Holy Trinity Greek Orthodox Foundation of Charlotte NC (EIN 237376106) - 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

1973

Legal Domicile

Principal Officer

Nick Kantsios

Phone

7043344771

Tax Period

2024-01-01 to 2024-12-31

Holy Trinity Greek Orthodox Foundation of Charlotte NC, founded in 1973, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $112K in total revenue in fiscal year 2024. Expenses of $96K left a modest 15% surplus.

Mission

Donate to religious, charitable, educational causes and provide assistance to the needy.

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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 $24,226

Program Service Revenue $0

Investment Income $87,844

Other Revenue $0

TOTAL REVENUE $112,070

Expense Breakdown

Grants Paid $78,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $78,500

Other Expenses $17,253

TOTAL EXPENSES $95,753

Year-over-Year Comparison

	2024	2023	Change
Revenue	$112,070	$107,778	+0.0%
Expenses	$95,753	$67,740	+0.4%
Net Income	$16,317	$40,038	-0.6%

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

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
Nick Kantsios	Chairman	002.00	Officer Director	$0	$0	$0
George Andrews	Secretary	002.00	Officer Director	$0	$0	$0
Eleni Saunders	Trustee	002.00	Director	$0	$0	$0
George C Copsis	Treasurer	002.00	Officer Director	$0	$0	$0
Yanni Haralambous	Trustee	002.00	Director	$0	$0	$0
Nick X Nixon	Vice-Chairman	002.00	Officer Director	$0	$0	$0
Tommy Skenteris	Trustee	002.00	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	$112,070	$95,753	$1,785,291	$16,317
2023	$107,778	$67,740	$1,686,696	$40,038
2022	$188,581	$59,174	$1,557,888	$129,407
2021	$251,926	$73,943	$1,734,318	$177,983
2020	$45,675	$71,815	$1,597,906	$-26,140
2019	$63,564	$59,433	$1,487,786	$4,131
2018	$67,392	$65,865	$1,306,159	$1,527

Holy Trinity Greek Orthodox Foundation of Charlotte NC