HOLY CROSS EDUCATION FOUNDATION (EIN 270626278) - 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

2008

Legal Domicile

Principal Officer

BRIAN OSTENSO

Phone

9529755099

Tax Period

2024-01-01 to 2024-12-31

HOLY CROSS EDUCATION FOUNDATION, founded in 2008, is a small nonprofit in the Education sector that reported $401K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $684K exceeded revenue, resulting in a 70% operating deficit.

Mission

TO PROVIDE SUPPORT, ADMINISTRATIVE ASSISTANCE AND FUNDING TO SCHOOLS THAT STRIVE TO PROVIDE THE HIGHEST QUALITY PRIMARY EDUCATION TO CHILDREN IN DISADVANTAGED AREAS BOTH INSIDE AND OUTSIDE THE UNITED STATES.

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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 $377,694

Program Service Revenue $0

Investment Income $23,639

Other Revenue $0

TOTAL REVENUE $401,333

Expense Breakdown

Grants Paid $666,725

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $666,725

Other Expenses $17,351

TOTAL EXPENSES $684,076

Year-over-Year Comparison

	2024	2023	Change
Revenue	$401,333	$361,935	+0.1%
Expenses	$684,076	$196,866	+2.5%
Net Income	$-282,743	$165,069	-2.7%

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

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
BRIAN OSTENSO	CHAIR OF THE BOARD	1.00	Officer Director	$0	$0	$0
JIM BIZAL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOHN MCHENRY	MEMBER	1.00	Director	$0	$0	$0
REV JAN LAMB	MEMBER	1.00	Director	$0	$0	$0
LONNI SKRENTNER	MEMBER	1.00	Director	$0	$0	$0
VERNON WILSON	MEMBER	1.00	Director	$0	$0	$0
FRANCIS WILSON	MEMBER	1.00	Director	$0	$0	$0
ROBERT FRADY	MEMBER	1.00	Director	$0	$0	$0
CINDY SHAFFER	MEMBER	1.00	Director	$0	$0	$0
RICHARD SHAFFER	MEMBER	1.00	Director	$0	$0	$0
ALLIE SMULKA	MEMBER	1.00	Director	$0	$0	$0
ISOLENE S BAILEY	MEMBER	1.00	Director	$0	$0	$0
BENJAMIN HOPKINS	MEMBER	1.00	Director	$0	$0	$0
SUZANNE KENT	MEMBER	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
2024	$401,333	$684,076	$645,496	$-282,743
2023	$361,935	$196,866	$928,239	$165,069
2022	$388,764	$231,946	$763,170	$156,818
2021	$433,832	$317,953	$606,352	$115,879
2020	$316,087	$193,049	$490,473	$123,038
2019	$439,702	$244,585	$367,435	$195,117
2018	$200,253	$192,031	$172,318	$8,222

HOLY CROSS EDUCATION FOUNDATION