HELO INCORPORATED (EIN 260776557) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

Elisabeth Kennedy

Phone

8606851625

Tax Period

2023-01-01 to 2023-12-31

HELO INCORPORATED, founded in 2007, is a small nonprofit in the Human Services sector that reported $139K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. Expenses of $202K exceeded revenue, resulting in a 46% operating deficit.

Mission

Operation of three (3) Group Homes providing shelter and care to approximately 27 underprivileged children, along with providing off-site support to 18 underprivileged children in Haiti; and operation of a primary and secondary school on the Group Homes campus, providing quality education and vocational programs to approximately 400 children.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $138,760

Program Service Revenue $0

Investment Income $97

Other Revenue $0

TOTAL REVENUE $138,857

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,682

Program Expenses $190,729

Other Expenses $202,267

TOTAL EXPENSES $202,267

Year-over-Year Comparison

	2023	2022	Change
Revenue	$138,857	$146,512	-0.1%
Expenses	$202,267	$218,669	-0.1%
Net Income	$-63,410	$-72,157	-0.1%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

N/A

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
Elisabeth Kennedy	USA Director	40	Director	$0	$0	$0
Cloe Poisson	Board Member	2.00	Officer	$0	$0	$0
Katherine Parsa	Vice President	2	Officer	$0	$0	$0
Terrie Cook	Treasurer	4	Officer	$0	$0	$0
Amy Huhn Destine	Secretary	3.00	Officer	$0	$0	$0
Rock Destine	Board Member	2	Officer	$0	$0	$0
Lexia Weir	Board Member	2.00	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	$138,857	$202,267	$226,846	$-63,410
2022	$146,512	$218,669	$290,256	$-72,157
2021	$334,277	$196,424	$362,413	$137,853

HELO INCORPORATED