Civic Intelligence

Family Haven Inc.

990 • Fiscal year 2016 • EIN 34-1363623

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

29501 West Oakland RoadBay Village, OH 44140-1843

(440) 250-2773

Siviq Scores

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

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

43rd percentile

0.4%

Higher net margin than 43% of similar nonprofits.

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

Top Officer Pay

93rd percentile

$55,352

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$434,377

No earlier filing loaded for comparison.

Net Assets

$431,866

No earlier filing loaded for comparison.

Liabilities

$2,511

No earlier filing loaded for comparison.

Revenue

$396,712

No earlier filing loaded for comparison.

Expenses

$395,173

No earlier filing loaded for comparison.

Net Income

$1,539

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2016: $434,377Liabilities 2016: $2,511Net Assets 2016: $431,8662016Assets 2017: $440,758Liabilities 2017: $1,707Net Assets 2017: $439,0512017Assets 2018: $421,302Liabilities 2018: $6,984Net Assets 2018: $414,3182018Assets 2019: $421,238Liabilities 2019: $4,844Net Assets 2019: $416,3942019Assets 2020: $541,219Liabilities 2020: $56,925Net Assets 2020: $484,2942020Assets 2021: $552,547Liabilities 2021: $4,518Net Assets 2021: $548,0292021Assets 2022: $537,731Liabilities 2022: $35,441Net Assets 2022: $502,2902022Assets 2023: $509,885Liabilities 2023: $24,051Net Assets 2023: $485,8342023Assets 2024: $513,691Liabilities 2024: $37,375Net Assets 2024: $476,3162024

Highlighted filing

2016

Assets$434,377
Liabilities$2,511
Net Assets$431,866

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2016: $396,712Expenses 2016: $395,173Net Income 2016: $1,5392016Revenue 2017: $399,752Expenses 2017: $400,822Net Income 2017: -$1,0702017Revenue 2018: $419,110Expenses 2018: $418,810Net Income 2018: $3002018Revenue 2019: $363,133Expenses 2019: $381,805Net Income 2019: -$18,6722019Revenue 2020: $479,700Expenses 2020: $427,983Net Income 2020: $51,7172020Revenue 2021: $473,203Expenses 2021: $421,316Net Income 2021: $51,8872021Revenue 2022: $431,984Expenses 2022: $442,452Net Income 2022: -$10,4682022Revenue 2023: $444,678Expenses 2023: $479,936Net Income 2023: -$35,2582023Revenue 2024: $517,681Expenses 2024: $538,920Net Income 2024: -$21,2392024

Highlighted filing

2016

Revenue$396,712
Expenses$395,173
Net Income$1,539
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$403,100
Mission and Program Overview

Mission

To provide a loving home-like atmosphere where adults with developmental disabilities can maximize their potential in the least restrictive environment. Also, the adults are then able to live dignified lives within the limits of their disabilities.

To provide care for needy adults. The Organization houses and cares for 5 adults with developmental disabilities. A safe home is provided in which each resident can develop to his or her fullest potential within the limits of their disabilities. Some care is provided for similiar adults in their own homes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$117,517$145,170▲ $27,653
Savings and Temporary Cash Investments$117,830$119,630▲ $1,800
Land, Buildings, and Equipment, Net$118,408$97,597▼ $20,811
Cash and Non-Interest-Bearing Accounts$56,016$71,935▲ $15,919
Prepaid Expenses and Deferred Charges-$45-
Total Assets$409,771$434,377▲ $24,606
Liabilities
Accounts Payable and Accrued Expenses-$2,511-
Total Liabilities$0$2,511▲ $2,511
Net Assets / Fund Balance
Unrestricted Net Assets$359,771$381,866▲ $22,095
Permanently Rstr Net Assets$50,000$50,000→ $0
Total Net Assets Fund Balance$409,771$431,866▲ $22,095
Total Liabilities and Net Assets / Fund Balance$409,771$434,377▲ $24,606

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$19,583$130,417$150,000
Leasehold Improvements$32,527$52,266$84,793
Equipment$9,364$46,288$55,652
Other Land Buildings$20,522$24,898$45,420
Land$15,601-$15,601

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$117,517-▲ $27,653-$145,170
2015$117,517---$117,517
2014$117,517---$117,517
2013$117,517---$117,517
2012$117,517---$117,517
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Robin HilsmeirFormer Executive DirectorFT$55,352$55,352

Board Members and Trustees

NameTitle
Barbara FabinakPresident
George HooverVice President
David SchabelTrustee
James ChrisztTrustee
Louise GrantTrustee
Sandy DeckelmanTrustee
Leonard SottCo-Treasurer
Therese KoomarCo-Treasurer
Jacqueline KoubekSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$23,446
Program Service Revenue
$367,203
Investment Income
$7,187
Other Revenue
$-1,124
All Other Contributions
$7,546
Change in Net Assets
$1,539
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$290,773
Other Expenses$104,400
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$169,246$42,312-$211,558
Current Officers, Directors, Trustees, and Key Employees$47,049$8,303-$55,352
All Other Expenses$25,049$1,848-$26,897
Payroll Taxes$18,949$4,914-$23,863
Depreciation Depletion$20,811--$20,811
Insurance$7,394--$7,394
Other Expenses$6,484--$6,484
Fees for Services Other$5,208$937-$6,145
Office Expenses$616$616-$1,232
Fees for Services Legal-$200-$200
Travel$74--$74
Fees for Service Investment Mgmnt Fees$40--$40
Total Functional Expenses$336,043$59,130$0$395,173
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$6,388
Fundraising Gross Income$5,264
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Brunch$21,164$5,264$1,242$4,022
Total Events$21,164$5,264$6,388$-1,124
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

Governance Explanations

Form 990, Part VI, Section B, line 11B

Upon completion of the Form 990, the chief executive officer and each board member receives a copy and is asked to review the form and forward all questions to the Treasurer. All questions are addressed by the Treasurer. When all questions and issues are resolved, the Board votes to approve its filing.

Form 990, Part VI, Section B, line 12C

The organization annually monitors compliance with the conflict of interest policy by presenting the policy to Board members and requests them to review and acknowledge the policy.

Form 990, Part VI, Section B, line 15

Annually the board of directors reviews the performance of the Executive Director on a formal basis. This involves review of the prior year goals given to the employee, written reviews by employees and board members and a meeting with the Executive Committe of the organization. Additonally, salaries of similar size organizations are examined for comparability.

Form 990, Part VI, Section C, line 18

The Organization makes its Form 990 available upon request.

Form 990, Part VI, Section C, line 19

the organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Family Haven Inc
EIN
34-1363623
Phone
4402502773
Address
29501 West Oakland Road, Bay Village, OH 44140-1843

Signing Officer

Name
Maggie Pugliese
Title
CEO & Director of Operations
Phone
4402502773
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Magaret Pugliese
Formed
1982
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
23
Volunteers
15

Preparer

Firm
Card Palmer Sibbison & Co
Address
4545 Hinckley Parkway, Cleveland, OH 44109-6009
Preparer
Leonard Sott Jr CPA
Phone
2166216100
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

to provide housing and care for adults with developmental disabilities.

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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023446
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt063318
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03318
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt070
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt091837
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07187
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03277
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04795
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04027
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01969
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt021255
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0367203
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0354286
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0304928
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0256797
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0275915
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01559129
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07187
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03277
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04795
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01969
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt021255
IRS990ScheduleA/InvestmentIncomeCYPct00.01270
IRS990ScheduleA/InvestmentIncomePYPct00.01100
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.34920
IRS990ScheduleA/PublicSupportPY509Pct00.33430
IRS990ScheduleA/PublicSupportTotal509Amt0583936
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0242113
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0256997
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0203681
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0173176
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0191063
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01067030
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0242113
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0256997
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0203681
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0173176
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0191063
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt01067030
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0390649
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0417604
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0308246
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0256867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0277600
IRS990ScheduleA/Total509Grp/TotalAmt01650966
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0397836
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0420881
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0313041
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0260894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0279569
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01672221
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt019583
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0130417
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0150000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0117517
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0145170
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt027653
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0117517
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0117517
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0117517
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0117517
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0117517
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0117517
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0117517
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0117517
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt09364
IRS990ScheduleD/EquipmentGrp/DepreciationAmt046288
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt055652
IRS990ScheduleD/LandGrp/BookValueAmt015601
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt015601
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt032527
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt052266
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt084793
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt020522
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt024898
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt045420
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.34000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0to provide housing and care for adults with developmental disabilities.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.66000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt097597
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt015900
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt015900
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06388
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Annual Brunch
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021164
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021164
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05264
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt05264
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1124
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01242
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01242
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05146
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05146
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Upon completion of the Form 990, the chief executive officer and each board member receives a copy and is asked to review the form and forward all questions to the Treasurer. All questions are addressed by the Treasurer. When all questions and issues are resolved, the Board votes to approve its filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization annually monitors compliance with the conflict of interest policy by presenting the policy to Board members and requests them to review and acknowledge the policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Annually the board of directors reviews the performance of the Executive Director on a formal basis. This involves review of the prior year goals given to the employee, written reviews by employees and board members and a meeting with the Executive Committe of the organization. Additonally, salaries of similar size organizations are examined for comparability.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization makes its Form 990 available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4the organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Fontbonne Home Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0341425103
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Supporting organization
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 12a, I

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