HAVEN FOUNDATION INC (EIN 850863879) - Form 990 Financial Analysis & Trantor Score

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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

2020

Legal Domicile

Principal Officer

STEVEN M ZIEGLER

Phone

8007271889

Tax Period

2023-01-01 to 2023-12-31

HAVEN FOUNDATION INC, founded in 2020, is a community nonprofit in the Health Care sector that reported $1.2M in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $177K, a strong 15% operating margin.

Mission

TO SOLICIT, RECEIVE AND DISBURSE CHARITABLE CONTRIBUTIONS TO SUPPORT NORTH CENTRAL FLORIDA HOSPICE, INC. DBA HAVEN HOSPICE

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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 $1,167,871

Program Service Revenue $0

Investment Income $-527

Other Revenue $0

TOTAL REVENUE $1,167,344

Expense Breakdown

Grants Paid $689,867

Salaries & Benefits $65,984

Fundraising Expenses $187,822

Program Expenses $689,867

Other Expenses $234,950

TOTAL EXPENSES $990,801

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,167,344	$1,650,009	-0.3%
Expenses	$990,801	$1,055,615	-0.1%
Net Income	$176,543	$594,394	-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

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

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

$7,446,745

Total Directors

$6,103,583

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAWRENCE GLENN SCHREIBER	DIRECTOR AND CEO	1.00	Officer Director	$0	$30,000	$6,103,583
STEVEN ZIEGLER	PRESIDENT AND CLO	1.00	Officer	$0	$29,004	$1,343,162
GLENDA EVANS HOOD	CHAIR	1.00	Officer Director	$0	$0	$0
JACKSON NORMAN SASSER PHD	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BENJAMIN IRVING DOERR JR	TREASURER	1.00	Officer Director	$0	$0	$0
KEVIN R MADDRON	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
2024	No data	No data	No data	No data
2023	$1,167,344	$990,801	$1,610,420	$176,543
2022	$1,650,009	$1,055,615	$1,398,139	$594,394
2021	$839,731	$31,927	$807,804	$807,804

HAVEN FOUNDATION INC