HOLY TRINITY ACADEMY

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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

Phone

9724907060

Tax Period

2024-08-01 to 2025-07-31

HOLY TRINITY ACADEMY, founded in 1999, is a small nonprofit in the Education sector that reported $462K in total revenue in fiscal year 2024. Expenses of $573K exceeded revenue, resulting in a 24% operating deficit.

Mission

HOLY TRINITY ACADEMY IS AN ORTHODOX CHRISTIAN SCHOOL THAT NURTURES EXCELLENCE IN ACADEMICS, INTEGRITY OF CHARACTER, FAITH IN GOD AND THE CONFIDENCE IN ONESELF TO BRING THOSE GIFTS TOGETHER.

Program Service Accomplishments

Program 1

Expenses: $572,810 Revenue: $402,758

EDUCATE CHILDREN

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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 $32,627

Program Service Revenue $402,758

Investment Income $20,266

Other Revenue $6,649

TOTAL REVENUE $462,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $526,177

Fundraising Expenses $0

Program Expenses $572,810

Other Expenses $46,633

TOTAL EXPENSES $572,810

Year-over-Year Comparison

	2024	2023	Change
Revenue	$462,300	$464,918	0.0%
Expenses	$572,810	$516,005	+0.1%
Net Income	$-110,510	$-51,087	+1.2%

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

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
JOHN APOSTOLIDIS	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
PENNE COLLETT	DIRECTOR	4.00	Director	$0	$0	$0
JAMES EVAN FARRIOR	PRESIDENT	4.00	Officer Director	$0	$0	$0
ALYSSA BURGE	SECRETARY	4.00	Officer Director	$0	$0	$0
HUNTER KRAL	DIRECTOR	4.00	Director	$0	$0	$0
MICHELLE CHARALAMBOPOULOS	DIRECTOR	4.00	Director	$0	$0	$0
PAT ANTONIOU	DIRECTOR	4.00	Director	$0	$0	$0
MARIANNE BARAKAT	DIRECTOR	4.00	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
2025	$462,300	$572,810	$827,685	$-110,510
2024	$464,918	$516,005	$900,291	$-51,087
2023	$817,566	$519,588	$953,174	$297,978
2022	$778,498	$495,821	$722,448	$282,677
2021	$360,570	$374,888	$357,459	$-14,318
2020	$340,915	$334,654	$313,768	$6,261
2019	$455,010	$424,590	$378,390	$30,420