ST LUKES EPISCOPAL SCHOOL PERMANENT ENDOWMENT FUND (EIN 262913141) - 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

2008

Legal Domicile

Principal Officer

SETH MCCABE

Phone

2108260664

Tax Period

2024-06-01 to 2025-05-31

ST LUKES EPISCOPAL SCHOOL PERMANENT ENDOWMENT FUND, founded in 2008, is a small nonprofit in the Religion sector that reported $792K in total revenue in fiscal year 2024. Revenue surged 903% from the prior year, signaling strong growth momentum. The organization ran a surplus of $646K, a strong 82% operating margin.

Mission

ST. LUKE'S EPISCOPAL PERMANENT ENDOWMENT FUND IS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF ST. LUKE'S EPISCOPAL SCHOOL (SLES). SLES IS A CHRISTIAN COMMUNITY DEDICATED TO ACADEMIC AND PERSONAL EXCELLENCE, LIFELONG LEARNING AND SERVICES TO OTHERS. SLES IS A MISSION-DRIVEN SCHOOL COMMUNITY FOR GRADES K - 8.

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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 (2024)

Revenue Breakdown

Contributions & Grants $701,553

Program Service Revenue $0

Investment Income $90,661

Other Revenue $0

TOTAL REVENUE $792,214

Expense Breakdown

Grants Paid $104,589

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,709

Other Expenses $41,541

TOTAL EXPENSES $146,130

Year-over-Year Comparison

	2024	2023	Change
Revenue	$792,214	$79,023	+9.0%
Expenses	$146,130	$124,155	+0.2%
Net Income	$646,084	$-45,132	-15.3%

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

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
SANDY WALKER	DIRECTOR	1.00	Director	$0	$0	$0
LEE MCKENNA	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW FREIDMAN	DIRECTOR	1.00	Director	$0	$0	$0
PEGGY WALKER	DIRECTOR	1.00	Director	$0	$0	$0
PAUL COX	DIRECTOR	1.00	Director	$0	$0	$0
STEVE DUTTON	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR COLLINS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SETH MCCABE	PRESIDENT	2.00	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
2025	$792,214	$146,130	$3,725,016	$646,084
2024	$79,023	$124,155	$2,862,807	$-45,132
2023	$486,839	$125,652	$2,591,184	$361,187
2022	$115,983	$138,274	$2,183,986	$-22,291
2021	$522,995	$129,008	$2,492,242	$393,987
2020	$-1,656	$133,274	$2,093,493	$-134,930
2019	$56,809	$100,495	$2,177,870	$-43,686
2018	$204,193	$480,676	$2,278,192	$-276,483

ST LUKES EPISCOPAL SCHOOL PERMANENT ENDOWMENT FUND