HOLY FAMILY ADOPTION AGENCY (EIN 411968883) - 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

2000

Legal Domicile

Principal Officer

MARY L BALL

Phone

6512980133

Tax Period

2024-01-01 to 2024-12-31

HOLY FAMILY ADOPTION AGENCY, founded in 2000, is a small nonprofit in the Human Services sector that reported $242K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $56K, a strong 23% operating margin.

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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 $140,719

Program Service Revenue $0

Investment Income $101,531

Other Revenue $100

TOTAL REVENUE $242,350

Expense Breakdown

Grants Paid $0

Salaries & Benefits $139,152

Fundraising Expenses $10,413

Program Expenses $147,950

Other Expenses $47,216

TOTAL EXPENSES $186,368

Year-over-Year Comparison

	2024	2023	Change
Revenue	$242,350	$204,333	+0.2%
Expenses	$186,368	$165,233	+0.1%
Net Income	$55,982	$39,100	+0.4%

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

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

$58,240

Total Directors

$58,240

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY L BALL	EXECUTIVE DI	30.00	Officer Director	$58,240	$0	$58,240
FATHER ROBERT ALTIER	BOARD CHAIRM	0.12	Officer Director	$0	$0	$0
MICHAEL GLASGOW	DIRECTOR	0.12	Director	$0	$0	$0
AUDREY MOY	SECRETARY	0.12	Officer Director	$0	$0	$0
KURT VIRNIG	TREASURER	0.13	Officer 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	$242,350	$186,368	$897,233	$55,982
2023	$204,333	$165,233	$842,992	$39,100
2022	$245,275	$158,310	$804,057	$86,965
2021	$673,835	$127,441	$715,928	$546,394

HOLY FAMILY ADOPTION AGENCY