1436 ORETHA C HALEY LLC (EIN 464263926) - 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

LATOYA BULLARD-FRANKLIN

Phone

5043715849

Tax Period

2019-07-01 to 2020-06-30

1436 ORETHA C HALEY LLC, founded in 2013, is a small nonprofit that reported $119K in total revenue in fiscal year 2019. Net assets of $442K represent 45 months of operating reserves.

Mission

TO FACILITATE THE REDEVELOPMENT AND RENOVATION OF A MUSICAL PERFORMANCE VENUE TO(CONTINUED ON SCH O) SERVE PRIMARILY AS THE NEW HOME OF THE NEW ORLEANS JAZZ ORCHESTRA.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $118,727

Investment Income $0

Other Revenue $0

TOTAL REVENUE $118,727

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $118,836

Other Expenses $118,836

TOTAL EXPENSES $118,836

Year-over-Year Comparison

	2019	2018	Change
Revenue	$118,727	$118,727	N/A
Expenses	$118,836	$121,745	0.0%
Net Income	$-109	$-3,018	-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

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

$22,984

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LATOYA BULLARD-FRANKLIN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
TERRANCE HUMPHREY	DIRECTOR	0.50	Director	$0	$0	$0
KATHLEEN TURNER	DIRECTOR	0.50	Director	$0	$0	$0
WINSTON BURNS	DIRECTOR	0.50	Director	$0	$0	$0
SONDRA BIBB	ARTISTIC DEVELOPMENT CHAIR	0.50	Director	$0	$0	$0
ERIKA MCCONDUITT	DIRECTOR	0.50	Director	$0	$0	$0
WILLIAM ROUSELLE	PR CHAIR	0.50	Director	$0	$0	$0
CASSIE WORLEY	DEVELOPMENT CHAIR	0.50	Director	$0	$0	$0
DERRICK STROZIER	FINANCE CHAIR	0.50	Director	$0	$0	$0
DR THOMAS LAVEIST	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL HECHT	DIRECTOR	0.50	Director	$0	$0	$0
JAMAR MCKNEELEY	DIRECTOR	0.50	Director	$0	$0	$0
NATHAN GORDON	DIRECTOR	0.50	Director	$0	$0	$0
SARAH BELL	FORMER GENERAL MANAGER	1.00	Director	$0	$0	$18,923
SUSAN HENRY	FORMER CEO	1.00	Director	$0	$0	$4,061

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
2020	$118,727	$118,836	$8,150,969	$-109
2019	$118,727	$121,745	$8,168,213	$-3,018
2018	$118,727	$355,885	$8,196,178	$-237,158

1436 ORETHA C HALEY LLC