HALO FOUNDATION INC (EIN 900054357) - 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

Robert Albano

Phone

8139611159

Tax Period

2023-07-01 to 2024-06-30

HALO FOUNDATION INC, founded in 2001, is a micro nonprofit in the Human Services sector that reported $12K in total revenue in fiscal year 2023. Expenses of $25K exceeded revenue, resulting in a 103% operating deficit.

Mission

The company was able to obtain a group home through the county in order to lease to another non-profit for the benefit of the developmentally and mentally disabled.

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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 $0

Program Service Revenue $12,000

Investment Income $2

Other Revenue $120

TOTAL REVENUE $12,122

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,708

Other Expenses $24,627

TOTAL EXPENSES $24,627

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,122	$12,211	0.0%
Expenses	$24,627	$24,331	+0.0%
Net Income	$-12,505	$-12,120	+0.0%

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

N/A

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
James Epperson	Executive Director	001.00	Director	$0	$0	$0
Robert Albano	President	001.00	Officer	$0	$0	$0
Carolyn Blanton	VP	001.00	Officer	$0	$0	$0
Ford Smith	Treasurer	001.00	Officer	$0	$0	$0
Jenny Albano	Secretary	001.00	Officer	$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
2025	No data	No data	No data	No data
2024	$12,122	$24,627	$549,415	$-12,505
2023	$12,211	$24,331	$561,920	$-12,120
2022	$130	$12,412	$574,040	$-12,282
2021	$131	$12,869	$586,322	$-12,738
2020	$5,979	$14,405	$599,060	$-8,426
2019	$7,832	$11,708	$607,486	$-3,876

HALO FOUNDATION INC