HOLY FAMILY CLASSICAL ACADEMY INC (EIN 863706402) - 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

JACOB MORATH

Phone

9402470420

Tax Period

2024-07-01 to 2025-06-30

HOLY FAMILY CLASSICAL ACADEMY INC, founded in 2021, is a small nonprofit in the Education sector that reported $566K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $544K left a modest 4% surplus.

Mission

HOLY FAMILY CLASSICAL ACADEMY, INC. HAS BEEN ORGANIZED TO PROVIDE A CATHOLIC SCHOOL FOR PRE-K TO EIGHTH GRADES.

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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 $274,582

Program Service Revenue $288,275

Investment Income $0

Other Revenue $3,250

TOTAL REVENUE $566,107

Expense Breakdown

Grants Paid $0

Salaries & Benefits $390,150

Fundraising Expenses $18,002

Program Expenses $459,285

Other Expenses $154,104

TOTAL EXPENSES $544,254

Year-over-Year Comparison

	2024	2023	Change
Revenue	$566,107	$400,598	+0.4%
Expenses	$544,254	$420,625	+0.3%
Net Income	$21,853	$-20,027	-2.1%

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

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
JACOB MORATH	PRESIDENT / TREASURER	1.00	Officer Director	$0	$0	$0
CYNDI TRIVETTE	SECRETARY	1.00	Officer Director	$0	$0	$0
KATHRYN HAGER	DIRECTOR	1.00	Director	$0	$0	$0
COLLEEN FIDELIE	DIRECTOR	1.00	Director	$0	$0	$0
LAURA MURRAY	DIRECTOR	1.00	Director	$0	$0	$0
BLAINE BARTON	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT DILLARD	DIRECTOR	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	$566,107	$544,254	$253,810	$21,853
2024	$400,598	$420,625	$251,651	$-20,027
2023	$316,287	$315,145	$271,678	$1,142

HOLY FAMILY CLASSICAL ACADEMY INC