PROTESTANT EPISCOPAL CHURCH IN THE DIOCESE OF GEORGIA INC

EIN: 580827091 501(c)(3) Religion

SAVANNAH, GA

Total Revenue
$1,146,364
Total Expenses
$478,285
Total Assets
$15,225,659
Net Assets
$15,212,165
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1950
Legal Domicile
GA
Principal Officer
ANDREW AUSTIN
Phone
9122364279
Tax Period
2024-01-01 to 2024-12-31

PROTESTANT EPISCOPAL CHURCH IN THE DIOCESE OF GEORGIA INC, founded in 1950, is a community nonprofit in the Religion sector that reported $1.1M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $668K, a strong 58% operating margin.

Mission

THIS FUND POOLS CONGREGATIONAL RESOURCES TO PROVIDE PROFESSIONAL INVESTMENT MANAGEMENT. THE ORGANIZATION IS AN ASSOCIATION OF PARISHES AND ORGANIZATIONS IN THE PROTESTANT EPSICOPAL CHURCH IN DIOCESE OF GEORGIA. ITS MISSION IS TO PROVIDE A MANAGEMENT-INVESTMENT PARTNERSHIP FOR LONG-TERM AND PERMANENT FUNDS FOR LOCAL CHURCHES, INSTITUTIONS, AND MINISTRIES OF THE DIOCESE; TO ENCOURAGE AND RECEIVE PLANNED GIFTS IN SUPPORT OF SUCH CHURCHES, INSTITUTIONS AND MINISTRIES; TO ASSIST DONORS IN PLACING THEIR GIFTS; AND TO DISTRIBUTE FUNDS TO SUCH CHURCHES, INSTITUTIONS AND MINISTRIES TO ENABLE THEM TO THRIVE AND GROW.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $240,281
Program Service Revenue $0
Investment Income $906,083
Other Revenue $0
TOTAL REVENUE $1,146,364

Expense Breakdown

Grants Paid $395,297
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $395,297
Other Expenses $82,988
TOTAL EXPENSES $478,285

Year-over-Year Comparison

2024 2023 Change
Revenue $1,146,364 $1,259,643 -0.1%
Expenses $478,285 $772,309 -0.4%
Net Income $668,079 $487,334 +0.4%
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

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
7
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
2
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANDREW AUSTIN CANON ADMINI 0.00
Director
$0 $0 $0
BECKY CHEATHAM BOARD OF OFF 0.00
Director
$0 $0 $0
WHIT DAVIS BOARD OF OFF 0.00
Director
$0 $0 $0
CAROLYN EAGER BOARD OF OFF 0.00
Director
$0 $0 $0
ED FIELD BOARD OF OFF 0.00
Director
$0 $0 $0
BARDIN HOOKS BOARD OF OFF 0.00
Director
$0 $0 $0
LESLIE C LAMBERT BOARD OF OFF 0.00
Director
$0 $0 $0
THE RT REV FRANK S LOGUE PRESIDENT 0.00
Officer Director
$0 $0 $0
CAM MATHIS TREASURER 0.00
Officer Director
$0 $0 $0
MARY WILLOUGHBY BOARD OF OFF 0.00
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 $1,146,364 $478,285 $15,225,659 $668,079
2023 $1,259,643 $772,309 $13,498,801 $487,334
2022 $839,894 $506,267 $12,039,008 $333,627
2021 $1,026,298 $623,299 $14,160,462 $402,999
2020 $854,241 $537,431 $12,737,279 $316,810
2019 $615,835 $529,791 $11,200,166 $86,044
2018 $618,624 $333,487 $9,469,320 $285,137
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