EPIPHANY CONSERVATION TRUST (EIN 273690340) - 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

2011

Legal Domicile

Tax Period

2021-07-01 to 2022-06-30

EPIPHANY CONSERVATION TRUST, founded in 2011, is a small nonprofit that reported $397K in total revenue in fiscal year 2021. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $351K left a modest 11% surplus.

Mission

TO PROVIDE RESTORATION, PRESERVATION AND MAINTENANCE OF THE BUILDINGS OF THE HISTORIC CHURCH OF THE EPIPHANY IN ORDER TO PROVIDE COMMUNITY AND ECONOMIC DEVELOPMENT ACTIVITIES THAT INCLUDE EDUCATIONAL, HOUSING AND SOCIAL SERVICES TO INDIVIDUALS AND FAMILIES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $16,456

Program Service Revenue $380,363

Investment Income $0

Other Revenue $0

TOTAL REVENUE $396,819

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $33,087

Program Expenses $294,618

Other Expenses $351,355

TOTAL EXPENSES $351,355

Year-over-Year Comparison

	2021	2020	Change
Revenue	$396,819	$521,361	-0.2%
Expenses	$351,355	$530,942	-0.3%
Net Income	$45,464	$-9,581	-5.7%

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

N/A

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
RICHARD ZALDIVAR	MEMBER	0.00	Director	$0	$0	$0
RICHARD ESTRADA	MEMBER	0.00	Director	$0	$0	$0
JOHN FORNEY	MEMBER	0.00	Director	$0	$0	$0
GRACE DYRNESS	MEMBER	0.00	Director	$0	$0	$0
THOMAS CAREY	EXECUTIVE DIRECTOR	16.00	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
2022	$396,819	$351,355	$1,116	$45,464
2021	$521,361	$530,942	$209,873	$-9,581
2020	$86,547	$108,515	$224,301	$-21,968
2019	$44,683	$67,920	$119,640	$-23,237
2018	$7,575	$10,894	$3,693	$-3,319

EPIPHANY CONSERVATION TRUST