EPISCOPAL CHARITIES OF THE DIOCESE OF NEW YORK (EIN 133902908) - 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

1995

Legal Domicile

Principal Officer

LAUREN JENKINS CHUNG

Phone

2022885622

Tax Period

2024-01-01 to 2024-12-31

EPISCOPAL CHARITIES OF THE DIOCESE OF NEW YORK, founded in 1995, is a community nonprofit in the Religion sector that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 42% operating margin.

Mission

TRANSFORMING THE LIVES OF THOSE IN NEED.

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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 $2,612,199

Program Service Revenue $0

Investment Income $123,733

Other Revenue $0

TOTAL REVENUE $2,735,932

Expense Breakdown

Grants Paid $756,548

Salaries & Benefits $439,858

Fundraising Expenses $297,498

Program Expenses $1,106,942

Other Expenses $377,148

TOTAL EXPENSES $1,573,554

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,735,932	$1,703,311	+0.6%
Expenses	$1,573,554	$1,785,231	-0.1%
Net Income	$1,162,378	$-81,920	-15.2%

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

Employees

Volunteers

1695

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

$227,164

Total Directors

$377,781

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW HORROCKS	PRESIDENT	3.00	Officer Director	$0	$0	$0
GORDON SMITH	TREASURER	3.00	Officer Director	$0	$0	$0
PETER W KELLER	PRESIDENT THROUGH 1/24	3.00	Officer Director	$0	$0	$0
DOUGLASS SCHIMMEL	TREASURER THROUGH 6/24	3.00	Officer Director	$0	$0	$0
THE REV MATTHEW F HEYD	BISHOP	3.00	Director	$0	$165,792	$377,781
FELICIA S EVE	MEMBER	2.00	Director	$0	$0	$0
THE REV SUSAN FORTUNATO	MEMBER	2.00	Director	$0	$0	$0
ROBERT B GOODFELLOW	MEMBER	2.00	Director	$0	$0	$0
JAMES L HALLOWELL	MEMBER	2.00	Director	$0	$0	$0
KEITH KLEIN	MEMBER	2.00	Director	$0	$0	$0
ANDREW MASON	MEMBER	2.00	Director	$0	$0	$0
OWEN D THOMAS	MEMBER	2.00	Director	$0	$0	$0
TAPUA TUNDUWANI	MEMBER	2.00	Director	$0	$0	$0
CECIL WRAY	MEMBER	2.00	Director	$0	$0	$0
THE REV YEIN KIM	MEMBER	2.00	Director	$0	$0	$0
DR WINSOME GRANT PHD RN NP	MEMBER	2.00	Director	$0	$0	$0
ELIZABETH KELLEY	MEMBER	2.00	Director	$0	$0	$0
THE REV TREVOR R BABB	MEMBER	2.00	Director	$0	$0	$0
ROBERT NATALE	MEMBER	3.00	Director	$0	$0	$0
MATTHEW G HURD	MEMBER THROUGH 6/24	2.00	Director	$0	$0	$0
MATTHEW AILEY	MEMBER THROUGH 6/24	2.00	Director	$0	$0	$0
SARAH BESHAR	MEMBER THROUGH 6/24	2.00	Director	$0	$0	$0
THE RT REV ANDREW M L DIETSCHE	MEMBER THROUGH 6/24	3.00	Director	$0	$0	$0
CURRAN B ESTREICH	MEMBER THROUGH 6/24	2.00	Director	$0	$0	$0
ANN NATALE	MEMBER THROUGH 6/24	3.00	Director	$0	$0	$0
SCOTT SYKES	MEMBER THROUGH 6/24	2.00	Director	$0	$0	$0
HEPSEN UZCAN	MEMBER THROUGH 6/24	2.00	Director	$0	$0	$0
REV KEVIN VANHOOK II	EXECUTIVE DIRECTOR	40.00	Officer	$97,608	$14,641	$112,249
LAUREN JENKINS CHUNG	DIRECTOR OF INSITITUTIONAL	40.00	Officer	$99,916	$14,999	$114,915

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	$2,735,932	$1,573,554	$8,005,988	$1,162,378
2023	$1,703,311	$1,785,231	$6,403,511	$-81,920
2022	$2,152,218	$2,354,018	$3,565,509	$-201,800
2021	$2,900,488	$2,095,936	$4,370,956	$804,552
2020	$2,126,360	$2,114,807	$3,171,494	$11,553
2019	$1,568,093	$1,564,184	$3,104,242	$3,909
2018	$1,734,276	$1,873,913	$3,106,620	$-139,637

EPISCOPAL CHARITIES OF THE DIOCESE OF NEW YORK