HALFF COMMUNITY INITIATIVE

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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

2017

Legal Domicile

Principal Officer

JOSEPH SAGEL

Phone

2143466200

Tax Period

2023-01-01 to 2023-12-31

HALFF COMMUNITY INITIATIVE, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $209K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $53K, a strong 26% operating margin.

Mission

HALFF COMMUNITY INITIATIVE IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS AND SCIENTIFIC PURPOSES; THEREFORE IS MAKING DONATIONS TO SUCH ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE.

Program Service Accomplishments

Program 1

Expenses: $155,586

THE ORGANIZATION WAS HELPING THE COMMUNITY BY PROVIDING FINANCIAL DONATIONS AS WELL AS VOLUNTEERING IN SERVICE HOURS TO THOSE WHO WERE IN NEED.

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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 $208,607

Program Service Revenue $0

Investment Income $453

Other Revenue $0

TOTAL REVENUE $209,060

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $155,586

Other Expenses $155,612

TOTAL EXPENSES $155,612

Year-over-Year Comparison

	2023	2022	Change
Revenue	$209,060	$227,908	-0.1%
Expenses	$155,612	$113,632	+0.4%
Net Income	$53,448	$114,276	-0.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELANIE CLEAVELIN	MEMBER	0.00	Director	$0	$0	$0
ISABELLE ALBERT	MEMBER	0.00	Director	$0	$0	$0
LEIGH HOLLIS	MEMBER	0.00	Director	$0	$0	$0
KRISTINA LEAL	MEMBER	0.00	Director	$0	$0	$0
MICHAEL MEDFORD	MEMBER	0.00	Director	$0	$0	$0
R J ENDSLEY	MEMBER	0.00	Director	$0	$0	$0
ALEESHA TOTEJA	MEMBER	0.00	Director	$0	$0	$0
DAN TANKSLEY	MEMBER	0.00	Director	$0	$0	$0
ERIK VERDUZCO	MEMBER	0.00	Director	$0	$0	$0
TODD A JACKSON	COO	1.00	Officer	$0	$0	$0
JAMES MARK EDWARDS	PRESIDENT/CEO	1.00	Officer	$0	$0	$0
JOSEPH SAGEL	CFO	2.00	Officer	$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	No data	No data	No data	No data
2023	$209,060	$155,612	$220,601	$53,448
2022	$227,908	$113,632	$173,057	$114,276