Civic Intelligence

Rest Haven Inc.

990 • Fiscal year 2023 • EIN 35-2145265

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 18, 2024

225 Lakeview DrGoshen, IN 46528

(574) 535-0759

Siviq Scores

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

Liabilities / Assets

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

41st percentile

0.5%

Higher net margin than 41% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

55th percentile

$73,357

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

39th percentile

0.7%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

54th percentile

9.5%

Faster revenue growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$688,618

Up $5,050 (+0.7%) from 2022

Net Assets

Up

$684,803

Up $5,131 (+0.8%) from 2022

Liabilities

Down

$3,815

Down $81 (-2.1%) from 2022

Revenue

Up

$1,011,360

Up $87,966 (+9.5%) from 2022

Expenses

Up

$1,006,229

Up $76,965 (+8.3%) from 2022

Net Income

Up

$5,131

Up $11,001 (+187%) from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2015: $275,870Liabilities 2015: $30,562Net Assets 2015: $245,3082015Assets 2016: $285,377Liabilities 2016: $3,500Net Assets 2016: $281,8772016Assets 2017: $313,887Liabilities 2017: $4,436Net Assets 2017: $309,4512017Assets 2018: $384,174Liabilities 2018: $3,453Net Assets 2018: $380,7212018Assets 2020: $443,552Liabilities 2020: $4,227Net Assets 2020: $439,3252020Assets 2021: $689,122Liabilities 2021: $4,743Net Assets 2021: $684,3792021Assets 2022: $683,568Liabilities 2022: $3,896Net Assets 2022: $679,6722022Assets 2023: $688,618Liabilities 2023: $3,815Net Assets 2023: $684,8032023Assets 2024: $717,716Liabilities 2024: $1,044Net Assets 2024: $716,6722024

Highlighted filing

2023

Assets$688,618
Liabilities$3,815
Net Assets$684,803

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $716,442Expenses 2015: $696,355Net Income 2015: $20,0872015Revenue 2016: $743,893Expenses 2016: $707,324Net Income 2016: $36,5692016Revenue 2017: $783,980Expenses 2017: $756,406Net Income 2017: $27,5742017Revenue 2018: $849,201Expenses 2018: $778,606Net Income 2018: $70,5952018Revenue 2020: $894,519Expenses 2020: $820,066Net Income 2020: $74,4532020Revenue 2021: $1,121,818Expenses 2021: $876,764Net Income 2021: $245,0542021Revenue 2022: $923,394Expenses 2022: $929,264Net Income 2022: -$5,8702022Revenue 2023: $1,011,360Expenses 2023: $1,006,229Net Income 2023: $5,1312023Revenue 2024: $1,002,063Expenses 2024: $989,549Net Income 2024: $12,5142024

Highlighted filing

2023

Revenue$1,011,360
Expenses$1,006,229
Net Income$5,131
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 18, 2024
Return Version
2023v5.1
Gross Receipts
$1,011,360
Mission and Program Overview

Mission

Rest Haven Inc. provides a residential facility for the Old Order Amish and similar faiths while they are receiving psychiatric treatment at Oaklawn Psychiatric Center Inc. This facility allows residents to enjoy the Anabaptist lifestyle setting while receiving outpatient services at Oaklawn.

Rest Haven Inc provides a residential facility for residents to enjoy the Anabaptist lifestyle of the Old Order AMish and similar faiths while they are receiving psychiatric treatment at Oaklawn Psychiatric Center Inc

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$679,672$684,803▲ $5,131
Land, Buildings, and Equipment, Net$537,249$517,825▼ $19,424
Cash and Non-Interest-Bearing Accounts$95,875$125,856▲ $29,981
Accounts Receivable-$33,563-
Savings and Temporary Cash Investments$50,444$11,374▼ $39,070
Total Assets$683,568$688,618▲ $5,050
Liabilities
Accounts Payable and Accrued Expenses$3,896$3,815▼ $81
Total Liabilities$3,896$3,815▼ $81
Net Assets / Fund Balance
Total Net Assets Fund Balance$679,672$684,803▲ $5,131
Total Liabilities and Net Assets / Fund Balance$683,568$688,618▲ $5,050

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$448,466$56,932$505,398
Equipment$33,638$60,287$93,925
Other Land Buildings$23,934$45,971$69,905
Leasehold Improvements$11,787$6,325$18,112
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Marvin L MillerAdministratorFT$73,357$73,357

Board Members and Trustees

NameTitle
Harley D YoderChairman
Harlan ShirkPresident
Anthony L YoderVice President
Melvin J HelmuthAssistan Secretary
Ray D YoderAssistant Treasurer
Mervin BontragerSecretary
Danny L YoderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$24,452
Program Service Revenue
$985,968
Investment Income
$940
Other Revenue
$0
All Other Contributions
$24,452
Change in Net Assets
$5,131
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$544,837
Other Expenses$461,392
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$344,429$86,107-$430,536
Fees for Services Other-$286,789-$286,789
Current Officers, Directors, Trustees, and Key Employees$60,539$15,135-$75,674
Occupancy$47,602--$47,602
Payroll Taxes$30,902$7,725-$38,627
Depreciation Depletion-$26,420-$26,420
All Other Expenses$4,854$4,855-$9,709
Office Expenses-$9,296-$9,296
Travel$4,671--$4,671
Fees for Services Accounting-$3,332-$3,332
Other Expenses$971--$971
Total Functional Expenses$566,570$439,659$0$1,006,229
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section Section A Governing Body and Managenment, Line Line 6

The organization is organized under Indiana state law as a non-stock, not-for-profit corporation with members, The persons on the governing body are the organizations only members.

Form 990, Part VI, Section Section A. Governing Body and Management, Line Line 7B

On occasion the organization allowed Oaklawn Psychiatric Center Inc the right to approve or ratify certain decisions of the organizations governing body. Oaklawn Psychiatric Center Inc provides professional psychiatric care to patients and Rest Haven Inc provides a residency of Anabaptist lifestyle for patients with religious beliefs of the Old Order Amish or similar faiths that are also patients of Oaklawn Psychiatric Center Inc. As a result, Rest Haven Inc wil consult with Oaklawn Psychiatric Inc for the approval or ratification of certain decisions specfically involving the mtntal and medical care of residents.

Form 990, Part VI, Section Section A Governing Body and Mangement, Line Line 8B

the organization had no committees.

Form 990, Part VI, Section Section B Policies, Line Line 11B

The organization has no specific policy in place to govern the review of coompleted form 990. Form 990 is basically reviewed by the officer signing the completed form.

Form 990, Part VI, Section Section C. Disclosure, Line Line 19

Copies of the governing documents and financial statements of the organization are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Rest Haven Inc
EIN
35-2145265
Phone
5745350759
Address
225 Lakeview Dr, Goshen, IN 46528

Signing Officer

Name
Marvin Miller
Title
Administrator
Phone
5745350759
Signed
2024-07-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marvin Miller
Formed
2001
Legal Domicile
In
Voting Board Members
7
Independent Board Members
7
Employees
38

Preparer

Firm
Jones Advantage Inc
Address
830 S Main Suite B, Middlebury, IN 46540
Preparer
Luke A Jones
Phone
2604631221
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Section Line 11G, Other fees for services non-employees, Line Line 11G

Fees paid to independant contractors for their services of providing commuting transportation for officers, employees, and residents for the organization, amount196,639. Fees paid to independant contractors for general labor and work at the campus, amount90,150

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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0213
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0857547
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0793744
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt063
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt063
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0940
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0213
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08886
IRS990ScheduleA/InvestmentIncomeCYPct00.00190
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct00.69420
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0227379
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01454181
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0446688
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0254117
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0394297
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0227379
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt01322481
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0894372
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0832881
IRS990ScheduleA/Total509Grp/TotalAmt04775299
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01011360
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0923394
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01121818
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0894519
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0833094
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04784185
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0448466
IRS990ScheduleD/BuildingsGrp/DepreciationAmt056932
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0505398
IRS990ScheduleD/EquipmentGrp/BookValueAmt033638
IRS990ScheduleD/EquipmentGrp/DepreciationAmt060287
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt093925
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt011787
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06325
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt018112
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt023934
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt045971
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt069905
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0517825
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization is organized under Indiana state law as a non-stock, not-for-profit corporation with members, The persons on the governing body are the organizations only members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1On occasion the organization allowed Oaklawn Psychiatric Center Inc the right to approve or ratify certain decisions of the organizations governing body. Oaklawn Psychiatric Center Inc provides professional psychiatric care to patients and Rest Haven Inc provides a residency of Anabaptist lifestyle for patients with religious beliefs of the Old Order Amish or similar faiths that are also patients of Oaklawn Psychiatric Center Inc. As a result, Rest Haven Inc wil consult with Oaklawn Psychiatric Inc for the approval or ratification of certain decisions specfically involving the mtntal and medical care of residents.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2the organization had no committees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization has no specific policy in place to govern the review of coompleted form 990. Form 990 is basically reviewed by the officer signing the completed form.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Copies of the governing documents and financial statements of the organization are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Fees paid to independant contractors for their services of providing commuting transportation for officers, employees, and residents for the organization, amount196,639. Fees paid to independant contractors for general labor and work at the campus, amount90,150
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section Section A Governing Body and Managenment, Line Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section Section A. Governing Body and Management, Line Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section Section A Governing Body and Mangement, Line Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section Section B Policies, Line Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section Section C. Disclosure, Line Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Section Line 11g, Other fees for services non-employees, Line Line 11g
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0683568
IRS990/TotalAssetsEOYAmt0688618
IRS990/TotalAssetsGrp/BOYAmt0683568
IRS990/TotalAssetsGrp/EOYAmt0688618
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt024452
IRS990/TotalEmployeeCnt038
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0439659
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0566570
IRS990/TotalFunctionalExpensesGrp/TotalAmt01006229
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03896
IRS990/TotalLiabilitiesEOYAmt03815
IRS990/TotalLiabilitiesGrp/BOYAmt03896
IRS990/TotalLiabilitiesGrp/EOYAmt03815
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0679672
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0684803
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt03545
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IRS990/TotalProgramServiceRevenueAmt0985968
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0683568
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0688618
IRS990/TravelGrp/ProgramServicesAmt04671
IRS990/TravelGrp/TotalAmt04671
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false

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