The Haven INC FY2023 filing

Spartanburg, SCUnknown exempt organizationEIN 57-0809732Revenue $436K in FY2023

On file with the IRShavenupstate.org852 E Main St · Spartanburg, SC

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To provide shelter and supportive services to homeless individuals and families through programs that promote sustainable living. The Haven advocates, creates opportunities, engage in collaborative locally drive solutions to end homelessness for families and individuals.

94¢ of each $1 spent went to programs.
$58K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

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FY2023 · Form 990Independent: from IRS data, not the org
Download 990
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 4
filings with a surplus
Average surplus $9K a year · 2% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$58K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $14K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$42K
24% of total assets
Looks good: liabilities are 24% of assets; 50% or less.
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
$436K
-40% vs prior year
Spent
$486K
To programs
94%
Net assets
$137K
By yearFY2021–FY2024
Revenue
$436K
FY2023▼ -40%
Tap a bar for its year
Revenue by fiscal year
FY2021$313K
FY2022$726K
FY2023$436K
FY2024$146K
Expenses
$486K
FY2023▼ -27%
Tap a bar for its year
Expenses by fiscal year
FY2021$255K
FY2022$668K
FY2023$486K
FY2024$176K
Net assets
$137K
FY2023▼ -27%
Tap a bar for its year
Net assets by fiscal year
FY2021$97K
FY2022$187K
FY2023$137K
FY2024$0

From the FY2023 Form 990 (year ending June 2023) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

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

Where the money goes

94 cents of each dollar spent went to programs.

Program services 94% · $457K Management & general 5% · $26K Fundraising 1% · $4K

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

7 people listed on the 990; $58K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Executive Director
$32,964Pt VII · Sec A
Finance Director
$25,493Pt VII · Sec A
Board Treasurer
$0Pt VII · Sec A
Board Chair
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Secretary
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021
Kelly Schlossin$24,911$32,964$34,036$33,366
Molly Rankin$17,250$25,493$23,266$18,843

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 shelter and support to homeless individuals and families, promoting sustainable living and ending homelessness.

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Provided by the organization

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1 program · $457K · in their own filed words · FY2022
01

Through the haven's emergency shelter program, 68 homeless individuals including 34 families were assisted with emergency shelter, intensive case management, and support to transition into a permanent, stable living environment.

$457Kprogram 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 · FY2023
Total grants receivedfrom 1 funder$14K
Grants paid · 12 grants · $761K · 2020–2023
Unitemized GrantFY2023$28,351
Unitemized GrantFY2023$12,782
Unitemized GrantFY2023$109
Unitemized GrantFY2022$232,060
Unitemized GrantFY2022$37,890
Unitemized GrantFY2022$2,246
Unitemized GrantFY2021$352,369
Unitemized GrantFY2021$33,334
Unitemized GrantFY2021$8,079
Unitemized GrantFY2020$26,264
Unitemized GrantFY2020$19,287
Unitemized GrantFY2020$8,557

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$436K
Ln 12
Gifts and grantsLn 1h$429K
Other incomeLn 4–11$7K
Investment incomeLn 3$60
Money outPt IX
$486K
Ln 25
Programscol B$457K
Managementcol C$26K
Fundraisingcol D$4K
Owns and owesPt X
$137K
net assets · Ln 32
Cash and savingsLn 1–2$51K
Total assetsLn 16$179K
LiabilitiesLn 26$42K
PeoplePt VI, VII
7
listed · VII A
PaidVII A2
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$429K
Government grantsLn 1e$338K
Investment incomeLn 3$60
Other incomeLn 4–11$7K
Total revenueLn 12$436K
Assets in detailPt X, end of year
CashLn 1$51K
Cash and savings togetherLn 1–2$51K
InvestmentsLn 11–13$1K
Land, buildings, equipmentLn 10c$127K
Total assetsLn 16$179K
LiabilitiesLn 26$42K
Net assetsLn 32$137K
OperationsPt I, VI
EmployeesI 56
VolunteersI 650
Fiscal year endsHeaderJune
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 FY23End FY23
Cash and savingsLn 1–2$97K$51K
InvestmentsLn 11–13$1K$1K
Land, buildings, equipmentLn 10c$134K$127K
Total assetsLn 16$232K$179K
LiabilitiesLn 26$45K$42K
Net assetsLn 32$187K$137K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$289K$289K
Pay of current officers, directors and key staffLn 5$58K$50K$8K$1K
Other salaries and wagesLn 7$63K$53K$8K$1K
Other employee benefitsLn 9$18K$15K$2K$353
Payroll taxesLn 10$9K$8K$1K$186
Accounting feesLn 11c$5K$4K$612$94
Investment management feesLn 11f$11$11
OccupancyLn 16$14K$12K$2K$281
TravelLn 17$3K$2K$364$56
InterestLn 20$2K$2K$320$49
Depreciation, depletion and amortizationLn 22$6K$5K$830$128
Other expenses (24a–d)Ln 24$18K$16K$2K$368
Total functional expensesLn 25$486K$457K$26K$4K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $146K$176K−$31K$0 990 PDF
FY2023 Viewing $436K$486K−$50K$137K 990 PDF
FY2022 $726K$668K$58K$187K 990 PDF
FY2021 $313K$255K$58K$97K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $436,136 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $718,713$428,842
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $51$60
I-11 Other revenuePrior year $7,085$7,234
I-12 Total revenuePrior year $725,849$436,136
I-13 Grants and similar amounts paidPrior year $412,053$289,407
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $205,246$148,002
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $50,551$48,806
I-18 Total expensesPrior year $667,850$486,215
I-19 Revenue less expensesPrior year $57,999−$50,079
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 $436,136 across 7 lines filed
VIII-1a Federated campaigns$7,500
VIII-1e Government grants$338,482
VIII-1f All other contributions, gifts and grants$82,860
VIII-1h Total contributions, gifts and grants$428,842
VIII-3 Investment incomeRelated to mission $60$60
VIII-8 Net income from fundraising eventsExcluded from tax $7,234$7,234
VIII-12 Total revenueRelated to mission $60 · Unrelated business $0 · Excluded from tax $7,234$436,136
Part IX · Statement of functional expenses $486,215 across 12 lines filed
IX-2 Grants to domestic individualsPrograms $289,407$289,407
IX-5 Pay of current officers, directors and key staffPrograms $49,689 · Management $7,599 · Fundraising $1,169$58,457
IX-7 Other salaries and wagesPrograms $53,210 · Management $8,138 · Fundraising $1,252$62,600
IX-9 Other employee benefitsPrograms $14,988 · Management $2,292 · Fundraising $353$17,633
IX-10 Payroll taxesPrograms $7,915 · Management $1,211 · Fundraising $186$9,312
IX-11c Accounting feesPrograms $4,005 · Management $612 · Fundraising $94$4,711
IX-11f Investment management feesManagement $11$11
IX-16 OccupancyPrograms $11,952 · Management $1,828 · Fundraising $281$14,061
IX-17 TravelPrograms $2,379 · Management $364 · Fundraising $56$2,799
IX-20 InterestPrograms $2,091 · Management $320 · Fundraising $49$2,460
IX-22 Depreciation, depletion and amortizationPrograms $5,429 · Management $830 · Fundraising $128$6,387
IX-24 Other expenses (24a–d)Programs $15,619 · Management $2,390 · Fundraising $368$18,377
IX-25 Total functional expensesPrograms $456,684 · Management $25,595 · Fundraising $3,936$486,215
Part X · Balance sheet $179,450 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $97,376$50,888
X-10c Land, buildings and equipment, netStart of year $133,815$127,428
X-11 Publicly traded securitiesStart of year $1,063$1,134
X-16 Total assetsStart of year $232,254$179,450
X-26 Total liabilitiesStart of year $44,962$42,173
X-27 Net assets without donor restrictionsStart of year $187,292$137,277
X-32 Total net assets or fund balancesStart of year $187,292$137,277
X-33 Total liabilities and net assetsStart of year $232,254$179,450
Part XI · Reconciliation of net assets $137,277 net assets at year end
XI-1 Total revenue$436,136
XI-2 Total expenses$486,215
XI-3 Revenue less expenses−$50,079
XI-4 Net assets at start of year$187,292
XI-5 Net unrealized gains (losses) on investments$63
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$137,277

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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