HOLY FAMILY FOUNDATION FOR THE AGED

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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

1999

Legal Domicile

Principal Officer

CHARLES F PLAGEMAN

Phone

8047522200

Tax Period

2024-11-01 to 2025-10-31

HOLY FAMILY FOUNDATION FOR THE AGED, founded in 1999, is a micro nonprofit that reported $83K in total revenue in fiscal year 2024. Net assets of $544K represent 79 months of operating reserves.

Mission

ASSISTANCE TO AGED POOR

Program Service Accomplishments

Program 1

Expenses: $79,219

HELP THE AGED POOR AND ANY QUALIFYING ORGANIZATIONS THAT PROVIDE ASSISTANCE TO THE AGED POOR AND MEETS THE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $83,117

Other Revenue $0

TOTAL REVENUE $83,117

Expense Breakdown

Grants Paid $79,219

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,219

Other Expenses $5,051

TOTAL EXPENSES $84,270

Year-over-Year Comparison

	2024	2023	Change
Revenue	$83,117	$79,120	+0.1%
Expenses	$84,270	$125,298	-0.3%
Net Income	$-1,153	$-46,178	-1.0%

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

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
ROBERT BARTON	Trustee	1.00	Director	$0	$0	$0
CHARLES F PLAGEMAN	Treasurer	1.00	Officer Director	$0	$0	$0
CHARLES M CARAVATI III	Trustee	1.00	Director	$0	$0	$0
MICHAEL B SIEWERS	Secretary	1.00	Officer Director	$0	$0	$0
P BRADLEY NOTT JR	Vice President	1.00	Officer Director	$0	$0	$0
LILLIE WAUFORD	Trustee	1.00	Director	$0	$0	$0
BRADLEY D NOTT	Trustee	1.00	Director	$0	$0	$0
DAVID D PLAGEMAN	President	1.00	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	$83,117	$84,270	$544,340	$-1,153
2024	$119,000	$205,180	$505,243	$-86,180
2024	No data	No data	No data	No data
2023	$113,056	$204,822	$591,423	$-91,766
2022	$64,694	$120,907	$683,189	$-56,213
2020	$26,999	$14,258	$732,159	$12,741
2019	$29,696	$29,115	$719,418	$581
2018	$17,501	$38,139	$718,837	$-20,638