HALOS AND HEARTS FOUNDATION

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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

2020

Legal Domicile

Principal Officer

RONALD BATT

Phone

8014206159

Tax Period

2024-01-01 to 2024-12-31

HALOS AND HEARTS FOUNDATION, founded in 2020, is a micro nonprofit in the Housing & Shelter sector that reported $78K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $32K, a strong 41% operating margin.

Mission

EDUCATE, COORDINATE AND PROVIDE AID AND RELIEF TO PEOPLE AFFECTED BY POVERTY, NATURAL AND ECONOMIC DIASTERS.

Program Service Accomplishments

Program 1

Expenses: $46,449 Revenue: $78,105

2024 PROJECTS:CLEANED HIGHROCK GB COMMUNITY GARDEN. PROVIDED LABOR AND MATERIALS FOR THE FREEPORT GB BACKYARD PROJECTS. PROVIDED LABOR AND MATERIALS FOR CEIBA SCHOOL GARDEN 4H PROGRAM. PROVIDED LABOR AND MATERIALS TO INSTALL GREEN HOUSE FOR ST CROIX VI SCHOOL. FREEPORT, HURRICANE CLEAN UP AND REPAIRS. CEIBA SCHOOL GARDENS LABOR AND MATERIALS. VOLUNTEER HOURS WERE DEVOTED TO ALL 2024 PROJECTS

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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 $78,055

Program Service Revenue $0

Investment Income $50

Other Revenue $0

TOTAL REVENUE $78,105

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $46,449

Other Expenses $46,451

TOTAL EXPENSES $46,451

Year-over-Year Comparison

	2024	2023	Change
Revenue	$78,105	$93,125	-0.2%
Expenses	$46,451	$45,651	+0.0%
Net Income	$31,654	$47,474	-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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

150

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	Reportable Comp	Other Comp	Total
JOE METRO	SECRETARY	001.00	$0	$0	$0
GREG DAHL	TREASURER	002.00	$0	$0	$0
RONALD BATT	PRESIDENT	035.00	$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	$78,105	$46,451	$152,617	$31,654
2023	$93,125	$45,651	$120,963	$47,474
2022	$66,101	$70,266	$73,489	$-4,165
2021	$76,952	$33,042	$97,076	$43,910
2020	$883,655	$854,645	$86,262	$29,010