THE EPISCOPAL CHURCH CLERGY AND EM… - 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

1978

Legal Domicile

Principal Officer

NORTHERN TRUST COMPANY

Phone

2125921800

Tax Period

2023-01-01 to 2023-12-31

THE EPISCOPAL CHURCH CLERGY AND EMPLOYEES BENEFIT TRUST, founded in 1978, is a major nonprofit that reported $277.4M in total revenue in fiscal year 2023.

Mission

THE EPISCOPAL CHURCH CLERGY AND EMPLOYEES BENEFIT TRUST FUNDS WELFARE BENEFITS FOR ACTIVE AND RETIRED CLERGY AND LAY EMPLOYEES OF THE EPISCOPAL CHURCH.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

THE EPISCOPAL CHURCH CLERGY AND EMPLOYEES BENEFIT TRUST COLLECTS CONTRIBUTIONS FROM, AND ON BEHALF OF, THE ACTIVE AND RETIRED CLERGY AND LAY EMPLOYEES OF THE EPISCOPAL CHURCH AND THEIR DEPENDENTS FOR THE PAYMENT OF WELFARE BENEFIT CLAIMS. THE EPISCOPAL CHURCH CLERGY AND EMPLOYEES BENEFIT TRUST CURRENTLY SERVES 100 EPISCOPAL DIOCESES PROVIDING MEDICAL AND DENTAL COVERAGE FOR 23,601 ACTIVE EMPLOYEE MEMBERS, AND 10,061 RETIREE/SURVIVING MEMBERS.

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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 $0

Program Service Revenue $265,096,373

Investment Income $2,118,101

Other Revenue $10,221,233

TOTAL REVENUE $277,435,707

Expense Breakdown

Grants Paid $0

Salaries & Benefits $76,125

Fundraising Expenses $0

Other Expenses $23,548,297

TOTAL EXPENSES $283,767,955

Year-over-Year Comparison

	2023	2022	Change
Revenue	$277,435,707	$268,175,671	+0.0%
Expenses	$283,767,955	$276,590,197	+0.0%
Net Income	$-6,332,248	$-8,414,526	-0.2%

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

N/A

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
N/A	INSTITUTIONAL TRUSTEE	1.00		$27,438	$0	$103,563

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	$277,435,707	$283,767,955	$72,266,092	$-6,332,248
2022	$268,175,671	$276,590,197	$73,680,608	$-8,414,526
2021	$286,589,390	$298,590,471	$91,291,203	$-12,001,081
2020	$281,945,822	$249,406,572	$97,702,943	$32,539,250
2019	$269,061,824	$263,333,693	$70,978,052	$5,728,131
2018	$258,814,798	$255,576,789	$62,276,401	$3,238,009

THE EPISCOPAL CHURCH CLERGY AND EMPLOYEES BENEFIT TRUST