HAPPY HAVEN

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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

2017

Legal Domicile

Principal Officer

BERTA RAE

Phone

9494217777

Tax Period

2023-01-01 to 2023-12-31

HAPPY HAVEN, founded in 2017, is a small nonprofit in the Housing & Shelter sector that reported $228K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $213K left a modest 7% surplus.

Mission

Our mission is to create a supportive housing system with a supportive environment to acquire the necessary living skills to live independently for the most vulnerable population of people with special needs, intellectual and mental impairments disabilities and their families. With services to support people with special needs make informed decisions; build partnership among peers, families and professionals, work hard to advance independence, productivity, and full citizenship of people with disabilities and create caring and productive individuals that build and maintain a caring andharmonious relationship with others.

Program Service Accomplishments

Program 1

Expenses: $208,933

PROVIDE HOUSING AND SUPPORTIVE SERVICE PROGRAMS.

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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 $120

Program Service Revenue $225,497

Investment Income $2,721

Other Revenue $0

TOTAL REVENUE $228,338

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $208,933

Other Expenses $213,031

TOTAL EXPENSES $213,031

Year-over-Year Comparison

	2023	2022	Change
Revenue	$228,338	$200,093	+0.1%
Expenses	$213,031	$193,783	+0.1%
Net Income	$15,307	$6,310	+1.4%

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

N/A

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
BERTA RAE	President	20.00	Officer Director	$0	$0	$0
STEPHEN CARROLL	Treasurer	20.00	Officer Director	$0	$0	$0
SARAH RAE	Secretary	5.00	Officer Director	$0	$0	$0
JACKLYN RAE	Director	5.00	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
2024	No data	No data	No data	No data
2023	$228,338	$213,031	$75,667	$15,307
2022	$200,093	$193,783	$58,868	$6,310
2020	$208,360	$181,060	$55,991	$27,300