Civic Intelligence

Haven Retreats Inc

EIN 84-3135072 • 501(c)3 • Jacksonville, FL

Profile

Therapeutic retreats for foster and adoption caregivers

3721 San Jose PlaceJacksonville, FL 32257

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

39th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

61st percentile

10%

Higher net margin than 61% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

76th percentile

$70,960

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

90th percentile

68%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

89th percentile

85%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$125,592

Up $50,988 (+68%) from 2024

Liabilities

Down

$1,439

Down $3,966 (-73%) from 2024

Net Assets

Up

$124,153

Up $54,954 (+79%) from 2024

Revenue

Up

$544,545

Up $250,684 (+85%) from 2024

Expenses

Up

$489,591

Up $180,826 (+59%) from 2024

Net Income

Up

$54,954

Up $69,858 (+469%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2021: $10,746Liabilities 2021: $4,312Net Assets 2021: $6,4342021Assets 2022: $47,602Liabilities 2022: $3,154Net Assets 2022: $44,4482022Assets 2023: $89,726Liabilities 2023: $5,623Net Assets 2023: $84,1032023Assets 2024: $74,604Liabilities 2024: $5,405Net Assets 2024: $69,1992024Assets 2025: $125,592Liabilities 2025: $1,439Net Assets 2025: $124,1532025

Highlighted filing

2025

Assets$125,592
Liabilities$1,439
Net Assets$124,153

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2021: $65,663Expenses 2021: $61,920Net Income 2021: $3,7432021Revenue 2022: $124,560Expenses 2022: $86,546Net Income 2022: $38,0142022Revenue 2023: $267,605Expenses 2023: $227,950Net Income 2023: $39,6552023Revenue 2024: $293,861Expenses 2024: $308,765Net Income 2024: -$14,9042024Revenue 2025: $544,545Expenses 2025: $489,591Net Income 2025: $54,9542025

Highlighted filing

2025

Revenue$544,545
Expenses$489,591
Net Income$54,954

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 13, 2026
Return Version
2024v5.2
Gross Receipts
$544,545
Mission and Program Overview

Mission

Therapeutic retreats for foster and adoption caregivers

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$69,199$124,153▲ $54,954
Cash and Non-Interest-Bearing Accounts$72,131$123,664▲ $51,533
Inventories for Sale or Use$1,468$1,468→ $0
Accounts Receivable$1,005$460▼ $545
Total Assets$74,604$125,592▲ $50,988
Liabilities
Accounts Payable and Accrued Expenses$5,405$1,439▼ $3,966
Total Liabilities$5,405$1,439▼ $3,966
Net Assets / Fund Balance
Total Net Assets Fund Balance$69,199$124,153▲ $54,954
Total Liabilities and Net Assets / Fund Balance$74,604$125,592▲ $50,988
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Rebecca HarvinBoard of Directors, Executive Dir.(Employee) NonVoting memberFT$70,960$70,960
Sara Buckley(Employee)FT$49,818$49,818
Courtney Studdard(Employee)PT$37,299$37,299
Dawn Krikke(Employee)PT$29,149$29,149
Caitlin Jacquez(Employee)PT$8,816$8,816

Board Members and Trustees

NameTitle
Shannon RobinsonBoard of Directors, President
Stacey MakDirector of Therapuetic Services
Jeremy KaneerTreasurer of the Board of Director
Brad HarvinMember at Large
Mary DavisMember at Large
Sue RileyMember at Large
Olivia SmithSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$512,602
Program Service Revenue
$31,301
Investment Income
$0
Other Revenue
$642
All Other Contributions
$217,414
Change in Net Assets
$54,954
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$277,426
Salaries, Compensation, and Employee Benefits$212,165
Total Fundraising Expense$100,046
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$124,925$6,328$81,751$213,004
Current Officers, Directors, Trustees, and Key Employees$133,359$33,923$16,905$184,187
Advertising$20,361$0$0$20,361
Payroll Taxes$11,943$2,790$1,390$16,123
Occupancy$0$12,794$0$12,794
Other Salaries and Wages$11,855$0$0$11,855
Travel$6,925$0$0$6,925
Insurance$0$5,450$0$5,450
Office Expenses$0$2,028$0$2,028
Fees for Services Legal$0$1,850$0$1,850
Conferences and Meetings$1,608$0$0$1,608
Other Expenses$0$748$0$748
Total Functional Expenses$310,976$78,569$100,046$489,591
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
Gala Fundraiser$250,471$250,471$41,912$208,559
5k$31,195$31,195$20,456$10,739
Total Events$281,666$281,666$62,368$219,298
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
No
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
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
Haven Retreats Inc
EIN
84-3135072
Phone
9048020999
Address
3721 San Jose Place, Jacksonville, FL 32257

Signing Officer

Name
Rebecca Harvin
Title
Executive Director
Phone
9048020999
Signed
2026-01-13
Discuss with paid preparer
Yes

Organization Details

Formed
2019
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
5
Volunteers
80

Preparer

Firm
The Nichols Group PA
Address
1635 Eagle Harbor Pkwy Ste 4, Fleming Island, FL 32003
Preparer
Paul A Bucci
Phone
9042641665
Supplemental Narrative

Additional Explanations

Pt VI, Line 12C

Board members address conflict of interest issues as they arise.

Pt VI, Line 11B

Finance committee and the board of directors review the tax return prior to filing.

Pt VI, Line 15A

The board of directors determines the salary for the executive director based off comparable salaries of similar organizations.

Pt VI, Line 15B

Comparable salaries are used to determine compensation.

Form 990, Part III, Line 4D

The family retreats listed above represent the main 219077. 0. 0.

Form 990, Part IX, Line 24E

Taxes & Licenses 164. 0. 164. 0.

Form 990, Part IX, Line 24E

Gala Expenses 41912. 0. 0. 41912.

Form 990, Part IX, Line 24E

Board Meeting 1274. 0. 1274. 0.

Form 990, Part IX, Line 24E

Professional Development 1651. 0. 1651. 0.

Form 990, Part IX, Line 24E

Retreats 91900. 91900. 0. 0.

Form 990, Part IX, Line 24E

Wrap Around Care 22604. 22604. 0. 0.

Form 990, Part IX, Line 24E

QuickBooks Payment Fees 745. 0. 745. 0.

Form 990, Part IX, Line 24E

5K Fundraiser 20456. 0. 0. 20456.

Form 990, Part IX, Line 24E

Bake Sale 60. 0. 0. 60.

Form 990, Part IX, Line 24E

Fundraisig Coaching 2400. 0. 0. 2400.

Form 990, Part IX, Line 24E

Consultant 6875. 0. 0. 6875.

Form 990, Part IX, Line 24E

Grant Services 850. 0. 0. 850.

Form 990, Part IX, Line 24E

Pickleball tournament 8940. 0. 0. 8940.

Form 990, Part IX, Line 24E

Year-end Mailer 876. 0. 876. 0.

Form 990, Part IX, Line 24E

Deposits on Venues for upcoming programs 8203. 8203. 0. 0.

Form 990, Part IX, Line 24E

Payroll Processing 2994. 2218. 518. 258.

Form 990, Part IX, Line 24E

Training 1100. 0. 1100. 0.

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IRS990/ProgSrvcAccomActyOtherGrp/Desc0The family retreats listed above represent the main programs. In addition to retreat specific expenses there are program expenses that support the overall work that allows for the support being provided to the adoptive families.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0219077
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0273287
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0180571
IRS990/PYOtherRevenueAmt0661
IRS990/PYProgramServiceRevenueAmt019913
IRS990/PYRevenuesLessExpensesAmt0-14904
IRS990/PYSalariesCompEmpBnftPaidAmt0128194
IRS990/PYTotalExpensesAmt0308765
IRS990/PYTotalRevenueAmt0293861
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt054954
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt069199
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0124153
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0512602
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0273287
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0250810
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt063641
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt068662
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01169002
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031301
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt020574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016795
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt076515
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt011220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0156405
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01325407
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0543903
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0293861
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0267605
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0140156
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079882
IRS990ScheduleA/Total509Grp/TotalAmt01325407
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01325407
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt062368
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Gala Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm05K
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0250471
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt031195
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0281666
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0250471
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt031195
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0281666
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0219298
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt062368
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt041912
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt020456
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board members address conflict of interest issues as they arise.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Finance committee and the board of directors review the tax return prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board of directors determines the salary for the executive director based off comparable salaries of similar organizations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Comparable salaries are used to determine compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The family retreats listed above represent the main 219077. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Taxes & Licenses 164. 0. 164. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Gala Expenses 41912. 0. 0. 41912.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Board Meeting 1274. 0. 1274. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Professional Development 1651. 0. 1651. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Retreats 91900. 91900. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Wrap Around Care 22604. 22604. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11QuickBooks Payment Fees 745. 0. 745. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt125K Fundraiser 20456. 0. 0. 20456.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Bake Sale 60. 0. 0. 60.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Fundraisig Coaching 2400. 0. 0. 2400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Consultant 6875. 0. 0. 6875.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Grant Services 850. 0. 0. 850.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Pickleball tournament 8940. 0. 0. 8940.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Year-end Mailer 876. 0. 876. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Deposits on Venues for upcoming programs 8203. 8203. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Payroll Processing 2994. 2218. 518. 258.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Training 1100. 0. 1100. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false

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