THE GREEN HALO FOUNDATION (EIN 822291492) - 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

2017

Legal Domicile

Principal Officer

SARAH GUGLIELMO

Phone

6173142965

Tax Period

2023-01-01 to 2023-12-31

THE GREEN HALO FOUNDATION, founded in 2017, is a small nonprofit in the Education sector that reported $188K in total revenue in fiscal year 2023. The organization ran a surplus of $33K, a strong 17% operating margin.

Mission

THE ORGANIZATION PROVIDES EDUCATIONAL ASSISTANCE TO UNDERPRIVILEGED STUDENTS PRIMARILY THROUGH FINANCIAL AID FOR TUITION AND SCHOOL SUPPLIES, AS WELL AS COUNSELING AND TUTORING SERVICES.

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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 $149,202

Program Service Revenue $0

Investment Income $47,745

Other Revenue $-8,872

TOTAL REVENUE $188,075

Expense Breakdown

Grants Paid $38,222

Salaries & Benefits $65,524

Fundraising Expenses $12,501

Program Expenses $122,274

Other Expenses $51,526

TOTAL EXPENSES $155,272

Year-over-Year Comparison

	2023	2022	Change
Revenue	$188,075	N/A	N/A
Expenses	$155,272	N/A	N/A
Net Income	$32,803	N/A	N/A

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

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
SARAH GUGLIELMO	DIRECTOR/PRESIDENT	25.00	Officer Director	$0	$0	$0
KATE FOSTER	DIRECTOR	0.50	Director	$0	$0	$0
IRENE YATES	DIRECTOR	0.50	Director	$0	$0	$0
NATE CARDEN	DIRECTOR	0.50	Director	$0	$0	$0
MARK GUGLIELMO	DIRECTOR/TREASURER	8.00	Officer Director	$0	$0	$0
MICHAEL MURPHY	DIRECTOR	2.00	Director	$0	$0	$0
SKYLER ADAMS	DIRECTOR	4.00	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
2023	$188,075	$155,272	$75,666	$32,803

THE GREEN HALO FOUNDATION