St Matthews Episcopal Church Endowment Fund Inc (EIN 541541712) - 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

1991

Legal Domicile

Phone

8042881911

Tax Period

2024-01-01 to 2024-12-31

St Matthews Episcopal Church Endowment Fund Inc, founded in 1991, is a small nonprofit that reported $170K in total revenue in fiscal year 2018. Revenue surged 387% from the prior year, signaling strong growth momentum. The organization ran a surplus of $125K, a strong 74% operating margin.

Mission

To enhance the ministry of St. Matthew's Episcopal Church and to meet emergency or unusual needs within the parish. The fund invests gifts and uses the income for religious needs.

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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 $14,916

Program Service Revenue $0

Investment Income $48,310

Other Revenue $0

TOTAL REVENUE $63,226

Expense Breakdown

Grants Paid $42,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,000

Other Expenses $15,427

TOTAL EXPENSES $57,427

Year-over-Year Comparison

	2024	2023	Change
Revenue	$63,226	$74,618	-0.2%
Expenses	$57,427	$54,996	+0.0%
Net Income	$5,799	$19,622	-0.7%

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

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
Mary Meade Lee	Director	1.00	Director	$0	$0	$0
Easton Rhodd	Director	1.00	Director	$0	$0	$0
Paula Butz	Secretary	4.00	Officer Director	$0	$0	$0
Douglas Rucker	Treasurer	2.00	Officer Director	$0	$0	$0
William Seldon	President	5.00	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
2024	$63,226	$57,427	$1,104,195	$5,799
2023	$74,618	$54,996	$1,013,947	$19,622
2022	$40,595	$55,203	$947,863	$-14,608
2021	$64,128	$51,824	$1,143,774	$12,304
2020	$29,924	$46,963	$1,059,122	$-17,039
2019	$141,649	$50,160	$956,271	$91,489
2018	$169,908	$44,614	$777,499	$125,294

St Matthews Episcopal Church Endowment Fund Inc