Civic Intelligence

Holy Trinity Academy

990 • Fiscal year 2025 • EIN 86-1989085

Jul 01, 2024 to Jun 30, 2025 • Filed on Aug 28, 2025

109 Mike StHouma, LA 70360

(985) 492-7598

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

51st percentile

0.06x

Higher debt load relative to assets than 51% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

72nd percentile

0.26x

Higher debt load relative to revenue than 72% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

11th percentile

-21%

Higher net margin than 11% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

60th percentile

$85,077

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

26th percentile

-3.1%

Faster asset growth than 26% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

5th percentile

-44%

Faster revenue growth than 5% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$3,450,773

Down $110,064 (-3.1%) from 2024

Net Assets

Down

$3,226,847

Down $183,084 (-5.4%) from 2024

Liabilities

Up

$223,926

Up $73,020 (+48%) from 2024

Revenue

Down

$856,003

Down $662,446 (-44%) from 2024

Expenses

Up

$1,039,087

Up $145,699 (+16%) from 2024

Net Income

Down

-$183,084

Down $808,145 (-129%) from 2024

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2023: $2,785,352Liabilities 2023: $483Net Assets 2023: $2,784,8692023Assets 2024: $3,560,837Liabilities 2024: $150,906Net Assets 2024: $3,409,9312024Assets 2025: $3,450,773Liabilities 2025: $223,926Net Assets 2025: $3,226,8472025

Highlighted filing

2025

Assets$3,450,773
Liabilities$223,926
Net Assets$3,226,847

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2023: $2,918,871Expenses 2023: $134,002Net Income 2023: $2,784,8692023Revenue 2024: $1,518,449Expenses 2024: $893,388Net Income 2024: $625,0612024Revenue 2025: $856,003Expenses 2025: $1,039,087Net Income 2025: -$183,0842025

Highlighted filing

2025

Revenue$856,003
Expenses$1,039,087
Net Income-$183,084
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 28, 2025
Return Version
2024v5.2
Gross Receipts
$856,003
Mission and Program Overview

Mission

A private, K-12 independent school committed to authentic classical education. The activities will be conducted by teachers with master certification. As a classical school, timeless methods will be utilized to teach students to pursue truth, goodness, and beauty.

A private, K-12 independent school committed to authentic classical education. The activities will be conducted by teachers with master certification.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,406,561$2,426,952▲ $20,391
Savings and Temporary Cash Investments$1,034,942$884,071▼ $150,871
Cash and Non-Interest-Bearing Accounts$119,334$139,750▲ $20,416
Total Assets$3,560,837$3,450,773▼ $110,064
Liabilities
Deferred Revenue$150,323$223,907▲ $73,584
Accounts Payable and Accrued Expenses$583$19▼ $564
Total Liabilities$150,906$223,926▲ $73,020
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,409,931$3,226,847▼ $183,084
Total Net Assets Fund Balance$3,409,931$3,226,847▼ $183,084
Total Liabilities and Net Assets / Fund Balance$3,560,837$3,450,773▼ $110,064

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,638,906$45,533$1,684,439
Leasehold Improvements$709,406$275,132$984,538
Land$78,640--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Tyler PellegrinHead of SchoolFT$85,077$85,077

Board Members and Trustees

NameTitle
John CaseyBoard Chair
Alice RothVice Chair
Amanda MorganBoard member
Dr Guy Zeringue IIIBoard member
Justin CorteBoard member
Michele NeilBoard member
Pam DupotBoard member
Todd AmickBoard member
Rev Alex GaudetBoard member/Chaplain
Deanne WebbSecretary
Mary RiviereTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$574,749
Program Service Revenue
$238,672
Investment Income
$42,582
Other Revenue
$0
All Other Contributions
$412,852
Change in Net Assets
$-183,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$529,951
Other Expenses$499,205
Total Fundraising Expense$27,636
Grants and Similar Amounts Paid$9,931
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$404,965$0$0$404,965
Depreciation Depletion$165,317$0$0$165,317
All Other Expenses$110,809$0$0$110,809
Current Officers, Directors, Trustees, and Key Employees$85,077$0$0$85,077
Insurance$77,375$0$0$77,375
Payroll Taxes$39,909$0$0$39,909
Occupancy$27,465$0$0$27,465
Fees for Services Other$25,100$0$0$25,100
Advertising$18,335$0$0$18,335
Grants to Domestic Individuals$9,931--$9,931
Office Expenses$9,207$0$0$9,207
Fees for Service Investment Mgmnt Fees$6,967$0$0$6,967
Fees for Services Accounting$3,497$0$0$3,497
Information Technology$3,444$0$0$3,444
Other Expenses$2,581$0$0$2,581
Travel$261$0$0$261
Total Functional Expenses$1,011,451$0$27,636$1,039,087
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring-St Valentines Chesterton Gala$127,258$127,258$21,985$105,273
Fall Event-Cultura Vitae Fest$34,639$34,639$5,650$28,989
Total Events$161,897$161,897$27,635$134,262
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 9

Alice Roth 309 Plater Dr Thibodaux LA 70301

Form 990, Part VI, Line 9

Mary Riviere 700 Bayou Blue Thibodaux LA 70301

Form 990, Part VI, Line 9

Deanne Webb 3031 Barrow St, Apt 1 Houma LA 70360

Form 990, Part VI, Line 9

Dr Guy Zeringue III N Acadia Rd, Ste 101 Thibodaux LA 70301

Form 990, Part VI, Line 9

Rev. Alex Gaudet 720 Talbot Ave Thibodaux LA 70301

Filing and Contact Details

Filer

Filer Name
Holy Trinity Academy
EIN
86-1989085
Phone
9854927598
Address
109 Mike St, Houma, LA 70360

Signing Officer

Name
John Casey
Title
President
Phone
9854927598
Signed
2025-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Casey
Formed
2021
Legal Domicile
La
Voting Board Members
11
Independent Board Members
11
Employees
17
Volunteers
10

Preparer

Firm
Martin & Pellegrin CPA's PC
Address
103 Ramey Road, Houma, LA 70360
Preparer
Pernell Pellegrin
Phone
9858513638
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

The board has 11 members.

Pt VI, Line 11B

The prepared Form 990 is given to all members of the governing body. The Form 990 is kept in the office and is available for review at anytime and to anyone.

Pt VI, Line 12C

Board members monitors the entire structure.

Form 990, Part IX, Line 24E

Field trip/retreat exp 4366. 4366. 0. 0.

Form 990, Part IX, Line 24E

Grounds exp 66384. 66384. 0. 0.

Form 990, Part IX, Line 24E

Memberships & subscriptions 15808. 15808. 0. 0.

Form 990, Part IX, Line 24E

Teacher training 11616. 11616. 0. 0.

Form 990, Part IX, Line 24E

Janitorial cleanings 7091. 7091. 0. 0.

Form 990, Part IX, Line 24E

Taxes-property 133. 133. 0. 0.

Form 990, Part IX, Line 24E

Auto 3262. 3262. 0. 0.

Form 990, Part IX, Line 24E

Admissions/EOY Testing 778. 778. 0. 0.

Form 990, Part IX, Line 24E

Athletic expense 1371. 1371. 0. 0.

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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt024
IRS990/OtherExpensesGrp/ProgramServicesAmt121187
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt32581
IRS990/OtherExpensesGrp/TotalAmt024
IRS990/OtherExpensesGrp/TotalAmt121187
IRS990/OtherExpensesGrp/TotalAmt227636
IRS990/OtherExpensesGrp/TotalAmt32581
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt039909
IRS990/PayrollTaxesGrp/TotalAmt039909
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0John Casey
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0829900
IRS990/ProgramServiceRevenueGrp/BusinessCd1829900
IRS990/ProgramServiceRevenueGrp/Desc0Tuition Income
IRS990/ProgramServiceRevenueGrp/Desc1Fees-registration, etc
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0214497
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt124175
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01404999
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt058717
IRS990/PYOtherExpensesAmt0516605
IRS990/PYProgramServiceRevenueAmt054733
IRS990/PYRevenuesLessExpensesAmt0625061
IRS990/PYSalariesCompEmpBnftPaidAmt0376783
IRS990/PYTotalExpensesAmt0893388
IRS990/PYTotalRevenueAmt01518449
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-183084
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0813421
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01034942
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0884071
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/LandGrp/BookValueAmt078640
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt078640
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0709406
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0275132
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0984538
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01638906
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt045533
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01684439
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02426952
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The school publicizes its nondiscriminatory policy statement in the schools printed materials, including website content. School publicizes its nondiscriminatory policy statement in its printed materials, including website content.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027635
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Event-Cultura Vitae Fest
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spring-St Valentines Chesterton Gala
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034639
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0127258
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0161897
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034639
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0127258
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0161897
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0134262
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027635
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05650
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt021985
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt09931
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarship
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The school awarded scholarships to 2 family during this fiscal year
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, col (b)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The board has 11 members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The prepared Form 990 is given to all members of the governing body. The Form 990 is kept in the office and is available for review at anytime and to anyone.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board members monitors the entire structure.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Alice Roth 309 Plater Dr Thibodaux LA 70301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Mary Riviere 700 Bayou Blue Thibodaux LA 70301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Deanne Webb 3031 Barrow St, Apt 1 Houma LA 70360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Dr Guy Zeringue III N Acadia Rd, Ste 101 Thibodaux LA 70301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rev. Alex Gaudet 720 Talbot Ave Thibodaux LA 70301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Field trip/retreat exp 4366. 4366. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Grounds exp 66384. 66384. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Memberships & subscriptions 15808. 15808. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Teacher training 11616. 11616. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Janitorial cleanings 7091. 7091. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Taxes-property 133. 133. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Auto 3262. 3262. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Admissions/EOY Testing 778. 778. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Athletic expense 1371. 1371. 0. 0.

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