Calvary Episcopal School Endowment… - Form 990 Financial Data

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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

1982

Legal Domicile

Principal Officer

Oscar Lazano

Phone

2813423161

Tax Period

2022-07-01 to 2023-06-30

Calvary Episcopal School Endowment Fund Inc, founded in 1982, is a micro nonprofit in the Education sector that reported $21K in total revenue in fiscal year 2022. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $40K exceeded revenue, resulting in a 91% operating deficit.

Mission

August E and Mary D Myers Endowment for Calvary Episcopal School Inc. is organized for the purpose of receiving and managing endowment funds for the benefit of

Program Service Accomplishments

Program 1

Expenses: $31,668 Revenue: $0

All grants and allocations are made to Calvary Episcopal School, Inc. which is a private school exempt from federal taxation under section 501(c)(3) of the Internal revenue Code.

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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 (2022)

Revenue Breakdown

Contributions & Grants $150

Program Service Revenue $0

Investment Income $20,756

Other Revenue $0

TOTAL REVENUE $20,906

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,668

Other Expenses $39,885

TOTAL EXPENSES $39,885

Year-over-Year Comparison

	2022	2021	Change
Revenue	$20,906	$26,481	-0.2%
Expenses	$39,885	$50,000	-0.2%
Net Income	$-18,979	$-23,519	-0.2%

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	Role	Reportable Comp	Other Comp	Total
Jewlon Morris	President	Officer Director	$0	$0	$0
Meagan Milford	Vice President	Officer Director	$0	$0	$0
Oscar Lazano	Treasurer	Officer Director	$0	$0	$0
Erin Ford	Secretary	Officer Director	$0	$0	$0
Tommy Culver	Board Member	Director	$0	$0	$0
John Anderson	Board Member	Director	$0	$0	$0
Steven Cherry	Board Memner	Director	$0	$0	$0
David Qjan	Board Member	Director	$0	$0	$0
Susan Grotte	Board Member	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
2023	$20,906	$39,885	$719,510	$-18,979
2022	$26,481	$59,520	$711,078	$-33,039
2021	$60,914	$11,002	$871,529	$49,912
2020	$57,347	$40,123	$706,298	$17,224
2019	$22,350	$19,290	$733,038	$3,060

Calvary Episcopal School Endowment Fund Inc