EPISCOPAL FOUNDATION OF JEFFERSON COUNTY

EIN: 630386404 501(c)(3) Human Services

BIRMINGHAM, AL

Total Revenue
$14,830,844
Total Expenses
$18,737,156
Total Assets
$26,856,685
Net Assets
$6,198,216
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Financial Trends

Organization Details

Formation Year
1957
Legal Domicile
AL
Principal Officer
CAROL M HOLZMAN
Phone
2059561831
Tax Period
2022-07-01 to 2023-06-30

EPISCOPAL FOUNDATION OF JEFFERSON COUNTY, founded in 1957, is a mid-sized nonprofit in the Human Services sector that reported $21.9M in total revenue in fiscal year 2017.

Mission

THE MISSION OF ST MARTIN'S IN THE PINES IS TO SERVE GOD THROUGH A MINISTRY THAT PROVIDES A CONTINUUM OF CARE AND QUALITY OF LIFE TO AGING INDIVIDUALS AND THEIR FAMILIES. WE DO THIS BY PROVIDING LONG TERM CARE SERVICES AND SUPPORTS TO THE ELDERS OF JEFFERSON COUNTY, ALABAMA. REVENUES GENERATED FROM THESE SERVICES AND SUPPORTS ARE PAID BY PRIVATE CARE FUNDS, MEDICAID, MEDICARE, PRIVATE INSURANCE AND THE VETERANS ADMINISTRATION. SERVICES ARE PROVIDED ON A PLEASANT SUBURBAN SITE AND IN A HOME LIKE ENVIRONMENT WHENEVER POSSIBLE. WE PROVIDE HOUSING AND HOME CARE SERVICES TO APPROXIMATELY 400 ELDERS AND CLIENTS DAILY.

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Trantor Score

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

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $85,617
Program Service Revenue $13,359,557
Investment Income $12,315
Other Revenue $1,373,355
TOTAL REVENUE $14,830,844

Expense Breakdown

Grants Paid $0
Salaries & Benefits $8,621,549
Fundraising Expenses $0
Program Expenses $16,109,471
Other Expenses $10,115,607
TOTAL EXPENSES $18,737,156

Year-over-Year Comparison

2022 2021 Change
Revenue $14,830,844 $15,354,717 0.0%
Expenses $18,737,156 $17,514,945 +0.1%
Net Income $-3,906,312 $-2,160,228 +0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
12
Independent Members
12
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
$352,733
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARK BELCHER CHAIRMAN 0.00
Director
$0 $0 $0
FRED ELLIOTT TREASURER 0.00
Director
$0 $0 $0
WILL CLARK DIRECTOR 0.00
Director
$0 $0 $0
PATSY DREHER DIRECTOR 0.00
Director
$0 $0 $0
PAUL GOLDMAN DIRECTOR 0.00
Director
$0 $0 $0
WILLIAM HOWELL DIRECTOR 0.00
Director
$0 $0 $0
JIM JOHNSON DIRECTOR 0.00
Director
$0 $0 $0
KIMBLE VARDAMAN DIRECTOR 0.00
Director
$0 $0 $0
BETSY POSTLEWAITE DIRECTOR 0.00
Director
$0 $0 $0
MATT SHEFFIELD DIRECTOR 0.00
Director
$0 $0 $0
CAROL HOLZMAN CEO 40.00
Officer
$247,507 $0 $247,507
MAMIE MAHONE HR 40.00
Officer
$105,226 $0 $105,226
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
2023 $14,830,844 $18,737,156 $26,856,685 $-3,906,312
2022 $15,354,717 $17,514,945 $31,827,458 $-2,160,228
2021 $20,115,352 $20,530,295 $34,577,602 $-414,943
2020 $21,286,391 $21,645,917 $37,550,948 $-359,526
2019 $21,646,976 $21,611,543 $35,516,955 $35,433
2018 $21,919,204 $22,396,251 $35,588,872 $-477,047
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