HOLY CROSS PROPERTIES INC (EIN 461118063) - 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

2013

Legal Domicile

Principal Officer

SHARON BERKOBIEN

Phone

5174237746

Tax Period

2020-01-01 to 2020-12-31

Mission

OWNS PROPERTIES THAT ARE RENTED TO AFFILIATED 501(C)(3) MISSION BASED COMPANIES.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,938

Other Expenses $47,950

TOTAL EXPENSES $47,950

Year-over-Year Comparison

	2020	2019	Change
Revenue	N/A	N/A	N/A
Expenses	$47,950	$75,686	-0.4%
Net Income	N/A	$-75,686	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

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

$188,042

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARON R BERKOBIEN	CEO	1.00	Officer	$0	$8,338	$188,042
DAVID A DRAYTON	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN F PUVOGEL	TREASURER	1.00	Officer Director	$0	$0	$0
RONALD R WEINGARTZ	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MICHAEL J FONTANA	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
BENJAMIN L ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL M ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
PETER M BERTSCH	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM P BOLTON	BOARD MEMBER	1.00	Director	$0	$0	$0
WALTER K WINKLE	BOARD MEMBER	1.00	Director	$0	$0	$0
CHESTER A FREEL	BOARD MEMBER	1.00	Director	$0	$0	$0
JOAN T JACKSON-JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER KOLOMJEC	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN T MCGRAW	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICK O'BRIEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN PENCE	BOARD MEMBER	1.00	Director	$0	$0	$0
RONALD RICHARDS	BOARD MEMBER	1.00	Director	$0	$0	$0
ANTHONY SCHENA	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW A SHMINA	BOARD MEMBER	1.00	Director	$0	$0	$0
SALVATORE B SIMONE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN G TEAGAN	BOARD 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
2020	No data	$47,950	No data	No data
2019	No data	$75,686	$2,335,900	No data

HOLY CROSS PROPERTIES INC