Civic Intelligence

The Haven Foundation

990PF • Fiscal year 2023 • EIN 26-2960555

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 09, 2024

Organization Profile
6860 Bronson DriveCharlotte, NC 28210

(704) 344-7500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

74th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2023

Net Margin

86th percentile

84%

Higher net margin than 86% of similar nonprofits.

2023 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2023

Asset Growth

100th percentile

5612%

Faster asset growth than 100% of similar nonprofits.

2023 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

131%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$433,886

Up $426,290 (+5612%) from 2022

Net Assets

Up

$433,886

Up $426,290 (+5612%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin86th percentile

Revenue

Up

$662,273

Up $375,132 (+131%) from 2022

Expenses

Down

$105,773

Down $175,143 (-62%) from 2022

Net Income

Up

$556,500

Up $550,275 (+8840%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2019: $21,229Liabilities 2019: $0Net Assets 2019: $21,2292019Assets 2020: $16,550Liabilities 2020: $0Net Assets 2020: $16,5502020Assets 2021: $1,371Liabilities 2021: $0Net Assets 2021: $1,3712021Assets 2022: $7,596Liabilities 2022: $0Net Assets 2022: $7,5962022Assets 2023: $433,886Liabilities 2023: $0Net Assets 2023: $433,8862023Assets 2024: $383,129Liabilities 2024: $0Net Assets 2024: $383,1292024

Highlighted filing

2023

Assets$433,886
Liabilities$0
Net Assets$433,886
Open 2023 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2019: $22,000Expenses 2019: $2,180Net Income 2019: $19,8202019Revenue 2020: $25,001Expenses 2020: $29,680Net Income 2020: -$4,6792020Revenue 2021: $13,501Expenses 2021: $28,680Net Income 2021: -$15,1792021Revenue 2022: $287,141Expenses 2022: $280,916Net Income 2022: $6,2252022Revenue 2023: $662,273Expenses 2023: $105,773Net Income 2023: $556,5002023Revenue 2024: $222,200Expenses 2024: $180,790Net Income 2024: $41,4102024

Highlighted filing

2023

Revenue$662,273
Expenses$105,773
Net Income$556,500
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 9, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN MANSFIELDPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Haven Foundation
EIN
26-2960555
Phone
7043447500
Address
6860 BRONSON DRIVE, CHARLOTTE, NC 28210

Signing Officer

Name
Kathleen Mansfield
Title
President
Phone
7043447500
Signed
2024-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
3575 PIEDMONT RD NE STE 1550, ATLANTA, GA 30305
Preparer
M Ellen Lucciola CPA
Phone
4042623300
Raw XML Appendix311 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594952
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd628203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd730303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd828684
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd902163
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1028205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1191711
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0104600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07940
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07940
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0278958
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027059
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029182
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01894
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt031721
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt031721
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0434328
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt097235
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0278958
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027059
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029182
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01894
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0105175
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt097235
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0466049
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0368814
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0TODD AND KATHLEEN MANSFIELD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06860 BRONSON DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHARLOTTE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd028210
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0519333
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0519333
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0VARIOUS STOCKS
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0130210
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CONTRIBUTION BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN MANSFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07043447500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HAVEN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt061874
ReturnHeader/Filer/BusinessNameControlTxt0HAVE
ReturnHeader/Filer/EIN0262960555
ReturnHeader/Filer/PhoneNum07043447500
ReturnHeader/Filer/USAddress/AddressLine1Txt06860 BRONSON DRIVE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028210
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03575 PIEDMONT RD NE STE 1550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030305
ReturnHeader/PreparerPersonGrp/PhoneNum04042623300
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M ELLEN LUCCIOLA CPA
ReturnHeader/ReturnTs02024-11-14T15:56:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$433,886
Liabilities
$0
Net assets
$433,886
Revenue
$662,273
Expenses
$105,773
Net income
$556,500
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$2.22$1.81$0.41
2023Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$6.62$1.06$5.57
2022Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$2.87$2.81$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.14$0.29$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.25$0.30$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.22$0.02$0.20