HOLY SPIRIT ACADEMY OF MONTICELLO (EIN 463049721) - 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

Tax Period

2023-07-01 to 2024-06-30

HOLY SPIRIT ACADEMY OF MONTICELLO, founded in 2013, is a small nonprofit in the Education sector that reported $816K in total revenue in fiscal year 2023.

Mission

HOLY SPIRIT ACADEMY IS A PRIVATE HIGH SCHOOL IN THE CATHOLIC INTELLECTUAL TRADITION OFFERING AN INTEGRATED ACADEMIC PROGRAM. THE SCHOOLS CHRIST-CENTERED APPROACH TO EDUCATION FOSTERS AN ENVIRONMENT GROUNDED IN THE TRUTH, WHICH PREPARES STUDENTS FOR A LIFE AT THE SERVICE OF OTHERS

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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 $362,800

Program Service Revenue $436,706

Investment Income $22

Other Revenue $16,659

TOTAL REVENUE $816,187

Expense Breakdown

Grants Paid $0

Salaries & Benefits $668,564

Fundraising Expenses $53,102

Program Expenses $633,544

Other Expenses $217,809

TOTAL EXPENSES $886,373

Year-over-Year Comparison

	2023	2022	Change
Revenue	$816,187	$830,806	0.0%
Expenses	$886,373	$834,473	+0.1%
Net Income	$-70,186	$-3,667	+18.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDY WEITNAUER	DIRECTOR	2.00	Director	$0	$0	$0
CORY SOMMER	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA ZACHMAN	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS WINKLES	TREASURER	2.00	Director	$0	$0	$0
MIKE BANGASSER	DIRECTOR	2.00	Director	$0	$0	$0
STEVE BOHLKE	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN HOUSE	PRESIDENT	40.00	Officer Director	$0	$0	$0
NANCY HANOWSKI	CHAIRMAN	4.00	Officer Director	$0	$0	$0
LISA STOKMAN	SECRETARY	4.00	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
2025	No data	No data	No data	No data
2024	$816,187	$886,373	$2,172,244	$-70,186
2023	$830,806	$834,473	$2,228,461	$-3,667
2022	$679,799	$629,939	$1,372,507	$49,860
2021	$587,628	$461,644	$1,316,367	$125,984

HOLY SPIRIT ACADEMY OF MONTICELLO