Holy Trinity Greek Orthodox Founda… - Form 990 Financial Data

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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

George Andrews

Phone

7043344771

Tax Period

2025-01-01 to 2025-12-31

Holy Trinity Greek Orthodox Foundation of Charlotte NC, founded in 1973, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $139K in total revenue in fiscal year 2025. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $51K, a strong 37% operating margin.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $1,500

Assistance to the Needy

Program 2

Expenses: $33,500

Contributions to Greek Orthodox Charitable and Educational Organizations

Program 3

Expenses: $34,500

Contributions to Local and National Charitable Organizations

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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 (2025)

Revenue Breakdown

Contributions & Grants $19,835

Program Service Revenue $0

Investment Income $119,138

Other Revenue $0

TOTAL REVENUE $138,973

Expense Breakdown

Grants Paid $69,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,500

Other Expenses $18,682

TOTAL EXPENSES $88,182

Year-over-Year Comparison

	2025	2024	Change
Revenue	$138,973	$112,070	+0.2%
Expenses	$88,182	$95,753	-0.1%
Net Income	$50,791	$16,317	+2.1%

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

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
George C Zogzas	Trustee	002.00	Director	$0	$0	$0
George Andrews	Secretary	002.00	Officer Director	$0	$0	$0
Eleni Saunders	Treasurer	002.00	Officer Director	$0	$0	$0
George C Copsis	Vice-Chair	002.00	Officer Director	$0	$0	$0
Yanni Haralambous	Trustee	002.00	Director	$0	$0	$0
Nick X Nixon	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
2025	$138,973	$88,182	$1,995,446	$50,791
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