EPISCOPAL SCHOOL OF JACKSONVILLE FOUNDATION (EIN 237003394) - 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

1966

Legal Domicile

Principal Officer

STEPHANIE L BROWN

Phone

9043965751

Tax Period

2020-07-01 to 2021-06-30

EPISCOPAL SCHOOL OF JACKSONVILLE FOUNDATION, founded in 1966, is a small nonprofit in the Education sector that reported $885K in total revenue in fiscal year 2020. Revenue surged 104% from the prior year, signaling strong growth momentum. The organization ran a surplus of $465K, a strong 53% operating margin.

Mission

THE FOUNDATION GRANTS FINANCIAL AID AND GRANTS TO MEMBERS OF THE EPISCOPAL SCHOOL OF JACKSONVILLE, INC. (ESJ). THE ESJ IS AN EXEMPT ORGANIZATION UNDER IRC SECTION 501(C)(3) AND IS THE SUPPORTED ORGANIZATION OF THE FOUNDATION.

🔒

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 (2020)

Revenue Breakdown

Contributions & Grants $238,516

Program Service Revenue $0

Investment Income $646,562

Other Revenue $0

TOTAL REVENUE $885,078

Expense Breakdown

Grants Paid $362,294

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $362,294

Other Expenses $58,110

TOTAL EXPENSES $420,404

Year-over-Year Comparison

	2020	2019	Change
Revenue	$885,078	$433,020	+1.0%
Expenses	$420,404	$759,732	-0.4%
Net Income	$464,674	$-326,712	-2.4%

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

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
KENNETH D SWEDER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ROBERT M CLEMENTS	TREASURER	1.00	Officer Director	$0	$0	$0
STEPHEN D MOORE JR	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN E SAWYER IV	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL A KELLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
GEORGE EGAN	BOARD MEMBER	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	$885,078	$420,404	$11,564,602	$464,674
2020	$433,020	$759,732	$8,746,566	$-326,712
2019	$535,836	$36,778	$8,883,528	$499,058
2018	$744,251	$362,511	$8,494,869	$381,740

EPISCOPAL SCHOOL OF JACKSONVILLE FOUNDATION