Halo Project International Foundation (EIN 813947545) - 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

2016

Legal Domicile

Principal Officer

Cindy R Lee

Phone

4057534172

Tax Period

2023-01-01 to 2023-12-31

Halo Project International Foundation, founded in 2016, is a community nonprofit in the Human Services sector that reported $1.0M in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $938K left a modest 8% surplus.

Mission

HALO Project believes there is hope for every child and family to experience healing through connection. Every day we equip families and community partners with proven methods to work toward individual healing and disrupt the cycle of hurt in our community because when people are SEEN, HEARD, & VALUED, they not only survive, they THRIVE.

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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 $678,452

Program Service Revenue $292,039

Investment Income $0

Other Revenue $54,682

TOTAL REVENUE $1,025,173

Expense Breakdown

Grants Paid $0

Salaries & Benefits $360,188

Fundraising Expenses $76,297

Program Expenses $808,372

Other Expenses $577,873

TOTAL EXPENSES $938,061

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,025,173	$750,249	+0.4%
Expenses	$938,061	$817,496	+0.1%
Net Income	$87,112	$-67,247	-2.3%

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

Total Directors

Key Employees

$103,333

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephanie Pok	Board Member	2.00	Director	$0	$0	$0
Grant Woody	Board Member	2.00	Director	$0	$0	$0
Margaret Brooks	Board Member	2.00	Director	$0	$0	$0
Cindy R Lee LCSW	Executive Director	40.00	Key Emp	$103,333	$0	$103,333
Lauren Sargeant	President	2.00	Officer Director	$0	$0	$0
Mandy Hayes-Chandler	Board Member	2.00	Director	$0	$0	$0
Wendi Weaver	Secretary	2.00	Officer Director	$0	$0	$0
Amy Gray	Board Member	2.00	Director	$0	$0	$0
Lacey Gilliam	Vice President	2.00	Officer Director	$0	$0	$0
Evelyn Schaefer	Executive Director	2.00	Officer Director	$0	$0	$0
John Meyers	Board Member	2.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,025,173	$938,061	$912,198	$87,112
2022	$750,249	$817,496	$838,368	$-67,247
2021	$643,743	$608,665	$890,354	$35,078
2020	$1,044,672	$517,842	$849,826	$526,830
2019	$356,754	$459,689	$324,694	$-102,935
2018	$383,540	$486,844	$346,665	$-103,304

Halo Project International Foundation