Civic Intelligence

Haven

990 • Fiscal year 2019 • EIN 81-0389914

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

PO Box 752Bozeman, MT 59771

(406) 586-7689

Siviq Scores

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

Liabilities / Assets

41st percentile

0.04x

Higher debt load relative to assets than 41% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

39th percentile

0.05x

Higher debt load relative to revenue than 39% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

58th percentile

$79,822

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

92nd percentile

60%

Faster asset growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

66%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,046,459

Up $771,066 (+60%) from 2018

Net Assets

Up

$1,959,570

Up $726,891 (+59%) from 2018

Liabilities

Up

$86,889

Up $44,175 (+103%) from 2018

Revenue

Up

$1,767,372

Up $705,187 (+66%) from 2018

Expenses

Up

$1,041,239

Up $165,995 (+19%) from 2018

Net Income

Up

$726,133

Up $539,192 (+288%) from 2018

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $320,971Liabilities 2011: $14,399Net Assets 2011: $306,5722011Assets 2012: $415,919Liabilities 2012: $15,668Net Assets 2012: $400,2512012Assets 2013: $571,759Liabilities 2013: $20,596Net Assets 2013: $551,1632013Assets 2014: $763,130Liabilities 2014: $124,287Net Assets 2014: $638,8432014Assets 2015: $773,303Liabilities 2015: $123,942Net Assets 2015: $649,3612015Assets 2016: $864,820Liabilities 2016: $136,699Net Assets 2016: $728,1212016Assets 2017: $1,065,767Liabilities 2017: $20,825Net Assets 2017: $1,044,9422017Assets 2018: $1,275,393Liabilities 2018: $42,714Net Assets 2018: $1,232,6792018Assets 2019: $2,046,459Liabilities 2019: $86,889Net Assets 2019: $1,959,5702019Assets 2020: $4,860,455Liabilities 2020: $252,914Net Assets 2020: $4,607,5412020Assets 2021: $9,045,986Liabilities 2021: $155,715Net Assets 2021: $8,890,2712021Assets 2022: $10,172,555Liabilities 2022: $973,411Net Assets 2022: $9,199,1442022Assets 2023: $10,312,269Liabilities 2023: $517,417Net Assets 2023: $9,794,8522023Assets 2024: $9,545,450Liabilities 2024: $343,114Net Assets 2024: $9,202,3362024Assets 2025: $8,427,672Liabilities 2025: $103,203Net Assets 2025: $8,324,4692025

Highlighted filing

2019

Assets$2,046,459
Liabilities$86,889
Net Assets$1,959,570

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $328,8632011Expenses 2012: $295,4312012Revenue 2013: $452,305Expenses 2013: $303,489Net Income 2013: $148,8162013Revenue 2014: $446,414Expenses 2014: $373,842Net Income 2014: $72,5722014Revenue 2015: $532,644Expenses 2015: $521,737Net Income 2015: $10,9072015Revenue 2016: $618,518Expenses 2016: $574,432Net Income 2016: $44,0862016Revenue 2017: $1,021,892Expenses 2017: $705,948Net Income 2017: $315,9442017Revenue 2018: $1,062,185Expenses 2018: $875,244Net Income 2018: $186,9412018Revenue 2019: $1,767,372Expenses 2019: $1,041,239Net Income 2019: $726,1332019Revenue 2020: $3,871,276Expenses 2020: $1,223,975Net Income 2020: $2,647,3012020Revenue 2021: $5,747,490Expenses 2021: $1,469,930Net Income 2021: $4,277,5602021Revenue 2022: $2,083,414Expenses 2022: $1,692,930Net Income 2022: $390,4842022Revenue 2023: $2,941,351Expenses 2023: $2,342,860Net Income 2023: $598,4912023Revenue 2024: $2,256,674Expenses 2024: $2,853,902Net Income 2024: -$597,2282024Revenue 2025: $1,950,290Expenses 2025: $2,829,660Net Income 2025: -$879,3702025

Highlighted filing

2019

Revenue$1,767,372
Expenses$1,041,239
Net Income$726,133
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$2,059,593
Mission and Program Overview

Mission

Haven is gallatin county's nonprofit serving survivors of domestic violence. Haven is committed to reducing the incidence and minimizing the impact of domestic abuse on families and communities.

Haven is gallatin county's nonprofit serving survivors of domestic violence. Haven is committed to reducing the incidence and minimizing the impact of domestic abuse on families and communities. Haven's programs include: shelter, support line, legal advocacy, counseling and support groups, and community based programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$557,299$733,056▲ $175,757
Pledges and Grants Receivable$230,405$637,430▲ $407,025
Land, Buildings, and Equipment, Net$327,247$361,501▲ $34,254
Cash and Non-Interest-Bearing Accounts$127,208$280,739▲ $153,531
Investments in Publicly Traded Securities$12,184$12,942▲ $758
Prepaid Expenses and Deferred Charges$7,961$7,961→ $0
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,275,393$2,046,459▲ $771,066
Other Assets Total$13,089$12,830▼ $259
Liabilities
Accounts Payable and Accrued Expenses$42,714$86,889▲ $44,175
Total Liabilities$42,714$86,889▲ $44,175
Net Assets / Fund Balance
Temporarily Rstr Net Assets$453,815$1,051,944▲ $598,129
Unrestricted Net Assets$768,857$897,619▲ $128,762
Permanently Rstr Net Assets$10,007$10,007→ $0
Total Net Assets Fund Balance$1,232,679$1,959,570▲ $726,891
Total Liabilities and Net Assets / Fund Balance$1,275,393$2,046,459▲ $771,066

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$81,219$158,636$239,855
Land$211,103-$211,103
Other Land Buildings$59,685$44,947$104,632
Equipment$9,494$83,694$93,188

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$12,959-▲ $1,040-$13,999
2017$11,854-▲ $1,105-$12,959
2016$10,736-▲ $1,118-$11,854
2015$9,541$1,049▲ $146-$10,736
2014$9,929-▼ $388-$9,541
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erica CoyleExecutive DirectorFT$71,381$8,441$79,822

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,753,908
Program Service Revenue
$0
Investment Income
$1,617
Other Revenue
$11,847
All Other Contributions
$1,303,238
Change in Net Assets
$726,133

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
Securities Publicly Traded1$243,284Fair Market Value (FMV)
Total Noncash Contributions1$243,284-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,767,372
Revenue Not Reported on Form 990
$90,765
Total Revenue per Audited Statements
$1,858,137
Total Revenue per Form 990
$1,767,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$721,272
Other Expenses$319,332
Total Fundraising Expense$284,846
Grants and Similar Amounts Paid$635
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$330,394$24,121$175,847$530,362
Occupancy$97,529$1,358$536$99,423
Current Officers, Directors, Trustees, and Key Employees$14,758$16,590$54,377$85,725
Fees for Services Other$45,000$2,940-$47,940
Other Employee Benefits$26,621$6,055$14,842$47,518
Payroll Taxes$25,047$5,696$13,965$44,708
All Other Expenses$14,054$2,959$7,470$24,483
Travel$17,442$428$1,653$19,523
Depreciation Depletion$12,050$3,013-$15,063
Insurance$13,806$715-$14,521
Pension Plan Contributions$7,260$1,651$4,048$12,959
Office Expenses$10,240$1,992$282$12,514
Other Expenses$10,816$5,832$9,532$9,532
Fees for Services Accounting-$6,000-$6,000
Advertising$5,339--$5,339
Fees for Services Legal-$3,910-$3,910
Grants to Domestic Orgs$635--$635
Total Functional Expenses$673,133$83,260$284,846$1,041,239

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,131,246
Expenses per Audited Statements$1,041,239
Total Expenses per Form 990$1,041,239
Expenses Not Reported on Form 990$90,007
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$55,626
Fundraising Direct Expenses$43,779
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Give Big Gallatin Valley$50,303---
Taste of Haven$132,932$29,735$14,106$15,629
Total Events$225,758$55,626$43,779$11,847
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
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, Line 11B: Form 990 Review Process

Finance committee reviews and approves then finance committee presents draft to full board for approval of the form 990 before filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Conflict of interest statement is reviewed and signed annually along wtih commitment, code of ethics and confidentiality. Board members are excused from any votes where a conflict may exist.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Executive director pay is set by the board in accordance with evaluations, budget and comparable pay for position in area.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Haven
EIN
81-0389914
Phone
4065867689
Address
PO BOX 752, BOZEMAN, MT 59771

Signing Officer

Name
Jessica Van Voast
Title
Treasurer
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erica Coyle
Formed
1979
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
21
Volunteers
227

Preparer

Firm
Amatics CPA Group
Address
45 Discovery Drive, Bozeman, MT 59718
Preparer
Morgan Scarr
Phone
4064041925
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

Other program services 4: counseling and support groups: individual therapy sessions and weekly support groups are offered. Other program services 5: end the silence: haven's survivor speakers' bureau, end the silence, is designed to empower survivors by speaking out against domestic abuse. Participants complete a seven-week training on presentation skills, leadership skills and the dynamics of domestic violence. The group gives between 12 and 20 presentations to community members annually. Other program services 6: start talking: haven has teamed up with other local nonprofits serving at-risk youth to bring this teen dating violence prevention program to some of our most vulnerable populations. The teens attend seven weeks of courses on healthy relationships and red flags of abusive relationships, giving them the tools they need to interrupt the lifetime cycle of violence in their own lives. Other program services 7: survivors supporting survivors: this peer-to-peer survivors group brings together survivors at all different stages in their healing. The survivors meet regularly to learn from and support one another, and help rebuild the support networks that have been torn down by their abusers. Other program services 8: legal services for immigrant victims: in 2016, haven became the only social service organization in the state of montana to have authorization from the department of justice to file u-visas, t-visas and vawa self-petitions on behalf of immigrant victims who have experienced domestic violence or human trafficking. These petitions can allow immigrant survivors to legally stay in the u.s. And receive the support they need. Other program services 9: community education team: the community education team is comprised of trained volunteers who provide domestic violence education to local businesses, service organizations, and students. They present to hundreds of community members each year on subjects such as the red flags of abusive relationships to the cycle of abuse.

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

Haven expects its endowment funds, over time, to provide a reasonable level of current income to support the organization's operations (as allowed in the spending policy authorized by the board of directors) and to grow equity assets.

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Fundraising exp in special events on 990 $43779

Part XII, Line 2D: Other expenses and losses per audited F/S

Fundraising exp in special events on 990 $43779

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IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
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IRS990/MissionDesc0HAVEN IS GALLATIN COUNTY'S NONPROFIT SERVING SURVIVORS OF DOMESTIC VIOLENCE. HAVEN IS COMMITTED TO REDUCING THE INCIDENCE AND MINIMIZING THE IMPACT OF DOMESTIC ABUSE ON FAMILIES AND COMMUNITIES. HAVEN'S PROGRAMS INCLUDE: SHELTER, SUPPORT LINE, LEGAL ADVOCACY, COUNSELING AND SUPPORT GROUPS, AND COMMUNITY BASED PROGRAMS.
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/BOYAmt013089
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt014842
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt026621
IRS990/OtherEmployeeBenefitsGrp/TotalAmt047518
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1DEVELOPMENT AND TRAINING
IRS990/OtherExpensesGrp/Desc2HOUSEHOLD SUPPLIES AND FOOD
IRS990/OtherExpensesGrp/Desc3CAPITAL CAMPAIGN
IRS990/OtherExpensesGrp/FundraisingAmt02294
IRS990/OtherExpensesGrp/FundraisingAmt19532
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05832
IRS990/OtherExpensesGrp/ProgramServicesAmt027010
IRS990/OtherExpensesGrp/ProgramServicesAmt115132
IRS990/OtherExpensesGrp/ProgramServicesAmt210816
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IRS990/OtherExpensesGrp/TotalAmt123258
IRS990/OtherExpensesGrp/TotalAmt210816
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0330394
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt013965
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05696
IRS990/PayrollTaxesGrp/ProgramServicesAmt025047
IRS990/PayrollTaxesGrp/TotalAmt044708
IRS990/PensionPlanContributionsGrp/FundraisingAmt04048
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01651
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07260
IRS990/PensionPlanContributionsGrp/TotalAmt012959
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt010007
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt010007
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0230405
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0637430
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07961
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07961
IRS990/PrincipalOfficerNm0ERICA COYLE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0LEGAL ADVOCACY: THE LEGAL ADVOCACY PROGRAM'S MAIN PURPOSE IS TO ASSIST SURVIVORS WITH FILING FOR TEMPORARY AND PERMANENT ORDERS OF PROTECTION AND ACCOMPANYING HAVEN PARTICIPANTS TO COURT. IN ADDITION, THE LEGAL ADVOCATE PROVIDES TRAINING FOR LAW ENFORCEMENT AND OTHER AGENCIES IN ORDER TO IMPROVE SERVICES FOR DOMESTIC VIOLENCE SURVIVORS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0114433
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORT LINE: HAVEN STAFFS A SUPPORT HOTLINE 24 HOURS/DAY TO PROVIDE ADVOCACY, RESOURCES AND REFERRALS FOR PRIMARY AND SECONDARY SURVIVORS OF ABUSE.
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01058878
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt076705
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IRS990/PYOtherExpensesAmt0227451
IRS990/PYOtherRevenueAmt02267
IRS990/PYRevenuesLessExpensesAmt0186941
IRS990/PYSalariesCompEmpBnftPaidAmt0571088
IRS990/PYTotalExpensesAmt0875244
IRS990/PYTotalRevenueAmt01062185
IRS990/QuidProQuoContributionsInd0false
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.43$0.10$8.32$1.95$2.83$0.88
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.55$0.34$9.20$2.26$2.85$0.60
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$0.52$9.79$2.94$2.34$0.60
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.97$9.20$2.08$1.69$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.05$0.16$8.89$5.75$1.47$4.28
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$0.25$4.61$3.87$1.22$2.65
2019Detailed filing. Detailed filing data is available for this year.$2.05$0.09$1.96$1.77$1.04$0.73
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.04$1.23$1.06$0.88$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.02$1.04$1.02$0.71$0.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.14$0.73$0.62$0.57$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.12$0.65$0.53$0.52$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.76$0.12$0.64$0.45$0.37$0.07
2013Summary only. Only limited summary data is available for this year.$0.57$0.02$0.55$0.45$0.30$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.02$0.40$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.01$0.31$0.33