THE CONSORTIUM OF ENDOWED EPISCOPAL PARI (EIN 311141389) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

JOSEPH SWIMMER

Phone

4155058449

Tax Period

2023-01-01 to 2023-12-31

THE CONSORTIUM OF ENDOWED EPISCOPAL PARI, founded in 1985, is a small nonprofit in the Religion sector that reported $844K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

TO CELEBRATE, INSPIRE, AND EQUIP ITS MEMBERS FOR EFFECTIVE LEADERSHIP AND STEWARDSHIP.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $10,000

Program Service Revenue $832,878

Investment Income $1,538

Other Revenue $0

TOTAL REVENUE $844,416

Expense Breakdown

Grants Paid $0

Salaries & Benefits $176,172

Fundraising Expenses $69,476

Program Expenses $719,848

Other Expenses $726,675

TOTAL EXPENSES $902,847

Year-over-Year Comparison

	2023	2022	Change
Revenue	$844,416	$767,018	+0.1%
Expenses	$902,847	$803,561	+0.1%
Net Income	$-58,431	$-36,543	+0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$165,502

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL SULLIVAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
PEGGY LO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANNE SCHMIDT	IMM. PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
FRED STALEY	TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD AMMONS	SECTRETARY	1.00	Officer Director	$0	$0	$0
GEORGE PLEWS	CHANCELLOR	1.00	Director	$0	$0	$0
DONNA ASHLEY	DIRECTOR	1.00	Director	$0	$0	$0
DOMINIC BARRINGTON	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE BELSHAW	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH BOE	DIRECTOR	1.00	Director	$0	$0	$0
DOYT L CONN JR	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLY FFOLKES-BRYANT	DIRECTOR	1.00	Director	$0	$0	$0
CAITLYN KEITH	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH MARIE MELCHIONNA	DIRECTOR	1.00	Director	$0	$0	$0
CANON SHANA MP MCCAULEY	DIRECTOR	1.00	Director	$0	$0	$0
WENDY MAUNEY	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE MOOREHEAD CARROLL	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM S STANLEY	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH SWIMMER	EXECUTIVE DIRECTOR	40.00	Officer	$132,500	$33,002	$165,502

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	No data	No data	No data	No data
2023	$844,416	$902,847	$480,916	$-58,431
2022	$767,018	$803,561	$452,543	$-36,543
2021	$602,233	$593,170	$588,609	$9,063
2020	$770,678	$739,196	$269,727	$31,482

THE CONSORTIUM OF ENDOWED EPISCOPAL PARI