HOLY TRINITY EPISCOPAL CHURCH FOUN… - Form 990 Financial Data

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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

2003

Legal Domicile

Principal Officer

DR JAY OLSSON

Phone

3217235272

Tax Period

2023-01-01 to 2023-12-31

HOLY TRINITY EPISCOPAL CHURCH FOUNDATION INC, founded in 2003, is a small nonprofit in the Human Services sector that reported $555K in total revenue in fiscal year 2023. Revenue fell 50% from the prior year — a significant decline worth monitoring. Net assets of $10.2M represent 221 months of operating reserves.

Mission

TO ENHANCE AND SUPPLEMENT THE MINISTRIES OF HOLY TRINITY EPISCOPAL CHURCH, MELBOURNE, FLORIDA.

Program Service Accomplishments

Program 1

Expenses: $538,456 Revenue: $336,948

TO OPERATE IN CONNECTION WITH HOLY TRINITY EPISCOPAL CHURCH, MELBOURNE, FLORIDA TO ADDRESS THE PASTORAL CARE NEEDS, HEALTH AND COMMUNITY WELL-BEING OF THE PARISHIONERS OF HOLY TRINITY EPISCOPAL...

TO OPERATE IN CONNECTION WITH HOLY TRINITY EPISCOPAL CHURCH, MELBOURNE, FLORIDA TO ADDRESS THE PASTORAL CARE NEEDS, HEALTH AND COMMUNITY WELL-BEING OF THE PARISHIONERS OF HOLY TRINITY EPISCOPAL CHURCH. TO RECEIVE ANY REAL PROPERTY, TANGIBLE OR INTANGIBLE PERSONAL PROPERTY, INCLUDING MONEY BY GIFT, GRANT, DEVISE OR BEQUEST FROM ANY INDIVIDUAL, FOUNDATION OR CORPORATION OR OTHER ENTITY, EITHER PUBLIC OR PRIVATE OR GOVERNMENT INSTRUMENTALITY FOR THE PURPOSES SET FORTH ABOVE.

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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 $336,948

Program Service Revenue $0

Investment Income $217,802

Other Revenue $440

TOTAL REVENUE $555,190

Expense Breakdown

Grants Paid $438,061

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $538,456

Other Expenses $103,695

TOTAL EXPENSES $541,756

Year-over-Year Comparison

	2023	2022	Change
Revenue	$555,190	$1,100,750	-0.5%
Expenses	$541,756	$567,342	0.0%
Net Income	$13,434	$533,408	-1.0%

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
DR SHARON F JONES	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
WILLIAM PETERS	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA CREWS	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNA BOURNE	BOARD MEMBER	1.00	Director	$0	$0	$0
FAYE BOTTOMLEY	SECRETARY	1.00	Officer Director	$0	$0	$0
DR JAY OLSSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
FRANK DAWSON	TREASURER	1.00	Officer Director	$0	$0	$0
LORRAINE MCKENZIE	BOARD MEMBER	1.00	Director	$0	$0	$0
SAMUEL T NUNEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
REV TOM PHILLIPS	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
2024	No data	No data	No data	No data
2023	$555,190	$541,756	$10,235,569	$13,434
2022	$1,100,750	$567,342	$9,755,606	$533,408
2021	$1,884,851	$581,706	$10,610,003	$1,303,145
2020	$793,389	$597,305	$9,012,211	$196,084
2019	$788,114	$408,768	$8,434,850	$379,346
2018	$672,243	$677,081	$7,282,237	$-4,838

HOLY TRINITY EPISCOPAL CHURCH FOUNDATION INC