HALE FAMILY FOUNDATION (EIN 201687722) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

JOHN HALE

Phone

9187128487

Tax Period

2023-01-01 to 2023-12-31

HALE FAMILY FOUNDATION, founded in 2004, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $462K, a strong 34% operating margin.

Mission

THIS CORPORATION IS ORGANIZED FOR THE SPECIFIC AND PRIMARY PURPOSE OF BENEFITTING, PERFORMING THE FUNCTIONS OF, OR CARRYING OUT THE PURPOSES OF THAT CLASS OF PUBLICLY SUPPORTED ORGANIZATIONS, INCLUDING TULSA COMMUNITY FOUNDATION THAT ARE DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE AND THAT ENGAGE IN CHARITABLE ACTIVITIES WHICH ARE CONSISTENT WITH THE CHARITABLE PURPOSES OF TULSA COMMUNITY FOUNDATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $1,361,728

TOTAL REVENUE $1,361,728

Expense Breakdown

Grants Paid $861,646

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $894,132

Other Expenses $37,943

TOTAL EXPENSES $899,589

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,361,728	$1,532,936	-0.1%
Expenses	$899,589	$1,103,296	-0.2%
Net Income	$462,139	$429,640	+0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$693,627

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHIL LAKIN JR	TCF CL DIRECTOR	1.00	Director	$0	$65,339	$693,627
KEVIN REDWINE	TCF CL DIRECTOR	1.00	Director	$0	$0	$0
DAVID RAY	TCF CL DIRECTOR	1.00	Director	$0	$0	$0
JOHN HALE	DONOR CL DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH HALE	DONOR CL DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,361,728	$899,589	$20,904,118	$462,139
2022	$1,532,936	$1,103,296	$20,607,906	$429,640
2021	$847,493	$1,004,899	$20,115,804	$-157,406
2020	$63,560	$913,186	$20,181,897	$-849,626
2019	$367,500	$771,058	$20,862,471	$-403,558

HALE FAMILY FOUNDATION