Haven Retreats Inc

EIN: 843135072 501(c)(3) Human Services

Jacksonville, FL

Total Revenue
$544,545
Total Expenses
$489,591
Total Assets
$125,592
Net Assets
$124,153
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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
FL
Phone
9048020999
Tax Period
2024-10-01 to 2025-09-30

Haven Retreats Inc, founded in 2019, is a small nonprofit in the Human Services sector that reported $545K in total revenue in fiscal year 2024. Revenue surged 85% from the prior year, signaling strong growth momentum. Expenses of $490K left a modest 10% surplus.

Mission

Therapeutic retreats for foster and adoption caregivers

Program Service Accomplishments

Program 1
Expenses: $47,628 Revenue: $0

Separate retreats for mothers which include lodging, food and program supplies. Therapist fees represented in contractor fees. Total attendance was 37 for Mothers Retreat, 16 for Alumni Retreats, 20...

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Separate retreats for mothers which include lodging, food and program supplies. Therapist fees represented in contractor fees. Total attendance was 37 for Mothers Retreat, 16 for Alumni Retreats, 20 for Fall Moms Retreat.

Program 2
Expenses: $9,321 Revenue: $0

Separate retreats for fathers which include program supplies, food and lodging. 12 fathers participated

Program 3
Expenses: $34,950 Revenue: $0

Retreats for children which include program supplies, food and lodging. 34 were in attendance. Retreats for parents provided couples with program supplies, food and lodging. There were 10 couples...

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Retreats for children which include program supplies, food and lodging. 34 were in attendance. Retreats for parents provided couples with program supplies, food and lodging. There were 10 couples participated.

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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 (2024)

Revenue Breakdown

Contributions & Grants $512,602
Program Service Revenue $31,301
Investment Income $0
Other Revenue $642
TOTAL REVENUE $544,545

Expense Breakdown

Grants Paid $0
Salaries & Benefits $212,165
Fundraising Expenses $100,046
Program Expenses $310,976
Other Expenses $277,426
TOTAL EXPENSES $489,591

Year-over-Year Comparison

2024 2023 Change
Revenue $544,545 $293,861 +0.9%
Expenses $489,591 $308,765 +0.6%
Net Income $54,954 $-14,904 -4.7%
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

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
7
Independent Members
7
Employees
5
Volunteers
80

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
7
$0
Total Directors
0
$0
Key Employees
5
$196,042
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Shannon Robinson Board of Directors, President 10.00
Officer
$0 $0 $0
Rebecca Harvin Board of Directors, Executive Dir.(Employee) NonVoting member 35.00
Key Emp
$70,960 $0 $70,960
Brad Harvin Member at Large 5.00
Officer
$0 $0 $0
Sara Buckley (Employee) 40.00
Key Emp
$49,818 $0 $49,818
Caitlin Jacquez (Employee) 25.00
Key Emp
$8,816 $0 $8,816
Dawn Krikke (Employee) 20.00
Key Emp
$29,149 $0 $29,149
Courtney Studdard (Employee) 20.00
Key Emp
$37,299 $0 $37,299
Stacey Mak Director of Therapuetic Services 10.00
Officer
$0 $0 $0
Jeremy Kaneer Treasurer of the Board of Dir. 5.00
Officer
$0 $0 $0
Mary Davis Member at Large 5.00
Officer
$0 $0 $0
Olivia Smith Secretary 5.00
Officer
$0 $0 $0
Sue Riley Member at Large 10.00
Officer
$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 $544,545 $489,591 $125,592 $54,954
2024 $293,861 $308,765 $74,604 $-14,904
2023 $267,605 $227,950 $89,726 $39,655
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