Holy Family School (EIN 751025515) - 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

1951

Legal Domicile

Phone

9725625476

Tax Period

2020-08-01 to 2021-07-31

Holy Family School, founded in 1951, is a small nonprofit that reported $197K in total revenue in fiscal year 2020. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $292K exceeded revenue, resulting in a 48% operating deficit.

Mission

Holy Family School of McKinney provides child care for low income families for infants, preschool and pre-kindergarten.

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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 (2020)

Revenue Breakdown

Contributions & Grants $14,703

Program Service Revenue $176,273

Investment Income $0

Other Revenue $6,481

TOTAL REVENUE $197,457

Expense Breakdown

Grants Paid $0

Salaries & Benefits $175,328

Fundraising Expenses $0

Program Expenses $239,577

Other Expenses $117,154

TOTAL EXPENSES $292,482

Year-over-Year Comparison

	2020	2019	Change
Revenue	$197,457	$352,881	-0.4%
Expenses	$292,482	$375,633	-0.2%
Net Income	$-95,025	$-22,752	+3.2%

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
Lynne Sipiora	President	2.00	Director	$0	$0	$0
Rachel Pittman	Secretary	2.00	Director	$0	$0	$0
Robbin Wells	Vice President	2.00	Director	$0	$0	$0
Lisa Hopkinson	Treasurer	2.00	Director	$0	$0	$0
Ashley Lewis	Human Resources	2.00	Director	$0	$0	$0
David Parsons Esq	Trustee	2.00	Director	$0	$0	$0
Derrick Robinson	Public Relations	2.00	Director	$0	$0	$0
Cindy Kasson	Board Member	2.00	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
2021	$197,457	$292,482	$840,062	$-95,025
2020	$352,881	$375,632	$935,161	$-22,751
2019	$421,681	$452,034	$891,060	$-30,353
2018	$396,976	$483,891	$816,144	$-86,915

Holy Family School