Holy Family Academy (EIN 042741262) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Phone

7033685679

Tax Period

2023-07-01 to 2024-06-30

Holy Family Academy, founded in 1993, is a small nonprofit that reported $814K in total revenue in fiscal year 2017. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $905K exceeded revenue, resulting in a 11% operating deficit.

Mission

To provide a Catholic education to children for Grades Kindergarten through Twelfth that is faithful to the mgisterium of the Catholic Church, which includes intellectual formation based on the Liturgy and Sacrements of the Catholic Church, and cultural formation based on the tradition & history of the Catholic Church and western civilization.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $101,807

Program Service Revenue $978,918

Investment Income $297

Other Revenue $155,728

TOTAL REVENUE $1,236,750

Expense Breakdown

Grants Paid $0

Salaries & Benefits $942,127

Fundraising Expenses $0

Program Expenses $943,250

Other Expenses $311,178

TOTAL EXPENSES $1,253,305

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,236,750	$1,287,129	0.0%
Expenses	$1,253,305	$1,037,603	+0.2%
Net Income	$-16,555	$249,526	-1.1%

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

Independent Members

Employees

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

$85,715

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mo Woltering	Executive Dir.	40.00	Officer	$85,715	$0	$85,715
Denise Woltering	Secretary	10.00	Director	$0	$0	$0
Suzanne Kosten	Treasurer	2.00	Director	$0	$0	$0
Michelle Kopeck	Director	10.00	Director	$0	$0	$0
Paul Miterko	Director	0.00	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	No data	No data	No data	No data
2024	$1,236,750	$1,253,305	$2,642,162	$-16,555
2023	$1,287,129	$1,037,603	$2,654,878	$249,526
2022	$1,204,099	$1,048,715	$1,954,667	$155,384
2021	$1,029,000	$904,645	$2,011,323	$124,355
2020	$799,557	$814,294	$1,996,622	$-14,737
2019	$748,351	$790,561	$1,900,803	$-42,210
2018	$814,198	$905,194	$1,950,206	$-90,996

Holy Family Academy