EPISCOPAL COMMUNITIES FOUNDATION (EIN 461202646) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

SAM BASU

Phone

2059390085

Tax Period

2024-10-01 to 2025-09-30

EPISCOPAL COMMUNITIES FOUNDATION, founded in 2012, is a small nonprofit in the Human Services sector that reported $212K in total revenue in fiscal year 2018. Revenue decreased 8% compared to the prior year. Expenses of $234K exceeded revenue, resulting in a 10% operating deficit.

Mission

TO PROVIDE TO SENIOR AND DISABLED ADULTS WITH RESTRICTED INCOME, SAFE AND AFFORDABLE HOUSING AND ACCESS TO RELATED SERVICES IN A HOME-LIKE ENVIRONMENT.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $201,853

Program Service Revenue $36,027

Investment Income $0

Other Revenue $-7,215

TOTAL REVENUE $230,665

Expense Breakdown

Grants Paid $0

Salaries & Benefits $133,111

Fundraising Expenses $42,817

Program Expenses $212,095

Other Expenses $157,283

TOTAL EXPENSES $290,394

Year-over-Year Comparison

	2024	2023	Change
Revenue	$230,665	$227,771	+0.0%
Expenses	$290,394	$271,985	+0.1%
Net Income	$-59,729	$-44,214	+0.4%

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

$154,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAM BASU	PRESIDENT	1.00	Officer Director	$0	$0	$0
HEATHER STEPHENS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID GARY	SECRETARY	1.00	Officer Director	$0	$0	$0
FINLEY REEVES	TREASURER	1.00	Officer Director	$0	$0	$0
THE REV KATHERNINE HARPER	BOARD MEMBER	1.00	Director	$0	$0	$0
DEACON KAKI O'FLINN	BOARD MEMBER	1.00	Director	$0	$0	$0
LESLIE SHARBEL	BOARD MEMBER	1.00	Director	$0	$0	$0
BROOKS VAUGHN	BOARD MEMBER	1.00	Director	$0	$0	$0
RT REV DR GLENDA CURRY	NON-VOTING MEMBER	1.00	Director	$0	$0	$0
SONYA CARTER	NON-VOTING MEMBER	1.00	Director	$0	$0	$0
TIM BLANTON	EXECUTIVE DIRECTOR	40.00	Officer	$0	$14,022	$154,600

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	$230,665	$290,394	$492,044	$-59,729
2024	$227,771	$271,985	$515,324	$-44,214
2023	$208,015	$283,915	$505,200	$-75,900
2022	$248,456	$250,640	$519,928	$-2,184
2021	$267,179	$214,398	$582,215	$52,781
2020	$233,633	$237,788	$480,889	$-4,155
2019	$212,092	$233,999	$447,642	$-21,907

EPISCOPAL COMMUNITIES FOUNDATION