HALLIBURTON CHARITABLE FOUNDATION (EIN 262383244) - 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

2008

Legal Domicile

Principal Officer

RICHARD WHILES

Phone

7132941614

Tax Period

2023-01-01 to 2023-12-31

HALLIBURTON CHARITABLE FOUNDATION, founded in 2008, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.9M in total revenue in fiscal year 2023.

Mission

THE CORPORATE MISSION IS TO PROMOTE THE ACCOMPLISHMENT OF CHARITABLE PURPOSES BY RAISING FUNDS TO DISTRIBUTE TO ORGANIZATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE IRC.

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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 $3,168,041

Program Service Revenue $0

Investment Income $226

Other Revenue $-256,302

TOTAL REVENUE $2,911,965

Expense Breakdown

Grants Paid $3,197,613

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,198,438

Other Expenses $825

TOTAL EXPENSES $3,198,438

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,911,965	$3,019,838	0.0%
Expenses	$3,198,438	$3,297,874	0.0%
Net Income	$-286,473	$-278,036	+0.0%

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
LISA MODICA	PRESIDENT & DIRECTOR	2.00	Officer Director	$0	$0	$0
MELISSA SOWELL	SECRETARY & DIRECTOR	2.00	Officer Director	$0	$0	$0
RICHARD WHILES	TREASURER & DIRECTOR	2.00	Officer Director	$0	$0	$0
BRIAN SALAZAR	GENERAL COUNSEL	2.00	Officer	$0	$0	$0
ANURADHA BHATLAPENUMERTHI	TAX OFFICER	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	$2,911,965	$3,198,438	$519,427	$-286,473
2022	$3,019,838	$3,297,874	$805,900	$-278,036
2021	$2,046,490	$2,596,951	$1,083,936	$-550,461
2020	$99,838	$454,800	$1,634,397	$-354,962

HALLIBURTON CHARITABLE FOUNDATION