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Nonprofiteer
← HAVEN FOUNDATION INC

Form 990 for tax year 2023

Filed by HAVEN FOUNDATION INC.

Totals

Total revenue
$1,167,344
Total expenses
$990,801
Contributions and grants received
$1,167,871
Grants paid
$689,867
Program service revenue
$0
Investment income
-$527
Other revenue
$0
Total assets, end of year
$1,610,420
Total liabilities, end of year
$190
Net assets or fund balances, end of year
$1,610,230
Program services expenses (Part IX)
$689,867
Management and general expenses
$113,112
Fundraising expenses
$187,822
Program service expenses (Part III)
$689,867

Program services were 69.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $52,418

  • 1f · All other contributions, gifts and grants

    $1,115,453

  • 1g · Noncash contributions included above

    $215

  • 3 · Investment income

    total $3,361 · excluded $3,361

  • 7b · Less cost or other basis and sales expenses

    securities $3,888

  • 7c · Gain or loss

    securities -$3,888

  • 7d · Net gain or loss

    total -$3,888 · excluded -$3,888

  • 8a · Fundraising events: gross income

    $50,115

  • 8a · Fundraising events: contributions included on line 1c

    $52,418

  • 8b · Fundraising events: direct expenses

    $50,115

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $689,867 · program services $689,867

  • 7 · Other salaries and wages

    total $60,354 · management and general $4,198 · fundraising $56,156

  • 8 · Pension plan contributions

    total $1,462 · fundraising $1,462

  • 10 · Payroll taxes

    total $4,168 · fundraising $4,168

  • 11g · Fees: other

    total $13,878 · management and general $13,878

  • 12 · Advertising and promotion

    total $5,809 · management and general $5,809

  • 13 · Office expenses

    total $36,007 · management and general $36,007

  • 16 · Occupancy

    total $5,184 · management and general $5,184

  • 17 · Travel

    total $14,540 · management and general $14,540

  • 19 · Conferences, conventions and meetings

    total $249 · management and general $249

  • 24a · Other expenses: COMMUNITY SUPPORT

    total $115,286 · fundraising $115,286

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $27,710 · management and general $27,710

  • 24c · Other expenses: ALL OTHER EXPENSES

    total $11,196 · management and general $446 · fundraising $10,750

  • 24d · Other expenses: BANK CHARGES

    total $5,091 · management and general $5,091

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $604,797 · end of year $661,307

  • 9 · Prepaid expenses and deferred charges

    beginning of year $53,224 · end of year $52,078

  • 15 · Other assets

    beginning of year $740,118 · end of year $897,035

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,619 · end of year $190

  • 25 · Other liabilities

    beginning of year $60,841 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $265,075 · end of year $216,976

  • 28 · Net assets with donor restrictions

    beginning of year $1,068,604 · end of year $1,393,254

Mission and programs · 2023

Mission

THE PURPOSE OF HAVEN FOUNDATION, INC. IS TO OPERATE FOR THE BENEFIT OF, PERFORM THE FUNCTIONS OF, OR CARRY OUT THE PURPOSES OF NORTH CENTRAL FLORIDA HOSPICE, INC., A 501(C)(3) ORGANIZATION.

Activities or mission (Part I)

TO SOLICIT, RECEIVE AND DISBURSE CHARITABLE CONTRIBUTIONS TO SUPPORT NORTH CENTRAL FLORIDA HOSPICE, INC. DBA HAVEN HOSPICE

  • IN 2023, HAVEN FOUNDATION, INC. SOLICITED AND RECEIVED CHARITABLE CONTRIBUTIONS THAT WILL BE USED TO SUPPORT THE MISSION OF NORTH CENTRAL FLORIDA HOSPICE, INC., A RELATED 501(C)(3) ORGANIZATION.

    Expenses $689,867 · Grants $689,867

As filed on the 2023 return.

Listed in Part VII

  • Lawrence Glenn Schreiber

    DIRECTOR AND CEO

    Total calculated
    $6,103,583
    From this org
    $0
    From related orgs
    $6,073,583
    Other
    $30,000
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,045,673 related
    Bonus
    $0
    Other
    $0 + $5,027,910 related
    Deferred
    $0 + $30,000 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $6,103,583 related

  • Steven Ziegler

    PRESIDENT AND CLO

    Total calculated
    $1,343,162
    From this org
    $0
    From related orgs
    $1,314,158
    Other
    $29,004
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $472,501 related
    Bonus
    $0
    Other
    $0 + $841,657 related
    Deferred
    $0 + $29,004 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,343,162 related

  • Glenda Evans Hood

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • Jackson Norman Sasser PhD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • Benjamin Irving Doerr Jr

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • Kevin R Maddron

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 7 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
LAWRENCE G SCHREIBER IS THE CHIEF EXECUTIVE OFFICER (CEO) OF HAVEN FOUNDATION, INC. MR. SCHREIBER IS COMPENSATED BY SANTAFE HEALTHCARE, INC., A RELATED SUPPORTING ORGANIZATION. SANTAFE HEALTHCARE, INC. UTILIZES THE FOLLOWING PROCESS TO ESTABLISH THE CEO'S COMPENSATION AND BENEFITS: THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS ANNUALLY RETAINS AN INDEPENDENT THIRD PARTY COMPENSATION AND BENEFITS CONSULTING FIRM (FIRM) TO CONDUCT A MARKET COMPETITIVENESS REVIEW OF THE CEO'S TOTAL DIRECT COMPENSATION (BASE SALARY, ANNUAL INCENTIVES, AND LONG TERM INCENTIVES) AND BENEFITS. THE COMPETITIVE ANALYSIS INCLUDES COMPARISON TO SIMILAR POSITIONS IN COMPANIES OF SIMILAR SIZE WITHIN THE SAME OR SIMILAR INDUSTRY. THE FIRM MAKES RECOMMENDATIONS, IF ANY, DIRECTLY TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ESTABLISHES THE FINAL COMPENSATION AND BENEFIT PACKAGE FOR THE CEO TAKING INTO CONSIDERATION THE MARKET COMPETITIVENESS REVIEW AND FINAL RECOMMENDATION OF THE FIRM. THE FIRM PROVIDES AN OPINION LETTER REGARDING THE REASONABLENESS OF THE CEO'S FINAL COMPENSATION AND BENEFITS PACKAGE. THE ACTIONS OF THE BOARD ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETING.
PART I, LINE 4B
(RELATES TO PART I, LINE 4A): CERTAIN LISTED PERSONS ARE EMPLOYEES OF RELATED ORGANIZATIONS AND ARE COVERED UNDER A SEVERANCE POLICY FOR THEIR RESPECTIVE RELATED ORGANIZATION. THE SEVERANCE POLICY INCLUDES MONTHLY PAYMENTS UP TO A MAXIMUM OF 12 - 36 MONTHS UNDER QUALIFYING CIRCUMSTANCES AND DEPENDING ON POSITION. NO ONE LISTED RECEIVED SEVERANCE OR CHANGE OF CONTROL PAYMENTS DURING 2023. (RELATES TO PART I, LINE 4B): LISTED PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE YEAR: LAWRENCE G SCHREIBER, STEVEN M ZIEGLER AND PAULINE E TAYLOR ARE EMPLOYEES OF SANTAFE HEALTHCARE, INC., A RELATED SUPPORTING ORGANIZATION. THEY PARTICIPATE IN TWO NONQUALIFIED DEFERRED COMPENSATION RETIREMENT PLANS SPONSORED BY SANTAFE HEALTHCARE, INC. FOR A CERTAIN GROUP OF EXECUTIVES. ONE PLAN RESTORES RETIREMENT BENEFITS EQUIVALENT TO QUALIFIED 401(K) BENEFITS ON INCOME EARNED IN EXCESS OF THE INTERNAL REVENUE SERVICE CODE SECTION 401(A)(17) RECOGNIZABLE PAY LIMITS (A DEFINED CONTRIBUTION RESTORATION PLAN). VESTING FOR THIS PLAN IS ACHIEVED AT AGE 55 AND 10 YEARS OF SERVICE OR AT AGE 65 AND 5 YEARS OF SERVICE. THE SECOND SUPPLEMENTAL DEFINED CONTRIBUTION PLAN PROVIDES ADDITIONAL RETIREMENT INCOME BASED ON A PERCENTAGE OF BASE SALARY AND VESTS AT THREE AND FIVE YEARS OF SERVICE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • NORTH CENTRAL FLORIDA HOSPICE INC

    $689,867

    HAVEN FOUNDATION, INC. PROVIDED NORTH CENTRAL FLORIDA HOSPICE, INC. A GRANT IN THE AMOUNT OF $689,867 TO SUPPORT AND FURTHER THE MISSION AND TAX EXEMPT PURPOSES OF NORTH CENTRAL FLORIDA HOSPICE, INC. IN ACCORDANCE WITH HAVEN FOUNDATION, INC.'S BYLAWS.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • SF HOLDING CORP INC

    C · HOLDING COMPANY · FL

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202403209349320395

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