ST STEPHENS DURHAM ENDOWMENT (EIN 270429730) - 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

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

ST STEPHENS DURHAM ENDOWMENT is a micro nonprofit in the Religion sector that reported $514 in total revenue in fiscal year 2024. Revenue fell 100% from the prior year — a significant decline worth monitoring. Expenses of $9K exceeded revenue, resulting in a 1682% operating deficit.

Mission

Support of the religious, charitable, and educational mission and activities of St. Stephens Episcopal Church in Durham, North Carolina.

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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 $0

Program Service Revenue $0

Investment Income $514

Other Revenue $0

TOTAL REVENUE $514

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $9,159

TOTAL EXPENSES $9,159

Year-over-Year Comparison

	2024	2023	Change
Revenue	$514	$500,000	-1.0%
Expenses	$9,159	$15,016	-0.4%
Net Income	$-8,645	$484,984	-1.0%

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
Ted Griffin	President	1.00	Director	$0	$0	$0
Christian Keedy	Secretary/Direc	1.00	Director	$0	$0	$0
James A Stewarst	Treasurer/Direc	1.00	Director	$0	$0	$0
Jack Pless	Director	1.00	Director	$0	$0	$0
Haven Roughton	Director	1.00	Director	$0	$0	$0
Carolyn London	Director	1.00	Director	$0	$0	$0
Kathy McKee	Director	1.00	Director	$0	$0	$0
Megan Carlson	Director	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	$514	$9,159	$776,807	$-8,645
2023	$500,000	$15,016	$800,564	$484,984

ST STEPHENS DURHAM ENDOWMENT