HOLY TRINITY HOLY CROSS GREEK ORTHODOX CATHEDRAL FOUNDATION (EIN 631222513) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

HARRY KAMPAKIS

Phone

2057163080

Tax Period

2023-01-01 to 2023-12-31

HOLY TRINITY HOLY CROSS GREEK ORTHODOX CATHEDRAL FOUNDATION, founded in 1999, is a small nonprofit in the Religion sector that reported $196K in total revenue in fiscal year 2018. Revenue surged 266% from the prior year, signaling strong growth momentum. The organization ran a surplus of $154K, a strong 79% operating margin.

Mission

TO ESTABLISH AND GROW A PERPETUAL SOURCE OF FUNDING FOR THE GREEK ORTHODOX CHURCH IN BIRMINGHAM, ALABAMA, IN ORDER TO ENHANCE THE CHURCH'S MINISTRIES, IMPROVE THE CHURCH'S FACILITIES, AND FOSTER THE GROWTH OF THE ONE, TRUE, HOLY, CATHOLIC, AND APOSTOLISTIC CHURCH, ALL TO THE GREATER GLORY AND THE NAME OF THE HOLY TRINITY: OUR GOD, THE FATHER ALMIGHTY; OUR LORD AND SAVIOR, JESUS CHRIST; AND THE HOLY SPIRIT, THE LORD, THE GIVER OF LIFE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $22,089

Program Service Revenue $0

Investment Income $39,690

Other Revenue $0

TOTAL REVENUE $61,779

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $81,142

Other Expenses $125,541

TOTAL EXPENSES $125,541

Year-over-Year Comparison

	2023	2022	Change
Revenue	$61,779	$312,290	-0.8%
Expenses	$125,541	$170,178	-0.3%
Net Income	$-63,762	$142,112	-1.4%

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
HARRY KAMPAKIS	PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHAEL VELEZIS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ALEX S KONTOS	CHIEF INVESTMENT OFFICER	1.00	Officer Director	$0	$0	$0
STEPHEN LEARA	SECRETARY & CHIEF DEVELOPM	1.00	Officer Director	$0	$0	$0
NICK PETELOS	TREASURER	1.00	Director	$0	$0	$0
JOE RONDEROS	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE DRAKOS	DIRECTOR	1.00	Director	$0	$0	$0
CATHY BOARDMAN	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY EDWARDS	DIRECTOR	1.00	Director	$0	$0	$0
SERGEI KAMPAKIS	DIRECTOR	1.00	Director	$0	$0	$0
TOM QAQISH	DIRECTOR	1.00	Director	$0	$0	$0
PETER KOLETTIS	DIRECTOR	1.00	Director	$0	$0	$0
PHILLIP TRIANTOS	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
2024	No data	No data	No data	No data
2023	$61,779	$125,541	$1,991,924	$-63,762
2022	$312,290	$170,178	$1,706,068	$142,112
2021	$178,889	$38,056	$2,141,466	$140,833
2020	$33,769	$68,692	$2,007,566	$-34,923
2019	$532,089	$53,498	$2,001,870	$478,591
2018	$195,602	$41,591	$1,236,534	$154,011

HOLY TRINITY HOLY CROSS GREEK ORTHODOX CATHEDRAL FOUNDATION