NATIONAL ASSOCIATION OF EPISCOPAL … - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

REV DAVID A MADISON

Phone

2127166134

Tax Period

2023-07-01 to 2024-06-30

NATIONAL ASSOCIATION OF EPISCOPAL SCHOOLS INC, founded in 1965, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2023. Expenses of $1.8M left a modest 13% surplus.

Mission

THE NATIONAL ASSOCIATION OF EPISCOPAL SCHOOLS (NAES), AN INDEPENDENTLY INCORPORATED, VOLUNTARY MEMBERSHIP ORGANIZATION, SUPPORTS, SERVES, AND ADVOCATES FOR THE VITAL WORK AND MINISTRY OF THOSE WHO SERVE OVER 800 SCHOOLS, EARLY CHILDHOOD EDUCATION PROGRAMS, SCHOOL ESTABLISHMENT EFFORTS, AND THEIR SPONSORING INSTITUTIONS THROUGHOUT THE EPISCOPAL CHURCH.

Program Service Accomplishments

Program 1

Expenses: $558,054 Revenue: $47,315

IN-PERSON CONFERENCES: EVERY TWO YEARS, NAES HOSTS A NATIONAL CONFERENCE FOR ALL THOSE SERVING IN EPISCOPAL SCHOOLS. THIS INCLUDES WORSHIP, KEYNOTE SPEAKERS, AND WORKSHOPS COVERING TOPICS SUCH AS...

IN-PERSON CONFERENCES: EVERY TWO YEARS, NAES HOSTS A NATIONAL CONFERENCE FOR ALL THOSE SERVING IN EPISCOPAL SCHOOLS. THIS INCLUDES WORSHIP, KEYNOTE SPEAKERS, AND WORKSHOPS COVERING TOPICS SUCH AS EPISCOPAL IDENTITY, GOVERNANCE, DEIB, CHAPLAINCY, AND STUDENT LEADERSHIP. THIS PROVIDES PROFESSIONAL AND SPIRITUAL DEVELOPMENT FOR THOSE SERVING OUR MEMBER SCHOOLS. IN ADDITION, NAES HOSTS A VARIETY OF FOCUSED CONFERENCES AROUND CHAPLAINCY, HEADSHIP, DEIB PRACTICES, AND PARISH/SCHOOL RELATIONSHIPS. WEBINARS: IN ADDITION TO IN-PERSON OFFERINGS, NAES PROVIDES WEBINARS ON A VARIETY OF TOPICS OF INTEREST TO THOSE SERVING IN EPISCOPAL SCHOOLS. THE TOPICS ADDRESSED ARE SIMILAR TO THOSE OF IN-PERSON EVENTS, BUT ARE PROVIDED FREE OF CHARGE TO MEMBERS AS A WAY TO CONTROL SCHOOL EXPENSES WHEN ACCESSING HIGH QUALITY PROFESSIONAL DEVELOPMENT. FURTHER, THOSE HOLDING DIFFERENT ROLES IN EPISCOPAL SCHOOLS ARE INVITED TO JOIN A MONTHLY NETWORKING VIDEO CALL WHERE QUESTIONS OF PRACTICE CAN BE EXPLORED IN GREATER DETAIL.

Program 2

Expenses: $198,025

LEADERSHIP AND GOVERNANCE: SUPPORTING THE DEVELOPMENT OF OUR LEADERS IS CENTRAL TO OUR MISSION. NAES DOES THIS THROUGH REGULAR PROGRAMMING FOR HEADS OF SCHOOLS, RECTORS, AND CHAPLAINS. FURTHER, NAES WORKS WITH NEW LEADERS THROUGH OUR CHAPLAIN MENTORING PROGRAM AND OUR NEW HEADS GATHERINGS TO ENSURE THE SUCCESS OF THOSE STARTING THEIR JOURNEY IN OUR SCHOOLS. FINALLY, NAES LIFTS UP THE NEXT GENERATION OF LEADERS THROUGH OUR JONATHAN T. GLASS INSTITUTE FOR ASPIRING LEADERS WHERE PARTICIPANTS DISCERN WHETHER OR NOT THEY ARE CALLED TO HEADSHIP IN AN EPISCOPAL SCHOOL.

Program 3

Expenses: $310,156 Revenue: $1,341,364

MEMBERSHIP SERVICES: NAES ADVANCES EPISCOPAL EDUCATION AND STRENGTHENS EPISCOPAL SCHOOLS THROUGH ESSENTIAL SERVICES, RESOURCES, CONFERENCES, AND NETWORKING OPPORTUNITIES ON EPISCOPAL SCHOOL IDENTITY, LEADERSHIP AND GOVERNANCE, SCHOOL CHAPLAINCY, RACIAL JUSTICE, DEIB, AND THE SPIRITUAL AND PROFESSIONAL DEVELOPMENT OF SCHOOL LEADERS.

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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 $349,997

Program Service Revenue $1,403,044

Investment Income $278,830

Other Revenue $7,864

TOTAL REVENUE $2,039,735

Expense Breakdown

Grants Paid $37,200

Salaries & Benefits $1,179,416

Fundraising Expenses $201,516

Program Expenses $1,295,410

Other Expenses $563,975

TOTAL EXPENSES $1,780,591

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,039,735	$1,973,307	+0.0%
Expenses	$1,780,591	$1,835,983	0.0%
Net Income	$259,144	$137,324	+0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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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

$534,534

Total Directors

$299,877

Key Employees

$220,914

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SILVIA LARRAURI	PRESIDENT	1.00	Officer Director	$0	$0	$0
REV MICHAEL E SPENCER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
D DUBOSE EGLESTON JR	TREASURER	1.00	Officer Director	$0	$0	$0
LAWRENCE SAMPLETON	SECRETARY	1.00	Officer Director	$0	$0	$0
RT REV LAURA J AHRENS DMIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID BAAD	BOARD MEMBER	1.00	Director	$0	$0	$0
KHADIJA FREDERICKS	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL A BARTON	BOARD MEMBER	1.00	Director	$0	$0	$0
NATALIE RICO HERNANDEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
BETSY A JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CANON A BURNS JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
BYRON M LAWSON JR	BOARD MEMBER	1.00	Director	$0	$0	$0
REV ALLISON READ	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICK HF ROBERTS	BOARD MEMBER	1.00	Director	$0	$0	$0
CYNTHIA GIBBS-WILBRON	BOARD MEMBER	1.00	Director	$0	$0	$0
DANA TOEDTMAN	BOARD CHAIR	1.00	Director	$0	$0	$0
JENNIFER F TOLBERT	BOARD MEMBER	1.00	Director	$0	$0	$0
REV JULIA E WHITWORTH	BOARD MEMBER	1.00	Director	$0	$0	$0
REV DAVID A MADISON DMIN	EXECUTIVE DIRECTOR	40.00	Officer Director	$185,010	$114,867	$299,877
LINDA A BURNETT CAE CMP	DIRECTOR OF OPERATIONS	40.00	Officer	$194,420	$40,237	$234,657
MONICA M GILLESPIE	ASSOCIATE DIRECTOR	40.00	Key Emp	$182,450	$38,464	$220,914

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	$2,039,735	$1,780,591	$5,084,696	$259,144
2023	$1,973,307	$1,835,983	$4,619,595	$137,324
2022	$1,503,091	$1,711,665	$3,974,100	$-208,574
2021	$1,938,926	$1,501,653	$4,689,714	$437,273
2020	$1,463,517	$1,597,714	$3,704,337	$-134,197
2019	$2,012,103	$1,681,783	$3,672,234	$330,320

NATIONAL ASSOCIATION OF EPISCOPAL SCHOOLS INC