HALOS AND HEARTS FOUNDATION

EIN: 843333461 501(c)(3) Housing & Shelter

SPANISH FORK, UT

Total Revenue
$78,105
Total Expenses
$46,451
Total Assets
$152,617
Net Assets
$152,617
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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
UT
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 AND NATURAL, ECONOMIC DISASTERS

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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%)

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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

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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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role 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
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