HERITAGE HAVEN INC (EIN 510228675) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

JAKE BELL

Phone

5404384225

Tax Period

2023-04-01 to 2024-03-31

HERITAGE HAVEN INC, founded in 1978, is a community nonprofit in the Housing & Shelter sector that reported $1.5M in total revenue in fiscal year 2018.

Mission

WE ARE A CHRIST-CENTERED COMMUNITY CULTIVATING COMPASSION, INTEGRITY AND RESPECT FOR AGING WELL AND LIVING FULLY.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,579,089

Investment Income $11,705

Other Revenue $0

TOTAL REVENUE $1,590,794

Expense Breakdown

Grants Paid $0

Salaries & Benefits $307,867

Fundraising Expenses $0

Program Expenses $1,232,605

Other Expenses $1,439,006

TOTAL EXPENSES $1,746,873

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,590,794	$1,514,064	+0.1%
Expenses	$1,746,873	$1,603,678	+0.1%
Net Income	$-156,079	$-89,614	+0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$207,873

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE PIPER	CFO	N/A	Officer	$0	$19,349	$207,873
TROY SNYDER	FORMER CEO	N/A		$0	$16,573	$201,991
MYRON BLOSSER	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
DEBRA KING	CHAIR	1.00	Officer Director	$0	$0	$0
TERESA BOSHART YODER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JAKE BELL	CEO	N/A	Officer	$0	$0	$0
J DAVID YODER	INTERIM CEO	N/A	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
2025	No data	No data	No data	No data
2024	$1,590,794	$1,746,873	$1,572,892	$-156,079
2023	$1,514,064	$1,603,678	$2,000,197	$-89,614
2022	$1,446,661	$1,597,791	$2,187,720	$-151,130
2021	$1,426,416	$1,585,856	$2,373,971	$-159,440
2020	$1,469,729	$1,598,780	$2,681,257	$-129,051
2019	$1,450,658	$1,574,783	$2,926,890	$-124,125

HERITAGE HAVEN INC