ST JOHN'S CHURCH ENDOWMENT FUND INC (EIN 541075172) - 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

1977

Legal Domicile

Principal Officer

Susan Edmonson

Phone

7577222567

Tax Period

2024-01-01 to 2024-12-31

ST JOHN'S CHURCH ENDOWMENT FUND INC, founded in 1977, is a small nonprofit that reported $340K in total revenue in fiscal year 2020. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $143K, a strong 42% operating margin.

Mission

To aid St John's Episcopal Church, Hampton, VA in its religious mission by assisting in the preservation and maintenance of its historic properties. This assistance also helps to educate the public of its colonial heritage. The fund also manages the Lafayette and Lucille Williams Endowment Fund which provides aid for the elderly and needy in the Episcopal Diocese of Southern Virginia.

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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 $0

Program Service Revenue $0

Investment Income $552,502

Other Revenue $0

TOTAL REVENUE $552,502

Expense Breakdown

Grants Paid $198,940

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $235,703

Other Expenses $36,763

TOTAL EXPENSES $235,703

Year-over-Year Comparison

	2024	2023	Change
Revenue	$552,502	$293,230	+0.9%
Expenses	$235,703	$210,904	+0.1%
Net Income	$316,799	$82,326	+2.8%

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
Anne Rutherford	director	0.25	Director	$0	$0	$0
James Klotz	director	0.25	Director	$0	$0	$0
Hurley Shaw III	director	0.25	Director	$0	$0	$0
Nancy L Beach	vice-president	0.25	Officer Director	$0	$0	$0
Susan S Edmonson	President	0.25	Officer Director	$0	$0	$0
Mark Riley	Associate Rector	0.25	Director	$0	$0	$0
Connie Heath	Treasurer	0.25	Officer	$0	$0	$0
Lawrence Cumming	Secretary	0.25	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	$552,502	$235,703	$8,511,675	$316,799
2023	$293,230	$210,904	$7,734,825	$82,326
2022	$296,159	$200,043	$6,870,350	$96,116
2021	$314,247	$175,618	$8,258,809	$138,629
2020	$339,874	$196,765	$7,132,000	$143,109

ST JOHN'S CHURCH ENDOWMENT FUND INC