ST ANDREWS EPISCOPAL SCHOOL ENDOWMENT (EIN 752584294) - 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

1995

Legal Domicile

Principal Officer

LETRICIA NIEGOS

Phone

8063599877

Tax Period

2023-07-01 to 2024-06-30

ST ANDREWS EPISCOPAL SCHOOL ENDOWMENT, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $187K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $156K, a strong 83% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS AND SUPPPORT TO ST. ANDREW'S EPISCOPAL 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $186,885

Other Revenue $0

TOTAL REVENUE $186,885

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,987

Other Expenses $31,115

TOTAL EXPENSES $31,115

Year-over-Year Comparison

	2023	2022	Change
Revenue	$186,885	$172,101	+0.1%
Expenses	$31,115	$27,630	+0.1%
Net Income	$155,770	$144,471	+0.1%

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
MARK BIVINS	TRUSTEE	N/A	Director	$0	$0	$0
CHRIS JENSEN	TRUSTEE	N/A	Director	$0	$0	$0
LETRICIA NIEGOS	TRUSTEE	N/A	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	No data	No data	No data	No data
2024	$186,885	$31,115	$4,729,169	$155,770
2023	$172,101	$27,630	$4,661,719	$144,471
2022	$359,437	$10,949	$4,615,682	$348,488
2021	$232,973	$28,646	$4,267,194	$204,327

ST ANDREWS EPISCOPAL SCHOOL ENDOWMENT