HOLY FAMILY SCHOOL FOUNDATION (EIN 460902245) - 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

2004

Legal Domicile

Principal Officer

DANIEL BENWARE

Tax Period

2021-07-01 to 2022-06-30

HOLY FAMILY SCHOOL FOUNDATION, founded in 2004, is a small nonprofit that reported $810K in total revenue in fiscal year 2021. Revenue surged 5567% from the prior year, signaling strong growth momentum. Expenses of $1.3M exceeded revenue, resulting in a 62% operating deficit.

Mission

THE FOUNDATION EXISTS SOLELY TO FINANCIALLY SUPPORT HOLY FAMILY SCHOOL, AND SO TO SAFEGUARD THE AVAILABILITY OF A STRONG CATHOLIC SCHOOL IN THE REGION AND PROVIDE FOR THE DEVELOPMENT OF FUTURE EDUCATIONAL PROGRAMS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $810,124

Other Revenue $0

TOTAL REVENUE $810,124

Expense Breakdown

Grants Paid $1,309,906

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,309,906

Other Expenses $0

TOTAL EXPENSES $1,309,906

Year-over-Year Comparison

	2021	2020	Change
Revenue	$810,124	$14,296	+55.7%
Expenses	$1,309,906	$14,296	+90.6%
Net Income	$-499,782	N/A	N/A

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

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
JOHN FLEURY	DIRECTOR	N/A	Director	$0	$0	$0
REV JOSEPH GIROUX	DIRECTOR	N/A	Director	$0	$0	$0
DANIEL BENWARE	PRESIDENT	N/A	Officer	$0	$0	$0
MARY C HOLINSHEAD	SECRETARY	N/A	Officer	$0	$0	$0
MARC TIM LASHOMB	TREASURER	N/A	Officer	$0	$0	$0
TERRY TRUDEAU	VICE PRESIDE	N/A	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
2022	$810,124	$1,309,906	No data	$-499,782
2021	$14,296	$14,296	$1,279,568	No data
2020	$27,544	$27,590	$1,025,363	$-46
2019	$26,973	$27,152	$933,564	$-179

HOLY FAMILY SCHOOL FOUNDATION