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Nonprofiteer
← HAVEN SERVICES

Form 990 for tax year 2022

Filed by HAVEN SERVICES.

Totals

Total revenue
$719,505
Total expenses
$479,868
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$719,505
Investment income
$0
Other revenue
$0
Total assets, end of year
$310,925
Total liabilities, end of year
$73,930
Net assets or fund balances, end of year
$236,995
Program services expenses (Part IX)
$432,915
Management and general expenses
$12,794
Fundraising expenses
$34,159
Program service expenses (Part III)
$432,915

Program services were 90.2% 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.

  • 2a · Program service revenue: GRANTS AND CONTRIBUTIO

    total $719,505 · related or exempt $719,505

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $326,591 · program services $326,591

  • 9 · Other employee benefits

    total $10,647 · program services $10,647

  • 10 · Payroll taxes

    total $30,350 · program services $30,350

  • 11c · Fees: accounting

    total $7,400 · management and general $7,400

  • 12 · Advertising and promotion

    total $1,656 · program services $1,656

  • 16 · Occupancy

    total $12,832 · program services $12,832

  • 23 · Insurance

    total $5,289 · management and general $5,289

  • 24a · Other expenses: GALA FUNDRAISING EVENT

    total $34,159 · fundraising $34,159

  • 24b · Other expenses: PROMOTION/INCEMTIVES

    total $16,381 · program services $16,381

  • 24c · Other expenses: SUPPLIES

    total $13,122 · program services $13,122

  • 24d · Other expenses: SOFTWARE AND APPS

    total $6,453 · program services $6,453

  • 24e · All other expenses

    total $14,988 · program services $14,883 · management and general $105

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $68,747 · end of year $309,804

  • 3 · Pledges and grants receivable

    beginning of year $100,000

  • 10a · Land, buildings and equipment: cost or other basis

    $9,700

  • 10b · Land, buildings and equipment: accumulated depreciation

    $9,700

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $1,121 · end of year $1,121

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,900 · end of year $4,320

  • 25 · Other liabilities

    beginning of year $75,914 · end of year $69,610

  • 27 · Net assets without donor restrictions

    beginning of year $91,054 · end of year $236,995

Mission and programs · 2022

Mission

OUR MISSION IS TO FINANCIALLY EMPOWER VULNERABLE COMMUNITIES IN LOS ANGELES BY PROVIDING NO-COST FINANCIAL ADUCATION AND DIRECT SERVICES TO END THEIR FINANCIAL AND HOUSING CRISIS.

Activities or mission (Part I)

OUR MISSION IS TO FINANCIALLY EMPOWER VULNERABLE COMMUNITIES IN LOS ANGELES BY PROVIDING NO-COST FINANCIAL EDUCATION AND DIRECT SERVICES TO END THEIR FINANCIAL AND HOUSING CRISES.

  • FINANCIAL CAPABILITY WORKSHOPS - HAVEN NEIGHBORHOOD SERVICES FINANCIAL CAPABILITY PROGRAM CONSISTS OF A FIVE-PART WORKSHOP SERIES THAT INTRODUCES CLIENTS TO THE FINANCIAL MAINSTREAM. EACH WEEK, FINANCIAL EXPERTS TEACH TOPICS FROM THE FDIC MONAY SMART CURRICULUM, WHICH IS DESIGNED TO HELP ENHANCE FINANCIAL WELLNESS AND EDUCATE LOW-ANDMODERATE-INCOME (LMI) INDIVIDUALS/FAMILIES. THE FDIC MONEY SMART CURRICULUM CONTAINS THE FOLLOWING TOPICS:BASIC BUDGETING & SAVINGS, ESTABLISHING AND BUILDING CRDIT, UNDERSTANDING A CREDIT REPORT AND SCORE, THE DO'S & DON'TS OF CREDIT CARD USAGE, INVESTMENT OPTIONS AND IDENTITY THEFT PROTECTION AMONG OTHER FINANCIAL SUBJECTS. AT THE END OF THE COURSE, PARTICIPANTS WHO COMPLETED ALL FIVE WORKSHOPS RECEIVE A CERTIFICATE OF COMPLETION FROM THE PROGRAM.ALL PROGRAM SERVICES PROVIDED FOR ALL SOURCES OF REVENUE.

    Expenses $432,915 · Revenue $719,505

  • ONLINE BANKING WORKSHOP: OUT ONLINE BANKING WORKSHOP CALLED READY, SET, BANK! AND ITS SPANISH VERSION, LISTOS, CLIC, ADVANCE! IS TAUGHT BY OUR FINANCIAL INSTRUCTORS WHO USE VISUAL CONTENT (OVER 44 MICRO-VIDEO TUTORIALS: EACH 2-3 MINUTES LONG) TO HELP BRIDGE THE DIGITAL DIVIDE AMONGST LMI INDIVIDUAL/FAMILIES, SENIORS, YOUTH, IMMIGRANTS, ETC. TOPICS DISCUSSED DURING THE WORKSHOP: HOW TO SET UP YOUR ONLINE BANKING, HOW TO MANAGE YOUR ACCOUNT, THE BENEFITS OF ONLINE BANKING, ONLINE BANKING SAFETY AND SECURITY AND HOW TO STAY ON TOP OF YOUR MONEY AMONG OTHER TOPICS. THE PROGRAM IS A POWERFUL TOOL IN EDUCATING THOSE WHO ARE NOT TECHNOLOGICALLY SAVVY TO NAVIGATE ONLINE BANKING THROUGH MOBILE DEVICES AND OTHER COMPUTER PLATFORMS.

  • FINANCIAL COACHING: HAVEN NEIGHBORHOOD SERVICES OFFERS A COMPREHENSIVE FINANCIAL COACHING PROGRAM THAT IS DESIGNED TO HELP INDIVIDUALS AND FAMILIES UNDERSTAND THE BASICS OF PERSONAL FINANCE AND TO DEVELOP HEALTHY FINANCIAL HABITS. OUR CERTIFIED FINANCIAL COACHES MAIN PURPOSE IS TO EMPOWER THEIR CLIENTS TO REACH THEIR FINANCIAL GOALS AND LEARN HOW TO HANDLE THEIR FINANCES RESPONSIBLY. OUR FINANCIAL COACHES TYPICALLY WORK WITH CLIENTS WHO WANT TO SAVE MONEY, CREATE A BUDGET, PAY OFF DEBT, IMPROVE THEIR CREDIT SCORES OR JUST ENHANCE THEIR FINANCIAL LITERACY IN GENERAL.

  • OTHER PROGRAMS INCLUDE: PERSONAL/BUSINESS CREDIT COUNSELING, IDENTITY THEFT RECOVERY ASSISTANCE, BANK ACCOUNT ENROLLMENT ASSISTANCE AND DEBT RELIEF COUNSELING.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Erika Toriz-Kurkjian

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    30

  • Alvin Lee Frank

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Theresa Don Lucas

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Nora Perez

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Jose Figueroa

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • M Bruce Gumbiner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
28 July 2023
IRS schema version
2022v5.0
Source object
202342219349300944

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