HOLY TRINITY CHURCH FOUNDATION INC

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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

1998

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

HOLY TRINITY CHURCH FOUNDATION INC, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $314K in total revenue in fiscal year 2023. Revenue surged 605% from the prior year, signaling strong growth momentum. The organization ran a surplus of $252K, a strong 80% operating margin.

Mission

TO RECEIVE AND ADMINISTER GIFTS AND BEQUEST AND EXPEND FUNDS AS APPROPRIATE FOR REIGIOUS, CHARITABLE AND EDUCATIONAL PURPOSES, PARTICULARLY FOR FACILITIES REPAIRS AND IMPROVEMENTS TO HOLY TRINITY EPISCOPAL CHURCH.

Program Service Accomplishments

Program 1

Expenses: $16,000

THE FOUNDATION AWARDS COLLEGE SCHOLARSHIPS TO STUDENTS WHO ARE MEMBERS OF HOLY TRINITY EPISCOPAL CHURCH AND WHO DEMONSTRATE FINANCIAL NEED FOR POST-SECONDARY EDUCATION. THE FOUNDATION ALSO...

THE FOUNDATION AWARDS COLLEGE SCHOLARSHIPS TO STUDENTS WHO ARE MEMBERS OF HOLY TRINITY EPISCOPAL CHURCH AND WHO DEMONSTRATE FINANCIAL NEED FOR POST-SECONDARY EDUCATION. THE FOUNDATION ALSO OCCASIONALLY FUNDS SCHOLARSHIPS FOR PRE-KINDERGARTEN CHILDREN TO THE HOLY TRINITY EPISOPAL CHURCH DAY SCHOOL. THESE SCHOLARSHIPS ARE AWARDED BASED ON THE FINANCIAL NEED OF THE PARENTS.

Program 2

THE FOUNDATION MAKES ANNUAL TRANSFERS TO HOLY TRINITY EPIXCOPAL CHURCH TO ASSIST IN PROPERTY REPAIRS AND IMPROVEMENTS IN ACCORDANCE WITH THE MISSION OF THE FOUNDATION.

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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 $282,072

Program Service Revenue $0

Investment Income $32,245

Other Revenue $0

TOTAL REVENUE $314,317

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,000

Other Expenses $62,440

TOTAL EXPENSES $62,440

Year-over-Year Comparison

	2023	2022	Change
Revenue	$314,317	$44,555	+6.1%
Expenses	$62,440	$6,179	+9.1%
Net Income	$251,877	$38,376	+5.6%

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	Role	Reportable Comp	Other Comp	Total
JOE BROWER	Treasurer	Director	$0	$0	$0
TRUDE MCARTY	Director	Director	$0	$0	$0
MARTHA STUKES	Director	Director	$0	$0	$0
DODSON SCHENCK	Director	Director	$0	$0	$0
BOB EDMUNDS	Director	Director	$0	$0	$0
DAVID UMPHLETT	RECTOR	Director	$0	$0	$0
CAROL LUCAS	Chairman	Director	$0	$0	$0
AMY KLASS	Director	Director	$0	$0	$0
DOT BINKLEY	HTEC FINANCE MA	Director	$0	$0	$0
JOE WEATHERLY	Director	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
2024	No data	No data	No data	No data
2023	$314,317	$62,440	$2,336,821	$251,877
2022	$44,555	$6,179	$1,862,238	$38,376
2021	$226,595	$63,782	$2,025,913	$162,813
2020	$84,485	$21,031	$1,730,364	$63,454
2019	$58,645	$151,005	$1,555,341	$-92,360