ST GEORGE'S EPISCOPAL SCHOOL ENDOWMENT FUND (EIN 721311329) - 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

1994

Legal Domicile

Principal Officer

JOSEPH KREUTZIGER

Phone

5048915509

Tax Period

2024-01-01 to 2024-12-31

ST GEORGE'S EPISCOPAL SCHOOL ENDOWMENT FUND, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $106K in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum. Expenses of $90K left a modest 15% surplus.

Mission

ST. GEORGE'S EPISCOPAL SCHOOL ENDOWMENT FUND IS AN ENTITY ESTABLISHED FOR THE PURPOSE OF SERVING AND SUPPORTING THE MISSION OF ST. GEORGE'S EPISCOPAL SCHOOL, AN EPISCOPAL, INDEPENDENT SCHOOL OFFERING INSTRUCTION FROM PRE-K THROUGH GRADE 8.

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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 $1,879

Program Service Revenue $0

Investment Income $104,304

Other Revenue $0

TOTAL REVENUE $106,183

Expense Breakdown

Grants Paid $65,903

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,903

Other Expenses $24,590

TOTAL EXPENSES $90,493

Year-over-Year Comparison

	2024	2023	Change
Revenue	$106,183	$72,975	+0.5%
Expenses	$90,493	$86,081	+0.1%
Net Income	$15,690	$-13,106	-2.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAPPY JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
LORI MINCE	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES NELSON	TRUSTEE	1.00	Director	$0	$0	$0
DALE KALISZESKI	TRUSTEE	1.00	Director	$0	$0	$0
JACK LITTLE	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
2024	$106,183	$90,493	$1,456,150	$15,690
2023	$72,975	$86,081	$1,392,709	$-13,106
2022	$69,545	$90,648	$1,202,448	$-21,103
2021	$113,607	$87,528	$1,555,815	$26,079
2020	$108,941	$82,089	$1,435,782	$26,852
2019	$88,074	$79,287	$1,362,222	$8,787
2018	$125,192	$77,838	$1,189,190	$47,354

ST GEORGE'S EPISCOPAL SCHOOL ENDOWMENT FUND