HOLY TRINITY CATHOLIC SCHOOLS EDUCATIONAL FOUNDATION (EIN 421330855) - 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

1989

Principal Officer

JUSTIN PIEPER

Phone

3193721132

Tax Period

2024-01-01 to 2024-12-31

HOLY TRINITY CATHOLIC SCHOOLS EDUCATIONAL FOUNDATION, founded in 1989, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $296K in total revenue in fiscal year 2024. Revenue surged 216% from the prior year, signaling strong growth momentum. The organization ran a surplus of $194K, a strong 66% operating margin.

Mission

THE HOLY TRINITY CATHOLIC SCHOOLS EDUCATIONAL FOUNDATION EXISTS TO SUPPORT THE LOCAL CATHOLIC SCHOOL SYSTEM.

🔒

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 $198,393

Program Service Revenue $0

Investment Income $97,516

Other Revenue $0

TOTAL REVENUE $295,909

Expense Breakdown

Grants Paid $95,477

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $95,477

Other Expenses $6,582

TOTAL EXPENSES $102,059

Year-over-Year Comparison

	2024	2023	Change
Revenue	$295,909	$93,502	+2.2%
Expenses	$102,059	$94,815	+0.1%
Net Income	$193,850	$-1,313	-148.6%

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

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
KAREN BECKER	DIRECTOR	1.00	Director	$0	$0	$0
FR DAN DORAU	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN FOECKE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
DENNIS MENKE	DIRECTOR	1.00	Director	$0	$0	$0
LARRY MENKE	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN PIEPER	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHAD WARD	DIRECTOR	1.00	Director	$0	$0	$0
CINDY WELLMAN	TREASURER	1.00	Officer Director	$0	$0	$0
TOM WILKENS	DIRECTOR	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	$295,909	$102,059	$1,865,945	$193,850
2023	$93,502	$94,815	$1,575,700	$-1,313
2022	$102,984	$104,196	$1,376,621	$-1,212
2021	$205,847	$92,079	$1,577,412	$113,768
2020	$138,021	$123,346	$1,436,865	$14,675
2019	$154,739	$180,810	$1,293,767	$-26,071
2018	$118,633	$136,396	$1,200,487	$-17,763

HOLY TRINITY CATHOLIC SCHOOLS EDUCATIONAL FOUNDATION