Half-Helen Foundation (EIN 462808051) - 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

2013

Legal Domicile

Principal Officer

Chelsea L Elliott

Phone

5122991348

Tax Period

2023-01-01 to 2023-12-31

Half-Helen Foundation, founded in 2013, is a community nonprofit in the Diseases & Disorders sector that reported $1.0M in total revenue in fiscal year 2023.

Mission

Half-Helen provides vision and hearing screenings, optometry services, and prescription eyewear at no charge to children and adults that are uninsured/underinsured in low-income communities.

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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 $590,396

Program Service Revenue $434,847

Investment Income $0

Other Revenue $3,746

TOTAL REVENUE $1,028,989

Expense Breakdown

Grants Paid $0

Salaries & Benefits $521,645

Fundraising Expenses $159,337

Program Expenses $889,474

Other Expenses $564,477

TOTAL EXPENSES $1,086,122

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,028,989	$1,037,136	0.0%
Expenses	$1,086,122	$1,095,768	0.0%
Net Income	$-57,133	$-58,632	0.0%

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

Total Directors

Key Employees

$71,829

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ashcon Habibi	Board Chair	1.00	Officer	$0	$0	$0
William Bill Hopkins	Secretary	1.00	Officer	$0	$0	$0
Taylor Felan	Treasurer	1.00	Officer	$0	$0	$0
Roni Ayalla	Director	1.00	Director	$0	$0	$0
Regina Budet	Director	1.00	Director	$0	$0	$0
Mark Dworsky OD	Director	1.00	Director	$0	$0	$0
Jennifer Foster	Director	1.00	Director	$0	$0	$0
Chelsea Elliott	Executive Director	40.00	Key Emp	$71,829	$0	$71,829

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	$1,028,989	$1,086,122	$593,097	$-57,133
2022	$1,037,136	$1,095,768	$674,086	$-58,632
2021	$103,780	$178,515	$508,022	$-74,735
2021	$712,253	$564,670	$706,899	$147,583
2020	$252,503	$355,145	$567,938	$-102,642

Half-Helen Foundation