Saints Foundation (EIN 812574672) - 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

2016

Legal Domicile

Principal Officer

Rachel Pearcy

Phone

8175605700

Tax Period

2024-07-01 to 2025-06-30

Saints Foundation, founded in 2016, is a community nonprofit in the Education sector that reported $1.0M in total revenue in fiscal year 2024. Revenue fell 58% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $462K, a strong 46% operating margin.

Mission

THE SAINTS FOUNDATION PROVIDES SUPPORT for ALL SAINTS' EPISCOPAL SCHOOL OF FORT WORTH.

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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 $19,941

Program Service Revenue $0

Investment Income $949,183

Other Revenue $44,091

TOTAL REVENUE $1,013,215

Expense Breakdown

Grants Paid $480,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $480,000

Other Expenses $70,739

TOTAL EXPENSES $550,739

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,013,215	$2,412,695	-0.6%
Expenses	$550,739	$523,411	+0.1%
Net Income	$462,476	$1,889,284	-0.8%

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

$650,313

Total Directors

$650,313

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THADDEUS B BIRD	Secretary	1.0	Officer Director	$0	$33,550	$650,313
Dee Kelly	Trustee	0.5	Director	$0	$0	$0
Jim Samis	Trustee	0.5	Director	$0	$0	$0
GEORGE YOUNG	Treasurer	0.5	Officer Director	$0	$0	$0
Chris Jambor	Trustee	0.5	Director	$0	$0	$0
Rick Merrill	President	0.5	Officer Director	$0	$0	$0
Rusty Reid	Vice President	0.5	Officer Director	$0	$0	$0
Rachel Pearcy	CFO	0.5	Officer	$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	$1,013,215	$550,739	$27,594,218	$462,476
2024	$2,412,695	$523,411	$25,579,886	$1,889,284
2023	$2,372,578	$717,524	$23,080,946	$1,655,054
2022	$4,891,962	$63,188	$21,534,900	$4,828,774
2021	$1,538,879	$412,262	$19,016,262	$1,126,617
2020	$372,563	$42,097	$15,127,038	$330,466
2019	$1,654,799	$401,129	$14,713,114	$1,253,670
2018	$648,000	$33,067	$13,222,000	$614,933

Saints Foundation