ST THOMAS LEGACY FOUNDATION (EIN 203147902) - 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

2005

Legal Domicile

Principal Officer

Frederick Barkman

Phone

4254549541

Tax Period

2023-01-01 to 2023-12-31

ST THOMAS LEGACY FOUNDATION, founded in 2005, is a small nonprofit in the Religion sector that reported $145K in total revenue in fiscal year 2023. The organization ran a surplus of $85K, a strong 59% operating margin.

Mission

St. Thomas Legacy Foundation receives, manages, administers and disburses funds in support of St. Thomas Episcopal Church Medina, WA both with respect to permanent funds as well as funds designated for outreach programs, music programs, liturgical supplies, and perpetual memorials all in support of St. Thomas Episcopal Church Medina, WA.

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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 $65,150

Program Service Revenue $0

Investment Income $80,016

Other Revenue $0

TOTAL REVENUE $145,166

Expense Breakdown

Grants Paid $56,334

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,334

Other Expenses $3,395

TOTAL EXPENSES $59,729

Year-over-Year Comparison

	2023	2022	Change
Revenue	$145,166	$139,624	+0.0%
Expenses	$59,729	$47,558	+0.3%
Net Income	$85,437	$92,066	-0.1%

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

$82,088

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Liz Costello	Rector	1	Director	$0	$0	$82,088
Robert M Allert	Director	1	Director	$0	$0	$0
Anne Bentley	Director	1	Director	$0	$0	$0
Jonathan Burks	Director	1	Director	$0	$0	$0
Raymond Waldmann	Director	1	Director	$0	$0	$0
Tera Soelter	Director	1	Director	$0	$0	$0
Frederick S Barkman Jr	President	1	Officer	$0	$0	$0
Curt Young	Secretary	1	Officer	$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
2024	No data	No data	No data	No data
2023	$145,166	$59,729	$766,447	$85,437
2022	$139,624	$47,558	$681,010	$92,066
2021	$122,290	$28,511	$697,704	$93,779
2020	$61,601	$169,721	$603,925	$-108,120
2018	$29,171	$67,436	$639,562	$-38,265

ST THOMAS LEGACY FOUNDATION