HOLY SPIRIT MEMORIAL FOUNDATION (EIN 810505179) - 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

1995

Legal Domicile

Principal Officer

Steve Shelley

Phone

4065422167

Tax Period

2025-01-01 to 2025-12-31

HOLY SPIRIT MEMORIAL FOUNDATION, founded in 1995, is a micro nonprofit in the Religion sector that reported $13K in total revenue in fiscal year 2025. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $31K exceeded revenue, resulting in a 145% operating deficit.

Mission

Provide funding for affiliate church Holy Spirit Episcopal Parish for building repairs Christian outreach and continuing education

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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 (2025)

Revenue Breakdown

Contributions & Grants $2,501

Program Service Revenue $0

Investment Income $10,298

Other Revenue $0

TOTAL REVENUE $12,799

Expense Breakdown

Grants Paid $31,205

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,050

Other Expenses $210

TOTAL EXPENSES $31,415

Year-over-Year Comparison

	2025	2024	Change
Revenue	$12,799	$11,251	+0.1%
Expenses	$31,415	$27,907	+0.1%
Net Income	$-18,616	$-16,656	+0.1%

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
TERRI GROTZINGER	CoRector	0.50	Director	$0	$0	$0
PATTI BECKLEY	TRUSTEE	0.50	Director	$0	$0	$0
CHARLIE SWANNACK	Trustee	0.50	Director	$0	$0	$0
KEITH KUHN	Trustee	0.50	Director	$0	$0	$0
DOUG ANDERSON	Trustee	0.50	Director	$0	$0	$0
BEN DAVIS	Trustee	0.50	Director	$0	$0	$0
SCOTT JOURDONNAIS	Trustee	0.50	Director	$0	$0	$0
STEVE SHELLY	PRESIDENT	0.50	Officer	$0	$0	$0
GARY SWARTZ	SECRETARY	1.00	Officer	$0	$0	$0
MARK DVARISHKIS	VICE PRESIDENT	0.50	Officer	$0	$0	$0
JAMES WILEY DUNSTAN	TREASURER	4.00	Officer	$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	$12,799	$31,415	$816,578	$-18,616
2024	$11,250	$27,907	$759,217	$-16,657
2023	$20,435	$27,934	$706,534	$-7,499
2022	$27,501	$28,444	$655,164	$-943
2021	$97,323	$25,743	$762,594	$71,580
2020	$50,860	$29,974	$691,013	$20,886

HOLY SPIRIT MEMORIAL FOUNDATION