JOHN WILLIAM HALE FOUNDATION (EIN 201826900) - 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

JAMES C HALE

Phone

6158857196

Tax Period

2022-01-01 to 2022-12-31

JOHN WILLIAM HALE FOUNDATION, founded in 2004, is a small nonprofit in the Public Safety sector that reported $345K in total revenue in fiscal year 2022. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $247K, a strong 72% operating margin.

Mission

PROVIDE TEMPORARY FINANCIAL ASSISTANCE TO INDIVIDUALS AND FAMILIES SUFFERING FINANCIAL HARDSHIP.

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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 (2022)

Revenue Breakdown

Contributions & Grants $334,195

Program Service Revenue $0

Investment Income $10,888

Other Revenue $0

TOTAL REVENUE $345,083

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $89,000

Other Expenses $8,752

TOTAL EXPENSES $97,752

Year-over-Year Comparison

	2022	2021	Change
Revenue	$345,083	$293,900	+0.2%
Expenses	$97,752	$171,971	-0.4%
Net Income	$247,331	$121,929	+1.0%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN HALE	DIRECTOR	1.00	Director	$0	$0	$0
GLEN FARNER	DIRECTOR	1.00	Director	$0	$0	$0
KERRY HALE	DIRECTOR	1.00	Director	$0	$0	$0
ED SMITH	DIRECTOR	1.00	Director	$0	$0	$0
TERRY O'SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
RALPH COLE	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$0
JOE MANCINELLI	DIRECTOR	1.00	Director	$0	$0	$0
JAMES C HALE	PRESIDENT	1.00	Officer	$0	$0	$0
STEVE FARNER	TREASURER	1.00	Officer	$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	No data	No data	No data	No data
2022	$345,083	$97,752	$1,244,673	$247,331
2021	$293,900	$171,971	$1,012,093	$121,929
2020	$239,781	$128,058	$892,160	$111,723
2019	$259,463	$176,097	$783,595	$83,366
2018	$185,579	$167,429	$697,973	$18,150

JOHN WILLIAM HALE FOUNDATION