Civic Intelligence

Havenly Inc

990 • Fiscal year 2020 • EIN 83-1094860

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 10, 2021

67 High StreetNew Haven, CT 06511

(714) 477-3981

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

68th percentile

18%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

87th percentile

$30,752

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

98th percentile

1441%

Faster asset growth than 98% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

339%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$58,353

Up $54,567 (+1441%) from 2019

Net Assets

Up

$58,353

Up $54,567 (+1441%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$319,556

Up $246,720 (+339%) from 2019

Expenses

Up

$261,299

Up $183,411 (+235%) from 2019

Net Income

Up

$58,257

Up $63,309 (+1253%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2019: $3,786Net Assets 2019: $3,7862019Assets 2020: $58,353Liabilities 2020: $0Net Assets 2020: $58,3532020Assets 2021: $64,728Liabilities 2021: $0Net Assets 2021: $64,7282021Assets 2022: $308,035Liabilities 2022: $301,013Net Assets 2022: $7,0222022Assets 2023: $398,545Liabilities 2023: $285,116Net Assets 2023: $113,4292023Assets 2024: $420,970Liabilities 2024: $111,814Net Assets 2024: $309,1562024

Highlighted filing

2020

Assets$58,353
Liabilities$0
Net Assets$58,353

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2019: $72,836Expenses 2019: $77,888Net Income 2019: -$5,0522019Revenue 2020: $319,556Expenses 2020: $261,299Net Income 2020: $58,2572020Revenue 2021: $460,317Expenses 2021: $453,942Net Income 2021: $6,3752021Revenue 2022: $682,811Expenses 2022: $675,789Net Income 2022: $7,0222022Revenue 2023: $1,123,973Expenses 2023: $1,122,567Net Income 2023: $1,4062023Revenue 2024: $1,601,351Expenses 2024: $1,405,624Net Income 2024: $195,7272024

Highlighted filing

2020

Revenue$319,556
Expenses$261,299
Net Income$58,257
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 10, 2021
Return Version
2020v4.0
Gross Receipts
$319,556
Mission and Program Overview

Mission

Our mission is to help refugee women prosper, uplift their families and shape their communities through hands-on and paid adult education, work experience, personalized support and job training.

Havenly Treats helps refugee women prosper, uplift their families and shape their communities. Our flagship program is the Havenly Fellowship, a paid training program at our kitchen that combines work experience with adult education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,596$58,353▲ $54,757
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$3,596$58,353▲ $54,757
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,500$0▼ $3,500
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$3,500$0▼ $3,500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$96$58,353▲ $58,257
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$96$58,353▲ $58,257
Total Liabilities and Net Assets / Fund Balance$3,596$58,353▲ $54,757
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Camila Guiza-ChavezFellowship DirectorFT$30,752$30,752
Caterina PassoniExecutive DirectorFT$24,584$24,584

Board Members and Trustees

NameTitle
Barbara SonnenfeldBoard Director
Jodie OusleyBoard Director
Revenue and Support

Revenue Composition

Contributions and Grants
$256,024
Program Service Revenue
$63,532
Investment Income
$0
Other Revenue
$0
All Other Contributions
$87,935
Change in Net Assets
$58,257
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$136,742
Salaries, Compensation, and Employee Benefits$123,557
Professional Fundraising Fees$1,000
Total Fundraising Expense$1,000
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$49,868$24,222$0$74,090
Other Salaries and Wages$49,467$0$0$49,467
Occupancy$32,500$1,348$0$33,848
Office Expenses$3,082$23,054$0$26,136
Insurance$0$4,142$0$4,142
Fees for Services Other$3,693$0$0$3,693
Information Technology$0$3,358$0$3,358
Advertising$1,000$2,202$0$3,202
Travel$2,034$0$0$2,034
Fees for Services Professional Fundraising--$1,000$1,000
Other Expenses$603$0$0$603
All Other Expenses$0$549$0$549
Conferences and Meetings$241$0$0$241
Total Functional Expenses$188,413$71,886$1,000$261,299
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$1,000
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

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

Part VI, Section B, Line 11B

No review was or will be conducted

Part VI, Section B, Line 12C

An interested party is under a continuing obligation to disclose any potential conflict of interest as soon as it is known or reasonably should be known. Board members and the executive director complete an Affirmation of Compliance form when they join the board or staff and annually thereafter. Any interested party completes the Disclosure of Potential Conflict of Interest Statement to disclose any potential conflicts of interest. Disclosure Statements and Affirmations of Compliance will be submitted as follows: For board members, the disclosure statements will be provided to the board chair. The chair's disclosure statement shall be provided to the secretary of the board. The designated reviewing official has a responsibility to bring a potential conflict of interest to the attention of the board for action at the next regular meeting of the board or during a special meeting called specifically to review the potential conflict of interest.

Part VI, Section B, Line 15

| Name of the Person:, The process used to establish compensation of the person who served in:|, The year in which this process was last undertaken:| Caterina Passoni, Submission of proposal, review compared to current payments in the field, 2018|

Part VI, Section C, Line 19

No documents available to the public

Part VII, List Of Officers

| Employee Name:, Description:| Caterina Passoni, Compensation paid was $2500 per month but the organization had to severely cut back due to COVID setbacks. We were on a Shared Work Program| Camila Guiza-Chavez, Camila is on a salary of $3,000/month but she also had to cut back severely due to COVID-19|

Filing and Contact Details

Filer

Filer Name
Havenly Inc
EIN
83-1094860
In Care Of
% Caterina Passoni
Address
67 High Street, New Haven, CT 06511
Doing Business As
Havenly

Signing Officer

Name
Caterina Passoni
Title
CEO
Signed
2021-02-10
Discuss with paid preparer
No

Organization Details

Formed
2018
Legal Domicile
Ct
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
20
Supplemental Narrative

Additional Explanations

Other Doing Business As Names

| New Haven|

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IRS990/OtherExpensesGrp/Desc1Ingredients for production at cafe/training program, ingredients for food relief
IRS990/OtherExpensesGrp/Desc2Production Expenses Kitchen supplies, delivery costs, packaging costs
IRS990/OtherExpensesGrp/Desc3Training Materials Subscription to teaching softwares, printing, ServSafe certification exam fees
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013011
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt013763
IRS990/OtherExpensesGrp/ProgramServicesAmt124047
IRS990/OtherExpensesGrp/ProgramServicesAmt28115
IRS990/OtherExpensesGrp/ProgramServicesAmt3603
IRS990/OtherExpensesGrp/TotalAmt026774
IRS990/OtherExpensesGrp/TotalAmt124047
IRS990/OtherExpensesGrp/TotalAmt28115
IRS990/OtherExpensesGrp/TotalAmt3603
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt049467
IRS990/OtherSalariesAndWagesGrp/TotalAmt049467
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Caterina Passoni
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0722100
IRS990/ProgramServiceRevenueGrp/Desc0Sale of food items in restaurant/cafe space. All sales support revenue in the program
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt063532
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt063532
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgSrvcAccomActy2Grp/Desc0We delivered more than 20,000 meals to undocumented and immigrant families in New Haven
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt037732
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt035553
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt033490
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt037283
IRS990/PYRevenuesLessExpensesAmt0-5052
IRS990/PYSalariesCompEmpBnftPaidAmt041422
IRS990/PYTotalExpensesAmt077888
IRS990/PYTotalProfFndrsngExpnsAmt02976
IRS990/PYTotalRevenueAmt072836
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt058257
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0118331
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ReservesMaintainedAmt00
IRS990/RevenueAmt063532
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0256024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0256024
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0103417
IRS990ScheduleA/SubstantialContributorsTotAmt0152607
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0256024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0256024
IRS990ScheduleA/TotalSupportAmt0256024
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED

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