THE HALO TRUST (USA) 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

1999

Legal Domicile

Principal Officer

JAMES COWAN

Phone

2023311266

Tax Period

2024-04-01 to 2025-03-31

THE HALO TRUST (USA) INC, founded in 1999, is a mid-sized nonprofit in the International Affairs sector that reported $97.2M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year.

Mission

TO PROTECT LIVES AND RESTORE LIVELIHOODS OF PEOPLE AFFECTED BY CONFLICT: 1) TO PROTECT LIVES FROM THE EXPLOSIVE THREATS AND HAZARDS RESULTING FROM CONFLICT, 2) TO REDUCE HUMAN SUFFERING FROM ARMED VIOLENCE AND 3) TO BUILD RESILIENT AND PROSPEROUS COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $94,383,665

THE ORGANIZATION PROVIDED GRANTS TO THE HALO TRUST (A CHARITY REGISTERED IN ENGLAND AND WALES) TO FUND HUMANITARIAN RESPONSE PROGRAMS, INCLUDING LANDMINE CLEARANCE, DESTROYING ARMS STOCKPILES TO...

THE ORGANIZATION PROVIDED GRANTS TO THE HALO TRUST (A CHARITY REGISTERED IN ENGLAND AND WALES) TO FUND HUMANITARIAN RESPONSE PROGRAMS, INCLUDING LANDMINE CLEARANCE, DESTROYING ARMS STOCKPILES TO DETER ARMED VIOLENCE, RESTORING FORESTS, AND PROVIDING OTHER ENVIRONMENTAL RECOVERY SERVICES IN CONFLICT IMPACTED COMMUNITIES. THESE PROGRAMS WERE CONDUCTED IN ABKHAZIA, AFGHANISTAN, ANGOLA, ARMENIA, CAMBODIA, COLOMBIA, EL SALVADOR, ETHIOPIA ,GREAT LAKES REGION (KENYA), GUINEA BISSAU, GUATEMALA, , HONDURAS, IRAQ, KOSOVO, LAOS, LIBYA, MALAWI, MOZAMBIQUE, MYANMAR, NAGORNO KARABAKH, NIGERIA, SOLOMON ISLANDS, SOMALIA, SOMALILAND SRI LANKA, SYRIA, UKRAINE, UNITED KINGDOM, WEST AFRICA, WEST BANK, YEMEN AND ZIMBABWE. (CONTINUED IN SCHEDULE O)IN ADDITION, HALO USA HOSTED EVENTS AND CONDUCTED PUBLIC OUTREACH IN THE UNITED STATES TO RAISE AWARENESS ON THE IMPACT OF LANDMINES ON CIVILIANS AROUND THE WORLD.

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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 $96,014,086

Program Service Revenue $0

Investment Income $1,193,792

Other Revenue $0

TOTAL REVENUE $97,207,878

Expense Breakdown

Grants Paid $94,340,108

Salaries & Benefits $2,274,440

Fundraising Expenses $1,144,812

Program Expenses $94,383,665

Other Expenses $1,026,751

TOTAL EXPENSES $97,641,299

Year-over-Year Comparison

	2024	2023	Change
Revenue	$97,207,878	$111,955,992	-0.1%
Expenses	$97,641,299	$88,333,397	+0.1%
Net Income	$-433,421	$23,622,595	-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

N/A

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

$315,562

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW LYONS	BOARD MEMBER	5.00	Director	$0	$0	$0
JAMIE MORIN	VICE CHAIR / BOARD MEMBER	5.00	Director	$0	$0	$0
NIGEL ROBINSON	BOARD MEMBER	5.00	Director	$0	$0	$0
REXON RYU	CHAIR / BOARD MEMBER	5.00	Director	$0	$0	$0
BRAD TIRPAK	BOARD MEMBER	5.00	Director	$0	$0	$0
ZAID ZAID	BOARD MEMBER	5.00	Director	$0	$0	$0
BASAK YAVUZ	BOARD MEMBER	5.00	Director	$0	$0	$0
GRETA LUNDEBERG	BOARD MEMBER	5.00	Director	$0	$0	$0
SUSAN LYLIS	BOARD MEMBER	5.00	Director	$0	$0	$0
ANASTASIA STATEN	BOARD MEMBER	5.00	Director	$0	$0	$0
JONATHAN EVANS	BOARD MEMBER	5.00	Director	$0	$0	$0
NINA FITE	BOARD MEMBER	5.00	Director	$0	$0	$0
SPENCER BOYER	BOARD MEMBER	5.00	Director	$0	$0	$0
JESSICA LEWIS	BOARD MEMBER	5.00	Director	$0	$0	$0
CHRIS WHATLEY	EXECUTIVE DIRECTOR	40.00	Officer	$211,825	$0	$211,825
ALICE UNWIN	SECRETARY / GEN COUNSEL	32.00	Officer	$0	$0	$0
JAMES COWAN	PRESIDENT	10.00	Officer	$79,362	$0	$79,362
MICHAEL DARBY	TREASURER	5.00	Officer	$24,375	$0	$24,375
DIANA TATILI	HEAD OF DEVELOPMENT & COMMUNICATIONS	40.00	Highest	$177,518	$21,782	$199,300
JENNIFER HYMAN	HEAD OF COMMUNICATIONS	40.00	Highest	$119,488	$9,092	$128,580
AMASIA ZARGARIAN	HEAD OF GOVERNMENT AFFAIRS	40.00	Highest	$109,359	$11,280	$120,639
KRISTEN STEVENS	HEAD OF CONGRESSIONAL AFFAIRS	40.00	Highest	$108,783	$11,280	$120,063
ELIZABETH WARREN	FINANCE AND ADMINISTRATION MANAGER	40.00	Highest	$102,940	$11,280	$114,220

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
2025	$97,207,878	$97,641,299	$33,096,498	$-433,421
2024	$111,955,992	$88,333,397	$33,389,177	$23,622,595
2023	$57,067,358	$57,690,245	$9,572,605	$-622,887
2022	$47,613,594	$45,609,309	$9,736,478	$2,004,285
2021	$29,623,713	$31,255,137	$7,781,891	$-1,631,424
2020	$33,508,633	$33,369,302	$9,458,568	$139,331
2019	$31,676,382	$36,382,911	$9,260,708	$-4,706,529