SAINT MARKS FOUNDATION

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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

1954

Legal Domicile

Principal Officer

J DAVID COOK

Phone

4098323405

Tax Period

2023-01-01 to 2023-12-31

SAINT MARKS FOUNDATION, founded in 1954, is a small nonprofit in the Religion sector that reported $169K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $218K exceeded revenue, resulting in a 29% operating deficit.

Mission

SUPPORT OF ST. MARK'S EPISCOPAL CHURCH.

Program Service Accomplishments

Program 1

Expenses: $218,375

PROVIDED FINANCIAL SUPPORT FOR ST. MARK'S EPISCOPAL CHURCH INCLUDING FUNDS DISBURSED FOR MUSIC MINISTRY AND OTHER CHURCH MINISTRIES AND EXPENSES

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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 (2023)

Revenue Breakdown

Contributions & Grants $10,000

Program Service Revenue $0

Investment Income $156,979

Other Revenue $2,183

TOTAL REVENUE $169,162

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $218,375

Other Expenses $218,375

TOTAL EXPENSES $218,375

Year-over-Year Comparison

	2023	2022	Change
Revenue	$169,162	$218,079	-0.2%
Expenses	$218,375	$417,326	-0.5%
Net Income	$-49,213	$-199,247	-0.8%

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	Role	Reportable Comp	Other Comp	Total
GERALD CONDON	TRUSTEE	Director	$0	$0	$0
JOE BOB KINSEL JR	TRUSTEE	Director	$0	$0	$0
J DAVID COOK	CHAIRMAN	Officer Director	$0	$0	$0
EDWARD STEDMAN	VICE CHAIRMAN/TREASURER	Officer Director	$0	$0	$0
GERALD RICHARDSON	SECRETARY	Officer Director	$0	$0	$0
MILTON SHUFFIELD	TRUSTEE	Director	$0	$0	$0
JAMES PEVEHOUSE	TRUSTEE	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	No data	No data	No data	No data
2023	$169,162	$218,375	$3,799,537	$-49,213
2022	$218,079	$417,326	$3,848,750	$-199,247
2021	$680,196	$249,938	$4,047,997	$430,258
2020	$132,386	$229,641	$3,617,739	$-97,255
2019	$164,791	$212,746	$3,714,994	$-47,955
2018	$198,923	$191,504	$3,762,949	$7,419