Homehaven INC EIN 46-0776884 Form 990 (PDF) Claim this org

Homehaven INC

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Helps senior citizens with essential aid and support. For fiscal year 2025 it reported $257K in revenue, $257K in expenses, and $675K in net assets.Pt I

Type
Public charity (501(c)(3)) · Human Services
Location
Hamden, CT
Filings
5 on file (2021–2025)
Revenue
$257KFY2025
Expenses
$257K
Net assets
$675K
People
10
Filings
5
Updates
0
More identity details & actions ⌄
EIN  46-0776884 Public charity (501(c)(3)) Hamden, CT
Form 990 (PDF)
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Size
$100K–1M
What they do
Helps senior citizens with essential aid and support.
Leadership
Hans Bergmann · Board
Money in and out
$257K revenue, $257K expenses
Bottom line
98% program efficiency
Where the money goes · FY2025
Total revenue
$257K
Pt VIII · Ln 12
Total expenses
$257K
Pt IX · Ln 25
Net assets
$675K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$641
Where spending went · Part IX cols B–D
Program services $0.98 Management & general $0.02
Program efficiency
98%
of spending reaches programs▼ -2% vs prior filing year
Operating runway
28.9mo
months of highly liquid reserves at operating expense rate▼ -19% vs prior filing year
Surplus margin
-0.2%
revenue over expenses, this year▼ -101% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$257K
FY2025▼ -2%
Expenses
$257K
FY2025▲ +25%
Total assets
$675K
FY2025▲ +10%
Total liabilities
$0
FY2025
Total revenue
$257K
Pt VIII · Ln 12
Total expenses
$257K
Pt IX · Ln 25
Net assets
$675K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$641
Total assetsPt X · Ln 16$675K
Program-expense ratioPt IX · col B98%
Voting members of governing bodyPt I · Ln 310
Independent voting membersPt I · Ln 410
Mission & Programs · Part III

Where the work happens

3 program services account for $244K of program spending, described in the organization's own filed words · FY2024.
01

Payroll and personnel

$173Kprogram expense
02

Other program expenses

$46Kprogram expense
03

Occupancy

$25Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CHomehaven INC
EINHdr · item D46-0776884
Principal addressHdr · item CHamden, CT
WebsiteHdr · item Jnone reported
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCT
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P81)
Ruling yearIRS BMFApr 2014

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a10
Independent voting membersPt VI · Ln 1b10
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Contributions & grants$241K · 94%
Investment income$16K · 6%
Contributions & grants94%$241K
Investment income6%$16K
Total revenueLn 12$257K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.98 Management & general $0.02
Program services98%$253K
Management & general2%$4K
Total functional expensesLn 25$257K

Balance Sheet

Part X · end of year
CashLn 1$9K
Total assetsLn 16$675K
Total liabilitiesLn 26$0
Total net assetsLn 32$675K
Months of cash on handcomputed0.4

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $619K · Operating expenses/yr $257K
28.9 months
Where the money goes
Program services
Program services $253K · Total expenses $257K
98%
Management & General
Management & general $4K · Total expenses $257K
2%
Fundraising
Fundraising $0 · Total expenses $257K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $246K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $241K · Total revenue $257K
94%
Government reliance
Government grants — · Total revenue $257K
Earned-income share
Program service revenue $0 · Total revenue $257K
0%
Investment reliance
Investment income $16K · Total revenue $257K
+6%
Program self-sufficiency
Program service revenue $0 · Total expenses $257K
0%
Growth & trend
Revenue growth (YoY)
This year $257K · Prior year $262K
-2%
Revenue CAGR
FY2020 $174K · FY2024 $257K
+10%
Net-asset trend (YoY)
End of year $675K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $257K · Expenses $257K
-0.2%
Liabilities-to-Assets
Total liabilities — · Total assets $675K
Net-asset ratio
Net assets $675K · Total assets $675K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $610K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $675K
90%
People & payroll
Highest Reported Total Compensation
Individual Hans Bergmann · Reported title BOARD · Highest reported compensation $0 · Total expenses $257K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $173K · Total expenses $257K
67%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 98%
Overhead ratio 2%
Fundraising cost ratio 0%
Revenue growth -2%
Accounting fee ratio 0.5%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$38K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$257K revenue · viewing · ⤓ 990 PDF
FY2024$262K revenue · ⤓ 990 PDF
FY2023$283K revenue · ⤓ 990 PDF
FY2022$157K revenue · ⤓ 990 PDF
FY2021$174K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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