HOLY TRINITY HERMITIGE INC

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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

BRIAN FISCHER

Phone

6122480644

Tax Period

2023-01-01 to 2023-12-31

HOLY TRINITY HERMITIGE INC, founded in 2021, is a small nonprofit in the Religion sector that reported $150K in total revenue in fiscal year 2023. Revenue fell 87% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $66K, a strong 44% operating margin.

Mission

NONE

Program Service Accomplishments

Program 1

Expenses: $77,696 Revenue: $147,666

OFFER A RETREAT SPACE OF SILENCE AND SOLITUDE FOR ROMAN CATHOLIC PRIESTS AND OTHER CHRISTIAN LEADERS TO PROMOTE AND DEVELOP THEIR RELATIONSHIP WITH GOD.PLANNED ACTIVITIES ARE SILENT RETREATS. THEY...

OFFER A RETREAT SPACE OF SILENCE AND SOLITUDE FOR ROMAN CATHOLIC PRIESTS AND OTHER CHRISTIAN LEADERS TO PROMOTE AND DEVELOP THEIR RELATIONSHIP WITH GOD.PLANNED ACTIVITIES ARE SILENT RETREATS. THEY WILL BE CONDUCTED BY A SPIRITUAL DIRECTOR AT THE HOLY TRINITY HERMITAGE WITH WHOM THE RETREATANT WILL MEET ONCE A DAY. THE RETREAT DIRECTOR ASSIGNS SCRIPTURES FOR VARIOUS HOURS OF THE DAY AND OFFERS SPIRITUAL INSIGHT TO THE RETREATANT WHEN THEY MEET. THE LENGTH OFA SILENT RETREAT CAN BE 5 DAYS, 8 DAYS AND SOMETIMES 30 DAYS. THE RETREATANT WILL STAY ALONE IN A SMALL CABIN. THIS ACTIVITY IS FUNDED BY DONATIONS AND100% OF THE TOTAL TIME IS ALLOCATED TO THE ACTIVITY. THROUGH THIS ACTIVITY, RETREATANTS ARE ABLE TO PRAY IN SILENCE, WHICH GIVES THEM THE OPPORTUNITY TODEVELOP THEIR RELATIONSHIP WITH GOD IN THE BEAUTY OF NATURE AND THE SILENCE OF SOLITUDE, WHICH FURTHERS THE EXEMPT PURPOSE.

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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 $88,849

Program Service Revenue $0

Investment Income $60,817

Other Revenue $0

TOTAL REVENUE $149,666

Expense Breakdown

Grants Paid $0

Salaries & Benefits $38,985

Fundraising Expenses $0

Program Expenses $77,696

Other Expenses $44,536

TOTAL EXPENSES $83,521

Year-over-Year Comparison

	2023	2022	Change
Revenue	$149,666	$1,133,800	-0.9%
Expenses	$83,521	$74,543	+0.1%
Net Income	$66,145	$1,059,257	-0.9%

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

N/A

Independent Members

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN FISCHER	CHAIR	40.00	Officer Director	$0	$0	$0
FR TAX OXLEY	SECRETARY	0.00	Officer Director	$0	$0	$0
JON VANDERPLOEG	DIRECTOR	0.00	Officer Director	$0	$0	$0
JOHN ESSEFF	DIRECTOR	0.00	Officer Director	$0	$0	$0
DAVID WISCHMEIER	TREASURER	0.00	Officer 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	$149,666	$83,521	$1,204,124	$66,145
2022	$1,140,288	$74,986	$1,166,855	$1,065,302