BISHOP GRAY RETIREMENT FOUNDATION INC

EIN: 590696299 501(c)(3) Religion

WINTER PARK, FL

Total Revenue
$842,618
Total Expenses
$801,715
Total Assets
$14,467,603
Net Assets
$14,467,603
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1895
Legal Domicile
FL
Principal Officer
GINGER VAN VALKENBURGH
Phone
4076449866
Tax Period
2024-01-01 to 2024-12-31

BISHOP GRAY RETIREMENT FOUNDATION INC, founded in 1895, is a small nonprofit in the Religion sector that reported $843K in total revenue in fiscal year 2024. Expenses of $802K left a modest 5% surplus.

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.

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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 $166,455
Program Service Revenue $0
Investment Income $676,163
Other Revenue $0
TOTAL REVENUE $842,618

Expense Breakdown

Grants Paid $700,272
Salaries & Benefits $78,556
Fundraising Expenses $0
Program Expenses $755,444
Other Expenses $22,887
TOTAL EXPENSES $801,715

Year-over-Year Comparison

2024 2023 Change
Revenue $842,618 $850,069 0.0%
Expenses $801,715 $775,078 +0.0%
Net Income $40,903 $74,991 -0.5%
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

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Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
15
Employees
1
Volunteers
15

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
5
$73,440
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
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
MR GUY D COLADO TREASURER/TRUSTEE 0.20
Officer Director
$0 $0 $0
DR C THOMAS GOODING TRUSTEE 0.20
Director
$0 $0 $0
THE REV DEACON BILL MOYERS TRUSTEE 0.20
Director
$0 $0 $0
THE REV DEACON DENISE C HEALY TRUSTEE 0.30
Director
$0 $0 $0
THE VERY REV HUGH MCGLASHONJR TRUSTEE 0.20
Director
$0 $0 $0
THE RT REV PETER EATON TRUSTEE 0.20
Director
$0 $0 $0
DR HELEN BHAGWANDIN TRUSTEE 0.20
Director
$0 $0 $0
DR HARLINGTON HANNA TRUSTEE 0.20
Director
$0 $0 $0
THE REV DEACON KIM SPEAR TRUSTEE 0.30
Director
$0 $0 $0
MS MALVERN MATHIS TRUSTEE 0.20
Director
$0 $0 $0
MS BARBARA MACKENZIE 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
$66,875 $6,565 $73,440
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 $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
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