THE HELIO HEALTH FOUNDATION INC

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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

2015

Legal Domicile

Principal Officer

KATHLEEN GAFFNEY-BABB

Phone

3154745506

Tax Period

2024-01-01 to 2024-12-31

THE HELIO HEALTH FOUNDATION INC, founded in 2015, is a small nonprofit in the Mental Health sector that reported $146K in total revenue in fiscal year 2024. Revenue surged 121% from the prior year, signaling strong growth momentum. The organization ran a surplus of $84K, a strong 57% operating margin.

Mission

THE HELIO HEALTH FOUNDATION WAS FORMED TO RAISE FUNDS IN SUPPORT OF THE ACTIVITIES OF HELIO HEALTH, INC. TO THIS END, THE FOUNDATION IS RESPONSIBLE FOR SOLICITING, ACCEPTING, HOLDING, INVESTING, REINVESTING AND ADMINISTERING GIFTS, GRANTS, BEQUESTS, CONTRIBUTIONS, DEVISES, BENEFITS OF TRUSTS, ENDOWMENTS AND PROPERTY OF ANY KIND.

Program Service Accomplishments

Program 1

Expenses: $59,662 Revenue: $0

TO RAISE FUNDS FOR THE SUPPORT OF HELIO HEALTH, INC.

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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 $128,676

Program Service Revenue $0

Investment Income $13,211

Other Revenue $4,452

TOTAL REVENUE $146,339

Expense Breakdown

Grants Paid $39,850

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,662

Other Expenses $22,704

TOTAL EXPENSES $62,554

Year-over-Year Comparison

	2024	2023	Change
Revenue	$146,339	$66,089	+1.2%
Expenses	$62,554	$33,926	+0.8%
Net Income	$83,785	$32,163	+1.6%

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

$670,655

Total Directors

$441,306

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA MORROW-WHITTAKER	BOARD MEMBER	1.00	Director	$0	$0	$0
CAMILLE COAKLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
OZZIE CRISALI	BOARD MEMBER	1.00	Director	$0	$0	$0
TED JESKE	CHAIR	1.00	Officer Director	$0	$0	$0
ANNE TINDALL	SECRETARY	1.00	Officer Director	$0	$0	$0
KATHLEEN GARRNEY-BABB	PRESIDENT/CEO	1.00	Officer Director	$0	$41,519	$441,306
JOE BRIGHT	TREASURER	1.00	Officer Director	$0	$0	$0
JEFFREY JUSTICE	CFO	1.00	Officer	$0	$37,563	$229,349

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	$146,339	$62,554	$592,586	$83,785