Saint Johns Episcopal School Teachers Endowment Fund (EIN 752625371) - 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

Chris Coleman

Phone

2143289131

Tax Period

2024-06-01 to 2025-05-31

Saint Johns Episcopal School Teachers Endowment Fund, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $237K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $219K, a strong 92% operating margin.

Mission

ENDOWMENT FUND DEDICATED TO PROVIDE OR ENHANCE COMPENSATION FOR TEACHERS AT ST JOHN'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 (2024)

Revenue Breakdown

Contributions & Grants $57,594

Program Service Revenue $0

Investment Income $179,747

Other Revenue $0

TOTAL REVENUE $237,341

Expense Breakdown

Grants Paid $2,948

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,948

Other Expenses $15,025

TOTAL EXPENSES $17,973

Year-over-Year Comparison

	2024	2023	Change
Revenue	$237,341	$181,427	+0.3%
Expenses	$17,973	$15,488	+0.2%
Net Income	$219,368	$165,939	+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

Independent Members

Employees

N/A

Volunteers

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
Rea Foster	President	1.50	Officer Director	$0	$0	$0
Anne Raymond	Vice President	2.50	Officer Director	$0	$0	$0
Katherine Stenesen	Treasurer	1.00	Officer Director	$0	$0	$0
John Stuart	Secretary	2.50	Officer Director	$0	$0	$0
Kassidy Opitz	Parliamentarian	0.50	Officer 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	$237,341	$17,973	$2,582,805	$219,368
2024	$181,427	$15,488	$2,342,013	$165,939
2023	$146,458	$11,610	$1,945,594	$134,848
2022	$154,226	$12,390	$1,870,291	$141,836
2021	$235,118	$10,650	$2,029,286	$224,468
2020	$73,207	$9,080	$1,461,073	$64,127
2019	$97,196	$83,313	$1,380,791	$13,883
2018	$63,312	$69,555	$1,457,295	$-6,243

Saint Johns Episcopal School Teachers Endowment Fund