Heart Havens, Inc.

aka Heart Havens, Inc.   |   Richmond, VA   |
GuideStar Charity Check

Heart Havens, Inc.

EIN: 54-1823934


Heart Havens empowers adults with a developmental disability to live and thrive in their community.

Ruling year info


Principal Officer

Jennifer Boyden

Main address

7501 Boulder View Dr Suite 205

Richmond, VA 23225 USA

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Subject area info

Housing services

Developmental disability services

Population served info

People with disabilities

People with intellectual disabilities

NTEE code info

Developmentally Disabled Services/Centers (P82)

Other Housing Support Services (L80)

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Heart Havens Residential Services

Heart Havens encourages community integration through participation. Our guiding values include choice, respect, inclusion, empowerment and safety. Heart Havens offers intensive residential support and training to individuals with a developmental disability in seven group homes across Virginia. We work in partnership with the local Community Service Boards, the United Methodist Church, and other community stakeholders to promote a seamless service delivery for all the individuals we support. Heart Havens uses a service model based on best practices, including person-centered thinking. Heart Havens promotes self determination, advocacy, family support and involvement with community to enhance opportunity for growth. Staff supports address the desires, goals, strengths, abilities, needs, health, safety and lifespan issues of the individuals supported. They ensure each resident is empowered and has the opportunity to voice his/her preference and lead a lifestyle based on individual needs and desires. Heart Havens ensures that each resident has the opportunity to have their own dreams and to develop a plan to explore those dreams. This use of person-centered planning at Heart Havens promotes dignity and respect by allowing individual's control in their everyday decisions.

Population(s) Served
People with intellectual disabilities
People with disabilities

Where we work


Better Business Bureau of Central VA - Accredited Charity 2015

Affiliations & memberships

ConnectRichmond 2009

HandsOn Greater Richmond 2010

Partnership for Nonprofit Excellence 2007

Combined Federal Campaign 2013

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

For close to 20 years, Heart Havens, Inc. has been a provider of supports to adults with intellectual disabilities throughout Virginia. We are dedicated to empowering individuals to live and thrive in the communities they live in and make strong community connections, experience their lives to their full potential and develop a strong sense of well-being. Heart Havens, Inc. supports strong community connections through actively supporting each individual with their choices of activities to participate in within the community. These activities include: county programs, academic enrichment, arts, recreation, exercise groups, volunteering, church, concerts, etc. Regular involvement in these activities support a person becoming a respected participant of the group and more connected to their community.
Our housing options provide safe and nurturing places for people to develop social and life skills as a part of everyday learning. We support people to maintain and re-establish strong family bonds. With a strong volunteer base of caring adults and youth, we help people make new connections and friends.
The need is also evolving. Over recent years, our programs now serve a greater percentage of people who have significant medical and behavioral support needs that require more intensive support systems. As this need continues to grow, government funding has not kept up and, in many areas, declined. For future growth and sustainability, we are engaging in strategic partnerships and focusing on new partnerships for fund development.
As we have listened to the people we support and their families, we have learned that we need to offer new types of housing options. We are exploring and beginning our journey to offering apartments, providing in-home supports, and sponsored placement support. Through increasing the number of ways that we provide services we can reach and impact a broader scope of people with varying needs and levels of support. In all support services our goal will remain the ability to offer a more fully integrated community and more independence to the people in our services.
With the Medicaid Waiver Reform much has changed. In the first part of 2017 we plan to work with a facilitator to address these changes, current challenges and future directions.

The support we receive from community partners and private donors allows us to maintain our services. As we look to the future in an environment where resources are stretched to serve more people with more diverse and complex needs, we will continue to focus our efforts on the development of corporate and other philanthropic partnerships. We will continue to enhance and expand our partnerships with other providers as we share similar goals and combine resources for the best service delivery outcomes. These partnerships will help us sustain and support the ever-growing and changing needs of people with disabilities, utilizing additional models that supports best practices. Most importantly, it will empower people with disabilities and their families and provide a more inclusive and supportive community where people of all abilities can succeed and thrive.
To continue improving the quality of our programs, we have established and begun executing a plan that will address the new training needs . This plan also includes the transition from one crisis intervention training method to another method that has additional add-in modules to deepen the learning. We utilize technology in a number of ways to enhance our services including Therap, an electronic system of records management that, enables our organization to have real-time oversight for all program operations and an integrated HRIS that carries information on an employee starting at the point of application through their employment and separation from employment including COBRA.
In 2016 we developed and uploaded information into a grant management database to track and manage our fundraising activities.

Heart Havens, Inc. is well positioned to attain our key performance goals and long-term strategic plan initiatives. Through the collective efforts of our Board of Directors, administrative team, and program employees, there is an ongoing focus on quality improvement, strategic planning and performance across all programs and administrative departments. In 2016 we conducted an engagement survey for employees and designed a plan around the outcomes. As we go through the process of developing a new strategic plan, resources and directions, as well as potential partnerships and collaborative activities will be identified that will strengthen initiatives.

Heart Havens, Inc. has accomplished the following in 2017: (1) Provided a consistently high quality of services; (2) Supported by a diverse, well-managed, committed and professional Board of Directors; (3) Employ quality professional employees at all levels; a career ladder for employees is nearing the completion of the 3 year cycle; (4) a new HRIS system has been implemented allowing us to better manage the workforce throughout the employment cycle; (5) Expand our visibility in Virginia- through various initiatives our staff and media have become more visible- more groups have become engaged in volunteer activities and we routinely communicate internal activities and relevant information through social media; (6) created and uploaded information into a grant management database; and (7) established a partnership with local colleges to create intern offerings.

Initiatives that remain to be completed include: create a salary survey for program employees; continue to study the impact of recent legislative changes and develop plans for implementation that best meet the mission of the organization; continue to learn from organizations in others states what other implications might be in line for our organization; develop a tool to inform Board of issues and appropriate contacts; train & educate board members on current issues; evaluate benefits of Smart technology in our programs and implement as appropriate; explore and develop alternative sources of funding; and develop a Public Relations plan.


Heart Havens, Inc.
Fiscal year: Jan 01 - Dec 31

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990


Average of 1.61 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990


Average of 1.1 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990


Average of 16% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Heart Havens, Inc.

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Heart Havens, Inc.

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Heart Havens, Inc.

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

This snapshot of Heart Havens, Inc.’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation $686,823 $485,720 $768,100 -$42,189 $171,557
As % of expenses 26.2% 18.1% 26.6% -1.4% 5.5%
Unrestricted surplus (deficit) after depreciation $564,141 $364,333 $642,506 -$145,195 $61,607
As % of expenses 20.6% 13.0% 21.3% -4.7% 1.9%
Revenue composition info
Total revenue (unrestricted & restricted) $3,144,902 $3,175,886 $3,650,132 $2,920,818 $3,316,413
Total revenue, % change over prior year 23.4% 1.0% 14.9% -20.0% 13.5%
Program services revenue 82.6% 83.2% 66.5% 87.7% 86.0%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.1% 0.4% 0.7% 0.4% 0.4%
Government grants 0.0% 0.0% 0.0% 0.0% 0.0%
All other grants and contributions 9.9% 6.8% 21.7% 11.6% 12.9%
Other revenue 7.4% 9.6% 11.1% 0.3% 0.8%
Expense composition info
Total expenses before depreciation $2,618,787 $2,690,166 $2,888,032 $2,972,916 $3,128,157
Total expenses, % change over prior year -14.1% 2.7% 7.4% 2.9% 5.2%
Personnel 78.4% 78.0% 78.1% 77.7% 76.0%
Professional fees 1.2% 0.6% 4.0% 3.0% 2.8%
Occupancy 3.2% 3.2% 1.5% 1.9% 2.1%
Interest 0.0% 0.2% 0.2% 0.0% 0.2%
Pass-through 0.0% 0.0% 0.0% 0.0% 0.0%
All other expenses 17.2% 17.9% 16.3% 17.4% 18.9%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $2,741,469 $2,811,553 $3,013,626 $3,075,922 $3,238,107
One month of savings $218,232 $224,181 $240,669 $247,743 $260,680
Debt principal payment $0 $0 $5,781 $12,000 $0
Fixed asset additions $0 $332,716 $0 $123,919 $709,962
Total full costs (estimated) $2,959,701 $3,368,450 $3,260,076 $3,459,584 $4,208,749

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 0.6 0.6 2.8 1.6 1.8
Months of cash and investments 3.0 4.5 6.8 5.5 5.2
Months of estimated liquid unrestricted net assets 2.6 4.0 6.5 5.6 5.6
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $138,207 $142,050 $673,934 $385,712 $474,579
Investments $516,710 $855,769 $955,826 $977,639 $890,357
Receivables $57,599 $63,154 $121,452 $288,087 $330,980
Gross land, buildings, equipment (LBE) $2,394,219 $2,642,230 $2,690,321 $2,814,039 $3,478,109
Accumulated depreciation (as a % of LBE) 47.9% 44.8% 47.1% 48.7% 41.3%
Liabilities (as a % of assets) 5.8% 11.8% 9.9% 12.2% 32.6%
Unrestricted net assets $1,813,764 $2,178,097 $2,820,603 $2,675,408 $2,782,243
Temporarily restricted net assets $6,000 N/A N/A N/A N/A
Permanently restricted net assets $58,199 N/A N/A N/A N/A
Total restricted net assets $64,199 $64,199 $58,199 $58,199 $58,199
Total net assets $1,877,963 $2,242,296 $2,878,802 $2,733,607 $2,840,442

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No


The people, governance practices, and partners that make the organization tick.

Form 1023/1024 is not available for this organization

Principal Officer

Jennifer Boyden

Heart Havens' Chief Executive Officer, Jennifer Boyden, has served in this position since July 2008. Previously, she was the Executive Director of SupportOne (formerly Community-Based Services), a nonprofit that also provided residential supports to adults with intellectual disabilities. She helped build that organization from the grass roots. She has over 26 years experience in the field. Her experience ranges from direct care to executive level. Presently, Jennifer has more than 20 years in management and executive level experience. Her undergraduate degree is in Human Services and her Masters degree in Organizational Management. Jennifer has also earned her certificate in nonprofit management from VCU/ Nonprofit Learning Point. She is also a graduate from the Emerging Nonprofit Leadership Program and Leadership Metro Richmond. Currently Jennifer is an active member of the Virginia Council for CEO's and serves on the boards of several local nonprofit organizations.

Number of employees

Source: IRS Form 990

Heart Havens, Inc.

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

Heart Havens, Inc.

Board of directors
as of 03/20/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Jennifer Perrow

Perrow Advisory Services

Term: 2023 - 2025

James Cowan

Business Owner, Exit Strategies

Anne McNeil

Retired - Project Homes

Johnnie Draughon

Retired Teacher

Lee Price

Retired- DBHDS

Tom Saunders

CPA, Harris, Hardy & Johnstone, PC

Amy Creery

Data Directions, Inc

Albert S. Weal, Jr.

Virginia United Methodist Church

Jennifer Perrow

Perrow Advisory Services

Dorothy McNeer O'Quinn

Virginia United Methodist Church

Jim Eads

The United Methodist Credit Union

Steven Plaatsman

PNC Bank

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 3/24/2022

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.


The organization's leader identifies as:

Race & ethnicity
Gender identity

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

No data


No data