HAVEN IN LEE COUNTY INC

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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

1987

Legal Domicile

Principal Officer

KYM WEATHERS SMITH

Phone

9197748923

Tax Period

2023-07-01 to 2024-06-30

HAVEN IN LEE COUNTY INC, founded in 1987, is a small nonprofit that reported $884K in total revenue in fiscal year 2023. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $267K, a strong 30% operating margin.

Mission

THE MISSION OF HAVEN IS TO HELP PEOPLE HEAL FROM ABUSE AS WE WORK TO END DOMESTIC VIOLENCE AND SEXUAL ASSAULT THROUGH COMMUNITY EDUCATION, INTERVENTION, AND PRIMARY PREVENTION.

Program Service Accomplishments

Program 1

Expenses: $578,012

HAVEN IN LEE COUNTY, INC., PROVIDED EMERGENCY SHELTER AND RELATED SUPPORTIVE SERVICES TO VICTIMS OF DOMESTIC VIOLENCE AND SEXUAL ASSAULT. THROUGH COMMUNITY EDUCATION, INTERVENTION, AND PRIMARY...

HAVEN IN LEE COUNTY, INC., PROVIDED EMERGENCY SHELTER AND RELATED SUPPORTIVE SERVICES TO VICTIMS OF DOMESTIC VIOLENCE AND SEXUAL ASSAULT. THROUGH COMMUNITY EDUCATION, INTERVENTION, AND PRIMARY PREVENTION, HAVEN ANSWERED 1749 CRISIS CALLS AND SERVED 323 INDIVIDUALS IN PERSON. 82 ADULTS AND 65 CHILDREN WERE SHELTERED BY HAVEN. HAVEN PROVIDED THOUSANDS OF INDIVIDUAL SERVICES, INCLUDING REQUESTS FOR INFORMATION, ADVOCACY, REFERRALS, TRANSPORTATION, CRISIS/SUPPORTIVE COUNSELING, HOSPITAL RESPONSE, COURT ADVOCACY, EMERGENCY FINANCIAL ASSISTANCE, AND CASE MANAGEMENT.

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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 $851,478

Program Service Revenue $0

Investment Income $12,339

Other Revenue $20,004

TOTAL REVENUE $883,821

Expense Breakdown

Grants Paid $0

Salaries & Benefits $379,156

Fundraising Expenses $7,217

Program Expenses $578,012

Other Expenses $237,291

TOTAL EXPENSES $616,447

Year-over-Year Comparison

	2023	2022	Change
Revenue	$883,821	$579,550	+0.5%
Expenses	$616,447	$550,697	+0.1%
Net Income	$267,374	$28,853	+8.3%

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

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

$50,765

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LATASHA MARTIN	PRESIDENT/CHAIR	2.00	Officer Director	$0	$0	$0
KYM WEATHERS SMITH	TREASURER	2.00	Officer Director	$0	$0	$0
AMANDA STEPHENS	SECRETARY	1.00	Officer Director	$0	$0	$0
LINDA MOORE	DIRECTOR	1.00	Director	$0	$0	$0
KELLEY DUBOIS	DIRECTOR	1.00	Director	$0	$0	$0
PAT KIRKMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN GOMEZ	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SAVANNAH CAMPBELL	EXECUTIVE DIRECTOR	40.00	Officer	$50,765	$0	$50,765

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	$883,821	$616,447	$1,219,979	$267,374
2023	$579,550	$550,697	$1,096,906	$28,853
2022	$562,875	$428,188	$1,091,195	$134,687
2021	$438,186	$462,589	$1,072,570	$-24,403