Halo School (EIN 331005768) - 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

2004

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Halo School, founded in 2004, is a small nonprofit in the Education sector that reported $409K in total revenue in fiscal year 2023. Expenses of $384K left a modest 6% surplus.

Mission

PROVIDE UNDERSTANDING OF AUTISM THROUGH WORKSHOPS AND CONFERENCES AND IMPROVE COMMUNICATION UTILIZING RAPID PROMPTING METHOD FOR PERSONS WITH AUTISM

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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 $26,745

Program Service Revenue $370,607

Investment Income $0

Other Revenue $11,665

TOTAL REVENUE $409,017

Expense Breakdown

Grants Paid $0

Salaries & Benefits $205,207

Fundraising Expenses $0

Program Expenses $382,055

Other Expenses $178,691

TOTAL EXPENSES $383,898

Year-over-Year Comparison

	2023	2022	Change
Revenue	$409,017	$422,738	0.0%
Expenses	$383,898	$385,293	0.0%
Net Income	$25,119	$37,445	-0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Nancy Parkhurst	Board Member	1.00	Director	$0	$0	$0
Amy Campbell	Board Member	1.00	Director	$0	$0	$0
Ross Garsson	President	1.00	Officer Director	$0	$0	$0
Soma Mukhopadhyay	Board Member	40.00	Officer Director	$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	$409,017	$383,898	$368,282	$25,119
2022	$422,738	$385,293	$340,921	$37,445
2021	$329,306	$290,296	$303,299	$39,010
2020	$374,679	$301,430	$265,353	$73,249
2019	$316,165	$435,459	$191,524	$-119,294
2018	$327,513	$384,689	$310,741	$-57,176

Halo School