Holy Family Foundation of Van Zandt County Texas Corporation (EIN 873562051) - 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

2022

Legal Domicile

Principal Officer

Timothy Michels

Phone

9035674659

Tax Period

2023-07-01 to 2024-06-30

Holy Family Foundation of Van Zandt County Texas Corporation, founded in 2022, is a small nonprofit that reported $395K in total revenue in fiscal year 2023. Revenue surged 2716% from the prior year, signaling strong growth momentum. The organization ran a surplus of $169K, a strong 43% operating margin.

Mission

The mission of the organization is to offer exemplary education in the Catholic tradition to families of all faiths to develop excitement for learning, effective study habits, and work towards each student's formation in the human, intellectual, spiritual, and missionary domains.

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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 $377,670

Program Service Revenue $17,655

Investment Income $0

Other Revenue $0

TOTAL REVENUE $395,325

Expense Breakdown

Grants Paid $0

Salaries & Benefits $144,628

Fundraising Expenses $0

Program Expenses $122,363

Other Expenses $81,442

TOTAL EXPENSES $226,070

Year-over-Year Comparison

	2023	2022	Change
Revenue	$395,325	$14,038	+27.2%
Expenses	$226,070	$21,048	+9.7%
Net Income	$169,255	$-7,010	-25.1%

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
Timothy Michels	President	43.00	Officer Director	$0	$0	$0
Brad Schley	Vice President	2.00	Officer Director	$0	$0	$0
Charlene Silva	Treasurer	7.00	Officer Director	$0	$0	$0
Dan Macy	Secretary	32.00	Officer Director	$0	$0	$0
Sharon Stehsel	Director	4.00	Director	$0	$0	$0
Lea Kottwitz	Director	2.00	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	No data	No data	No data	No data
2024	$395,325	$226,070	$762,392	$169,255
2023	$14,038	$21,048	$590,761	$-7,010

Holy Family Foundation of Van Zandt County Texas Corporation