Heart Havens Inc (EIN 541823934) - 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

1996

Legal Domicile

Principal Officer

Becky Huff

Phone

8042376097

Tax Period

2024-01-01 to 2024-12-31

Heart Havens Inc, founded in 1996, is a community nonprofit in the Human Services sector that reported $3.1M in total revenue in fiscal year 2018. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $2.7M left a modest 13% surplus.

Mission

Heart Havens empowers adults with a developmental disability to live and thrive in their communities.

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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 $301,161

Program Service Revenue $4,543,632

Investment Income $23,725

Other Revenue $28,938

TOTAL REVENUE $4,897,456

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,802,111

Fundraising Expenses $133,218

Program Expenses $4,019,969

Other Expenses $1,152,702

TOTAL EXPENSES $4,954,813

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,897,456	$4,438,517	+0.1%
Expenses	$4,954,813	$4,589,354	+0.1%
Net Income	$-57,357	$-150,837	-0.6%

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

107

Volunteers

115

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

$150,705

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jennifer Perrow	Chair - EXCOM	1.00	Officer Director	$0	$0	$0
Steven Plaatsman	Treasurer	1.00	Officer Director	$0	$0	$0
Rev Dr Dorothy McNeer O'Quinn	Vice Chair	1.00	Officer Director	$0	$0	$0
Jamie Mattioli	Secretary	1.00	Officer Director	$0	$0	$0
Kathy Mathews	Director	1.00	Director	$0	$0	$0
Cheryl Mayton	Director	1.00	Director	$0	$0	$0
Jennifer Mercer	Director	1.00	Director	$0	$0	$0
Lee Price	Director	1.00	Director	$0	$0	$0
Sydney Shah	Director	1.00	Director	$0	$0	$0
Tom Saunders	Director	1.00	Director	$0	$0	$0
Madison Schafran	Director	1.00	Director	$0	$0	$0
Albert S Weal Jr	Director	1.00	Director	$0	$0	$0
Rebecca Huff	Executive Director	40.00	Officer	$120,443	$5,507	$125,950
Jennifer Boyden	Past Chief Executive Offic	40.00	Officer	$23,689	$1,066	$24,755

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	$4,897,456	$4,954,813	$3,840,948	$-57,357
2023	$4,438,517	$4,589,354	$4,026,970	$-150,837
2022	$3,316,413	$3,238,107	$4,213,159	$78,306
2021	$2,920,818	$3,075,922	$3,114,140	$-155,104
2020	$3,650,132	$3,013,626	$3,195,077	$636,506
2019	$3,175,886	$2,811,553	$2,542,578	$364,333
2018	$3,144,902	$2,741,469	$1,994,569	$403,433

Heart Havens Inc