THE FUND FOR THE DIACONATE OF THE … - 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

1927

Legal Domicile

Principal Officer

KEITH MCCOY

Phone

8002815421

Tax Period

2023-08-01 to 2024-07-31

THE FUND FOR THE DIACONATE OF THE EPISCOPAL CHURCH, founded in 1927, is a community nonprofit in the Religion sector that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 856% from the prior year, signaling strong growth momentum. The organization ran a surplus of $883K, a strong 61% operating margin.

Mission

PROVIDING GRANT SUPPORT AND ASSISTANCE TO DEACONS OF THE EPISCOPAL CHURCH WITH FINANCIAL NEEDS.

Program Service Accomplishments

Program 1

Expenses: $424,328

DIRECT CASH ASSISTANCE TO 32 PERSONS ORDAINED TO THE MINISTRY OF THE EPISCOPAL CHURCH WHO HAVE INSUFFICIENT PROVISION FOR THEIR NEEDS.

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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 $4,561

Program Service Revenue $0

Investment Income $1,438,719

Other Revenue $692

TOTAL REVENUE $1,443,972

Expense Breakdown

Grants Paid $299,495

Salaries & Benefits $62,827

Fundraising Expenses $20,287

Program Expenses $424,328

Other Expenses $198,233

TOTAL EXPENSES $560,555

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,443,972	$151,021	+8.6%
Expenses	$560,555	$467,039	+0.2%
Net Income	$883,417	$-316,018	-3.8%

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

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
W KEITH MCCOY	PRESIDENT AND DIRECTOR	5.00	Officer Director	$0	$0	$0
PAMELA MCABEE NESBIT	VICE PRESIDENT AND DIRECTOR	1.00	Officer Director	$0	$0	$0
GERALDINE SWANSON	SECRETARY AND DIRECTOR	1.00	Officer Director	$0	$0	$0
LARRY GREEN TO 524	SECRETARY AND DIRECTOR	1.00	Officer Director	$0	$0	$0
BRIAN P NORDWICK	TREASURER AND DIRECTOR	1.00	Officer Director	$0	$0	$0
ROBERT A FRANKEN TO 124	TREASURER AND DIRECTOR	5.00	Officer Director	$0	$0	$0
AMY BRYAN AS OF 124	DIRECTOR	1.00	Director	$0	$0	$0
GERRI ENDICOTT AS OF 1023	DIRECTOR	1.00	Director	$0	$0	$0
JACK KARN AS OF 124	DIRECTOR	1.00	Director	$0	$0	$0
ROXANNE P KLINGENSMITH	DIRECTOR	1.00	Director	$0	$0	$0
ANITA CATRON MINER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN RAY	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET THOR	DIRECTOR	1.00	Director	$0	$0	$0
FATIMA YAKUBU-MADUS	ASST TREASURER/DIRECTOR	1.00	Director	$0	$0	$0
JESSICA DUNLAP AS OF 1023	ASST SECRETARY	1.00	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
2025	No data	No data	No data	No data
2024	$1,443,972	$560,555	$8,541,594	$883,417
2023	$151,021	$467,039	$7,998,871	$-316,018
2022	$476,880	$1,010,189	$8,029,658	$-533,309
2021	$333,192	$251,652	$9,606,161	$81,540
2020	$190,715	$241,565	$8,128,480	$-50,850
2019	$665,401	$197,477	$7,866,372	$467,924

THE FUND FOR THE DIACONATE OF THE EPISCOPAL CHURCH