OAK HAVEN INC

EIN: 760107354 501(c)(3)

CONROE, TX

Total Revenue
$842,871
Total Expenses
$782,071
Total Assets
$846,582
Net Assets
$-1,758,082
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
TX
Principal Officer
HOMER ALLISON
Phone
2812987999
Tax Period
2023-07-01 to 2024-06-30

OAK HAVEN INC, founded in 1984, is a small nonprofit that reported $843K in total revenue in fiscal year 2023. Expenses of $782K left a modest 7% surplus.

Mission

TO PROVIDE ELDERLY PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $841,378
Investment Income $1,493
Other Revenue $0
TOTAL REVENUE $842,871

Expense Breakdown

Grants Paid $0
Salaries & Benefits $158,768
Fundraising Expenses $0
Program Expenses $704,330
Other Expenses $623,303
TOTAL EXPENSES $782,071

Year-over-Year Comparison

2023 2022 Change
Revenue $842,871 $780,895 +0.1%
Expenses $782,071 $744,742 +0.1%
Net Income $60,800 $36,153 +0.7%
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

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Liquidity & Cash Position

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Governance

Voting Members
3
Independent Members
3
Employees
6
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
3
$270,548
Total Directors
3
$270,548
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HOMER ALLISON PRESIDENT 0.25
Officer Director
$0 $0 $0
NANNETTE VALLIS SECRETARY/TREASURER 1.00
Officer Director
$0 $17,567 $119,059
KENNETH TANN VICE PRESIDENT 1.00
Officer Director
$0 $17,567 $151,489
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 $842,871 $782,071 $846,582 $60,800
2023 $780,895 $744,742 $846,252 $36,153
2022 $754,951 $716,285 $879,019 $38,666
2021 $763,964 $737,829 $919,823 $26,135
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