HOLIE INC (EIN 237098679) - 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

1970

Legal Domicile

Principal Officer

REVEREND FRED THOMAS-BREITFELD

Phone

4145452828

Tax Period

2023-01-01 to 2023-12-31

HOLIE INC, founded in 1970, is a micro nonprofit that reported $45K in total revenue in fiscal year 2023. Revenue surged 207% from the prior year, signaling strong growth momentum. The organization ran a surplus of $41K, a strong 92% operating margin.

Mission

SPONSOR OF HUD HOUSING PROJECTS TO SUPPORT AND INCREASE THE AVAILABILITY OF ELDERLY HOUSING IN THE ORGANIZATION'S SERVICE AREA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $44,956

Other Revenue $0

TOTAL REVENUE $44,956

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $245

Other Expenses $3,749

TOTAL EXPENSES $3,749

Year-over-Year Comparison

	2023	2022	Change
Revenue	$44,956	$14,631	+2.1%
Expenses	$3,749	$6,387	-0.4%
Net Income	$41,207	$8,244	+4.0%

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

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
REV PAUL ARMSTRONG	DIRECTOR	N/A	Director	$0	$0	$0
REV GAIL BRODERSEN-HEINS	DIRECTOR	N/A	Director	$0	$0	$0
REV INGRID HUEBNER	DIRECTOR	N/A	Director	$0	$0	$0
MR WAYNE LUNDE	SECRETARY/TR	N/A	Officer Director	$0	$0	$0
REV RICHARD PETERSON	DIRECTOR	N/A	Director	$0	$0	$0
MR MIKE PLICKA	DIRECTOR	N/A	Director	$0	$0	$0
MR THOMAS F RAASCH	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
REV ED RUEN	DIRECTOR	N/A	Director	$0	$0	$0
REVEREND FRED THOMAS-BREITFELD	PRESIDENT	N/A	Officer Director	$0	$0	$0
REV MARK THOMPSON	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$44,956	$3,749	$1,186,777	$41,207
2022	$14,631	$6,387	$1,109,721	$8,244
2021	$16,863	$4,668	$1,473,500	$12,195
2020	$17,768	$7,459	$1,430,633	$10,309
2019	$23,257	$2,127	$1,403,819	$21,130
2018	$23,502	$2,243	$1,342,121	$21,259

HOLIE INC