HOLY NAMES FOUNDATION

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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

1961

Legal Domicile

Phone

5036757116

Tax Period

2023-07-01 to 2024-06-30

HOLY NAMES FOUNDATION, founded in 1961, is a small nonprofit in the Religion sector that reported $599K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $99K, a strong 17% operating margin.

Mission

To support the religious and charitable purposes of the Sisters of the Holy Names

Program Service Accomplishments

Program 1

Expenses: $500,000 Revenue: $0

Funds were granted to the Sisters of the Holy Names to support their funding of scholarships and other expenses at their sponsored schools

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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 $453

Program Service Revenue $0

Investment Income $598,573

Other Revenue $0

TOTAL REVENUE $599,026

Expense Breakdown

Grants Paid $500,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $500,000

Other Expenses $120

TOTAL EXPENSES $500,120

Year-over-Year Comparison

	2023	2022	Change
Revenue	$599,026	$475,339	+0.3%
Expenses	$500,120	$500,120	N/A
Net Income	$98,906	$-24,781	-5.0%

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

N/A

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
Maureen Delaney	President	1.00	Director	$0	$0	$0
Diane Enos	Director	1.00	Director	$0	$0	$0
Marcia Frideger	Director	1.00	Director	$0	$0	$0
Carol Higgins	Secretary	1.00	Director	$0	$0	$0
Linda Patrick	Vice President	1.00	Director	$0	$0	$0
Mary Slater	Treasurer	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	No data	No data	No data	No data
2024	$599,026	$500,120	$6,035,001	$98,906
2023	$475,339	$500,120	$5,936,095	$-24,781
2022	$-1,044,297	$500,120	$5,960,876	$-1,544,417
2021	$1,742,632	$500,120	$7,505,293	$1,242,512