Halo House Foundation (EIN 271220705) - 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

2009

Legal Domicile

Principal Officer

Kathleen Fowler

Phone

7136658852

Tax Period

2024-01-01 to 2024-12-31

Halo House Foundation, founded in 2009, is a community nonprofit in the Diseases & Disorders sector that reported $3.5M in total revenue in fiscal year 2024. Revenue surged 136% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.1M, a strong 60% operating margin.

Mission

To provide temporary housing to cancer patients undergoing treatment at the Texas Medical Center.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,887,071

Program Service Revenue $307,312

Investment Income $400,501

Other Revenue $-88,362

TOTAL REVENUE $3,506,522

Expense Breakdown

Grants Paid $0

Salaries & Benefits $468,078

Fundraising Expenses $125,364

Program Expenses $1,144,024

Other Expenses $951,922

TOTAL EXPENSES $1,420,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,506,522	$1,483,438	+1.4%
Expenses	$1,420,000	$1,317,507	+0.1%
Net Income	$2,086,522	$165,931	+11.6%

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

120

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

$201,791

Total Directors

$86,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathleen Fowler	Executive VP & Co-Founder	40.00	Officer Director	$84,000	$2,400	$86,400
Nathan Fowler MD	President & Co-Founder	2.50	Officer Director	$0	$0	$0
Sharam Honari	Sectretary	1.50	Officer Director	$0	$0	$0
Ann Janssen	Treasurer	1.00	Officer Director	$0	$0	$0
Carol Buck	Director	1.00	Officer Director	$0	$0	$0
Erica Littlejohn Burnette	Director	1.00	Director	$0	$0	$0
John Dazey	Director	2.00	Director	$0	$0	$0
Mary Hengen	Director	1.00	Director	$0	$0	$0
Lance Johnson	Director	1.00	Director	$0	$0	$0
Rimmo Jolly	Director	1.00	Director	$0	$0	$0
Mike Pack	Director	1.00	Director	$0	$0	$0
David Riddle	Director	2.00	Director	$0	$0	$0
Alma Rodriguez	Director	1.00	Director	$0	$0	$0
Ray Salti	Director	1.00	Director	$0	$0	$0
Katie Schoeppner	Director	1.00	Director	$0	$0	$0
Cali Sokol	Director	1.00	Director	$0	$0	$0
Taffney Taylor	Executive Director	40.00	Officer	$112,200	$3,191	$115,391

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	$3,506,522	$1,420,000	$18,764,817	$2,086,522
2023	$1,483,438	$1,317,507	$16,675,046	$165,931
2022	$1,407,510	$1,078,339	$16,506,814	$329,171
2021	$1,104,819	$1,017,967	$16,177,181	$86,852
2020	$890,051	$975,838	$16,096,598	$-85,787
2019	$2,769,708	$1,344,093	$11,462,245	$1,425,615
2018	$4,215,475	$436,369	$10,048,405	$3,779,106

Halo House Foundation