HAVENWOOD 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

2019

Legal Domicile

Principal Officer

ALLISON HOLMAN

Phone

4792731060

Tax Period

2024-06-01 to 2025-05-31

HAVENWOOD INC, founded in 2019, is a small nonprofit in the Human Services sector that reported $709K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $113K, a strong 16% operating margin.

Mission

TO HELP FAMILIES TO MOVE FROM CRISIS TO SELF-SUFFICIENCY THROUGH HOUSING, CASE MANAGEMENT, COUNSELING, LIFE SKILLS TRAINING, AND RESOURCE ALLOCATION. FAMILIES SERVED ARE EXPERIENCING HOMELESSNESS OR HOUSING INSECURITY DUE TO DOMESTIC VIOLENCE, TRAFFICKING AND/OR ADDICTION.

Program Service Accomplishments

Program 1

Expenses: $379,225

HAVENWOOD'S PROGRAM PROVIDES WRAP AROUND SERVICES FOR FAMILIES WHO ARE IN CRISIS. THIS PROGRAM ALLOWS FOR TRANSITIONAL HOUSING, CASE MANAGEMENT, COUNSELING, AND RESOURCE CONNECTION FOR SINGLE MOTHERS AND THEIR CHILDREN WHO HAVE FOUND THEMSELVES EXPERIENCING HOMELESSNESS AND/OR HOUSING INSECURITY. HAVENWOOD ALSO PROVIDES SERVICES FOR INDIVIDUAL AND FAMILES OUT IN THE COMMUNITY WHO ARE STRUGGLING WITH HOUSING AS WELL. THIS PART OF THE PROGRAM IS UTILIZED AND FUNDED THROUGH THE EMERGENCY SOLUTIONS GRANT PROGRAM THROUGH DHS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $630,412

Program Service Revenue $0

Investment Income $4,108

Other Revenue $74,567

TOTAL REVENUE $709,087

Expense Breakdown

Grants Paid $0

Salaries & Benefits $316,243

Fundraising Expenses $104,352

Program Expenses $379,225

Other Expenses $279,561

TOTAL EXPENSES $595,804

Year-over-Year Comparison

	2024	2023	Change
Revenue	$709,087	$516,079	+0.4%
Expenses	$595,804	$597,209	0.0%
Net Income	$113,283	$-81,130	-2.4%

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

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
CHELSEA BRIDGES	DIRECTOR	1.00	Director	$0	$0	$0
MELONI CARTER	DIRECTOR	1.00	Director	$0	$0	$0
STACEY FLOOD	TREASURER	1.00	Officer Director	$0	$0	$0
STEPHANIE FUNK	CO CHAIR	1.00	Officer Director	$0	$0	$0
ALLISON HOLMAN	CO CHAIR	1.00	Officer Director	$0	$0	$0
CASEY MAENNER	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA POLLARD	DIRECTOR	1.00	Director	$0	$0	$0
BOURGON REYNOLDS	DIRECTOR	1.00	Director	$0	$0	$0
VERONICA WEBB	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA N WIESNER	SECRETARY	1.00	Officer Director	$0	$0	$0
DOMINIQUE WILKINS	DIRECTOR	1.00	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
2025	$709,087	$595,804	$378,741	$113,283
2024	$516,079	$597,209	$271,899	$-81,130
2023	$607,260	$702,010	$377,559	$-94,750
2022	$985,066	$865,727	$452,328	$119,339
2021	$570,384	$244,588	$327,555	$325,796
2021	$534,682	$237,965	$318,637	$296,717