PHuman ServicesEIN: 020366556

Havenwood-heritage Heights Trust Fund

Concord, New Hampshire

BHealth Score
63B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

💰
$822K
Total Revenue
📊
$905K
Total Expenses
🏦
$29.6M
Net Assets
📋
$149K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-44.4%
Year-over-year change (2022 → 2023)
Net Margin
-10.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
32.69
Net assets divided by total expenses
Liabilities-to-Assets
0.5%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$821,90744%$904,69127%$29,724,20212%
2022$1,478,23757%$712,4008%$26,540,12712%
2021$3,466,366114%$770,70617%$30,142,2718%
2020$1,618,11988%$925,05026%$28,028,76411%
2019$861,11547%$734,8972%$25,359,24919%
2018$1,617,286$749,52379%$21,348,3237%
2017$1,619,43950%$419,27012%$22,859,10915%
2016$1,077,84433%$374,5284%$19,961,5208%
2015$1,620,1487%$389,3925%$18,494,8024%
2014$1,520,5901%$408,81922%$19,171,9506%
2013$1,538,02327%$522,15367%$18,156,34521%
2012$1,207,86013%$1,599,408169%$14,969,7864%
2011$1,392,569$594,625$14,357,773

Frequently Asked Questions

What does Havenwood-heritage Heights Trust Fund do?

Havenwood-heritage Heights Trust Fund is a human services nonprofit organization based in New Hampshire. It is classified under NTEE code P110 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Havenwood-heritage Heights Trust Fund financially healthy?

Based on our 9-metric Financial Health Score model, Havenwood-heritage Heights Trust Fund has a score of 63/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Havenwood-heritage Heights Trust Fund generate?

Havenwood-heritage Heights Trust Fund reports $2.7M in annual revenue and holds $32.2M in total assets, based on IRS filings.

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