HOLY TRINITY ENDOWMENT TRUST 003692 (EIN 020458013) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

FRANK E NORMANDIN

Tax Period

2024-06-01 to 2025-05-31

HOLY TRINITY ENDOWMENT TRUST 003692, founded in 2002, is a micro nonprofit in the Education sector that reported $94K in total revenue in fiscal year 2024. Revenue fell 63% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $81K, a strong 87% operating margin.

Mission

To raise funds to provide support for the operation of Holy Trinity Catholic School of Laconia, NH. The school is an elementary (K-8) school.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $26,770

Program Service Revenue $0

Investment Income $67,128

Other Revenue $0

TOTAL REVENUE $93,898

Expense Breakdown

Grants Paid $4,268

Salaries & Benefits $7,663

Fundraising Expenses $0

Other Expenses $475

TOTAL EXPENSES $12,406

Year-over-Year Comparison

	2024	2023	Change
Revenue	$93,898	$254,868	-0.6%
Expenses	$12,406	$99,002	-0.9%
Net Income	$81,492	$155,866	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN SULLIVAN	DIRECTOR	N/A	Director	$0	$0	$0
THOMAS GARRITY	DIRECTOR	N/A	Director	$0	$0	$0
REV MARK DROUIN	DIRECTOR	N/A	Director	$0	$0	$0
FRANK TILTON	DIRECTOR	N/A	Director	$0	$0	$0
RAYMOND BOISSONEAU	DIRECTOR	N/A	Director	$0	$0	$0
DEBBIE FRAWLEY DRAKE	DIRECTOR	N/A	Director	$0	$0	$0
SANDRA MCGONAGLE	DIRECTOR	N/A	Director	$0	$0	$0
JAMES F LAFANCE	DIRECTOR	N/A	Director	$0	$0	$0
ANDREW HOSMER	DIRECTOR	N/A	Director	$0	$0	$0
PATRICK HYNES	N/A	N/A	Director	$0	$0	$0
PAUL GAUDETTE SR	DIRECTOR	N/A	Director	$0	$0	$0
ROBERT SMITH	DIRECTOR	N/A	Director	$0	$0	$0
FRANK NORMANDIN	CHAIR	N/A	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$93,898	$12,406	$1,462,891	$81,492
2024	$254,868	$99,002	$1,336,686	$155,866
2023	$112,891	$114,948	$1,057,961	$-2,057
2022	$114,581	$85,869	$1,107,039	$28,712
2021	$117,483	$101,633	$1,203,222	$15,850

HOLY TRINITY ENDOWMENT TRUST 003692