STS PHILIP AND JAMES GRADE SCHOOL ENDOWMENT FUND (EIN 311492642) - 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

1997

Legal Domicile

Principal Officer

GEORGE DATSKO

Phone

3308542823

Tax Period

2024-01-01 to 2024-12-31

STS PHILIP AND JAMES GRADE SCHOOL ENDOWMENT FUND, founded in 1997, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $55K in total revenue in fiscal year 2024. The organization ran a surplus of $51K, a strong 93% operating margin.

Mission

SUPPORT THE EDUCATIONAL ACTIVITIES OF ST. PHILIP AND JAMES SCHOOL

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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 $25,086

Program Service Revenue $0

Investment Income $29,520

Other Revenue $0

TOTAL REVENUE $54,606

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,000

TOTAL EXPENSES $4,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$54,606	$-4,784	-12.4%
Expenses	$4,000	$143,820	-1.0%
Net Income	$50,606	$-148,604	-1.3%

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

$74,330

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE DATSKO	CHAIRMAN	0.20	Officer Director	$0	$0	$0
BRODY HAER	TREASURER	0.10	Officer Director	$0	$0	$0
REVEREND BENSON OKPARA	TRUSTEE, PASTOR	0.10	Director	$0	$0	$0
LISA EBERHARDT	TRUSTEE, PRINCIPAL	0.10	Director	$0	$11,166	$74,330
KELSEY HIBBS	TRUSTEE	0.10	Director	$0	$0	$0
DR STEVEN JONES	TRUSTEE, DIOCEASAN SCHOOLS	0.10	Director	$0	$0	$0
BARBARA YINGLING	TRUSTEE	0.10	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	$54,606	$4,000	$270,603	$50,606
2023	$-4,784	$143,820	$242,888	$-148,604
2022	$48,663	$229,409	$391,492	$-180,746
2021	$81,694	$34,320	$572,238	$47,374
2020	$14,984	$39,530	$536,441	$-24,546
2019	$53,036	$28,318	$560,987	$24,718
2018	$35,558	$150,162	$536,269	$-114,604

STS PHILIP AND JAMES GRADE SCHOOL ENDOWMENT FUND