GRACE AND HOLY TRINITY ENDOWMENT FUND INC (EIN 540524502) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

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

1947

Legal Domicile

Principal Officer

PEMBERTON B HALL

Phone

8043595628

Tax Period

2023-01-01 to 2023-12-31

GRACE AND HOLY TRINITY ENDOWMENT FUND INC, founded in 1947, is a small nonprofit that reported $855K in total revenue in fiscal year 2018. Revenue surged 79% from the prior year, signaling strong growth momentum. The organization ran a surplus of $421K, a strong 49% operating margin.

Mission

TO PROVIDE NEEDED SUPPORT TO THE GRACE AND HOLY TRINITY CHURCH

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $9,316

Program Service Revenue $0

Investment Income $1,062,285

Other Revenue $0

TOTAL REVENUE $1,071,601

Expense Breakdown

Grants Paid $576,756

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $617,376

Other Expenses $40,620

TOTAL EXPENSES $617,376

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,071,601	$1,491,437	-0.3%
Expenses	$617,376	$506,660	+0.2%
Net Income	$454,225	$984,777	-0.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR C M KINLOCH NELSON	TRUSTEE	1.00	Director	$0	$0	$0
E TRIGG BROWN JR	TRUSTEE	1.00	Director	$0	$0	$0
CLEIGHTON L HILBERT	TRUSTEE	1.00	Director	$0	$0	$0
DAVID HETHERINGTON	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM R DERRY JR	TRUSTEE	1.00	Director	$0	$0	$0
HAROLD J WILLIAMS III	TRUSTEE & EXEC. COM	1.00	Director	$0	$0	$0
JULIE JOYCE	TRUSTEE & EXEC. COM	1.00	Director	$0	$0	$0
CARL F BLACKWELL	PRESIDENT/TRUSTEE & EXEC.	2.00	Officer Director	$0	$0	$0
NELSON D LANKFORD	VICE PRESIDENT/TRUSTEE & EXEC.	2.00	Officer Director	$0	$0	$0
PEMBERTON B HALL	SEC/TREASURER/TRUSTEE & EX	2.00	Officer 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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,071,601	$617,376	$15,119,176	$454,225
2022	$1,491,437	$506,660	$13,838,627	$984,777
2021	$1,015,539	$644,876	$17,491,223	$370,663
2020	$1,111,946	$537,750	$15,618,638	$574,196
2019	$806,243	$485,791	$14,099,374	$320,452
2018	$854,800	$433,564	$11,434,089	$421,236

GRACE AND HOLY TRINITY ENDOWMENT FUND INC