St Stephens Episcopal School Endowment Fund Trust (EIN 650771320) - Form 990 Financial Analysis & Trantor Score

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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

1995

Legal Domicile

Principal Officer

Jeffrey Boyd

Phone

9417462121

Tax Period

2024-07-01 to 2025-06-30

St Stephens Episcopal School Endowment Fund Trust, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $324K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $378K exceeded revenue, resulting in a 17% operating deficit.

Mission

To support and benefit the charitable, scientific, and educational purposes of Saint Stephens Episcopal School, which is a private school organized as a 501(c)(3) not-for-profit organization.

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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 (2024)

Revenue Breakdown

Contributions & Grants $47,132

Program Service Revenue $0

Investment Income $276,790

Other Revenue $0

TOTAL REVENUE $323,922

Expense Breakdown

Grants Paid $302,475

Salaries & Benefits $32,550

Fundraising Expenses $42,513

Program Expenses $334,642

Other Expenses $43,284

TOTAL EXPENSES $378,309

Year-over-Year Comparison

	2024	2023	Change
Revenue	$323,922	$341,066	-0.1%
Expenses	$378,309	$319,536	+0.2%
Net Income	$-54,387	$21,530	-3.5%

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

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeffrey Boyd	Chairman	1.00	Director	$0	$0	$0
Cliff Walters	Trustee	1.00	Director	$0	$0	$0
Trudy Moon	Trustee	1.00	Director	$0	$0	$0
Andy Minor	Trustee	1.00	Director	$0	$0	$0
Caroline Ellerson	Trustee	1.00	Director	$0	$0	$0
Sharon Hillstrom	Trustee	1.00	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
2025	$323,922	$378,309	$8,321,546	$-54,387
2024	$341,066	$319,536	$7,768,803	$21,530
2023	$261,420	$281,428	$7,295,945	$-20,008
2022	$175,024	$289,739	$6,801,259	$-114,715
2021	$2,120,288	$222,874	$7,878,655	$1,897,414
2020	$589,515	$237,598	$6,509,640	$351,917
2019	$366,017	$330,268	$6,359,111	$35,749
2018	$493,030	$217,462	$6,312,722	$275,568

St Stephens Episcopal School Endowment Fund Trust