ST JOHN'S EPISCOPAL CHURCH ENDOWMENT FUND INC (EIN 541548564) - 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

1918

Legal Domicile

Principal Officer

LAURA STREAT

Phone

8046497938

Tax Period

2023-01-01 to 2023-12-31

ST JOHN'S EPISCOPAL CHURCH ENDOWMENT FUND INC, founded in 1918, is a small nonprofit that reported $415K in total revenue in fiscal year 2018. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $142K, a strong 34% operating margin.

Mission

TO SUPPORT THE OPERATIONS AND DEVELOPMENT OF ST. JOHN'S EPISCOPAL CHURCH.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $120

Investment Income $200,119

Other Revenue $225

TOTAL REVENUE $200,464

Expense Breakdown

Grants Paid $171,254

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $171,254

Other Expenses $34,034

TOTAL EXPENSES $205,288

Year-over-Year Comparison

	2023	2022	Change
Revenue	$200,464	$212,976	-0.1%
Expenses	$205,288	$307,290	-0.3%
Net Income	$-4,824	$-94,314	-0.9%

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
LAURA STREAT	PRESIDENT	1.00	Officer Director	$0	$0	$0
BOB CALONGNE	PRESIDENT-EL	1.00	Officer Director	$0	$0	$0
RICHARD BOWDEN	TRUSTEE	1.00	Director	$0	$0	$0
BILL BLEVINS	TRUSTEE	1.00	Director	$0	$0	$0
STEWART GAMAGE	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES LEE	TRUSTEE	1.00	Director	$0	$0	$0
SUE SCHUTT	TRUSTEE	1.00	Director	$0	$0	$0
LORA TOOTHMAN	TRUSTEE	1.00	Director	$0	$0	$0
LISA WOOD	TRUSTEE	1.00	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
2024	No data	No data	No data	No data
2023	$200,464	$205,288	$3,761,162	$-4,824
2022	$212,976	$307,290	$3,765,986	$-94,314
2021	$760,109	$277,344	$3,860,300	$482,765
2020	$280,828	$197,997	$3,384,035	$82,831
2019	$340,520	$260,565	$3,294,704	$79,955
2018	$415,408	$273,683	$3,214,749	$141,725

ST JOHN'S EPISCOPAL CHURCH ENDOWMENT FUND INC