DIOCESAN INVESTMENT TRUST OF THE DIOCESE OF LOS ANGELES (EIN 237103106) - 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

1949

Legal Domicile

Principal Officer

RT REV JOHN H TAYLOR

Phone

2134822040

Tax Period

2023-11-01 to 2024-10-31

DIOCESAN INVESTMENT TRUST OF THE DIOCESE OF LOS ANGELES, founded in 1949, is a small nonprofit in the Religion sector that reported $325K in total revenue in fiscal year 2023. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $108K, a strong 33% operating margin.

Mission

THE PURPOSE OF THE TRUST IS TO PROVIDE AN INVESTMENT FUND FOR VARIOUS PROTESTANT EPISCOPAL CHURCHES AND ORGANIZATIONS IN THE DIOCESE OF LOS ANGELES AND THE DIOCESE OF SAN DIEGO.

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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 $0

Program Service Revenue $0

Investment Income $325,456

Other Revenue $0

TOTAL REVENUE $325,456

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $92,500

Other Expenses $217,045

TOTAL EXPENSES $217,045

Year-over-Year Comparison

	2023	2022	Change
Revenue	$325,456	$177,213	+0.8%
Expenses	$217,045	$178,406	+0.2%
Net Income	$108,411	$-1,193	-91.9%

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 JOHN HARVEY TAYLOR	PRESIDENT/TRUSTEE	1.00	Officer Director	$0	$0	$0
ROBERT E WYCOFF	TRUSTEE (RESIGNED 12/23)	1.00	Director	$0	$0	$0
DONALD HALL	TRUSTEE	1.00	Director	$0	$0	$0
JOHN BRUNSON	TRUSTEE/VP(AS OF 02/25/2024)	1.00	Director	$0	$0	$0
CANON ANDREW TOMAT	VP(ENDED 02/25/2024)/SECRETARY/TRUSTEE	1.00	Officer Director	$0	$0	$0
LYNNE M O BRICKNER	TREASURER/TRUSTEE	1.00	Officer Director	$0	$0	$0
CANON JAMES H ALEXANDER	TRUSTEE (TERM ENDED 11/23)	1.00	Director	$0	$0	$0
RYAN NAKANO-HARLOW	TRUSTEE	1.00	Director	$0	$0	$0
PETER REINKE	TRUSTEE (AS OF 11/23)	1.00	Director	$0	$0	$0
PETER BROCKETT	TRUSTEE (AS OF 12/23)	1.00	Director	$0	$0	$0
ARTUR GRIGORIAN	TRUSTEE (AS OF 12/23)	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
2024	$325,456	$217,045	$48,895,924	$108,411
2023	$177,213	$178,406	$46,372,361	$-1,193
2022	$-358,083	$189,703	$44,696,567	$-547,786
2021	$1,735,823	$177,834	$54,769,943	$1,557,989
2020	$324,808	$177,542	$46,332,825	$147,266
2019	$331,104	$175,634	$47,143,789	$155,470
2018	$-501,276	$171,681	$46,167,839	$-672,957

DIOCESAN INVESTMENT TRUST OF THE DIOCESE OF LOS ANGELES