EPISCOPAL CHURCH HOME FOUNDATION OF WESTERN NEW YORK INC (EIN 161291047) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

ROBERT L WALLACE

Phone

7169295800

Tax Period

2023-01-01 to 2023-12-31

EPISCOPAL CHURCH HOME FOUNDATION OF WESTERN NEW YORK INC, founded in 1986, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $836K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $136K, a strong 16% operating margin.

Mission

THE FOUNDATION RAISES, INVESTS, AND DISTRIBUTES FUNDS FOR THE BENEFIT OF EPISCOPAL CHURCH HOME & AFFILIATES, INC. AND ITS SUBSIDIARIES AND AFFILIATES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $65,139

Program Service Revenue $0

Investment Income $771,246

Other Revenue $0

TOTAL REVENUE $836,385

Expense Breakdown

Grants Paid $536,275

Salaries & Benefits $31,437

Fundraising Expenses $0

Program Expenses $588,558

Other Expenses $132,782

TOTAL EXPENSES $700,494

Year-over-Year Comparison

	2023	2022	Change
Revenue	$836,385	$770,271	+0.1%
Expenses	$700,494	$267,317	+1.6%
Net Income	$135,891	$502,954	-0.7%

Key Indicators

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$784,250

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOWARD F GONDREE	TRUSTEE	0.10	Director	$0	$0	$0
AMY BARD	TRUSTEE	0.10	Director	$0	$0	$0
ANNE RYAN	TRUSTEE	0.10	Director	$0	$0	$0
THOMAS D LUNT	TRUSTEE	0.10	Director	$0	$0	$0
DALE LESINSKI	TRUSTEE	0.10	Director	$0	$0	$0
ROBERT L WALLACE	PRESIDENT/C.E.O.	1.00	Officer	$0	$26,167	$496,528
JAMES J JULIANO	VICE PRESIDENT/C.F.O.	1.00	Officer	$0	$13,793	$287,722

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	$836,385	$700,494	$19,671,604	$135,891
2022	$770,271	$267,317	$16,219,311	$502,954
2021	$1,044,080	$447,417	$20,142,669	$596,663
2020	$289,935	$435,924	$16,214,112	$-145,989
2019	$467,460	$222,124	$14,030,461	$245,336
2018	$976,670	$206,949	$11,149,837	$769,721

EPISCOPAL CHURCH HOME FOUNDATION OF WESTERN NEW YORK INC