St Thomas Church Endowment Fund Inc (EIN 546067962) - 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

1967

Legal Domicile

Principal Officer

Matthew Bryant

Phone

8043219548

Tax Period

2025-01-01 to 2025-12-31

ST THOMAS CHURCH ENDOWMENT FUND INC, founded in 1967, is a small nonprofit that reported $232K in total revenue in fiscal year 2019. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $114K, a strong 49% operating margin.

Mission

PROVIDING SUPPORT TO ST. THOMAS 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 (2025)

Revenue Breakdown

Contributions & Grants $15,750

Program Service Revenue $0

Investment Income $225,780

Other Revenue $0

TOTAL REVENUE $241,530

Expense Breakdown

Grants Paid $376,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $376,700

Other Expenses $28,690

TOTAL EXPENSES $405,390

Year-over-Year Comparison

	2025	2024	Change
Revenue	$241,530	$293,592	-0.2%
Expenses	$405,390	$205,152	+1.0%
Net Income	$-163,860	$88,440	-2.9%

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

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
Kerry Grey	President	2.00	Officer Director	$0	$0	$0
Liz Pearce	Vice President	2.00	Officer Director	$0	$0	$0
Matthew Bryant	Treasurer	1.00	Officer Director	$0	$0	$0
Arlen Bolstad	Secretary	1.00	Officer Director	$0	$0	$0
Wayland Rennie	Director	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
2025	$241,530	$405,390	$4,078,454	$-163,860
2024	$293,592	$205,152	$4,235,911	$88,440
2023	$166,276	$110,906	$3,964,808	$55,370
2022	$195,857	$167,211	$3,344,431	$28,646
2021	$413,915	$144,938	$4,001,351	$268,977
2020	$193,185	$119,933	$3,669,251	$73,252
2019	$232,310	$118,011	$3,285,404	$114,299

St Thomas Church Endowment Fund Inc