THE ST PAUL'S EPISCOPAL SCHOOL FOUNDATION INC (EIN 721395488) - Form 990 Financial Analysis & Trantor Score

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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

1968

Legal Domicile

Principal Officer

PAMELA ANDREWS

Phone

2513426700

Tax Period

2024-06-01 to 2025-05-31

THE ST PAUL'S EPISCOPAL SCHOOL FOUNDATION INC, founded in 1968, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $169K in total revenue in fiscal year 2018. Revenue decreased 15% compared to the prior year. Expenses of $144K left a modest 15% surplus.

Mission

TO SUPPORT ST. PAUL'S EPISCOPAL SCHOOL

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $350,782

Program Service Revenue $0

Investment Income $184,417

Other Revenue $0

TOTAL REVENUE $535,199

Expense Breakdown

Grants Paid $122,818

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $146,793

Other Expenses $23,977

TOTAL EXPENSES $146,795

Year-over-Year Comparison

	2024	2023	Change
Revenue	$535,199	$731,499	-0.3%
Expenses	$146,795	$56,064	+1.6%
Net Income	$388,404	$675,435	-0.4%

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
JAKE EPKER	DIRECTOR	0.10	Director	$0	$0	$0
CATHERINE HUNTER	DIRECTOR	0.10	Director	$0	$0	$0
GRAY GARRETT	DIRECTOR	0.10	Director	$0	$0	$0
ROBERT ROUSE	DIRECTOR	0.10	Director	$0	$0	$0
MIKE STASHAK	PRESIDENT	0.10	Director	$0	$0	$0
EDIE TERRESON	DIRECTOR	0.10	Director	$0	$0	$0
KATIE COURTNEY	DIRECTOR	0.10	Director	$0	$0	$0
JAMIE ELCAN	DIRECTOR	0.10	Director	$0	$0	$0
ALAN FRANCO	DIRECTOR	0.10	Director	$0	$0	$0
JOHN JEFFRIES	DIRECTOR	0.10	Director	$0	$0	$0
BETTY STONE	DIRECTOR	0.10	Director	$0	$0	$0
EDDIE MCDONOUGH	DIRECTOR	0.10	Director	$0	$0	$0
ROBBIE BAKER	DIRECTOR	0.10	Director	$0	$0	$0
JOHN FERGUSON	DIRECTOR	0.10	Director	$0	$0	$0
CHRIS GILL	DIRECTOR	0.10	Director	$0	$0	$0
VICTOR HELMSING	DIRECTOR	0.10	Director	$0	$0	$0
MELISSA MORRISSETTE	DIRECTOR	0.00	Director	$0	$0	$0
GINNY RUSSELL	DIRECTOR	0.00	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	$535,199	$146,795	$6,375,642	$388,404
2024	$731,499	$56,064	$5,624,188	$675,435
2023	$721,324	$256,306	$4,430,032	$465,018
2022	$628,876	$170,715	$4,027,184	$458,161
2021	$587,275	$145,637	$3,918,047	$441,638
2020	$149,351	$91,434	$2,891,989	$57,917
2019	$168,797	$143,608	$2,719,315	$25,189

THE ST PAUL'S EPISCOPAL SCHOOL FOUNDATION INC