Homeless Assistance Leadership Organization Inc
Nonprofit profile at a glance
- EIN
- 202041432
- IRS 990 coverage
- 2011–2024
- Forms available
- Form 990 2024
- Location
- Racine, WI, USA
- Phone
- 8159555651
- Rating
- 89
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Homeless Centers
Reported finances
- Revenue
- $2,921,690
- Expenses
- $3,126,308
- Assets
- $3,495,764
- Liabilities
- $1,574,997
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
23 people listed
Executive titles in this filing
- JOAN ROEHRE (PRESIDENT)
- DAN MICHELL (VICE PRESIDENT)
- JASMINE FIELDS (PRESIDENT)
- YVONNE MACDONALD-HAMES (EXECUTIVE DIRECTOR)
- HOLLY ANDERLE (EXECUTIVE DIRECTOR)
Highest reported compensation
- HOLLY ANDERLE (EXECUTIVE DIRECTOR): $50,039 total reported compensation
- GAI LORENZEN (DIRECTOR): $28,314 total reported compensation
- JOAN ROEHRE (PRESIDENT): $24,000 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide a pathway to self-sufficiency for those experiencing homelessness in racine county.
What it reported doing in 2024
Halo operates emergency shelter and permanent supportive housing programs. The shelter is a 120-bed facility located in racine, wi. Halo meets emergency shelter needs for men, women, and/or families with minor children who are experiencing homelessness. Halo provides supportive services, as well as coordinating supporting services with other service providers which help homeless adults regain self-sufficiency and housing stability. Additionally, halos supportive services ensure that children at halo receive positive support and encouragement through stable living and learning environments. Halo leases apartments through its permanent housing program for persons who are homeless and disabled.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 74% for direct work, and 26% for grants.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 91
- Transparency & Controls: 94
- Accountability: 90
- Sustainability: 30
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 94.8%; rating input score 95
- Program expense ratio: 88.6%; rating input score 89
- Fundraising efficiency: $43.9 raised per $1 spent on fundraising; rating input score 76; 76th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 6 of 8 controls in place; rating input score 75
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Fail
- CEO compensation review process: Fail
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -7%; rating input score 17; 17th percentile among comparable filings
- Total-asset coverage ratio: 1.12; rating input score 41; 41st percentile among comparable filings
- Liabilities to assets ratio: 0.45; rating input score 24; 24th percentile among comparable filings
- Officer compensation ratio: 3.7%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 5.6% per year; rating input score 100; 43rd percentile among comparable filings
- Revenue growth: 4.2% per year; rating input score 100; 35th percentile among comparable filings
- Asset growth: 0.3% per year; rating input score 100; 13th percentile among comparable filings
Details
- Where the money goes: 94.8% of revenue deployed · 88.6% of spending went to programs
- Governance: 18 of 18 board members independent · 6 of 8 filing controls reported
- Programs: 1 filed program accomplishment · $2.8M in reported program spending
- Leadership: top reported pay $50K · 23 people listed
- Consistency: 37 of 37 current checks pass
- Schedules: 7 filed schedules · includes major donors and grants
- Filing history: 14 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: 6 filed money-flow records
- Related organizations: 2 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- Review — Accountability: Governance controls: 2 of 8 not reported.
- High — Sustainability: Operating margin scored 17/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 41/100.
- High — Sustainability: Liabilities to assets ratio scored 24/100.
- High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.