To provide health care, housing and services for the elderly.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$115K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $665K a year · 6% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$115K
to officers and key staff · 0.9% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Concern: 0.1 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $160K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$40.8M
100% of total assets
Concern: liabilities are 100% of assets; over 80%.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$9.7M
+59% vs prior year
Spent
$12.7M
To programs
85%
Net assets
−$23K
By yearFY2020–FY2024
Revenue
$9.7M
FY2021▲ +59%
Tap a bar for its year
Revenue by fiscal year
FY2020$6.1M
FY2021$9.7M
FY2022$12.3M
FY2023$15.2M
FY2024$16.6M
Expenses
$12.7M
FY2021▲ +97%
Tap a bar for its year
Expenses by fiscal year
FY2020$6.5M
FY2021$12.7M
FY2022$13.7M
FY2023$14.4M
FY2024$15.8M
Net assets
−$23K
FY2021▼ -101%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.2M
FY2021−$23K
FY2022−$1.7M
FY2023−$883K
FY2024$108K

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1965.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $10.8M Management & general 15% · $1.9M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990; $115K paid to officers and key staff.

Part VII, Section A · reportable compensation
Administrator (thru Oct 2021)
$115,332Pt VII · Sec A
Chief Financial Officer
$0Pt VII · Sec A
Chief Operating Officer
$0Pt VII · Sec A
Chief Strategic Officer
$0Pt VII · Sec A
Chief Human Resource Officer
$0Pt VII · Sec A
Chief Clinical and Compliance Officer
$0Pt VII · Sec A
Chairperson and Director
$0Pt VII · Sec A
Vice Chairperson and Director
$0Pt VII · Sec A

Josh Brown’s $149K as Administrator is at the 7th percentile of top reported officer pay among 2901 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2024FY2023FY2022FY2021
Josh Brown$148,939———
Heidi Lafave$132,589$110,462$106,981—
Aubrey Foss——$120,304—
Chris Orr$116,654———
Katie Novotny———$115,332
Ethel Lyel Edu$101,230———
Molly McConville$100,853———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers healthcare, housing, and support services for seniors.

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Provided by the organization

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2 programs · $10.8M · in their own filed words · FY2021
01

Haven homes, inc. Was organized for the purpose of providing nursing home care for the elderly. It is located in maple plain, minnesota and has 64 beds in service. During 2021, total resident days were 17,133 (73.3% occupancy). Utilization by payor source was as follows: 48% medical assistance, 7% medicare, 33% private pay and 12% hmo.

$7.4Mprogram expense
02

Haven homes assisted living was organized for the purpose of operating an assisted living, independent living and memory care facility for the elderly. It has 85 units and is attached to the haven homes nursing home. During 2021 the facility was in a fill up phase, and total resident days were 13,108 (42.25% occupancy).

$3.4Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$160K
Grants paid · 3 grants · $28K · 2021–2023
Unitemized GrantFY2023$5,614
Unitemized GrantFY2022$12,006
Unitemized GrantFY2021$10,149

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$9.7M
Ln 12
Fees for servicesLn 2g$8.8M
Gifts and grantsLn 1h$787K
Investment incomeLn 3$101K
Money outPt IX
$12.7M
Ln 25
Programscol B$10.8M
Managementcol C$1.9M
Owns and owesPt X
−$23K
net assets · Ln 32
Cash and savingsLn 1–2$54K
Total assetsLn 16$40.8M
LiabilitiesLn 26$40.8M
PeoplePt VI, VII
14
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$787K
Government grantsLn 1e$787K
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$8.8M
Investment incomeLn 3$101K
Other incomeLn 4–11$27K
Total revenueLn 12$9.7M
Assets in detailPt X, end of year
CashLn 1$54K
Cash and savings togetherLn 1–2$54K
Land, buildings, equipmentLn 10c$35.1M
Other assetsLn 15$3.9M
Total assetsLn 16$40.8M
LiabilitiesLn 26$40.8M
Net assetsLn 32−$23K
OperationsPt I, VI
EmployeesI 5303
VolunteersI 632
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$244K$54K
Land, buildings, equipmentLn 10c$35.1M$35.1M
Total assetsLn 16$48.2M$40.8M
LiabilitiesLn 26$45.1M$40.8M
Net assetsLn 32$3.2M−$23K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0$0
Grants to domestic individualsLn 2$10K$10K
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$0$0$0$0
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$5.4M$5.0M$444K$0
Pension plan contributionsLn 8$70K$64K$6K$0
Other employee benefitsLn 9$625K$573K$51K$0
Payroll taxesLn 10$386K$354K$32K$0
Management feesLn 11a$577K$0$577K$0
Legal feesLn 11b$9K$0$9K$0
Accounting feesLn 11c$6K$0$6K$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$0$0
Investment management feesLn 11f$31K$0$31K$0
Other fees for servicesLn 11g$1.1M$1.1M$25K$0
Advertising and promotionLn 12$66K$66K
Office expensesLn 13$74K$2K$72K
Information technologyLn 14$43K$9K$34K
OccupancyLn 16$334K$287K$47K
TravelLn 17$4K$4K
Conferences, conventions and meetingsLn 19$24K$24K
InterestLn 20$1.7M$1.5M$244K
Depreciation, depletion and amortizationLn 22$1.0M$884K$144K
InsuranceLn 23$106K$91K$15K
Other expenses (24a–d)Ln 24$989K$943K$46K$0
All other expensesLn 24e$69K$36K$33K
Total functional expensesLn 25$12.7M$10.8M$1.9M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $16.6M$15.8M$753K$108K 990 PDF
FY2023 $15.2M$14.4M$721K−$883K 990 PDF
FY2022 $12.3M$13.7M−$1.4M−$1.7M 990 PDF
FY2021 Viewing $9.7M$12.7M−$3.0M−$23K 990 PDF
FY2020 $6.1M$6.5M−$382K$3.2M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $9,679,391 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $420,811$786,797
I-9 Program service revenuePrior year $5,608,187$8,764,748
I-10 Investment incomePrior year $1,524$100,654
I-11 Other revenuePrior year $38,403$27,192
I-12 Total revenuePrior year $6,068,925$9,679,391
I-13 Grants and similar amounts paidPrior year $0$10,149
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $4,142,336$6,477,890
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,308,393$6,188,056
I-18 Total expensesPrior year $6,450,729$12,676,095
I-19 Revenue less expensesPrior year −$381,804−$2,996,704
Part VI · Governance 5 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $9,679,391 across 13 lines filed
Lines not itemized here account for $98,508 of total revenue; see the IRS return.
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$786,797
VIII-1f All other contributions, gifts and grants$0
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$786,797
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $8,764,748 · Unrelated business $0 · Excluded from tax $0$8,764,748
VIII-3 Investment incomeRelated to mission $2,146 · Unrelated business $0 · Excluded from tax $0$2,146
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $27,192 · Unrelated business $0 · Excluded from tax $0$27,192
VIII-12 Total revenueRelated to mission $8,892,594 · Unrelated business $0 · Excluded from tax $0$9,679,391
Part IX · Statement of functional expenses $12,676,095 across 28 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $10,149$10,149
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $0 · Fundraising $0$0
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $4,954,634 · Management $443,510 · Fundraising $0$5,398,144
IX-8 Pension plan contributionsPrograms $63,894 · Management $5,719 · Fundraising $0$69,613
IX-9 Other employee benefitsPrograms $573,260 · Management $51,315 · Fundraising $0$624,575
IX-10 Payroll taxesPrograms $353,881 · Management $31,677 · Fundraising $0$385,558
IX-11a Management feesPrograms $0 · Management $576,776 · Fundraising $0$576,776
IX-11b Legal feesPrograms $0 · Management $8,959 · Fundraising $0$8,959
IX-11c Accounting feesPrograms $0 · Management $6,285 · Fundraising $0$6,285
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $0$0
IX-11f Investment management feesPrograms $0 · Management $31,415 · Fundraising $0$31,415
IX-11g Other fees for servicesPrograms $1,059,957 · Management $25,176 · Fundraising $0$1,085,133
IX-12 Advertising and promotionManagement $65,812$65,812
IX-13 Office expensesPrograms $2,309 · Management $71,839$74,148
IX-14 Information technologyPrograms $9,334 · Management $33,699$43,033
IX-16 OccupancyPrograms $287,255 · Management $46,650$333,905
IX-17 TravelManagement $3,937$3,937
IX-19 Conferences, conventions and meetingsManagement $24,483$24,483
IX-20 InterestPrograms $1,499,464 · Management $243,515$1,742,979
IX-22 Depreciation, depletion and amortizationPrograms $883,772 · Management $143,526$1,027,298
IX-23 InsurancePrograms $91,210 · Management $14,813$106,023
IX-24 Other expenses (24a–d)Programs $943,068 · Management $45,716 · Fundraising $0$988,784
IX-24e All other expensesPrograms $35,806 · Management $33,280$69,086
IX-25 Total functional expensesPrograms $10,767,993 · Management $1,908,102 · Fundraising $0$12,676,095
Part X · Balance sheet $40,783,175 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $244,201$53,987
X-4 Accounts receivableStart of year $747,605$1,092,293
X-9 Prepaid expenses and deferred chargesStart of year $18,164$20,022
X-10c Land, buildings and equipment, netStart of year $35,096,375$35,073,129
X-14 Intangible assetsStart of year $670,000$670,000
X-15 Other assetsStart of year $11,462,542$3,873,744
X-16 Total assetsStart of year $48,238,887$40,783,175
X-17 Accounts payable and accrued expensesStart of year $192,043$109,907
X-20 Tax-exempt bond liabilitiesStart of year $39,652,126$37,920,618
X-25 Other liabilitiesStart of year $5,187,518$2,732,626
X-26 Total liabilitiesStart of year $45,055,224$40,806,256
X-27 Net assets without donor restrictionsStart of year $2,984,618−$67,980
X-28 Net assets with donor restrictionsStart of year $199,045$44,899
X-32 Total net assets or fund balancesStart of year $3,183,663−$23,081
X-33 Total liabilities and net assetsStart of year $48,238,887$40,783,175
Part XI · Reconciliation of net assets −$23,081 net assets at year end
XI-1 Total revenue$9,679,391
XI-2 Total expenses$12,676,095
XI-3 Revenue less expenses−$2,996,704
XI-4 Net assets at start of year$3,183,663
XI-5 Net unrealized gains (losses) on investments−$90,702
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$16,403
XI-9 Other changes in net assets−$135,741
XI-10 Net assets at end of year−$23,081

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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