HALE CENTER FOUNDATION FOR THE ARTS AND EDUCATION (EIN 870665160) - 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

2001

Legal Domicile

Principal Officer

CODY SWENSON

Phone

8012268600

Tax Period

2024-01-01 to 2024-12-31

HALE CENTER FOUNDATION FOR THE ARTS AND EDUCATION, founded in 2001, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $17.6M in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.4M, a strong 31% operating margin.

Mission

ORGANIZATION PROVIDES A HIGH QUALITY, INTIMATE, THEATRICAL EXPERIENCE BY FURNISHING AN EXCELLENT VENUE FOR ARTISTS TO EXPRESS THEIR TALENTS AND GAIN VALUABLE EXPERIENCE; AND BY PROVIDING A POSITIVE PLACE FOR CHILDREN AND ADULTS TO LEARN AND PERFORM.

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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 $11,231,287

Program Service Revenue $4,615,765

Investment Income $1,460,560

Other Revenue $254,038

TOTAL REVENUE $17,561,650

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,162,555

Fundraising Expenses $983,449

Program Expenses $9,727,166

Other Expenses $7,181,223

TOTAL EXPENSES $12,186,994

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,561,650	$11,869,201	+0.5%
Expenses	$12,186,994	$8,999,953	+0.4%
Net Income	$5,374,656	$2,869,248	+0.9%

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

210

Volunteers

250

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

$598,211

Total Directors

$299,048

Key Employees

$174,174

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CODY SWENSON	EXECUTIVE DIRECTOR	50.00	Officer Director	$146,905	$30,342	$177,247
LINDA HALE	EDUCATION DIRECTOR	40.00	Officer Director	$112,553	$9,248	$121,801
ANNE BROWN	TRUSTEE	2.00	Director	$0	$0	$0
CARL HERNANDEZ	TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM JEFFS	TRUSTEE	2.00	Director	$0	$0	$0
JANI RADEBAUGH	TRUSTEE	2.00	Director	$0	$0	$0
LINCOLN WESTCOTT	TRUSTEE	2.00	Director	$0	$0	$0
JEFF WILKS	TRUSTEE	2.00	Director	$0	$0	$0
DAVID DOXEY	TRUSTEE	2.00	Director	$0	$0	$0
DERRIN HILL	TRUSTEE	2.00	Director	$0	$0	$0
ANNE SWENSON	ARTISTIC DIRECTOR	40.00	Officer	$128,347	$7,525	$135,872
CODY HALE	TECHNICAL DIRECTOR	40.00	Officer	$112,556	$8,276	$120,832
BILL WOAHN	EXECUTIVE VICE PRESIDENT	40.00	Officer	$42,459	$0	$42,459
JEFF FISHER	DEVELOPMENT	40.00	Key Emp	$170,191	$3,983	$174,174
TROY ANDERSON	IT AND OPERATIONS	40.00	Highest	$113,958	$25,362	$139,320
MARK OSTLER	FINANCE DIRECTOR	40.00	Highest	$111,080	$0	$111,080
JASON BALDWIN	TECHNICAL MANAGER	40.00	Highest	$108,877	$20,282	$129,159

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	$17,561,650	$12,186,994	$79,897,855	$5,374,656
2023	$11,869,201	$8,999,953	$52,869,080	$2,869,248
2022	$8,214,932	$4,606,046	$47,923,878	$3,608,886
2021	$5,633,884	$3,735,799	$4,571,112	$1,898,085
2020	$3,444,870	$3,092,473	$2,638,345	$352,397
2019	$3,446,572	$3,443,469	$2,014,101	$3,103
2019	$3,446,572	$3,443,469	$2,014,101	$3,103
2018	$3,071,302	$3,023,475	$1,902,600	$47,827

HALE CENTER FOUNDATION FOR THE ARTS AND EDUCATION