PARISH EPISCOPAL SCHOOL ENDOWMENT FUND INC (EIN 752264376) - 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

1984

Legal Domicile

Principal Officer

MARK KIRKPATRICK

Phone

9722398011

Tax Period

2024-07-01 to 2025-06-30

PARISH EPISCOPAL SCHOOL ENDOWMENT FUND INC, founded in 1984, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $787K, a strong 46% operating margin.

Mission

THE PARISH EPISCOPAL SCHOOL ENDOWMENT FUND, INC (THE "ENDOWMENT FUND") WAS ESTABLISHED TO SOLICIT, RECEIVE AND USE GIFTS AND GRANTS FOR THE BENEFIT OF PARISH EPISCOPAL SCHOOL (THE "SCHOOL").

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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 $458,077

Program Service Revenue $0

Investment Income $1,244,285

Other Revenue $0

TOTAL REVENUE $1,702,362

Expense Breakdown

Grants Paid $810,733

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $810,733

Other Expenses $104,388

TOTAL EXPENSES $915,121

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,702,362	$2,461,155	-0.3%
Expenses	$915,121	$841,289	+0.1%
Net Income	$787,241	$1,619,866	-0.5%

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

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

$366,064

Total Directors

$366,064

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
J MARK KIRKPATRICK	SECRETARY & TREASURER	1.00	Officer Director	$337,566	$28,498	$366,064
GARY WALSH	CHAIRMAN	1.00	Officer Director	$0	$0	$0
BIEGEL MACARAEG	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHRISTINE ASHMORE	DIRECTOR	1.00	Director	$0	$0	$0
TOM LEPPERT	DIRECTOR	1.00	Director	$0	$0	$0
CULLEN CROMBIE	DIRECTOR	1.00	Director	$0	$0	$0
TIM GROSS	DIRECTOR	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	$1,702,362	$915,121	$27,612,868	$787,241
2024	$2,461,155	$841,289	$25,805,217	$1,619,866
2023	$407,274	$811,159	$21,524,896	$-403,885
2022	$142,168	$768,129	$20,433,653	$-625,961
2021	$1,591,934	$3,702,647	$23,904,232	$-2,110,713
2020	$780,196	$660,201	$22,245,132	$119,995
2019	$1,344,330	$588,213	$22,491,863	$756,117

PARISH EPISCOPAL SCHOOL ENDOWMENT FUND INC