HALO FOUNDATION (EIN 203444669) - 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

2013

Legal Domicile

Principal Officer

SHARON DEITRICK

Tax Period

2021-01-01 to 2021-12-31

HALO FOUNDATION, founded in 2013, is a small nonprofit in the Human Services sector that reported $196K in total revenue in fiscal year 2021. The organization ran a surplus of $47K, a strong 24% operating margin.

Mission

Our mission is to offer hope to the afflicted through the generosity of service and charity involving intergenerational support from seniors to children. We will respond to individual and group needs and crisis with deliberate thought, prayer, organization and action.

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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 (2021)

Revenue Breakdown

Contributions & Grants $187,146

Program Service Revenue $1,708

Investment Income $2,950

Other Revenue $3,798

TOTAL REVENUE $195,602

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,241

Fundraising Expenses $0

Program Expenses $62,440

Other Expenses $107,579

TOTAL EXPENSES $148,820

Year-over-Year Comparison

	2021	2020	Change
Revenue	$195,602	N/A	N/A
Expenses	$148,820	N/A	N/A
Net Income	$46,782	N/A	N/A

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

N/A

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

$6,000

Total Directors

$6,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARON DEITRICK	PRESIDENT	20.00	Officer Director Highest	$6,000	$0	$6,000
LISA KETCHUM	TRUSTEE	0.00	Director	$0	$0	$0
DON KELLEY	TRUSTEE	0.00	Director	$0	$0	$0
MAGGIE NASRALLAH	TRUSTEE	0.00	Director	$0	$0	$0
DAVID WELLING	TRUSTEE	0.00	Director	$0	$0	$0
RACHEL NASRALLAH	TRUSTEE	0.00	Director	$0	$0	$0
JULIE BALL	TRUSTEE	0.00	Director	$0	$0	$0
MAGGIE NYESTE	TRUSTEE	0.00	Director	$0	$0	$0
MIKE FAWCETT	TRUSTEE	0.00	Director	$0	$0	$0
MIKE COSTELLO	TRUSTEE	0.00	Director	$0	$0	$0
DARETHANN KRILL	TRUSTEE	0.00	Director	$0	$0	$0
ANNE JORGENSON	VICE PRESIDENT	0.00	Officer	$0	$0	$0
BARB BERGER	SECRETARY	0.00	Officer	$0	$0	$0
JIM MELLODY	TREASURER	0.00	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
2021	$195,602	$148,820	$205,983	$46,782
2019	$153,718	$140,950	$171,679	$12,768
2018	$199,201	$229,387	$197,319	$-30,186

HALO FOUNDATION