Civic Intelligence

The Haven Community Foundation (Us) Inc

990 • Fiscal year 2016 • EIN 30-0696665

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 28, 2017

633 3rd AvenueNew York, NY 10017

(917) 561-8044

Siviq Scores

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

Liabilities / Assets

88th percentile

0.43x

Higher debt load relative to assets than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

0.22x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

97th percentile

$79,381

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 18.6% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

89th percentile

78%

Faster asset growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

102%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$212,880

Up $93,066 (+78%) from 2015

Net Assets

Up

$120,808

Up $69,961 (+138%) from 2015

Liabilities

Up

$92,072

Up $23,105 (+34%) from 2015

Revenue

Up

$427,469

Up $215,806 (+102%) from 2015

Expenses

Up

$357,508

Up $121,870 (+52%) from 2015

Net Income

Up

$69,961

Up $93,936 (+392%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $313,814Liabilities 2012: $153,849Net Assets 2012: $159,9652012Assets 2013: $161,294Liabilities 2013: $62,438Net Assets 2013: $98,8562013Assets 2014: $203,779Liabilities 2014: $128,957Net Assets 2014: $74,8222014Assets 2015: $119,814Liabilities 2015: $68,967Net Assets 2015: $50,8472015Assets 2016: $212,880Liabilities 2016: $92,072Net Assets 2016: $120,8082016Assets 2017: $161,364Liabilities 2017: $68,115Net Assets 2017: $93,2492017Assets 2018: $128,661Liabilities 2018: $39,056Net Assets 2018: $89,6052018Assets 2019: $56,488Liabilities 2019: $19,000Net Assets 2019: $37,4882019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$212,880
Liabilities$92,072
Net Assets$120,808

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2012: $200,6122012Revenue 2013: $247,711Expenses 2013: $308,820Net Income 2013: -$61,1092013Revenue 2014: $227,175Expenses 2014: $251,209Net Income 2014: -$24,0342014Revenue 2015: $211,663Expenses 2015: $235,638Net Income 2015: -$23,9752015Revenue 2016: $427,469Expenses 2016: $357,508Net Income 2016: $69,9612016Revenue 2017: $303,458Expenses 2017: $331,017Net Income 2017: -$27,5592017Revenue 2018: $218,536Expenses 2018: $222,180Net Income 2018: -$3,6442018Revenue 2019: $120,349Expenses 2019: $172,466Net Income 2019: -$52,1172019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020

Highlighted filing

2016

Revenue$427,469
Expenses$357,508
Net Income$69,961
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 28, 2017
Return Version
2016v3.0
Gross Receipts
$427,469
Mission and Program Overview

Mission

Build sustainable communities in Haiti

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$57,663$172,221▲ $114,558
Pledges and Grants Receivable$61,931$40,000▼ $21,931
Prepaid Expenses and Deferred Charges$220$659▲ $439
Total Assets$119,814$212,880▲ $93,066
Liabilities
Grants Payable$25,000$40,000▲ $15,000
Other Liabilities$32,580$31,075▼ $1,505
Accounts Payable and Accrued Expenses$11,387$20,997▲ $9,610
Total Liabilities$68,967$92,072▲ $23,105
Net Assets / Fund Balance
Temporarily Rstr Net Assets$37,500$90,875▲ $53,375
Unrestricted Net Assets$13,347$29,933▲ $16,586
Total Net Assets Fund Balance$50,847$120,808▲ $69,961
Total Liabilities and Net Assets / Fund Balance$119,814$212,880▲ $93,066
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sarah FitzpatrickManagerPT$79,381$79,381

Board Members and Trustees

NameTitle
Thomas BryantDirector, Board Chairman
DONAL O'SULLIVANDirector
Deborah CouriDirector
Leslie BuckleyDirector
Maurice HealyDirector
Dennis P SpatesDirector, Secty
Annette CreatonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$427,469
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$258,660
Change in Net Assets
$69,961

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$33,000market rate
Other Non Cash Contri Table1$21,400hourly rate
Total Noncash Contributions2$54,400-

Audited Revenue Reconciliation

Revenue per Audited Statements
$427,469
Total Revenue per Audited Statements
$427,469
Total Revenue per Form 990
$427,469
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$154,000
Other Expenses$112,421
Total Fundraising Expense$105,700
Salaries, Compensation, and Employee Benefits$91,087
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$154,000--$154,000
Current Officers, Directors, Trustees, and Key Employees$0$19,845$59,536$79,381
Fees for Services Other$0$7,175$26,229$33,404
Occupancy$3,300$26,400$3,300$33,000
Fees for Services Legal$0$26,183$0$26,183
Payroll Taxes$0$2,926$8,780$11,706
Fees for Services Accounting$0$11,000$0$11,000
Travel$0$929$6,017$6,946
Office Expenses$0$50$1,838$1,888
Total Functional Expenses$157,300$94,508$105,700$357,508

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$357,508
Total Expenses per Audited Statements$357,508
Total Expenses per Form 990$357,508
International Activity

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$49,260$28,800-$28,800
Fall Event$104,138$22,000-$22,000
Total Events$220,412$76,800$51,603$25,197
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$31,075
Deferred Revenue-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The Haven Community Foundation (US) Inc
EIN
30-0696665
Phone
9175618044
Address
633 3rd Avenue, New York, NY 10017

Signing Officer

Name
Thomas Bryant
Title
Chairman of the Board
Phone
9175618044
Signed
2017-09-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Bryant
Formed
2011
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
1
Volunteers
20

Preparer

Firm
Newman Decoster
Address
1726 MADISON AVE, MEMPHIS, TN 38104
Preparer
Bruce Newman
Phone
9012729471
Supplemental Narrative

Additional Explanations

Pt VI, Line 12C

The Board of Directors requires each Director to

Pt VI, Line 12C

certify annually that the Director has received a copy of the Conflicts of Interest Policy, has read and understands

Pt VI, Line 12C

the Policy, has agreed to comply with the Policy, and understands the Organization has been organized for charitable purposes and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. (Pt VI, Line 12c)

Pt VI, Line 11B

Directors and Officers review return for clarity and proper reporting before filing (PtVI, Line 11b)

Pt VI, Line 15A

The Board of Directors reviews compensation for all personnel, and compares compensation paid to personnel against compensation paid to personnel of other comparable organizations to ensure compensation payable to the organization's personnel is reasonable and fair. (Pt VI, line 15a)

Pt VI, Line 15B

The Board of Directors reviews compensation for all personnel, and compares compensation paid to personnel against compensation paid to personnel of other comparable

Pt VI, Line 15B

organizations to ensure compensation payable to the organization's personnel is reasonable and fair. (Pt VI, Line 15b)

Pt VI, Line 15B

See above (Pt VI, Line 15b)

Pt VI, Line 19

The Organization makes its governing documents, Conflicts of Interest Policy, and financial statements, available to the public upon request. (Pt VI, Line 19)

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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Affiliate
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Deferred Revenue
IRS990ScheduleD/RevenueSubtotalAmt0427469
IRS990ScheduleD/TotalExpensesPerForm990Amt0357508
IRS990ScheduleD/TotalLiabilityAmt031075
IRS990ScheduleD/TotalRevenuePerForm990Amt0427469
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0427469
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0357508
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt0154000
IRS990ScheduleF/ForeignIndividualsGrantsGrp/DescriptionOfNonCashAsstTxt00
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt0wire transfer
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt012850
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt0Central America
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt0Disaster Relief
IRS990ScheduleF/ForeignIndividualsGrantsGrp/ValuationMethodUsedDesc00
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0GAAP & GAAS
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0143612
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt082138
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt020460
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt041014
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt051603
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03950
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt01133
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt010036
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt015119
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Event
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Event
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt010000
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt013512
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt08676
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt032188
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0104138
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt049260
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt067014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0220412
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt028800
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt026000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt076800
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025197
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03800
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0496
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04296
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt11
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0rent
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1legal fees
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0market rate
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1hourly rate
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd1X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt033000
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt121400
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board of Directors requires each Director to
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1certify annually that the Director has received a copy of the Conflicts of Interest Policy, has read and understands
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2the Policy, has agreed to comply with the Policy, and understands the Organization has been organized for charitable purposes and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. (Pt VI, Line 12c)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Directors and Officers review return for clarity and proper reporting before filing (PtVI, Line 11b)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Board of Directors reviews compensation for all personnel, and compares compensation paid to personnel against compensation paid to personnel of other comparable organizations to ensure compensation payable to the organization's personnel is reasonable and fair. (Pt VI, line 15a)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Board of Directors reviews compensation for all personnel, and compares compensation paid to personnel against compensation paid to personnel of other comparable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6organizations to ensure compensation payable to the organization's personnel is reasonable and fair. (Pt VI, Line 15b)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7See above (Pt VI, Line 15b)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8The Organization makes its governing documents, Conflicts of Interest Policy, and financial statements, available to the public upon request. (Pt VI, Line 19)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/StatesWhereCopyOfReturnIsFldCd1DE
IRS990/StatesWhereCopyOfReturnIsFldCd2FL
IRS990/StatesWhereCopyOfReturnIsFldCd3NJ
IRS990/StatesWhereCopyOfReturnIsFldCd4NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt037500
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt090875
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0119814
IRS990/TotalAssetsEOYAmt0212880
IRS990/TotalAssetsGrp/BOYAmt0119814
IRS990/TotalAssetsGrp/EOYAmt0212880
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0427469
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0105700
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt094508
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0157300
IRS990/TotalFunctionalExpensesGrp/TotalAmt0357508
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt068967
IRS990/TotalLiabilitiesEOYAmt092072
IRS990/TotalLiabilitiesGrp/BOYAmt068967
IRS990/TotalLiabilitiesGrp/EOYAmt092072
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt050847
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0120808
IRS990/TotalProgramServiceExpensesAmt0157300
IRS990/TotalReportableCompFromOrgAmt079381
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0427469
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0119814
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0212880
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt06017
IRS990/TravelGrp/ManagementAndGeneralAmt0929
IRS990/TravelGrp/ProgramServicesAmt00
IRS990/TravelGrp/TotalAmt06946
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt013347

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