St Peters Episcopal Church Endowment Inc (EIN 566061834) - Form 990 Financial Analysis & Trantor Score

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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

Legal Domicile

Phone

7043327746

Tax Period

2023-01-01 to 2023-12-31

St Peters Episcopal Church Endowment Inc is a small nonprofit that reported $177K in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. Expenses of $280K exceeded revenue, resulting in a 58% operating deficit.

Mission

To promote, sustain, and enlarge the religious, educational and charitable programs of St. Peter's Episcopal Church.

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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 $111,161

Program Service Revenue $0

Investment Income $66,212

Other Revenue $0

TOTAL REVENUE $177,373

Expense Breakdown

Grants Paid $275,325

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $280,325

Other Expenses $5,000

TOTAL EXPENSES $280,325

Year-over-Year Comparison

	2023	2022	Change
Revenue	$177,373	$121,390	+0.5%
Expenses	$280,325	$265,272	+0.1%
Net Income	$-102,952	$-143,882	-0.3%

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
Sam Bowles	Treasurer	1.00	Officer Director	$0	$0	$0
Laura Meyer Wellman	Secretary	1.00	Officer Director	$0	$0	$0
Kristin Bradberry	Chairman	1.00	Officer Director	$0	$0	$0
Daniel Woodall	Vice Chairman	1.00	Officer Director	$0	$0	$0
Bill Williamson	Trustee	1.00	Director	$0	$0	$0
Marcus Clarke	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	$177,373	$280,325	$5,220,379	$-102,952
2022	$121,390	$265,272	$4,779,172	$-143,882
2021	$211,791	$192,710	$5,626,032	$19,081
2020	$103,961	$135,007	$4,710,907	$-31,046
2019	$132,124	$174,901	$4,352,801	$-42,777
2018	$246,951	$176,860	$3,734,521	$70,091

St Peters Episcopal Church Endowment Inc