ST MARYS ORTHODOX CATHEDRAL ENDOWMENT FUND (EIN 363443994) - 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

1986

Legal Domicile

Principal Officer

Michael Patiuk

Tax Period

2024-01-01 to 2024-12-31

ST MARYS ORTHODOX CATHEDRAL ENDOWMENT FUND, founded in 1986, is a small nonprofit that reported $259K in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $114K, a strong 44% operating margin.

Mission

To distribute 3.50% - 4.50% of the value of the investment portfolio to St. Mary's Orthodox Cathedral in support of the Cathedral's non-exempt activity.

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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 $23,053

Program Service Revenue $0

Investment Income $235,618

Other Revenue $0

TOTAL REVENUE $258,671

Expense Breakdown

Grants Paid $125,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $145,107

Other Expenses $20,107

TOTAL EXPENSES $145,107

Year-over-Year Comparison

	2024	2023	Change
Revenue	$258,671	$352,434	-0.3%
Expenses	$145,107	$119,848	+0.2%
Net Income	$113,564	$232,586	-0.5%

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
Agata McCutcheon	Director	0.25	Director	$0	$0	$0
Lora Selinger	Director	0.25	Director	$0	$0	$0
George Zurbey	Director	1.0	Director	$0	$0	$0
Christopher Smith	Director	0.25	Director	$0	$0	$0
Natalie Tangen	Director	0.25	Director	$0	$0	$0
Michael Patiuk	President	1.0	Officer	$0	$0	$0
Todd Pilacinski	Vice President	1.0	Officer	$0	$0	$0
Daniel Tich	Treasurer	2.0	Officer	$0	$0	$0
Jeffrey Ewing	Secretary	1.0	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
2025	No data	No data	No data	No data
2024	$258,671	$145,107	$3,936,407	$113,564
2023	$352,434	$119,848	$3,443,346	$232,586
2022	$291,424	$111,748	$2,875,700	$179,676
2021	$201,660	$112,370	$3,406,857	$89,290
2020	$173,839	$106,288	$3,031,079	$67,551

ST MARYS ORTHODOX CATHEDRAL ENDOWMENT FUND