EPISCOPAL SENIORS FOUNDATION (EIN 200930296) - 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

2003

Legal Domicile

Principal Officer

PAMELA NOLTING

Phone

2814251200

Tax Period

2021-01-01 to 2021-12-31

EPISCOPAL SENIORS FOUNDATION, founded in 2003, is a small nonprofit that reported $373K in total revenue in fiscal year 2021. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $215K, a strong 58% operating margin.

Mission

IN ACCOMPLISHMENT OF ITS RELIGIOUS AND CHARITABLE PURPOSES, THE FOUNDATION SHALL SUPPORT THE OUTREACH MINISTRIES OF THE EPISCOPAL DIOCESE OF TEXAS TO ENRICH THE LIVES OF THE AGING POPULATION IN THE DIOCESE BY IMPROVING THEIR QUALITY OF LIFE.

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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 (2021)

Revenue Breakdown

Contributions & Grants $1,820

Program Service Revenue $0

Investment Income $371,434

Other Revenue $0

TOTAL REVENUE $373,254

Expense Breakdown

Grants Paid $119,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $158,065

Other Expenses $39,065

TOTAL EXPENSES $158,065

Year-over-Year Comparison

	2021	2020	Change
Revenue	$373,254	$497,381	-0.2%
Expenses	$158,065	$213,578	-0.3%
Net Income	$215,189	$283,803	-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

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THE RT REV JEFF W FISHER	CHAIR	1.00	Officer Director	$0	$0	$0
PAMELA S NOLTING	PRESIDENT	1.00	Officer Director	$0	$0	$0
MAGGIE ABBOTT	TRUSTEE	1.00	Director	$0	$0	$0
DEANNA BOSCH	TRUSTEE	1.00	Director	$0	$0	$0
CORY MACDONALD	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY ORMSBEE-HALE	TRUSTEE	1.00	Director	$0	$0	$0
THE REV STACY STRINGER	TRUSTEE	1.00	Director	$0	$0	$0
THE REV ROBERT VICKERY	TRUSTEE	1.00	Director	$0	$0	$0
THE REV MICHAEL HORVATH	TRUSTEE	1.00	Director	$0	$0	$0
LISA KRAUS	TRUSTEE	1.00	Director	$0	$0	$0

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
2021	$373,254	$158,065	$4,714,509	$215,189
2020	$497,381	$213,578	$4,328,560	$283,803
2018	$106,330	$834	$3,317,227	$105,496

EPISCOPAL SENIORS FOUNDATION