Bruce T Halle Assistance Fund (EIN 271451992) - 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

Lisa Lavely

Phone

4806066000

Tax Period

2024-01-01 to 2024-12-31

Bruce T Halle Assistance Fund, founded in 2009, is a community nonprofit in the Public Safety sector that reported $2.3M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 49% operating margin.

Mission

Provides assistance to Discount Tire employees and/or their immediate families who incur expenses, damages and/or losses as a result of natural disasters or emergency hardships.

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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 $1,778,856

Program Service Revenue $0

Investment Income $550,094

Other Revenue $0

TOTAL REVENUE $2,328,950

Expense Breakdown

Grants Paid $1,136,143

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,136,143

Other Expenses $60,560

TOTAL EXPENSES $1,196,703

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,328,950	$1,877,170	+0.2%
Expenses	$1,196,703	$1,241,662	0.0%
Net Income	$1,132,247	$635,508	+0.8%

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

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
Scott Fehrman	Director	2.00	Director	$0	$0	$0
Susan Lyle	Director	2.00	Director	$0	$0	$0
Lisa Pedersen	Director	2.00	Director	$0	$0	$0
George Guilford	Director	1.00	Director	$0	$0	$0
Lisa Lavely	President	5.00	Officer	$0	$0	$0
Mark Walters	VP	3.00	Officer	$0	$0	$0
Irene Marberry	Secretary	3.00	Officer	$0	$0	$0
Annie Foster	Treasurer	6.00	Officer	$0	$0	$0
Timothy Schafer	Asst Treasurer	5.00	Officer	$0	$0	$0
Lori Governale	Asst Treasurer	3.00	Officer	$0	$0	$0
Cindy Chipman	Asst Secretary	2.00	Officer	$0	$0	$0
Debi Smith	Pres Pro Term	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	$2,328,950	$1,196,703	$10,657,071	$1,132,247
2023	$1,877,170	$1,241,662	$9,207,626	$635,508
2022	$1,570,723	$808,849	$8,000,711	$761,874
2021	$1,474,747	$664,263	$8,653,120	$810,484
2020	$1,309,053	$705,497	$7,670,933	$603,556

Bruce T Halle Assistance Fund