ST STEPHENS CHARITABLE ENDOWMENT (EIN 261441494) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

PETER INGE

Phone

2059678786

Tax Period

2024-01-01 to 2024-12-31

ST STEPHENS CHARITABLE ENDOWMENT, founded in 2007, is a micro nonprofit in the Religion sector that reported $24K in total revenue in fiscal year 2019. Revenue fell 35% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE A FUND FOR ACCUMULATION AND INVESTMENT OF DONATIONS TO ST. STEPHEN'S EPISCOPAL CHURCH WHERE PRINCIPAL WILL BE PRUDENTLY INVESTED AND WHERE A PORTION OF THE INCOME MAY BE USED EACH YEAR BY THE PARISH.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $390,178

Program Service Revenue $0

Investment Income $59,641

Other Revenue $0

TOTAL REVENUE $449,819

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,953

Other Expenses $42,953

TOTAL EXPENSES $42,953

Year-over-Year Comparison

	2024	2023	Change
Revenue	$449,819	$170,588	+1.6%
Expenses	$42,953	$41,604	+0.0%
Net Income	$406,866	$128,984	+2.2%

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

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
PETER INGE	PRESIDENT	1.00	Officer Director	$0	$0	$0
MATT FETNER	TREASURER	1.00	Officer Director	$0	$0	$0
RIP BRITTON	SECRETARY	1.00	Officer Director	$0	$0	$0
RYAN SHORT	PAST PRESIDENT	1.00	Officer 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	$449,819	$42,953	$2,349,718	$406,866
2023	$170,588	$41,604	$1,791,717	$128,984
2022	$842,722	No data	$1,522,469	No data
2021	$30,657	No data	$799,062	No data
2020	$141,442	No data	$683,385	No data
2019	$23,659	No data	$530,580	No data

ST STEPHENS CHARITABLE ENDOWMENT