Holy Trinity Academy (EIN 861989085) - 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

2021

Legal Domicile

Principal Officer

John Casey

Phone

9854927598

Tax Period

2024-07-01 to 2025-06-30

Holy Trinity Academy, founded in 2021, is a small nonprofit in the Education sector that reported $856K in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $1.0M exceeded revenue, resulting in a 21% operating deficit.

Mission

A private, K-12 independent school committed to authentic classical education. The activities will be conducted by teachers with master certification.

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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 $574,749

Program Service Revenue $238,672

Investment Income $42,582

Other Revenue $0

TOTAL REVENUE $856,003

Expense Breakdown

Grants Paid $9,931

Salaries & Benefits $529,951

Fundraising Expenses $27,636

Program Expenses $1,011,451

Other Expenses $499,205

TOTAL EXPENSES $1,039,087

Year-over-Year Comparison

	2024	2023	Change
Revenue	$856,003	$1,518,449	-0.4%
Expenses	$1,039,087	$893,388	+0.2%
Net Income	$-183,084	$625,061	-1.3%

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

$85,077

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tyler Pellegrin	Head of School	40.00	Key Emp	$85,077	$0	$85,077
John Casey	Board Chair	5.00	Officer Director	$0	$0	$0
Alice Roth	Vice Chair	5.00	Officer Director	$0	$0	$0
Mary Riviere	Treasurer	5.00	Officer Director	$0	$0	$0
Deanne Webb	Secretary	5.00	Officer Director	$0	$0	$0
Dr Guy Zeringue III	Board member	1.00	Director	$0	$0	$0
Rev Alex Gaudet	Board member/Chaplain	1.00	Director	$0	$0	$0
Justin Corte	Board member	1.00	Director	$0	$0	$0
Michele Neil	Board member	1.00	Director	$0	$0	$0
Pam Dupot	Board member	1.00	Director	$0	$0	$0
Amanda Morgan	Board member	1.00	Director	$0	$0	$0
Todd Amick	Board member	1.00	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	$856,003	$1,039,087	$3,450,773	$-183,084
2024	$1,518,449	$893,388	$3,560,837	$625,061
2023	$2,918,871	$134,002	$2,785,352	$2,784,869

Holy Trinity Academy