THE HALLE FOUNDATION (EIN 586201529) - 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

1986

Legal Domicile

Principal Officer

W MARSHALL SANDERS

Phone

4046642506

Tax Period

2023-01-01 to 2023-12-31

THE HALLE FOUNDATION, founded in 1986, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2023. Expenses of $3.6M exceeded revenue, resulting in a 134% operating deficit.

Mission

PROMOTES AND STRENGTHENS US-GERMANY RELATIONSHIP THROUGH GRANTS FOR EDUCATIONAL PURPOSES AND OTHER CHARITABLE PROGRAMS AND ACTIVITIES.

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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 $0

Program Service Revenue $0

Investment Income $1,550,154

Other Revenue $0

TOTAL REVENUE $1,550,154

Expense Breakdown

Grants Paid $2,167,639

Salaries & Benefits $474,293

Fundraising Expenses $0

Program Expenses $3,216,114

Other Expenses $984,109

TOTAL EXPENSES $3,626,041

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,550,154	$-25,320	-62.2%
Expenses	$3,626,041	$3,083,919	+0.2%
Net Income	$-2,075,887	$-3,109,239	-0.3%

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

N/A

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

$324,651

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR EIKE JORDAN	CHAIRMAN AND TRUSTEE	24.00	Officer Director	$0	$0	$0
MR JOSEPH R BANKOFF	TRUSTEE	1.00	Director	$0	$0	$0
DR ROSEMARY M MAGEE	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPH EHLAND	TRUSTEE	1.00	Director	$0	$0	$0
W MARSHALL SANDERS	EXECUTIVE DIRECTOR	40.00	Officer	$295,011	$29,640	$324,651

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	$1,550,154	$3,626,041	$92,871,317	$-2,075,887
2022	$-25,320	$3,083,919	$85,978,768	$-3,109,239
2021	$1,914,947	$3,022,212	$98,868,536	$-1,107,265
2020	$5,784,102	$2,429,007	$93,187,307	$3,355,095
2019	$79,519,399	$663,667	$90,686,750	$78,855,732
2018	$387,524	$605,861	$10,659,199	$-218,337

THE HALLE FOUNDATION