THE HALE FUND (EIN 943116561) - 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

1990

Legal Domicile

Phone

4158680970

Tax Period

2024-07-01 to 2025-06-30

THE HALE FUND, founded in 1990, is a small nonprofit that reported $335K in total revenue in fiscal year 2024. Revenue surged 82% from the prior year, signaling strong growth momentum. Expenses of $783K exceeded revenue, resulting in a 134% operating deficit.

Mission

BENEFIT AND SUPPORT OTHER NON-PROFIT PUBLIC CHARITIES, INCLUDING COMMONWEAL, WHICH CONTRIBUTE TO THE HEALTH OF INDIVIDUALS, PUBLIC HEALTH AND GLOBAL ENVIRONMENT.

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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 $79,550

Program Service Revenue $0

Investment Income $255,465

Other Revenue $0

TOTAL REVENUE $335,015

Expense Breakdown

Grants Paid $780,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $780,000

Other Expenses $3,100

TOTAL EXPENSES $783,100

Year-over-Year Comparison

	2024	2023	Change
Revenue	$335,015	$184,507	+0.8%
Expenses	$783,100	$178,100	+3.4%
Net Income	$-448,085	$6,407	-70.9%

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

N/A

Volunteers

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

$252,386

Total Directors

$252,386

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
OREN SLOZBERG	President	2.00	Officer Director	$0	$47,029	$252,386
VANESSA MARCOTTE	HEAD OF FINANCE	2.00		$0	$13,649	$216,066
ARLENE ALLSMAN	COO	2.00		$0	$36,022	$214,844
SUSAN M GREYLOCK-YUSEM	HEAD OF STRATEGY	1.00		$0	$18,476	$159,788
CATHERINE DODD	Secretary	1.00	Officer Director	$0	$0	$0
STEVEN BOOKOFF	Treasurer	1.00	Officer Director	$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	$335,015	$783,100	$5,293,247	$-448,085
2024	No data	No data	No data	No data
2023	$411,721	$84,613	$5,288,754	$327,108
2022	$712,232	$3,110	$4,753,612	$709,122
2021	$325,511	$3,060	$4,955,616	$322,451
2020	$233,069	$178,051	$4,598,309	$55,018
2019	$146,561	$140,378	$4,591,724	$6,183
2018	$235,389	$224,373	$3,774,601	$11,016

THE HALE FUND