net Income	$140,458	$98,466	+0.4%

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
KATE STEPHENSON	SECRETARY	1.00	Officer Director	$0	$0	$0
RICHELLE CLAIBORNE	DIRECTOR	1.00	Director	$0	$0	$0
MIKAYLA WOODLEY	DIRECTOR	1.00	Director	$0	$0	$0
ELLA WASHINGTON-JORDAN	TREASURER	1.00	Officer Director	$0	$0	$0
SARAH KELLEY	DIRECTOR	1.00	Director	$0	$0	$0
STU RIFKIN	VICE CHAIR	1.00	Director	$0	$0	$0
RABIA POVICH	CHAIR	1.00	Officer Director	$0	$0	$0
MELODY BIANCHETTO	DIRECTOR	1.00	Director	$0	$0	$0
LORIE STROTHER	DIRECTOR	1.00	Director	$0	$0	$0
KELSEY WATERS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MORIAH WILKINS	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
2025	$2,483,620	$2,343,162	$621,974	$140,458
2024	$2,232,881	$2,134,415	$510,851	$98,466
2023	$1,865,513	$2,064,666	$366,429	$-199,153
2022	$2,074,668	$2,007,668	$561,938	$67,000
2021	$2,223,675	$2,181,123	$697,781	$42,552
2020	$1,932,462	$1,792,130	$696,665	$140,332
2019	$1,838,480	$1,784,185	$342,644	$54,295

THE HAVEN AT FIRST AND MARKET INC