ST THOMAS EPISCOPAL CHURCH ENDOWMENT FUND TRUST

EIN: 453948532 501(c)(3) Religion

BATH, NC

Total Revenue
$187,860
Total Expenses
$2,964
Total Assets
$519,472
Net Assets
$519,472
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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
NC
Phone
2529239141
Tax Period
2021-01-01 to 2021-12-31

ST THOMAS EPISCOPAL CHURCH ENDOWMENT FUND TRUST, founded in 2011, is a small nonprofit in the Religion sector that reported $188K in total revenue in fiscal year 2021. The organization ran a surplus of $185K, a strong 98% operating margin.

Mission

The St. Thomas Episcopal Church Endowment Fund Trust operates solely for the support of St. Thomas Episcopal Church; its activities are investment of its endowment fund, distributions to the church and assistance in obtaining contributions.

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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%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $130,706
Program Service Revenue $0
Investment Income $57,154
Other Revenue $0
TOTAL REVENUE $187,860

Expense Breakdown

Grants Paid $621
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $621
Other Expenses $2,343
TOTAL EXPENSES $2,964

Year-over-Year Comparison

2021 2020 Change
Revenue $187,860 N/A N/A
Expenses $2,964 N/A N/A
Net Income $184,896 N/A N/A
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

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Governance

Voting Members
4
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
0
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Mickey Cochran Trustee 2.00
Director
$0 $0 $0
Richard V Haar Trustee 8.00
Director
$0 $0 $0
Betty Eschenbauch Trustee 2.00
Director
$0 $0 $0
Robert Sutter Trustee 2.00
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
2021 $187,860 $2,964 $519,472 $184,896
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