Saint Martin's Endowment

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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

1996

Legal Domicile

Principal Officer

Hank Hamilton III

Phone

7136213040

Tax Period

2023-01-01 to 2023-12-31

Saint Martin's Endowment, founded in 1996, is a small nonprofit in the Religion sector that reported $717K in total revenue in fiscal year 2023. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $644K left a modest 10% surplus.

Mission

To support the mission of the St. Martin's Episcopal Church to bring as many people as possible to know, love, and serve God as revealed through Jesus Christ; and to be transformed into spiritually renewed disciples of Jesus who know, love and serve one another and the world.

Program Service Accomplishments

Program 1

Expenses: $567,274

Saint Martin's Endowment (the Endowment) was founded by St. Martin's Episcopal Church (the Church) to establish a long-term investment fund to benefit the Church and to aggregate for investment...

Saint Martin's Endowment (the Endowment) was founded by St. Martin's Episcopal Church (the Church) to establish a long-term investment fund to benefit the Church and to aggregate for investment management purposes the various investment accounts of the Church and related entities. The Endowment is organized and operated exclusively for religious, charitable, and educational purposes, and in accomplishment of such purposes, the Endowment is administered solely for the benefit of the Church and related entities.

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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 $105,992

Program Service Revenue $0

Investment Income $611,403

Other Revenue $0

TOTAL REVENUE $717,395

Expense Breakdown

Grants Paid $567,274

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $567,274

Other Expenses $76,241

TOTAL EXPENSES $643,515

Year-over-Year Comparison

	2023	2022	Change
Revenue	$717,395	$1,194,112	-0.4%
Expenses	$643,515	$609,855	+0.1%
Net Income	$73,880	$584,257	-0.9%

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
John P Atwood	President	1.00	Officer Director	$0	$0	$0
Henry H Hamilton III	Vice-President	1.00	Officer Director	$0	$0	$0
Carol Ann Paddock	Secretary	1.00	Officer Director	$0	$0	$0
Richard Nelson III	Treasurer	1.00	Officer Director	$0	$0	$0
Thomas Ford	Vestry Senior Warden	0.50	Director	$0	$0	$0
W Daniel Mayer	Vestry Treasurer	0.50	Director	$0	$0	$0
Forrest Gibson Sules	Vestry Missions Chair	0.50	Director	$0	$0	$0
The Rev Martin J Bastian	Clergy Trustee	0.50	Director	$0	$0	$0
Heidi Binet	Trustee	0.50	Director	$0	$0	$0
Maria Boyce	Trustee	0.50	Director	$0	$0	$0
Embry Canterbury	Trustee	0.50	Director	$0	$0	$0
Meredith Huffman	Trustee	0.50	Director	$0	$0	$0
David Jones	Trustee	0.50	Director	$0	$0	$0
Ben Gaines Matthews Jr	Trustee	0.50	Director	$0	$0	$0
Virginia N McIntyre	Trustee	0.50	Director	$0	$0	$0
Thomas Sumner	Trustee	0.50	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	$717,395	$643,515	$14,369,747	$73,880
2022	$1,194,112	$609,855	$12,435,047	$584,257
2021	$1,242,169	$467,170	$14,957,096	$774,999
2020	$931,070	$348,372	$11,880,255	$582,698
2019	$419,845	$248,750	$9,760,098	$171,095
2018	$979,160	$286,364	$7,438,597	$692,796