HOLY TRINITY FOUNDATION INC (EIN 510168169) - 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

1974

Legal Domicile

Principal Officer

Michael W Thrall

Phone

5152553162

Tax Period

2023-07-01 to 2024-06-30

HOLY TRINITY FOUNDATION INC, founded in 1974, is a micro nonprofit that reported $67K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $276K exceeded revenue, resulting in a 315% operating deficit.

Mission

Financial support of the programs and facilities of Holy Trinity Catholic Church, Des Moines, Iowa.

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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 $6,730

Program Service Revenue $0

Investment Income $59,805

Other Revenue $0

TOTAL REVENUE $66,535

Expense Breakdown

Grants Paid $274,486

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $275,798

Other Expenses $1,312

TOTAL EXPENSES $275,798

Year-over-Year Comparison

	2023	2022	Change
Revenue	$66,535	$58,225	+0.1%
Expenses	$275,798	$274,317	+0.0%
Net Income	$-209,263	$-216,092	0.0%

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
Michael W Thrall	President	1.00	Officer Director	$0	$0	$0
Margaret DeSio	Vice President	1.0	Officer Director	$0	$0	$0
Alex Lynch	Secretary	1.0	Officer Director	$0	$0	$0
Don Westerheim	Treasurer	1.0	Officer Director	$0	$0	$0
Mark Neal	Director	1.0	Director	$0	$0	$0
Chris Coleman	Director	1.0	Director	$0	$0	$0
Tom Nolan	Director	1.0	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	$66,535	$275,798	$2,440,794	$-209,263
2023	$58,225	$274,317	$2,158,101	$-216,092
2022	$126,278	$1,310	$1,979,982	$124,968
2021	$68,677	$80,022	$2,199,349	$-11,345

HOLY TRINITY FOUNDATION INC