ST MARKS EPIS CH ENDOW FD TR F0009200 (EIN 746031980) - 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

1974

Legal Domicile

Principal Officer

TREVOR GUZMAN

Phone

2102205952

Tax Period

2024-01-01 to 2024-12-31

ST MARKS EPIS CH ENDOW FD TR F0009200, founded in 1974, is a micro nonprofit that reported $60K in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $94K exceeded revenue, resulting in a 56% operating deficit.

Mission

FOR PURPOSES OF FORM 990, THE ORGANIZATION WILL REFER TO FROST BANK, THE INSTITUTIONAL TRUSTEE OF THIS CHARITABLE TRUST. FROST BANK CARRIES OUT THE INTENT AND DIRECTIONS PROVIDED IN THE GOVERNING DOCUMENT OF THE TRUST. THE TRUST WAS ESTABLISHED TO PROVIDE INCOME TO ST. MARK'S EPISCOPAL CHRURCH, AN ORGANIZATION DESCRIBED IN INTERNAL REVENUE CODE SECTION 170(B)(1)(A)(1).

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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 $0

Program Service Revenue $0

Investment Income $60,227

Other Revenue $0

TOTAL REVENUE $60,227

Expense Breakdown

Grants Paid $82,915

Salaries & Benefits $9,725

Fundraising Expenses $0

Program Expenses $82,915

Other Expenses $1,350

TOTAL EXPENSES $93,990

Year-over-Year Comparison

	2024	2023	Change
Revenue	$60,227	$42,249	+0.4%
Expenses	$93,990	$87,677	+0.1%
Net Income	$-33,763	$-45,428	-0.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TREVOR GUZMAN	TRUSTEE	40.0		$9,725	$0	$9,725

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	No data	No data	No data	No data
2024	$60,227	$93,990	$1,534,087	$-33,763
2023	$42,249	$87,677	$1,567,850	$-45,428
2022	$27,407	$89,567	$1,613,278	$-62,160
2021	$116,420	$81,388	$1,675,438	$35,032
2020	$75,848	$80,086	$1,640,406	$-4,238

ST MARKS EPIS CH ENDOW FD TR F0009200