HOLY TRINITY EPISCOPAL FOUNDATION INC (EIN 237010230) - 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

1968

Legal Domicile

Principal Officer

BRIAN GENDREAU

Phone

3523768201

Tax Period

2024-01-01 to 2024-12-31

HOLY TRINITY EPISCOPAL FOUNDATION INC, founded in 1968, is a small nonprofit that reported $519K in total revenue in fiscal year 2024. Revenue surged 331% from the prior year, signaling strong growth momentum. The organization ran a surplus of $147K, a strong 28% operating margin.

Mission

TO SERVE ANY BENEVOLENT, CHARITABLE, EDUCATIONAL OR MISSIONARY UNDERTAKING, INSTITUTION OR AGENCY, FOSTERED BY THE EPISCOPAL DIOCESE OF FLORIDA, OR THE PROTESTANT EPISCOPAL CHURCH OF AMERICA, SUCH PURPOSES TO BE EXECUTED IN THE FLORIDA OR THE PROTESTANT EPISCOPAL CHURCH OF AMERICA. MISSIONARY ACTIVITIES OF HOLY TRINITY PARISH, THE EPISOPAL DIOCESE OF FLORIDA OR THE PROTESTANT EPISCOPAL CHURCH OF AMERICA.

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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 $243,944

Program Service Revenue $200

Investment Income $274,566

Other Revenue $0

TOTAL REVENUE $518,710

Expense Breakdown

Grants Paid $104,525

Salaries & Benefits $7,293

Fundraising Expenses $106,963

Program Expenses $134,650

Other Expenses $153,008

TOTAL EXPENSES $371,789

Year-over-Year Comparison

	2024	2023	Change
Revenue	$518,710	$120,238	+3.3%
Expenses	$371,789	$374,821	0.0%
Net Income	$146,921	$-254,583	-1.6%

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
BRIAN GENDREAU	PRESIDENT	1.00	Officer Director	$0	$0	$0
BETTY ALSOBROOK	SECRETARY	1.00	Officer Director	$0	$0	$0
ANN PIERSON	DIRECTOR	1.00	Director	$0	$0	$0
DAN BOYD	DIRECTOR	1.00	Director	$0	$0	$0
JOHN JOPLING	DIRECTOR	1.00	Director	$0	$0	$0
LEW GARRISH	DIRECTOR	1.00	Director	$0	$0	$0
MARION RADSON	DIRECTOR	1.00	Director	$0	$0	$0
PHYLLIS DELANEY	DIRECTOR	1.00	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	$518,710	$371,789	$6,306,205	$146,921
2023	$120,238	$374,821	$5,874,349	$-254,583
2022	$1,264,771	$470,322	$6,114,088	$794,449
2021	$672,701	$331,764	$6,104,435	$340,937
2020	$459,584	$245,072	$5,412,171	$214,512
2019	$924,630	$306,262	$5,385,826	$618,368
2018	$597,801	$316,101	$4,796,072	$281,700

HOLY TRINITY EPISCOPAL FOUNDATION INC