HOLY TRINITY ACADEMY (EIN 752865744) - 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

1999

Legal Domicile

Phone

9724907060

Tax Period

2023-08-01 to 2024-07-31

HOLY TRINITY ACADEMY, founded in 1999, is a small nonprofit in the Education sector that reported $465K in total revenue in fiscal year 2023. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $516K exceeded revenue, resulting in a 11% 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.

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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 $21,647

Program Service Revenue $410,755

Investment Income $28,578

Other Revenue $3,938

TOTAL REVENUE $464,918

Expense Breakdown

Grants Paid $0

Salaries & Benefits $480,013

Fundraising Expenses $0

Program Expenses $516,005

Other Expenses $35,992

TOTAL EXPENSES $516,005

Year-over-Year Comparison

	2023	2022	Change
Revenue	$464,918	$817,566	-0.4%
Expenses	$516,005	$519,588	0.0%
Net Income	$-51,087	$297,978	-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
JASON PARIS	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
VENESSA THANOS	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
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

HOLY TRINITY ACADEMY