HOLY FAMILY SHRINE INC (EIN 470794158) - 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

1995

Legal Domicile

Principal Officer

Jolene Jefferies

Phone

4023324565

Tax Period

2025-01-01 to 2025-12-31

HOLY FAMILY SHRINE INC, founded in 1995, is a community nonprofit in the Religion sector that reported $2.6M in total revenue in fiscal year 2025. Revenue surged 730% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.3M, a strong 88% operating margin.

Mission

The mission of the Holy Family Shrine is to operate and maintain a Catholic shrine for the encouragement of prayer, spiritual enrichment, and discovery for pilgrims and travelers.

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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 (2025)

Revenue Breakdown

Contributions & Grants $2,530,335

Program Service Revenue $0

Investment Income $8,639

Other Revenue $79,031

TOTAL REVENUE $2,618,005

Expense Breakdown

Grants Paid $0

Salaries & Benefits $102,479

Fundraising Expenses $825

Program Expenses $273,920

Other Expenses $214,895

TOTAL EXPENSES $317,374

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,618,005	$315,398	+7.3%
Expenses	$317,374	$488,428	-0.4%
Net Income	$2,300,631	$-173,030	-14.3%

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
Rev Matthew Gutowski	Board President	0.5	Officer Director	$0	$0	$0
James Dennell	Board Secretary	0.5	Officer Director	$0	$0	$0
Rose Simons	Board member	0.5	Director	$0	$0	$0
Jeff Makovicka	Board member	0.5	Director	$0	$0	$0
Peter De Marco	Board member	0.5	Director	$0	$0	$0
Candace Connery	Board member	0.5	Director	$0	$0	$0
Jolene Jefferies	Board Treasurer	0.5	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
2025	$2,618,005	$317,374	$3,988,860	$2,300,631
2024	$315,398	$488,428	$1,689,410	$-173,030
2023	$410,742	$288,483	$1,857,480	$122,259
2022	$255,782	$342,717	$1,735,146	$-86,935
2021	$227,743	$261,441	$1,822,657	$-33,698
2020	$234,168	$248,676	$1,855,729	$-14,508

HOLY FAMILY SHRINE INC