HOLY TRINITY GREEK ORTHODOX CHURCH ENDOWMENT FUND (EIN 823020234) - 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

2018

Legal Domicile

Principal Officer

Ted Exarhakos

Phone

9082338533

Tax Period

2023-01-01 to 2023-12-31

HOLY TRINITY GREEK ORTHODOX CHURCH ENDOWMENT FUND, founded in 2018, is a micro nonprofit in the Religion sector that reported $49K in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $33K, a strong 68% operating margin.

Mission

To Benefit the Ministries of the Holy Trinity Greek Orthodox Church of Westfield NJ

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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 $252

Program Service Revenue $0

Investment Income $48,622

Other Revenue $0

TOTAL REVENUE $48,874

Expense Breakdown

Grants Paid $3,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,500

Other Expenses $12,011

TOTAL EXPENSES $15,511

Year-over-Year Comparison

	2023	2022	Change
Revenue	$48,874	$33,396	+0.5%
Expenses	$15,511	$14,239	+0.1%
Net Income	$33,363	$19,157	+0.7%

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
Penny Mavridis Sales	Director - President	1	Officer Director	$0	$0	$0
George Colonias	Director - Vice President	1	Officer Director	$0	$0	$0
Ted Exarhakos	Director - Treasurer	1	Officer Director	$0	$0	$0
Peter Tarhanidis	Director - Treasurer	1	Officer Director	$0	$0	$0
Gina Sikellis	Director - Secretary	1	Officer Director	$0	$0	$0
Felicia Karsos	Director	0.25	Director	$0	$0	$0
Peter Arbes	Director	0.25	Director	$0	$0	$0
Peter Markos	Director	0.25	Director	$0	$0	$0
Peter Boutsikaris	Director	0.25	Director	$0	$0	$0
Lauren Koniaris	Director	0.25	Director	$0	$0	$0
Leon Carayannopoulos	Director	0.25	Director	$0	$0	$0
Chris Daifotis	Director	0.25	Director	$0	$0	$0
Dean Steele	Director	0.25	Director	$0	$0	$0
AJ Karanikolas	Director	0.25	Director	$0	$0	$0
Stephen Ladas	Director	0.25	Director	$0	$0	$0
Stefanos Arethas	Director	0.25	Director	$0	$0	$0
Spiro Leunes	Director	0.25	Director	$0	$0	$0
Peter Pangis	Director	0.25	Director	$0	$0	$0
George Koutsaftes	Director	0.25	Director	$0	$0	$0
Chris Dombalis	Director	0.25	Director	$0	$0	$0
Notis Kotsolios	Director	0.25	Director	$0	$0	$0
James Angelides	Director	0.25	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	$48,874	$15,511	$1,357,428	$33,363
2022	$33,396	$14,239	$1,136,840	$19,157
2021	$75,762	$11,019	$1,275,118	$64,743
2020	$28,891	$9,652	$1,074,221	$19,239

HOLY TRINITY GREEK ORTHODOX CHURCH ENDOWMENT FUND