Holy Trinity Academy (EIN 201145103) - 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

2004

Legal Domicile

Tax Period

2022-07-01 to 2023-06-30

Holy Trinity Academy, founded in 2004, is a small nonprofit in the Education sector that reported $244K in total revenue in fiscal year 2022. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $235K left a modest 4% surplus.

Mission

THE PURPOSE OF HOLY TRINITY ACADEMY IS TO PROVIDE A QUALITY FAITH BASED EDUCATION IN THE TRINIDAD AREA (K-12) IN THE CONTEXT OF THE BASIC EDUCATIONAL REQUIREMENTS OF THE STATE OF COLORADO.

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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 (2022)

Revenue Breakdown

Contributions & Grants $43,769

Program Service Revenue $93,354

Investment Income $0

Other Revenue $107,304

TOTAL REVENUE $244,427

Expense Breakdown

Grants Paid $0

Salaries & Benefits $160,289

Fundraising Expenses $0

Program Expenses $213,595

Other Expenses $75,136

TOTAL EXPENSES $235,425

Year-over-Year Comparison

	2022	2021	Change
Revenue	$244,427	$187,094	+0.3%
Expenses	$235,425	$231,030	+0.0%
Net Income	$9,002	$-43,936	-1.2%

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

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
Mary McKenna	Director	1.00	Director	$0	$0	$0
Anissa Roth	Director	10.00	Director	$0	$0	$0
Lisa Villegas	Director	1.00	Director	$0	$0	$0
Christina M Duran	President	5.00	Director	$0	$0	$0
Angie Hill	Treasurer	1.00	Director	$0	$0	$0
Molly Smith	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
2024	No data	No data	No data	No data
2023	$244,427	$235,425	$648,139	$9,002
2022	$187,094	$231,030	$650,982	$-43,936

Holy Trinity Academy