HAVEN: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HAVEN (EIN 82-3765753)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-08
- IRS object ID
- 202421909349200967
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-08T11:44:29-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472590304 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALANCE TAX AND ACCOUNTING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4809 38TH ST S SUITE 101 | AddressLine1Txt |
| City | FARGO | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823765753 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAVEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAVE | BusinessNameControlTxt |
| Phone | 7012001194 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 8TH ST S STE 110 | AddressLine1Txt |
| City | FARGO | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER BURGARD | PersonNm |
| Person Title | MEMBER | PersonTitleTxt |
| Phone | 7012001194 | PhoneNum |
| Signature | 2024-06-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | BURGARD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLEY MILLER CPA | PreparerPersonNm |
| PTIN | P00749893 | PTIN |
| Phone | 7013650319 | PhoneNum |
| Preparation | 2024-07-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | HAVENMIDWEST.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $139,406 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $100,414 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $12,835 | ProgramServiceRevenueAmt |
| Investment Income | $1 | InvestmentIncomeAmt |
| Fundraising Gross Income | $25,591 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $13,859 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $11,732 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $565 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $698 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | -$133 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $124,849 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $53,828 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $9,103 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $27,152 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $545 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $48,127 | OtherExpensesTotalAmt |
| Total Expenses | $138,755 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$13,906 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $53,676 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,770 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,972 | BOYAmt |
| EOY | $13,800 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,154 | BOYAmt |
| EOY | $60,154 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,126 | BOYAmt |
| EOY | $73,954 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,450 | BOYAmt |
| EOY | $34,184 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,676 | BOYAmt |
| EOY | $39,770 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROVIDE SUPPORT FOR GRIEVING PARENTS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| HEALING GIFTS: HEALING GIFTS ARE SENT OUT TO PARENTS ENDURING THE LOSS OF A CHILD. GIFTS INCLUDE BOOKS, JOURNALS, ACTIVITIES, INFORMATION, COMFORT ITEMS, AND REMEMBERANCE ITEMS. 300 FAMILIES RECEIVED HEALING GIFTS IN 2023. | $14,543 |
| PODCASTS: HAVEN PROVIDES ACCESS TO DOZENS OF PODCASTS DISCUSSING THE PAIN OF LOSS. COMMUNICATING WITH OTHERS WHO HAVE SHARED THE SAME PAIN PROVIDES SPECIFIC COMFORT FOR FAMILIES WITH LOSS. IN 2023, PODCASTS WERE LISTENED TO 2500 TIMES. | $8,784 |
| HONOR & RISE: THIS PROGRAM ASSISTS FAMILIES TO PLAN EVENTS IN HONOR OF THEIR CHILD FOR BIRTHDAYS, MILESTONES, OR OTHER SPECIAL DAYS. THESE INCLUDE ANYTHING FROM DINNERS, WALKS/RUNS, SPORTING EVENTS, TOURNAMENTS, OR ANYTHING ELSE THE FAMILY CHOOSES. IN 2023, THIS PROGRAM SERVED 250 FAMILIES. | $5,076 |
| OTHER PROGRAM SERVICES INCLUDE THE FOLLOWING: 1) HARBOR RETREAT - A MOTHER'S RETREAT ENCOURAGING SELF CARE, MINDFULNESS, AND REMEMBRANCE. THIS IS A TWICE ANNUAL, THREE DAY EXPERIENCE IN A SERENE LOCATION WITH PROGRAMS CENTERED AROUND INSPIRATION, SELF-CARE, AND HEALING. IN 2023, THIS PROGRAM SERVED 35 MOTHERS. 2) HOLIDAY WREATHS AND MOTHER'S DAY FLORAL - A TIME OF GATHERING TO CREATE BEAUTIFUL WREATHS AND FLORAL ARRANGEMENTS, HONORING LOSS. IN 2023, THERE WERE 75 PARTICIPANTS. 3) LOVE & LIGHT - THIS IS AN ANNUAL REMEMBRANCE EVENT HELD EACH OCTOBER IN HONOR OF PREGNANCY AND INFANT LOSS AWARENESS MONTH. THIS EVEN IS SPECIFICALLY FOR PARENTS TO HONOR AND REMEMBER THE CHILDREN THEY HAVE LOST ADN BRING LIGHT TO THE DARKNESS OF CHILD LOSS IN OUR COMMUNITY. SPECIAL CANDLES ARE SENT HOME WITH PARENTS. | $10,029 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $38,432 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JENNIFER BURGARD | ||
| MEMBER | 40.00 | $50,003 |
| MAX KRINGEN | ||
| BOARD CHAIR | 1.00 | $0 |
| JESSICA BONTJES | ||
| TREASURER | 3.00 | $0 |
| CASSIE ERICKSON | ||
| MEMBER | 1.00 | $0 |
| KATIE HUTTON | ||
| MEMBER | 1.00 | $0 |
| DANI ANDERSON | ||
| MEMBER | 1.00 | $0 |
| LOGAN LITTLE | ||
| MEMBER | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | Yes (true) | MadeLoansToFromOfficersInd |
| Loans To From Officers | $60,154 | LoansToFromOfficersAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER BURGARD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 8TH ST S | AddressLine1Txt |
| City | FARGO | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7012001194 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,273 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,859 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,796 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,414 | CurrentTaxYearAmt |
| Total | $270,654 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,273 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,859 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,796 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,414 | CurrentTaxYearAmt |
| Total | $270,654 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $270,654 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1 | CurrentTaxYearMinus1YearAmt |
| Total | $1 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $270,655 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $96,802 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HAVEN GALA FUND | Event1Nm |
| Gross Receipts Event1 | $48,640 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $23,049 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $25,591 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,263 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,591 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,005 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $48,640 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $23,049 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $25,591 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $6,263 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,591 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,005 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $13,859 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $11,732 | NetIncomeSummaryAmt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAYLA SORUM | PersonNm |
| Relationship With Org | FORMER DIRECTOR | RelationshipWithOrgTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $60,154 | OriginalPrincipalAmt |
| Balance Due | $60,154 | BalanceDueAmt |
| Default | Yes (true) | DefaultInd |
| Board Or Committee Approval | false | BoardOrCommitteeApprovalInd |
| Written Agreement | false | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $60,154 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | LOVE & LIGHT ANNUAL EVENT EVENT EXPENSE 3,577 HARBOR RETREAT COST OF GOODS SOLD 4,128 WREATHS & FLORAL COST OF GOODS SOLD 2,324 EXPENSES ADVERTISING AND PROMOTION 1,772 OFFICE 91 INFORMATION TECHNOLOGY 6,112 INTEREST 1,088 INSURANCE 382 HEALING GIFTS 14,543 PODCAST EXPENSE 8,784 HONOR & RISE EXPENSE 5,076 OTHER EXPENSE 250 TOTAL 48,127 |
| FORM 990-EZ, PART II, LINE 24 | RECEIVABLES DUE FROM OFFICERS 60,154 60,154 TOTAL 60,154 60,154 |
| FORM 990-EZ, PART II, LINE 26 | CREDIT CARDS 1,347 19,023 PAYROLL LIABILITIES 16,103 15,161 |
| FORM 990-EZ, PART III, LINE 28 | HEALING GIFTS: HEALING GIFTS ARE SENT OUT TO PARENTS ENDURING THE LOSS OF A CHILD. GIFTS INCLUDE BOOKS, JOURNALS, ACTIVITIES, INFORMATION, COMFORT ITEMS, AND REMEMBERANCE ITEMS. 300 FAMILIES RECEIVED HEALING GIFTS IN 2023. |
| FORM 990-EZ, PART III, LINE 29 | PODCASTS: HAVEN PROVIDES ACCESS TO DOZENS OF PODCASTS DISCUSSING THE PAIN OF LOSS. COMMUNICATING WITH OTHERS WHO HAVE SHARED THE SAME PAIN PROVIDES SPECIFIC COMFORT FOR FAMILIES WITH LOSS. IN 2023, PODCASTS WERE LISTENED TO 2500 TIMES. |
| FORM 990-EZ, PART III, LINE 30 | HONOR & RISE: THIS PROGRAM ASSISTS FAMILIES TO PLAN EVENTS IN HONOR OF THEIR CHILD FOR BIRTHDAYS, MILESTONES, OR OTHER SPECIAL DAYS. THESE INCLUDE ANYTHING FROM DINNERS, WALKS/RUNS, SPORTING EVENTS, TOURNAMENTS, OR ANYTHING ELSE THE FAMILY CHOOSES. IN 2023, THIS PROGRAM SERVED 250 FAMILIES. |
| FORM 990-EZ, PART III, LINE 31 | OTHER PROGRAM SERVICES INCLUDE THE FOLLOWING: 1) HARBOR RETREAT - A MOTHER'S RETREAT ENCOURAGING SELF CARE, MINDFULNESS, AND REMEMBRANCE. THIS IS A TWICE ANNUAL, THREE DAY EXPERIENCE IN A SERENE LOCATION WITH PROGRAMS CENTERED AROUND INSPIRATION, SELF-CARE, AND HEALING. IN 2023, THIS PROGRAM SERVED 35 MOTHERS. 2) HOLIDAY WREATHS AND MOTHER'S DAY FLORAL - A TIME OF GATHERING TO CREATE BEAUTIFUL WREATHS AND FLORAL ARRANGEMENTS, HONORING LOSS. IN 2023, THERE WERE 75 PARTICIPANTS. 3) LOVE & LIGHT - THIS IS AN ANNUAL REMEMBRANCE EVENT HELD EACH OCTOBER IN HONOR OF PREGNANCY AND INFANT LOSS AWARENESS MONTH. THIS EVEN IS SPECIFICALLY FOR PARENTS TO HONOR AND REMEMBER THE CHILDREN THEY HAVE LOST ADN BRING LIGHT TO THE DARKNESS OF CHILD LOSS IN OUR COMMUNITY. SPECIAL CANDLES ARE SENT HOME WITH PARENTS. |
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