SOCIETY OF HOLY TRINITY (EIN 250913985) - 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

1905

Legal Domicile

Principal Officer

DAVID THIEMANN

Phone

8148688832

Tax Period

2024-07-01 to 2025-06-30

SOCIETY OF HOLY TRINITY, founded in 1905, is a small nonprofit that reported $150K in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $40K, a strong 27% operating margin.

Mission

TO PROMOTE ETHNIC CULTURE, CUSTOMS AND HISTORY TEACHING AND PROVIDE A SOURCE OF LIFE INSURANCE TO ITS MEMBERS.

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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 $14,525

Program Service Revenue $0

Investment Income $16,018

Other Revenue $119,416

TOTAL REVENUE $149,959

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,300

Fundraising Expenses $0

Program Expenses $108,482

Other Expenses $103,799

TOTAL EXPENSES $110,099

Year-over-Year Comparison

	2024	2023	Change
Revenue	$149,959	$206,616	-0.3%
Expenses	$110,099	$108,728	+0.0%
Net Income	$39,860	$97,888	-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

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

$6,300

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID THIEMANN	Treasurer	6.00	Officer	$2,290	$0	$2,290
BERNARD SLOMSKI	President	3.00	Officer	$1,805	$0	$1,805
PATRICK GOOL	Secretary	5.00	Officer	$1,140	$0	$1,140
PATRICK RAWA	Vice President	3.00	Officer	$1,065	$0	$1,065
MIKE LOREI	PRCUA FIN SEC+M	3.00	Officer	$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	$149,959	$110,099	$1,182,432	$39,860
2024	$206,616	$108,728	$1,156,600	$97,888
2023	$162,552	$102,268	$1,078,702	$60,284
2022	$174,920	$83,379	$1,041,439	$91,541
2021	$90,200	$42,984	$1,023,381	$47,216
2020	$201,258	$70,561	$1,002,562	$130,697
2019	$142,101	$48,539	$936,922	$93,562

SOCIETY OF HOLY TRINITY