HOLY FAMILY INSTITUTE (EIN 250984606) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1900

Legal Domicile

Principal Officer

MICHAEL SEXAUER

Phone

4127664030

Tax Period

2024-07-01 to 2025-06-30

HOLY FAMILY INSTITUTE, founded in 1900, is a mid-sized nonprofit in the Human Services sector that reported $28.7M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $27.4M left a modest 4% surplus.

Mission

ROOTED IN THE RICH TRADITION OF CATHOLIC SOCIAL TEACHING AND THE HERITAGE OF THE SISTERS OF THE HOLY FAMILY OF NAZARETH, WE EMPOWER CHILDREN AND FAMILIES TO LEAD RESPONSIBLE LIVES AND DEVELOP HEALTHY AND MEANINGFUL RELATIONSHIPS BUILT ON FAITH, HOPE AND LOVE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $25,399,070

Program Service Revenue $3,259,703

Investment Income $-106,090

Other Revenue $154,229

TOTAL REVENUE $28,706,912

Expense Breakdown

Grants Paid $1,815,176

Salaries & Benefits $20,976,422

Fundraising Expenses $421,903

Program Expenses $23,472,756

Other Expenses $4,648,227

TOTAL EXPENSES $27,439,825

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,706,912	$26,455,829	+0.1%
Expenses	$27,439,825	$28,226,092	0.0%
Net Income	$1,267,087	$-1,770,263	-1.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

469

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

$542,209

Total Directors

$1,065,326

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SR LINDA YANKOSKI CSFN EDD	CEO (EX-OFFICIO)	40.00	Officer Director	$0	$278,509	$278,509
MICHAEL SEXAUER	PRESIDENT (EX-OFFICIO)	40.00	Officer Director	$243,906	$19,794	$263,700
MARK PALASTRO	CFO (RESIGNED 12/2024)	40.00	Director	$164,374	$30,183	$194,557
RAYMOND BETZ	CHIEF ADMINISTRATIVE OFFICER	40.00	Director	$134,005	$22,550	$156,555
HAILEY JULIANO	CHIEF PROGRAM OFFICER	40.00	Director	$151,126	$20,879	$172,005
STACI L BROGAN CPA	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN F WINGERTER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARK J MINNAUGH	TREASURER	1.00	Officer Director	$0	$0	$0
LORETTA ADAMS	SECRETARY	1.00	Officer Director	$0	$0	$0
CARLOTA M BOHM	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW CARROLL	TRUSTEE	1.00	Director	$0	$0	$0
ROSEMARY CORSETTI	TRUSTEE	1.00	Director	$0	$0	$0
SISTER JANICE FULMER CSFN	TRUSTEE	1.00	Director	$0	$0	$0
JAMES R HAGGERTY	TRUSTEE	1.00	Director	$0	$0	$0
CAROL S MACPHAIL	TRUSTEE	1.00	Director	$0	$0	$0
SISTER CYNTHIA MEYER CSFN	TRUSTEE	1.00	Director	$0	$0	$0
TIMOTHY F NOELKER	TRUSTEE	1.00	Director	$0	$0	$0
RONALD PETNUCH ESQUIRE	TRUSTEE	1.00	Director	$0	$0	$0
NICHOLAS P VARI	TRUSTEE	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
2025	$28,706,912	$27,439,825	$16,607,161	$1,267,087
2024	$26,455,829	$28,226,092	$15,877,706	$-1,770,263
2023	$28,412,378	$31,113,302	$16,875,369	$-2,700,924
2022	$31,154,933	$25,142,616	$20,435,052	$6,012,317
2021	$23,440,748	$20,913,718	$17,575,191	$2,527,030
2020	$20,387,697	$19,765,580	$14,203,695	$622,117
2019	$17,232,461	$17,504,550	$10,003,397	$-272,089
2018	$14,514,948	$14,067,621	$10,055,929	$447,327

HOLY FAMILY INSTITUTE