HOLY FAMILY ACADEMY (EIN 931113346) - 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

2002

Legal Domicile

Phone

5035514266

Tax Period

2023-07-01 to 2024-06-30

HOLY FAMILY ACADEMY, founded in 2002, is a small nonprofit in the Education sector that reported $403K in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $71K, a strong 18% operating margin.

Mission

OPERATION OF A PRIVATE SCHOOL.

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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 $69,920

Program Service Revenue $272,870

Investment Income $706

Other Revenue $59,249

TOTAL REVENUE $402,745

Expense Breakdown

Grants Paid $0

Salaries & Benefits $267,509

Fundraising Expenses $0

Program Expenses $331,381

Other Expenses $63,872

TOTAL EXPENSES $331,381

Year-over-Year Comparison

	2023	2022	Change
Revenue	$402,745	$503,848	-0.2%
Expenses	$331,381	$335,073	0.0%
Net Income	$71,364	$168,775	-0.6%

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

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
RON BEYER	Chairman	1.00	Director	$0	$0	$0
JOHN CACKA	Director	1.00	Director	$0	$0	$0
JASON SALDIVAR	Director	1.00	Director	$0	$0	$0
ANDREW BEYER	Director	1.00	Director	$0	$0	$0
DARREN BAKER	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	No data	No data	No data	No data
2024	$402,745	$331,381	$962,242	$71,364
2022	$383,337	$325,042	$480,803	$58,295
2019	$257,352	$206,203	$335,875	$51,149

HOLY FAMILY ACADEMY