HALO TRUST USA INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HALO TRUST USA INC (EIN 52-2158152)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2022-01-19
- IRS object ID
- 202240199349300034
- Schema version
- 2020v4.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-19T13:36:44-06:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WILSON BOULEVARD SUITE 1400 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522158152 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HALO TRUST (USA) INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALO | BusinessNameControlTxt |
| Phone | 2023311266 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 RHODE ISLAND AVENUE NW NO 2 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL DARBY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2023311266 | PhoneNum |
| Signature | 2022-01-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | DARBY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY TORRETTA | PreparerPersonNm |
| PTIN | P00847851 | PTIN |
| Phone | 7038477500 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES COWAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 RHODE ISLAND AVENUE NW NO 206 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,623,713 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HALOTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | THE HALO TRUST (USA), INC. CREATES SAFE AND SECURE ENVIRONMENTS IN WAR TORN (SEE SCHEDULE O) COUMMUNITIES BY CLEARING LANDMINES, MANAGING STOCKPILES OF WEAPONS AND DESTROYING UNEXPLODED ORDNANCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $33,443,143 | PYContributionsGrantsAmt |
| CY Contributions Grants | $29,599,684 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $70,999 | PYInvestmentIncomeAmt |
| CY Investment Income | $24,029 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$5,509 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $33,508,633 | PYTotalRevenueAmt |
| CY Total Revenue | $29,623,713 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $30,447,206 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $29,970,429 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,980,965 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $902,941 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $314,680 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $941,131 | PYOtherExpensesAmt |
| CY Other Expenses | $381,767 | CYOtherExpensesAmt |
| PY Total Expenses | $33,369,302 | PYTotalExpensesAmt |
| CY Total Expenses | $31,255,137 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $139,331 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,631,424 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,458,568 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,781,891 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $204,574 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $157,717 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,253,994 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,624,174 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OHALO USA IS A NOT FOR PROFIT CORPORATION ORGANIZED FOR THE PURPOSE OF REMOVAL OF THE DEBRIS OF WAR IN VARIOUS AREAS OF THE WORLD. HALO USA IS SUPPORTED PRIMARILY FROM GRANTS BY THE UNITED STATES DEPARTMENT OF STATE AND OTHER AGENCIES. HALO USA ALSO RECEIVES SUPPORT FROM FOUNDATIONS, INDIVIDUALS, AND OTHER ORGANIZED CHARITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $29,988,492 | ExpenseAmt |
| Grant | $29,970,429 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | IN 2020, HALO USA CONTINUED TO PROVIDE GRANTS TO THE HALO TRUST (A CHARITY REGISTERED IN ENGLAND AND WALES) TO FUND OPERATIONS IN AFGHANISTAN, ANGOLA, IRAQ, KOSOVO, LAOS, LIBYA, NAGORNO KARABAKH, SOMALIA, SRI LANKA, UKRAINE, WEST BANK, YEMEN AND ZIMBABWE. | Desc |
| Total Program Service Expenses | $29,988,492 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| 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 | MICHAEL DARBY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023311266 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 RHODE ISLAND AVENUE SUITE 206 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| CHRIS WHATLEY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | $188,340 | $0 | $330 | |
| JAMES COWAN | |||||||
| PRESIDENT | 10.00 | 0.00 | Yes (X) | $59,329 | $0 | $0 | |
| MICHAEL DARBY | |||||||
| TREASURER | 5.00 | 0.00 | Yes (X) | $16,932 | $0 | $0 | |
| ANTHONY WIGAN | |||||||
| SECRETARY | 5.00 | 0.00 | Yes (X) | $12,099 | $0 | $0 | |
| ANASTASIA STATEN | |||||||
| CHAIR | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LAURA JUNOR | |||||||
| BOARD MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ANDREW LYONS | |||||||
| BOARD MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JAMIE MORIN | |||||||
| BOARD MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| NICK NOBBS | |||||||
| BOARD MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| AMANDA PULLINGER | |||||||
| BOARD MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| NIGEL ROBINSON | |||||||
| BOARD MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| REXON RYU | |||||||
| BOARD MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BRAD TIRPAK | |||||||
| BOARD MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $276,700 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $330 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $10,573 | FederatedCampaignsAmt |
| Government Grants | $27,349,361 | GovernmentGrantsAmt |
| All Other Contributions | $2,239,750 | AllOtherContributionsAmt |
| Noncash Contributions | $30,521 | NoncashContributionsAmt |
| Total Contributions | $29,599,684 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,029 | TotalRevenueColumnAmt |
| Exclusion | $24,029 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,623,713 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $24,029 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,970,429 | TotalAmt |
| Program Services | $29,970,429 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,504 | TotalAmt |
| Management And General | $137,445 | ManagementAndGeneralAmt |
| Fundraising | $62,059 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $567,002 | TotalAmt |
| Management And General | $388,578 | ManagementAndGeneralAmt |
| Fundraising | $178,424 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,455 | TotalAmt |
| Management And General | $17,537 | ManagementAndGeneralAmt |
| Fundraising | $7,918 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,092 | TotalAmt |
| Management And General | $35,199 | ManagementAndGeneralAmt |
| Fundraising | $15,893 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,888 | TotalAmt |
| Management And General | $41,259 | ManagementAndGeneralAmt |
| Fundraising | $18,629 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,820 | TotalAmt |
| Management And General | $17,709 | ManagementAndGeneralAmt |
| Fundraising | $111 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,961 | TotalAmt |
| Management And General | $151,961 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,388 | TotalAmt |
| Management And General | $22,201 | ManagementAndGeneralAmt |
| Fundraising | $10,187 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,415 | TotalAmt |
| Management And General | $37,956 | ManagementAndGeneralAmt |
| Fundraising | $21,459 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,021 | TotalAmt |
| Management And General | $13,021 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,494 | TotalAmt |
| Management And General | $5,494 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,972 | TotalAmt |
| Management And General | $12,972 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| ACCOMODATION | $70,633 | $70,633 | |
| OPERATING COSTS | $18,063 | $18,063 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,255,137 | TotalAmt |
| Program Services | $29,988,492 | ProgramServicesAmt |
| Management And General | $951,965 | ManagementAndGeneralAmt |
| Fundraising | $314,680 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,746,426 | BOYAmt |
| EOY | $6,983,514 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,534,899 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,147,415 | BOYAmt |
| EOY | $681,294 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,623 | BOYAmt |
| EOY | $112,706 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $48,914 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,537 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,205 | BOYAmt |
| EOY | $4,377 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,458,568 | BOYAmt |
| EOY | $7,781,891 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,574 | BOYAmt |
| EOY | $157,717 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,574 | BOYAmt |
| EOY | $157,717 | 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 | $8,155,431 | BOYAmt |
| EOY | $7,449,241 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,098,563 | BOYAmt |
| EOY | $174,933 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,253,994 | BOYAmt |
| EOY | $7,624,174 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,458,568 | BOYAmt |
| EOY | $7,781,891 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,631,424 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $1,604 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $34,834,805 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,381,327 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,620,509 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,443,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,599,684 | CurrentTaxYearAmt |
| Total | $159,879,468 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,834,805 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,381,327 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,620,509 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,443,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,599,684 | CurrentTaxYearAmt |
| Total | $159,879,468 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $159,879,468 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,239 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,358 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,873 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,999 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,029 | CurrentTaxYearAmt |
| Total | $160,498 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $19,015 | CurrentTaxYearMinus3YearsAmt |
| Total | $19,015 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $160,058,981 | TotalSupportAmt |
| Public Support CY170 | 0.99890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99900 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING EVENTS - 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 19,015. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. | ExplanationTxt |
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 C IRS990ScheduleC
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $8,250 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $8,250 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LINE 1D: DURING THE YEAR, THE HALO TRUST (USA), INC. USED EMAIL TO CONTACT MEMBERS, LEGISLATORS AND THE PUBLIC REGARDING LEGISLATIVE ISSUES RELATED TO WEAPONS AND UNEXPLODED ORDNANCE REMOVAL. LINE 1G: DURING THE YEAR, THE HALO TRUST (USA), INC. ENGAGED IN DIRECT CONTACT WITH LEGISLATORS OR THEIR STAFF, IN MEETINGS AND BY EMAIL, IN RELATION TO THE FOLLOWING FEDERAL LEGISLATION: - FY20, FY21, FY22 APPROPRIATIONS - THE FY22 NATIONAL DEFENSE AUTHORIZATION ACT - THE LEGACIES OF WAR RECOGNITION AND UNEXPLODED ORDNANCE REMOVAL ACT - BLUE PACIFIC ACT - LIBYA STABILIZATION ACT | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,512 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,978 | DepreciationAmt |
| Book Value | $2,534 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,402 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,559 | DepreciationAmt |
| Book Value | $1,843 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,377 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $29,789,031 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $163,714 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,604 | OtherRevenueAmt |
| Revenue Not Reported | $165,318 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,623,713 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $29,623,713 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $31,418,851 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $163,714 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $163,714 | ExpensesNotReportedAmt |
| Expenses Subtotal | $31,255,137 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,255,137 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | LIABILITY FOR UNCERTAIN TAX POSITIONS (ASC 740) HALO FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE LIKELY THAN NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. HALO IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (THE CODE) SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. HALO HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE TAX YEARS ENDED MARCH 31, 2021, 2020, 2019 AND 2018 ARE STILL OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES. HALO HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FOREIGN CURRENCY TRANSLATION ADJUSTMENT 1,604. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANTMAKING | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $29,970,429 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $29,970,429 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $29,970,429 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Purpose Of Grant | MINE ACTION | PurposeOfGrantTxt |
| Cash Grant | $29,970,429 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| PART I, LINE 1: | GRANT MAKING AND GRANT MONITORING PROCEDURES DURING THE YEAR, THE HALO TRUST (USA), INC. ("HALO USA") CONTINUED TO ENTER INTO VARIOUS SUBGRANTING AGREEMENTS WITH THE HALO TRUST (UK) FOR THE LATTER TO PERFORM THE SERVICES DESCRIBED IN THE STATEMENT OF OBJECTIVES INCLUDED IN THE U.S. DEPARTMENT OF STATE FEDERAL ASSISTANCE AWARD, LARGELY BEING THE PROVISION OF LANDMINE CLEARANCE, STOCKPILE MANAGEMENT AND DESTRUCTION OF UNEXPLODED ORDNANCE. HALO USA, AS PRIME GRANT RECIPIENT CARRIES OUT RIGOROUS GRANT MONITORING IN ACCORDANCE WITH PART III, OFFICE OF MANAGEMENT AND BUDGET, 2 CFR CHAPTER 1, CHAPTER 2, PART 200 ET AL. |
| PART I, LINE 3: | ACCOUNTING METHOD THE EXPENDITURES, PER REGION, ARE PRESENTED ON THE ACCRUAL METHOD OF ACCOUNTING. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRIS WHATLEY | ||||||||||||||
| EXECUTIVE DIRECTOR | $178,840 | $0 | $0 | $0 | $9,500 | $0 | $0 | $0 | $330 | $0 | $188,670 | $0 | $0 | $0 |
| JAMES COWAN | ||||||||||||||
| PRESIDENT | $59,329 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $59,329 | $0 | $0 | $0 |
| MICHAEL DARBY | ||||||||||||||
| TREASURER | $16,932 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $16,932 | $0 | $0 | $0 |
| ANTHONY WIGAN | ||||||||||||||
| SECRETARY | $12,099 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $12,099 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | COMPENSATION | FormAndLineReferenceDesc |
| Explanation | HALO USA DOES NOT COMPENSATE ITS BOARD MEMBERS OR THE FOLLOWING OFFICERS: JAMES COWAN (PRESIDENT), ANTHONY WIGAN (SECRETARY), AND MICHAEL DARBY (TREASURER). EACH RECEIVED COMPENSATION IN 2020 FROM AN UNRELATED ORGANIZATION, THE HALO TRUST (UK). THE FIGURES SHOWN ON PART VII AND SCHEDULE J REPRESENT THE MONEY HALO TRUST (UK) PAID HALO USA FOR THE TIME SPENT BY THE PERSONS LISTED. CHRIS WHATLEY (EXECUTIVE DIRECTOR) WAS AN EMPLOYEE OF HALO USA DURING 2020 AND RECEIVED COMPENSATION IN 2020 FROM HALO USA. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,521 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| STATEMENT REGARDING THE COVID-19 PANDEMIC: | IN MARCH 2020, THE WORLD HEALTH ORGANIZATION DECLARED THE OUTBREAK OF CORONAVIRUS ("COVID-19") AS A PANDEMIC, WHICH CONTINUES TO SPREAD THROUGHOUT THE UNITED STATES AND INTERNATIONALLY. THE SPREAD OF COVID-19 HAS CAUSED SIGNIFICANT VOLATILITY IN U.S. AND INTERNATIONAL MARKETS. THERE IS SIGNIFICANT UNCERTAINTY AROUND THE BREADTH AND DURATION OF BUSINESS DISRUPTIONS RELATED TO COVID-19, AS WELL AS ITS IMPACT ON THE U.S. AND INTERNATIONAL ECONOMIES. TO DATE, THE IMPACT OF THE VIRUS HAS BEEN MINIMAL ON HALO'S OPERATIONS, HOWEVER, THE SITUATION IS MONITORED ON A DAILY BASIS, WITH PLANS ADJUSTED ACCORDINGLY. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS THE TREASURER PREPARES AND PROVIDES THE FORM 990, ALONG WITH SUPPLEMENTARY DATA AND RECONCILIATION, TO THE INDEPENDENT ACCOUNTING FIRM GRANT THORNTON FOR REVIEW. THE FINAL FORM 990 IS THEN PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY THE CONFLICTS OF INTERESTS POLICY COVERS ALL HALO EMPLOYEES AND THE BOARD OF TRUSTEES WHO HAVE A LEGAL OBLIGATION TO ACT IN THE BEST INTERESTS OF THE CHARITY. CONFLICTS OF INTERESTS MAY ARISE WHERE AN INDIVIDUAL'S PERSONAL OR FAMILY INTERESTS AND/OR LOYALTIES CONFLICT WITH THOSE OF THE CHARITY. WHENEVER A TRUSTEE OR A PERSON WITH WHOM THE TRUSTEE IS CLOSELY CONNECTED HAS A PERSONAL OR FINANCIAL INTEREST DIRECTLY OR INDIRECTLY, OR ANY INTEREST WHICH COULD BE PERCEIVED TO LEAD TO A CONFLICT OF INTEREST IS THE LEVEL AT WHICH THE CHARITY SHALL DETERMINE WHETHER A CONFLICT EXISTS. CONFLICTS OF INTEREST ARE REVIEWED BY THE BOARD FOR TRUSTEES AND BY THE TREASURER FOR OTHER MEMBERS OF HALO. IN THE EVENT THAT THERE IS A PERSISTENT MATERIAL CONFLICT OF INTEREST WHICH AFFECTS THE ABILITY OF A PARTICULAR TRUSTEE TO CARRY OUT HIS OR HER DUTIES THEN THE TRUSTEE CONCERNED SHOULD CONSIDER WHETHER IT IS IN THE BEST INTERESTS OF THE CHARITY THAT HE/ SHE CONTINUES AS A TRUSTEE OF THE CHARITY. IN THE EVENT OF A CONFLICT CONSIDERED BY THE UNCONFLICTED TRUSTEES TO BE SO FUNDAMENTAL OR PERVASIVE THAT IT WOULD BE INAPPROPRIATE FOR THE INDIVIDUAL TO REMAIN A TRUSTEE, PROCEDURES MAY BE PUT IN MOTION WHICH MAY RESULT IN THE INDIVIDUAL BEING ASKED TO RESIGN FROM THE BOARD. IN SUCH A CASE THE TRUSTEE WILL HAVE AN OPPORTUNITY TO BE HEARD. HOWEVER, IN THE EVENT THAT A TRUSTEE IS ASKED TO RESIGN, THEY SHOULD RESPECT THE MAJORITY DECISION AND RESIGN AT THE EARLIEST OPPORTUNITY. ALL EMPLOYEES AT A SENIOR MANAGEMENT LEVEL (INTERNATIONAL OR NATIONAL) ARE REQUIRED TO PRODUCE A DECLARATION OF RELEVANT INTERESTS, PARTICULAR IN CIRCUMSTANCES WHERE THEY MAY BE INVOLVED IN THE PROCUREMENT OF GOODS OR SERVICES, OR DECISION MAKING, WHERE A CONFLICT OF INTEREST MAY IMPACT ON THE DECISION. |
| FORM 990, PART VI, SECTION B, LINE 15A | PROCESS FOR DETERMINING COMPENSATION THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED INDEPENDENT OF MANAGEMENT BY THE TRUSTEES AND BOARD OF HALO USA. FOR THE EXECUTIVE DIRECTOR HELD IN POST FOR THE YEAR THIS PROCESS WAS DONE AT HIS RECRUITMENT POINT AND REVIEWED DURING HIS ANNUAL APPRAISAL PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENT DISCLOSURE THE ORGANIZATION PROMPTLY PROVIDES THE REQUESTED INFORMATION BY E-MAIL OR MAIL. THE FORMS 1023 AND 990 AND THE SHORT LENGTH FINANCIAL STATEMENTS ARE MADE AVAILABLE ON HALO'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | FOREIGN EXCHANGE ADJUSTMENT 1,604. |