EBBY HALLIDAY FOUNDATION (EIN 823912837) - 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

RON BURGERT

Phone

2147329764

Tax Period

2024-01-01 to 2024-12-31

EBBY HALLIDAY FOUNDATION, founded in 2017, is a small nonprofit in the Human Services sector that reported $217K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Net assets of $3.3M represent 183 months of operating reserves.

Mission

THIS ORGANIZATION'S MISSION IS TO PROVIDE SUPPORT OF CHARITABLE ORGANIZATIONS IN THE NORTH TEXAS AREA THAT SERVE BOYS AND GIRLS, ADHERING TO THE ACTIVITIES AND CHARITABLE CAUSES THAT EBBY HALLIDAY PROMOTED AND SUPPORTED DURING HER LIFETIME.

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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 $66,075

Program Service Revenue $0

Investment Income $85,147

Other Revenue $65,721

TOTAL REVENUE $216,943

Expense Breakdown

Grants Paid $118,184

Salaries & Benefits $50,000

Fundraising Expenses $0

Program Expenses $126,434

Other Expenses $47,094

TOTAL EXPENSES $215,278

Year-over-Year Comparison

	2024	2023	Change
Revenue	$216,943	$185,251	+0.2%
Expenses	$215,278	$178,589	+0.2%
Net Income	$1,665	$6,662	-0.8%

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

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

$50,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RONALD BURGERT	TREASURER	2.00	Director	$0	$0	$0
ASHLEY COOK	SECRETARY/ATTORNEY	1.00	Director	$0	$0	$0
CODY BAKER	MEMBER	1.00	Director	$0	$0	$0
MARY POSS	CHAIRMAN	20.00	Director	$50,000	$0	$50,000
CAROLYN ROSSON	VICE CHAIRMAN	1.00	Director	$0	$0	$0
CANDYE BARTOS SPEARS	MEMBER	1.00	Director	$0	$0	$0
CINDY BRINKER SIMMONS	MEMBER	1.00	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
2024	$216,943	$215,278	$3,308,446	$1,665
2023	$185,251	$178,589	$3,308,280	$6,662
2022	$807,537	$300,364	$3,302,218	$507,173
2021	$83,514	$286,943	$2,827,277	$-203,429
2020	$91,605	$145,327	$2,999,160	$-53,722
2019	$142,391	$159,476	$3,054,460	$-17,085
2018	$3,228,339	$161,158	$3,071,285	$3,067,181

EBBY HALLIDAY FOUNDATION