THE HARRY R HALLORAN JR CHARITABLE TRUST (EIN 466758450) - 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

PEDRO A RAMOS

Phone

2155636417

Tax Period

2024-01-01 to 2024-12-31

THE HARRY R HALLORAN JR CHARITABLE TRUST, founded in 2013, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $11.5M in total revenue in fiscal year 2024. Expenses of $10.8M left a modest 6% surplus.

Mission

TO MAKE GRANTS FOR CHARITABLE PURPOSES THAT SUPPORT THE MISSION OF THE PHILADELPHIA FOUNDATION.

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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 $0

Program Service Revenue $0

Investment Income $11,405,883

Other Revenue $79,566

TOTAL REVENUE $11,485,449

Expense Breakdown

Grants Paid $7,791,148

Salaries & Benefits $76,080

Fundraising Expenses $0

Program Expenses $7,821,458

Other Expenses $2,951,938

TOTAL EXPENSES $10,819,166

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,485,449	$11,209,574	+0.0%
Expenses	$10,819,166	$12,007,289	-0.1%
Net Income	$666,283	$-797,715	-1.8%

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

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

$528,416

Total Directors

$528,416

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PEDRO A RAMOS	SECRETARY	1.00	Officer Director	$0	$77,078	$528,416
BRIAN HALLORAN	EXECUTIVE DIRECTOR	17.50	Highest	$58,068	$23,318	$139,454
LON GREENBERG	CHAIR	1.00	Officer Director	$0	$0	$0
WILLIAM J BURKE	TREASURER	1.00	Officer Director	$0	$0	$0
MARK HALLORAN	TRUSTEE	1.00	Director	$0	$0	$0
NEIL HALLORAN	TRUSTEE	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	$11,485,449	$10,819,166	$25,042,873	$666,283
2023	$11,209,574	$12,007,289	$24,124,029	$-797,715
2022	$13,720,378	$12,933,865	$27,064,452	$786,513
2021	$8,412,088	$6,016,671	$26,412,399	$2,395,417
2020	$296,104	$1,130,646	$21,928,033	$-834,542
2019	$1,433,388	$480,657	$21,747,818	$952,731
2018	$2,685,945	$3,043,679	$20,473,608	$-357,734

THE HARRY R HALLORAN JR CHARITABLE TRUST