EPISCOPAL CHURCH HOME FOUNDATION INC (EIN 222789197) - 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

1987

Legal Domicile

Principal Officer

LISA MARCELLO

Phone

5855468400

Tax Period

2024-01-01 to 2024-12-31

EPISCOPAL CHURCH HOME FOUNDATION INC, founded in 1987, is a community nonprofit in the Housing & Shelter sector that reported $2.6M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $679K, a strong 26% operating margin.

Mission

EPISCOPAL SENIORLIFE COMMUNITIES IS A FAITH-BASED, NONPROFIT ORGANIZATION DEDICATED TO UNDERSTANDING INDIVIDUAL AND COMMUNITY NEEDS, AND RESPONDING. WE SUPPORT SENIORS AND THEIR FAMILIES THROUGH LIFE'S TRANSITIONS, AND HONOR EACH INDIVIDUAL'S UNIQUE DESIRES, BELIEFS, AND VALUES THUS FULFILLING OUR PLEDGE OF... LIFE. INSPIRED EVERY DAY.

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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 $1,178,033

Program Service Revenue $0

Investment Income $1,348,121

Other Revenue $79,504

TOTAL REVENUE $2,605,658

Expense Breakdown

Grants Paid $523,366

Salaries & Benefits $1,105,076

Fundraising Expenses $268,131

Program Expenses $569,027

Other Expenses $298,531

TOTAL EXPENSES $1,926,973

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,605,658	$2,008,022	+0.3%
Expenses	$1,926,973	$5,524,473	-0.7%
Net Income	$678,685	$-3,516,451	-1.2%

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

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

$1,337,770

Total Directors

$1,188,522

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN BARR	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM BLACKMON	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE SPERRICK	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL KING	TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL LEHMAN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
LISA MARCELLO	CEO	1.00	Officer Director	$0	$54,715	$399,287
LOREN RANALETTA	PRESIDENT	30.00	Officer Director	$179,735	$609,500	$789,235
LAURA SADOWSKI	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
THE RT REV KARA WAGNER SHERER	DIRECTOR	1.00	Director	$0	$0	$0
THE REV VIRGINIA TYLER SMITH	DIRECTOR	1.00	Director	$0	$0	$0
JANET WELCH	SECRETARY	1.00	Officer Director	$0	$0	$0
RICHARD YATES	DIRECTOR	1.00	Director	$0	$0	$0
THE RT REV STEPHEN LANE	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA THOMSEN	CFO	1.00	Officer	$0	$14,145	$149,248

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	$2,605,658	$1,926,973	$22,044,020	$678,685
2023	$2,008,022	$5,524,473	$20,622,813	$-3,516,451
2022	$1,332,844	$1,437,034	$23,135,763	$-104,190
2021	$3,009,679	$1,390,199	$28,068,379	$1,619,480
2020	$1,653,658	$1,783,709	$23,654,246	$-130,051
2019	$1,408,335	$2,987,189	$22,034,807	$-1,578,854
2018	$1,214,254	$749,684	$19,924,687	$464,570

EPISCOPAL CHURCH HOME FOUNDATION INC