HALEY'S HOPE INC (EIN 454502660) - 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

2011

Legal Domicile

Principal Officer

KARI BUCHOLZ

Phone

7013730397

Tax Period

2024-01-01 to 2024-12-31

HALEY'S HOPE INC, founded in 2011, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2024. Expenses of $1.0M left a modest 6% surplus.

Mission

HALEYS HOPE BELIEVES LEARNING SUCCESS CHANGES LIVES AND IS FOCUSED ON CHANGING THE WAY PEOPLE RECOGNIZE AND UNDERSTAND HOW INDIVIDUALS WITH DYSLEXIA LEARN. THE MAIN SERVICE PROVIDED BY HALEYS HOPE IS ONE-ON-ONE TUTORING WITH AN ORTON GILLINGHAM (OG) BASED SYSTEM, PROVEN TO SIGNIFICANTLY IMPROVE READING, SPELLING AND WRITING ABILITIES OF CHILDREN AND ADULTS WITH DYSLEXIA.

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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 $410,239

Program Service Revenue $652,886

Investment Income $136

Other Revenue $4,240

TOTAL REVENUE $1,067,501

Expense Breakdown

Grants Paid $13,921

Salaries & Benefits $680,341

Fundraising Expenses $3,607

Program Expenses $884,161

Other Expenses $308,651

TOTAL EXPENSES $1,002,913

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,067,501	$1,084,549	0.0%
Expenses	$1,002,913	$1,052,970	0.0%
Net Income	$64,588	$31,579	+1.0%

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

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

$83,677

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARI BUCHOLZ	EXECUTIVE DI	40.00	Officer	$83,677	$0	$83,677
BRANDY PYLE	CHAIR	1.00	Officer Director	$0	$0	$0
JON DAHL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JESSICA OFFERMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
CALVIN TEUBNER	TREASURER	1.00	Officer Director	$0	$0	$0
ERICH SCHOENFISH	CO-TREASURER	1.00	Officer Director	$0	$0	$0
HALEY BUCHOLZ	DIRECTOR	1.00	Director	$0	$0	$0
ABBEY WICK	DIRECTOR	1.00	Director	$0	$0	$0
JENNA WILM	DIRECTOR	1.00	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	$1,067,501	$1,002,913	$2,493,073	$64,588
2023	$1,084,549	$1,052,970	$2,570,714	$31,579
2022	$1,242,197	$1,040,218	$1,829,975	$201,979
2021	$916,567	$850,537	$303,256	$66,030
2020	$883,402	$796,518	$270,283	$86,884
2019	$711,530	$785,547	$153,371	$-74,017
2018	$650,993	$596,055	$155,566	$54,938

HALEY'S HOPE INC