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← HALO INITIATIVE FOR CATHOLIC EDUCATION I

Form 990 for tax year 2023

Filed by HALO INITIATIVE FOR CATHOLIC EDUCATION I.

Totals

Total revenue
$473,762
Total expenses
$482,782
Contributions and grants received
$249,868
Grants paid
$176,715
Program service revenue
$223,894
Investment income
$0
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$329,007
Management and general expenses
$140,560
Fundraising expenses
$13,215
Program service expenses (Part III)
$329,007

Program services were 68.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $89,868

  • 1f · All other contributions, gifts and grants

    $160,000

  • 2a · Program service revenue: TUITION ASSISTANCE SUP

    total $223,894 · related or exempt $223,894

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $176,715 · program services $176,715

  • 5 · Compensation of officers, directors and key employees

    total $154,705 · program services $116,029 · management and general $38,676

  • 7 · Other salaries and wages

    total $63,665 · management and general $51,453 · fundraising $12,212

  • 10 · Payroll taxes

    total $13,893 · management and general $13,158 · fundraising $735

  • 11b · Fees: legal

    total $7,436 · management and general $7,436

  • 11c · Fees: accounting

    total $8,057 · management and general $8,057

  • 11g · Fees: other

    total $1,590 · management and general $1,590

  • 12 · Advertising and promotion

    total $7,853 · program services $7,853

  • 13 · Office expenses

    total $1,304 · management and general $1,036 · fundraising $268

  • 16 · Occupancy

    total $28,410 · program services $28,410

  • 17 · Travel

    total $660 · management and general $660

  • 23 · Insurance

    total $15,121 · management and general $15,121

  • 24a · Other expenses: CONTRACTORS

    total $2,555 · management and general $2,555

  • 24b · Other expenses: INTERNET AND TELEPHONE

    total $752 · management and general $752

  • 24c · Other expenses: BANK CHARGES

    total $66 · management and general $66

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $9,110 · end of year $0

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $612 · end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $9,722 · end of year $0

Mission and programs · 2023

Mission

TO WORK ALONGSIDE OUR CATHOLIC SCHOOLS OFFICE AND THE DALLAS COMMUNITY TO STRENGTHEN, GROW THE IMPACT OF, AND PROVIDE BROAD-BASED ACCESS TO OUR K-8 CATHOLIC SCHOOLS.

  • THE HALO INITIATIVE IS HELPING FAMILIES HAVE ACCESS TO A QUALITY EDUCATION AND TO TEST SOLUTIONS THAT CAN CREATE SYSTEM SUSTAINABILITY. IN ADDITION, HALO PROVIDES A SERVICE FOR FUNDERS WHO SUPPORT CATHOLIC SCHOOL STUDENTS WITH TUITION ASSISTANCE ACROSS THE CATHOLIC SCHOOL SYSTEM.

    Expenses $329,007 · Grants $176,715 · Revenue $223,894

As filed on the 2023 return.

Listed in Part VII

  • Rick Spurr

    DIRECTOR AND CHAIRMAN

    Total calculated
    $0
    Hours/week
    2.5

  • Rev Alfonse Navarro

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Don Hanratty

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Joe Popolo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bill Schaffler

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5

  • Dr Rebecca Hammel

    EX OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • Laura Fox

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Georgia Lyons

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Wyatt Maxwell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jane Koenecke

    EXECUTIVE DIRECTOR

    Total calculated
    $154,705
    From this org
    $154,705
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,705
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $154,705

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

4 distributions to recipients named as people, $81,558 in total. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.

Provenance

Return type
form_990
Tax year
2023
Filed
6 September 2024
IRS schema version
2023v5.1
Source object
202422509349301327

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