HALO FOUNDATION (EIN 201794209) - 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

REBECCA WELSH

Phone

5732304546

Tax Period

2023-01-01 to 2023-12-31

HALO FOUNDATION, founded in 2004, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.1M in total revenue in fiscal year 2023. Revenue fell 62% from the prior year — a significant decline worth monitoring. Expenses of $1.8M left a modest 14% surplus.

Mission

THE HALO FOUNDATION IS COMMITTED TO RAISING AWARENESS AND INVOLVEMENT IN AMERICAN CHILDREN WHILE ENHANCING THE LIVING CONDITIONS OF ORPHANS AND AT RISK YOUTH WORLDWIDE.

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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 $1,748,233

Program Service Revenue $0

Investment Income $461,819

Other Revenue $-153,684

TOTAL REVENUE $2,056,368

Expense Breakdown

Grants Paid $431,799

Salaries & Benefits $765,631

Fundraising Expenses $39,549

Program Expenses $1,499,483

Other Expenses $567,918

TOTAL EXPENSES $1,765,348

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,056,368	$5,411,672	-0.6%
Expenses	$1,765,348	$1,578,851	+0.1%
Net Income	$291,020	$3,832,821	-0.9%

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

Volunteers

310

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

$23,175

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLI JONES	TREASURER	1.00	Officer Director	$0	$0	$0
VANESSA CONNELL	BOARD MEMBER	0.50	Director	$0	$0	$0
EDWARD WELSH	PAST PRESIDENT	0.50	Officer Director	$0	$0	$0
SUZANNE ALEWINE	PRESIDENT	5.00	Officer Director	$0	$0	$0
GREG LAM	VICE PRESIDENT	1.00	Director	$0	$0	$0
REBECCA WELSH	CEO	40.00	Director	$22,500	$675	$23,175
LEANDRA HULETT	BOARD MEMBER	0.50	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	$2,056,368	$1,765,348	$17,671,626	$291,020
2022	$5,411,672	$1,578,851	$16,492,275	$3,832,821
2021	$3,413,805	$1,350,679	$14,084,807	$2,063,126
2020	$2,857,248	$1,355,031	$11,668,529	$1,502,217
2019	$5,874,815	$1,377,015	$9,406,430	$4,497,800
2018	$4,549,281	$1,066,640	$4,903,138	$3,482,641

HALO FOUNDATION