HEALTH AND EDUCATION ALLIANCE OF LOUISIANA (EIN 331159042) - 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

2007

Legal Domicile

Principal Officer

TALLIE MERRITT

Phone

5045706952

Tax Period

2023-07-01 to 2024-06-30

HEALTH AND EDUCATION ALLIANCE OF LOUISIANA, founded in 2007, is a small nonprofit in the Education sector that reported $527K in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $802K exceeded revenue, resulting in a 52% operating deficit.

Mission

HEAL'S GOAL IS TO INTEGRATE AND SYSTEMATIZE A PROCESS FOR ADDRESSING HEALTH DISPARITIES THAT ARE PREVALENT IN CHILDREN WHO LIVE IN POVERTY. WE BELIEVE THAT THESE HEALTH DISPARITIES ARE A MAJOR CAUSAL FACTOR THAT RESULTS IN ACADEMIC FAILURE. WE ALSO BELIEVE THAT THE BEST WAY TO ADDRESS THESE FACTORS IS WHERE THE CHILD IS EVERY DAY- AT SCHOOL. IT IS A PUBLIC HEALTH APPROACH TO COMMUNITY BASED PREVANTATIVE HEALTH AND MENTAL HEALTH SERVICES.

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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 $232,520

Program Service Revenue $293,200

Investment Income $167

Other Revenue $1,500

TOTAL REVENUE $527,387

Expense Breakdown

Grants Paid $0

Salaries & Benefits $677,980

Fundraising Expenses $11,879

Program Expenses $695,192

Other Expenses $123,756

TOTAL EXPENSES $801,736

Year-over-Year Comparison

	2023	2022	Change
Revenue	$527,387	$787,792	-0.3%
Expenses	$801,736	$815,830	0.0%
Net Income	$-274,349	$-28,038	+8.8%

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

Employees

Volunteers

177

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

$142,585

Total Directors

$142,585

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TALLIE MERRITT	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JESSE FRANK	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
ERIC E BOSCH	TREASURER	1.00	Officer Director	$0	$0	$0
NELSON HELLWIG	BOARD MEMBER	1.00	Officer	$0	$0	$0
IRVIN L BELL	BOARD MEMBER	1.00	Director	$0	$0	$0
MARLIN GUSMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOAN COULTER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY M JOSEPH	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNDON JONES	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
TARYN LAWSON SIMMONS	BOARD MEMBER	1.00	Director	$0	$0	$0
DAN HENDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CONSTANCE A BELLONE	CEO	40.00	Officer Director	$133,927	$8,658	$142,585

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
2025	No data	No data	No data	No data
2024	$527,387	$801,736	$192,864	$-274,349
2023	$787,792	$815,830	$494,215	$-28,038
2023	$787,792	$815,830	$494,215	$-28,038
2022	$836,379	$762,634	$451,637	$73,745
2021	$551,496	$676,493	$379,142	$-124,997
2020	$970,636	$679,119	$518,240	$291,517
2019	$592,460	$698,199	$218,964	$-105,739
2018	$432,946	$822,905	$328,619	$-389,959

HEALTH AND EDUCATION ALLIANCE OF LOUISIANA