Episcopal Church Foundation (EIN 131776448) - 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

1949

Legal Domicile

Phone

8006972858

Tax Period

2024-01-01 to 2024-12-31

Episcopal Church Foundation, founded in 1949, is a community nonprofit in the Religion sector that reported $5.2M in total revenue in fiscal year 2024. Revenue fell 67% from the prior year — a significant decline worth monitoring. Expenses of $4.6M left a modest 11% surplus.

Mission

Helps congregations and other Episcopal groups develop leadership and financial resources.

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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 (2024)

Revenue Breakdown

Contributions & Grants $848,148

Program Service Revenue $1,550,940

Investment Income $2,802,595

Other Revenue $0

TOTAL REVENUE $5,201,683

Expense Breakdown

Grants Paid $302,310

Salaries & Benefits $2,981,458

Fundraising Expenses $359,503

Program Expenses $3,577,390

Other Expenses $1,340,980

TOTAL EXPENSES $4,624,748

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,201,683	$15,951,115	-0.7%
Expenses	$4,624,748	$4,256,030	+0.1%
Net Income	$576,935	$11,695,085	-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

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

$644,822

Total Directors

Key Employees

$235,080

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrea McKellar	Secretary	1.0	Officer Director	$0	$0	$0
Andrew H Luke	Treasurer	1.0	Officer Director	$0	$0	$0
Annette Buchanan	Vice Chairperson	1.0	Officer Director	$0	$0	$0
S Todd Anderson	Chairperson	1.0	Officer Director	$0	$0	$0
Allison Rutledge-Parisi	Director	1.0	Director	$0	$0	$0
Charles Schilling	Director	1.0	Director	$0	$0	$0
Derrick Humphries	Director	1.0	Director	$0	$0	$0
G Peter Macon	Director	1.0	Director	$0	$0	$0
Harry Grand	Director	1.0	Director	$0	$0	$0
Jo Ann Roberts	Director	1.0	Director	$0	$0	$0
Judy Godfrey	Director	1.0	Director	$0	$0	$0
Julie Gehm	Director	1.0	Director	$0	$0	$0
Karla Fernandez Parker	Director	1.0	Director	$0	$0	$0
Linda Davila	Director	1.0	Director	$0	$0	$0
Mason Lecky	Director (part year)	1.0	Director	$0	$0	$0
Reynolds Cafferata	Director	1.0	Director	$0	$0	$0
Craig Bossi	VP of Finance & COO	40.0	Officer	$206,182	$42,250	$248,432
Dail St Claire	President	40.0	Officer	$27,596	$0	$27,596
Donald Romanik	President (part year)	40.0	Officer	$308,995	$59,799	$368,794
Carsten Sierck	Managing Program Director	40.0	Key Emp	$169,681	$65,399	$235,080
Aline Sun	Program Director	40.0	Highest	$123,178	$16,718	$139,896
Annette Richardson	Senior Program Director	40.0	Highest	$130,154	$34,990	$165,144
Yvonne Lembo	Director of Development	40.0	Highest	$122,842	$44,685	$167,527

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	$5,201,683	$4,624,748	$874,066,818	$576,935
2023	$15,951,115	$4,256,030	$709,163,159	$11,695,085
2022	$5,109,956	$4,625,304	$560,704,500	$484,652
2021	$6,623,247	$4,204,431	$650,053,865	$2,418,816
2020	$5,105,965	$4,336,941	$612,732,369	$769,024
2019	$4,490,280	$4,498,366	$567,766,738	$-8,086
2018	$4,868,525	$4,414,727	$396,403,773	$453,798

Episcopal Church Foundation