HOLY ROSARY SUSTAINING FUND C/O PRINCIPAL (EIN 461675019) - 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

2012

Legal Domicile

Principal Officer

MATTHEW HEDGES

Phone

2532727012

Tax Period

2023-01-01 to 2023-12-31

HOLY ROSARY SUSTAINING FUND C/O PRINCIPAL, founded in 2012, is a micro nonprofit in the Education sector that reported $70K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $11K, a strong 16% operating margin.

Mission

TO PROVIDE SUPPORT TO HOLY ROSARY CHURCH AND SCHOOL EXCLUSIVELY FOR RELIGIOUS EDUCATION PURPOSES UNDER THE MEANING OF 501(C)(3) OF THE INTERNAL REVENUE CODE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $69,754

Other Revenue $0

TOTAL REVENUE $69,754

Expense Breakdown

Grants Paid $56,951

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $58,553

Other Expenses $1,602

TOTAL EXPENSES $58,553

Year-over-Year Comparison

	2023	2022	Change
Revenue	$69,754	$63,612	+0.1%
Expenses	$58,553	$65,516	-0.1%
Net Income	$11,201	$-1,904	-6.9%

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
MATTHEW HEDGES	CHAIRMAN	0.10	Officer Director	$0	$0	$0
TERRENCE F MCCARTHY	DIRECTOR	0.00	Director	$0	$0	$0
MICHAEL B MURPHY	SECRETARY & TREASURER	0.00	Officer Director	$0	$0	$0
PAUL V MARTIN	VICE CHAIR	0.00	Officer Director	$0	$0	$0
AMY ORM	BOARD OBSERVER	0.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$69,754	$58,553	$1,640,949	$11,201
2022	$63,612	$65,516	$1,496,341	$-1,904
2021	$76,471	$56,959	$1,807,586	$19,512
2020	$65,512	$54,988	$1,652,283	$10,524
2019	$52,779	$51,736	$1,570,120	$1,043
2018	$61,395	$55,838	$1,417,271	$5,557

HOLY ROSARY SUSTAINING FUND C/O PRINCIPAL