HALO HOUSE FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HALO HOUSE FOUNDATION (EIN 27-1220705)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-27
- IRS object ID
- 202431799349300618
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-27T10:30:01-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271220705 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Halo House Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALO | BusinessNameControlTxt |
| Phone | 7136658852 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 Corder Street | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kathleen Fowler | PersonNm |
| Person Title | Executive VP & Co-Founder | PersonTitleTxt |
| Phone | 7136658852 | PhoneNum |
| Signature | 2024-06-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kathleen | PersonFirstNm |
| Person Last | Fowler | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Kathleen Fowler | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 Corder Street | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,661,391 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.halohousefoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Halo House's mission is to help save the lives of cancer patients battling leukemia, lymphoma, or myeloma by providing them with fully furnished temporary housing at a very low cost while they are undergoing active treatment for their cancer at the Texas Medical Center. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 125 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,027,469 | PYContributionsGrantsAmt |
| CY Contributions Grants | $968,252 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $317,904 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $303,333 | CYProgramServiceRevenueAmt |
| PY Investment Income | $46,126 | PYInvestmentIncomeAmt |
| CY Investment Income | $298,056 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,011 | PYOtherRevenueAmt |
| CY Other Revenue | -$86,203 | CYOtherRevenueAmt |
| PY Total Revenue | $1,407,510 | PYTotalRevenueAmt |
| CY Total Revenue | $1,483,438 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $270,615 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $395,325 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $116,120 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $807,724 | PYOtherExpensesAmt |
| CY Other Expenses | $922,182 | CYOtherExpensesAmt |
| PY Total Expenses | $1,078,339 | PYTotalExpensesAmt |
| CY Total Expenses | $1,317,507 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $329,171 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $165,931 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,506,814 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,675,046 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,917 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,218 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,492,897 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,658,828 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Halo House's mission is to help save the lives of cancer patients battling leukemia, lymphoma, or myeloma by providing them with low-cost, fully furnished temporary housing while undergoing active cancer treatment at the Texas Medical Center. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,027,539 | ExpenseAmt |
| Revenue | $303,333 | RevenueAmt |
| Desc | Halo House provides fully furnished one- and two-bedroom apartments to blood cancer patients coming to Houston's Texas Medical Center for weeks to months of treatment. All utilities, including WiFi, cable TV, and complimentary weekday shuttle service, are included at the daily rate of $25/1BR or $35/2BR. Other amenities include a state-of-the-art Fitness Center, Community Center, Chapel, and beautiful meditative gardens. | Desc |
| Total Program Service Expenses | $1,027,539 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kathleen Fowler | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7138598957 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 Corder St | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77054 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Nathan Fowler MD | ||||||
| President & Co-Founder | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Barbara Bowman | ||||||
| Vice President to 3/12/23 | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Sharam Honari | ||||||
| Secretary | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Ann Janssen | ||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Kathleen Fowler | ||||||
| Executive VP & Co-Founder | 40.00 | Yes (X) | Yes (X) | $81,666 | $0 | $2,450 |
| Sonia Azad | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Carol Buck | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Erica Littlejohn Burnette | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| John Dazey | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Mary Hengen | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Lance Johnson | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mike Pack | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| David Riddle | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| M Alma Rodriguez | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ray Salti | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Katie Schoeppner | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Tonya Ramos | ||||||
| Executive Director to 2/28/2023 | 40.00 | Yes (X) | $21,384 | $0 | $2,724 | |
| Taffney Taylor | ||||||
| Executive Director from 6/12/2023 | 40.00 | Yes (X) | $64,378 | $0 | $2,811 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $167,428 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,985 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $474,314 | FundraisingAmt |
| All Other Contributions | $493,938 | AllOtherContributionsAmt |
| Noncash Contributions | $48,575 | NoncashContributionsAmt |
| Total Contributions | $968,252 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Occupancy fees | Desc |
| Business | 532000 | BusinessCd |
| Total Revenue Column | $303,333 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $303,333 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $303,333 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $298,056 | TotalRevenueColumnAmt |
| Exclusion | $298,056 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $91,750 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $474,314 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $177,953 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$86,203 | TotalRevenueColumnAmt |
| Exclusion | -$86,203 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,483,438 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $303,333 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $211,853 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,413 | TotalAmt |
| Program Services | $82,424 | ProgramServicesAmt |
| Management And General | $48,777 | ManagementAndGeneralAmt |
| Fundraising | $44,212 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,454 | TotalAmt |
| Program Services | $135,431 | ProgramServicesAmt |
| Management And General | $12,450 | ManagementAndGeneralAmt |
| Fundraising | $30,573 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,305 | TotalAmt |
| Program Services | $2,666 | ProgramServicesAmt |
| Management And General | $110 | ManagementAndGeneralAmt |
| Fundraising | $529 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,217 | TotalAmt |
| Program Services | $8,501 | ProgramServicesAmt |
| Management And General | $1,459 | ManagementAndGeneralAmt |
| Fundraising | $2,257 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,936 | TotalAmt |
| Program Services | $16,080 | ProgramServicesAmt |
| Management And General | $4,409 | ManagementAndGeneralAmt |
| Fundraising | $5,447 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,520 | TotalAmt |
| Management And General | $23,520 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,596 | TotalAmt |
| Program Services | $1,835 | ProgramServicesAmt |
| Management And General | $43,140 | ManagementAndGeneralAmt |
| Fundraising | $621 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,103 | TotalAmt |
| Management And General | $1,103 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,235 | TotalAmt |
| Program Services | $16,110 | ProgramServicesAmt |
| Management And General | $18,454 | ManagementAndGeneralAmt |
| Fundraising | $10,671 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,614 | TotalAmt |
| Program Services | $19,601 | ProgramServicesAmt |
| Management And General | $5,374 | ManagementAndGeneralAmt |
| Fundraising | $6,639 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,332 | TotalAmt |
| Program Services | $111,332 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,177 | TotalAmt |
| Program Services | $1,350 | ProgramServicesAmt |
| Management And General | $370 | ManagementAndGeneralAmt |
| Fundraising | $457 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,923 | TotalAmt |
| Program Services | $433,127 | ProgramServicesAmt |
| Management And General | $13,678 | ManagementAndGeneralAmt |
| Fundraising | $9,118 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,553 | TotalAmt |
| Program Services | $49,553 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Repairs & maintenance | $67,043 | $67,043 | ||
| Transportation | $63,013 | $63,013 | ||
| Supplies | $26,073 | $19,473 | $1,004 | $5,596 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,317,507 | TotalAmt |
| Program Services | $1,027,539 | ProgramServicesAmt |
| Management And General | $173,848 | ManagementAndGeneralAmt |
| Fundraising | $116,120 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $995,678 | BOYAmt |
| EOY | $673,792 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,067,689 | BOYAmt |
| EOY | $8,092,665 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,600 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,338 | BOYAmt |
| EOY | $2,003 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,449,676 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,336,407 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,399,642 | BOYAmt |
| EOY | $5,113,269 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,962,867 | BOYAmt |
| EOY | $2,793,317 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,506,814 | BOYAmt |
| EOY | $16,675,046 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,917 | BOYAmt |
| EOY | $16,218 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,917 | BOYAmt |
| EOY | $16,218 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,530,030 | BOYAmt |
| EOY | $13,862,261 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,962,867 | BOYAmt |
| EOY | $2,796,567 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,492,897 | BOYAmt |
| EOY | $16,658,828 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,506,814 | BOYAmt |
| EOY | $16,675,046 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $165,931 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,131,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $531,225 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $758,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,027,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $968,252 | CurrentTaxYearAmt |
| Total | $5,416,753 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,131,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $531,225 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $758,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,027,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $968,252 | CurrentTaxYearAmt |
| Total | $5,416,753 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $528,241 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,888,512 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,454 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,963 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,126 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $298,056 | CurrentTaxYearAmt |
| Total | $457,467 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $41,357 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,389 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,011 | CurrentTaxYearMinus1YearAmt |
| Total | $71,757 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,945,977 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,427,340 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82220 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75780 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,619,086 | OtherCostOrOtherBasisAmt |
| Depreciation | $615,878 | DepreciationAmt |
| Book Value | $4,003,208 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,074,516 | OtherCostOrOtherBasisAmt |
| Depreciation | $334,294 | DepreciationAmt |
| Book Value | $740,222 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $469,786 | OtherCostOrOtherBasisAmt |
| Depreciation | $219,234 | DepreciationAmt |
| Book Value | $250,552 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $286,288 | OtherCostOrOtherBasisAmt |
| Depreciation | $167,001 | DepreciationAmt |
| Book Value | $119,287 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,113,269 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Contributed right of use land, net | Desc |
| Book Value | $2,793,317 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,793,317 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,483,438 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,483,438 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,483,438 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,317,507 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,317,507 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,317,507 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Halo House Gala | Event1Nm |
| Gross Receipts Event1 | $566,064 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $474,314 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $91,750 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $83,685 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $32,889 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $61,379 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $566,064 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $474,314 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $91,750 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $83,685 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $32,889 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $61,379 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $177,953 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$86,203 | NetIncomeSummaryAmt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Auction items | 8 | $45,250 | Sale proceeds |
| Yes (X) | Raffle items | 1 | $3,325 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Kathleen Fowler and Nathan Fowler have a family relationship. |
| Form 990, Part VI, Section B, line 11b | The officers and directors of Halo House Foundation receive a copy of the prepared Form 990 via email before filing it with the IRS. |
| Form 990, Part VI, Section B, line 12c | Board members submit an annual conflict of interest statement. Should a conflict arise, the board member in conflict would be excused from deliberations and voting on the matter in conflict. |
| Form 990, Part VI, Section B, line 15a | Independent board members determined the Executive Vice President's compensation based on the historical compensation for an Executive Director. |
| Form 990, Part VI, Section C, line 19 | Upon request. |
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