Trustees of Endowment for Saint Ma… - Form 990 Financial Data

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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

1985

Legal Domicile

Principal Officer

Joseph G Caruso

Phone

6105651010

Tax Period

2025-01-01 to 2025-12-31

Trustees of Endowment for Saint Mark's Church, founded in 1985, is a small nonprofit in the Religion sector that reported $228K in total revenue in fiscal year 2025. Revenue fell 79% from the prior year — a significant decline worth monitoring. Expenses of $432K exceeded revenue, resulting in a 89% operating deficit.

Mission

Endowment Fund to provide financial support for the mission and ministries of Saint Marks Church.

Program Service Accomplishments

Program 1

Expenses: $431,725 Revenue: $228,261

Financial support for the mission and ministries of Saint Marks Church

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $228,261

Other Revenue $0

TOTAL REVENUE $228,261

Expense Breakdown

Grants Paid $421,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $431,725

Other Expenses $10,525

TOTAL EXPENSES $431,725

Year-over-Year Comparison

	2025	2024	Change
Revenue	$228,261	$1,086,568	-0.8%
Expenses	$431,725	$382,887	+0.1%
Net Income	$-203,464	$703,681	-1.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joseph G Caruso	President	001.50	Officer Director	$0	$0	$0
Isabelle Benton	Vice President Secretary	001.50	Officer Director	$0	$0	$0
John Church	Treasurer	001.00	Officer Director	$0	$0	$0
Kim Williams	Trustee	000.50	Director	$0	$0	$0
Richard Lerch	Trustee	000.50	Director	$0	$0	$0
David Marshall	Trustee	000.50	Director	$0	$0	$0
John Fisher-Gray	Trustee	000.50	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
2025	$228,261	$431,725	$10,680,346	$-203,464
2024	No data	No data	No data	No data
2023	$259,924	$349,637	$8,986,445	$-89,713
2022	$504,345	$382,518	$8,236,600	$121,827
2021	$541,974	$368,009	$9,982,754	$173,965
2020	$308,511	$388,375	$9,165,574	$-79,864

Trustees of Endowment for Saint Mark's Church