HALLIE 225 (EIN 933577755) - 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

2023

Legal Domicile

Principal Officer

DAVID M GROSSMAN

Phone

3129521764

Tax Period

2024-01-01 to 2024-12-31

HALLIE 225, founded in 2023, is a small nonprofit in the Arts, Culture & Humanities sector that reported $208K in total revenue in fiscal year 2024. The organization ran a surplus of $147K, a strong 70% operating margin.

Mission

1. TO PROVIDE ACADEMIC SCHOLARSHIPS TO UNGRADUATE AND GRADUATE STUDENTS TO ASSIST WITH TUITION AND SCHOOL-RELATED EXPENSES.2. TO PROVIDE MEDICAL GRANTS THAT OFFER FINANCIAL SUPPORT FOR THE COST OF MEDICAL CARE AND TREATMENT. 3. TO DONATE FINANCIAL GIFTS FOR CANCER RESEARCH AND OTHER CAUSES AS DETERMINED BY OFFICERS IN THE NAME AND MEMORY OF A DECEDENT.

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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 $126,732

Program Service Revenue $3,213

Investment Income $0

Other Revenue $78,519

TOTAL REVENUE $208,464

Expense Breakdown

Grants Paid $22,232

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $61,731

Other Expenses $39,499

TOTAL EXPENSES $61,731

Year-over-Year Comparison

	2024	2023	Change
Revenue	$208,464	N/A	N/A
Expenses	$61,731	N/A	N/A
Net Income	$146,733	$0	N/A

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

N/A

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	Role	Reportable Comp	Other Comp	Total
DAVID GROSSMAN	DIRECTOR	Officer Director	$0	$0	$0
LAUREN GROSSMAN	DIRECTOR	Officer	$0	$0	$0
MYLES GROSSMAN	OFFICER	Officer	$0	$0	$0
DREW GROSSMAN	OFFICER	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
2024	$208,464	$61,731	$150,480	$146,733

HALLIE 225