BISHOP GRAY RETIREMENT FOUNDATION … - Form 990 Financial Data

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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

1895

Legal Domicile

Principal Officer

GINGER VAN VALKENBURGH

Phone

4076449866

Tax Period

2025-01-01 to 2025-12-31

BISHOP GRAY RETIREMENT FOUNDATION INC, founded in 1895, is a small nonprofit in the Religion sector that reported $986K in total revenue in fiscal year 2025. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $156K, a strong 16% operating margin.

Mission

TO SUBSIDIZE HOUSING AND HEALTHCARE FOR THE AGED IN FINANCIAL NEED UNDER THE AUSPICES AND CONTROL OF THE CENTRAL, SW, AND SE FLORIDA DIOCESES OF THE EPISCOPAL CHURCH.

Program Service Accomplishments

Program 1

Expenses: $782,946

SUBSIDIZING QUALITY RETIREMENT HOUSING AND RELATED COSTS FOR AGED INDIVIDUALS (I.E. EPISCOPALIANS UNDER THE AUSPICES OF THE EPISCOPAL DIOCESES OF CENTRAL, SOUTHWEST, AND SOUTHEAST FLORIDA) WHO CAN...

SUBSIDIZING QUALITY RETIREMENT HOUSING AND RELATED COSTS FOR AGED INDIVIDUALS (I.E. EPISCOPALIANS UNDER THE AUSPICES OF THE EPISCOPAL DIOCESES OF CENTRAL, SOUTHWEST, AND SOUTHEAST FLORIDA) WHO CAN DEMONSTRATE A FINANCIAL NEED - PAYMENTS PRIMARILY MADE DIRECTLY TO SERVICE PROVIDERS - 60 AGED INDIVIDUALS SERVED IN 2025.

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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 (2025)

Revenue Breakdown

Contributions & Grants $283,338

Program Service Revenue $0

Investment Income $702,817

Other Revenue $0

TOTAL REVENUE $986,155

Expense Breakdown

Grants Paid $726,094

Salaries & Benefits $80,475

Fundraising Expenses $0

Program Expenses $782,946

Other Expenses $23,799

TOTAL EXPENSES $830,368

Year-over-Year Comparison

	2025	2024	Change
Revenue	$986,155	$842,618	+0.2%
Expenses	$830,368	$801,715	+0.0%
Net Income	$155,787	$40,903	+2.8%

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

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

$75,231

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THE RT REV DOUGLAS SCHARF	PRESIDENT/TRUSTEE	0.30	Officer Director	$0	$0	$0
THE RT REV DR JUSTIN HOLCOMB	VICE PRESIDENT/TRUSTEE	0.20	Officer Director	$0	$0	$0
MR ALEXANDER C MACKINNON	SECRETARY/TRUSTEE	0.30	Officer Director	$0	$0	$0
DR HELEN BHAGWANDIN	TRUSTEE	0.20	Director	$0	$0	$0
THE RT REV PETER EATON	TRUSTEE	0.20	Director	$0	$0	$0
DR C THOMAS GOODING	TRUSTEE	0.20	Director	$0	$0	$0
DR HARLINGTON HANNA	TRUSTEE	0.20	Director	$0	$0	$0
THE REV DEACON DENISE C HEALY	TRUSTEE	0.30	Director	$0	$0	$0
MS BARBARA MACKENZIE	TRUSTEE	0.20	Director	$0	$0	$0
MS MALVERN MATHIS	TRUSTEE	0.20	Director	$0	$0	$0
THE VERY REV HUGH MCGLASHON	TRUSTEE	0.20	Director	$0	$0	$0
THE REV DEACON BILL MOYERS	TRUSTEE	0.20	Director	$0	$0	$0
THE REV KIM SPEAR	TRUSTEE	0.20	Director	$0	$0	$0
MR TREVOR WHITLEY	TRUSTEE	0.30	Director	$0	$0	$0
GINGER VAN VALKENBURGH	EXECUTIVE DIRECTOR	25.00	Officer	$68,548	$6,683	$75,231

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	$986,155	$830,368	$16,443,552	$155,787
2024	$842,618	$801,715	$14,467,603	$40,903
2023	$850,069	$775,078	$13,812,248	$74,991
2022	$792,462	$711,178	$12,511,461	$81,284
2021	$609,045	$593,105	$16,024,048	$15,940
2020	$592,227	$670,160	$15,248,742	$-77,933
2019	$611,393	$661,765	$13,363,345	$-50,372
2018	$613,235	$603,351	$11,558,661	$9,884

BISHOP GRAY RETIREMENT FOUNDATION INC