ST STEPHEN'S ENDOWMENT FUND INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1949

Legal Domicile

Principal Officer

JOHN CROWDER

Phone

8042882867

Tax Period

2023-01-01 to 2023-12-31

ST STEPHEN'S ENDOWMENT FUND INC, founded in 1949, is a small nonprofit that reported $456K in total revenue in fiscal year 2023. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $201K, a strong 44% operating margin.

Mission

TO ENHANCE THE PROGRAMS AND DEVELOPMENT OF ST. STEPHEN'S CHURCH AND TO CONTRIBUTE TO THE ANNUAL BUDGET.

Program Service Accomplishments

Program 1

Expenses: $252,959

GRANTS WERE PAID TO THE CHURCH FOR THE DISCRETIONARY USE OF THE VESTRY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $257,391

Program Service Revenue $0

Investment Income $198,681

Other Revenue $0

TOTAL REVENUE $456,072

Expense Breakdown

Grants Paid $252,959

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $252,959

Other Expenses $2,573

TOTAL EXPENSES $255,532

Year-over-Year Comparison

	2023	2022	Change
Revenue	$456,072	$286,257	+0.6%
Expenses	$255,532	$241,495	+0.1%
Net Income	$200,540	$44,762	+3.5%

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
JOHN CROWDER	PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM ARMSTRONG	TREASURER	1.00	Officer Director	$0	$0	$0
CHARLES FOX	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT FAUNTLEROY	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD HAMRICK	TRUSTEE	1.00	Director	$0	$0	$0
PENN ROGERS	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	$456,072	$255,532	$5,805,768	$200,540
2022	$286,257	$241,495	$5,605,228	$44,762
2021	$830,876	$225,487	$5,560,466	$605,389
2020	$284,596	$224,448	$4,955,077	$60,148
2019	$523,658	$222,532	$4,894,929	$301,126
2018	$294,667	$214,061	$4,593,803	$80,606