TRINITY EPISCOPAL CHURCH ENDOWMENT TRUST C/O FIRST NATIONAL BANK & TR

EIN: 636163932 501(c)(3)

ATMORE, AL

Total Revenue
$30,283
Total Expenses
$1,545
Total Assets
$212,523
Net Assets
$212,523
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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1990
Legal Domicile
AL
Phone
2513680445
Tax Period
2022-01-01 to 2022-12-31

TRINITY EPISCOPAL CHURCH ENDOWMENT TRUST C/O FIRST NATIONAL BANK & TR, founded in 1990, is a micro nonprofit that reported $8K in total revenue in fiscal year 2020. The organization ran a surplus of $5K, a strong 64% operating margin.

Mission

THE TRUST ANNUALLY DISTRIBUTES INCOME TO TRINITY EPISCOPAL CHURCH FOR SUPPORT OF THE CHURCH.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $30,283
Other Revenue $0
TOTAL REVENUE $30,283

Expense Breakdown

Grants Paid $405
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,545
Other Expenses $1,140
TOTAL EXPENSES $1,545

Year-over-Year Comparison

2022 2021 Change
Revenue $30,283 $15,803 +0.9%
Expenses $1,545 $2,251 -0.3%
Net Income $28,738 $13,552 +1.1%
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

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Governance

Voting Members
N/A
Independent Members
N/A
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 0.00
$830 $0 $830
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
2022 $30,283 $1,545 $212,523 $28,738
2021 $15,803 $2,251 $183,785 $13,552
2020 $8,418 $3,006 $170,233 $5,412
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