HOLY CROSS HIGH SCHOOL ENDOWMENT CORPORATION (EIN 463640205) - 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

SALVATORE AGATI

Phone

2037579248

Tax Period

2023-07-01 to 2024-06-30

HOLY CROSS HIGH SCHOOL ENDOWMENT CORPORATION, founded in 2012, is a small nonprofit in the Education sector that reported $334K in total revenue in fiscal year 2023. Revenue surged 90% from the prior year, signaling strong growth momentum. The organization ran a surplus of $233K, a strong 70% operating margin.

Mission

TO OPERATE EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES AND SOLELY FOR THE PURPOSES OF SECURING AND ADMINISTERING GIFTS FOR THE PURPOSE OF PROVIDING FINANCIAL ASSISTANCE TO STUDENTS OF HOLY CROSS HIGH SCHOOL OF WATERBURY, INC.; TO SECURE AND ADMINISTER GIFTS FOR THE GENERAL EDUCATIONAL PURPOSES OF HOLY CROSS HIGH SCHOOL OF WATERBURY, INC., INCLUDING WITHOUT LIMITATION THE IMPROVEMENT OF FACILITIES AND THE GENERAL EDUCATIONAL MISSION AND PROGRAMS AND; TO SERVE AS A CONDUIT FOR HOLY CROSS HIGH SCHOOL OF WATERBURY, INC. TO INVEST AND MANAGE ITS FUNDS ON A TEMPORARY BASIS.

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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 $147,057

Program Service Revenue $0

Investment Income $186,755

Other Revenue $0

TOTAL REVENUE $333,812

Expense Breakdown

Grants Paid $101,056

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $101,056

Other Expenses $10

TOTAL EXPENSES $101,066

Year-over-Year Comparison

	2023	2022	Change
Revenue	$333,812	$175,951	+0.9%
Expenses	$101,066	$182,645	-0.4%
Net Income	$232,746	$-6,694	-35.8%

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
SALVATORE AGATI	PRESIDENT/SE	1.00	Officer Director	$0	$0	$0
BERNARD DZINSKI JR	TREASURER	1.00	Officer Director	$0	$0	$0
DONALD DEBIASE	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT PORZIO	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH DEVINO	DIRECTOR	1.00	Director	$0	$0	$0
DAVID ROGERS	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
2025	No data	No data	No data	No data
2024	$333,812	$101,066	$2,884,305	$232,746
2023	$175,951	$182,645	$2,451,259	$-6,694
2022	$224,152	$109,884	$2,218,399	$114,268
2021	$141,558	$122,628	$2,846,091	$18,930
2020	$127,554	$162,771	$1,930,925	$-35,217
2019	$129,279	$116,838	$1,949,460	$12,441

HOLY CROSS HIGH SCHOOL ENDOWMENT CORPORATION