ST LUKES CHURCH FOUNDATION OF DALLAS (EIN 812860334) - 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

Phone

2143686304

Tax Period

2023-01-01 to 2023-12-31

ST LUKES CHURCH FOUNDATION OF DALLAS, founded in 2016, is a micro nonprofit in the Religion sector that reported $73K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $56K, a strong 77% operating margin.

Mission

ST LUKES CHURCH FOUNDATION OF DALLAS IS A TYPE 1 SUPPORTING ORGANIZATION WHICH IS OPERATED, SUPERVISED AND CONTROLLED EXCLUSIVELY BY ST. LUKES EPISCOPAL CHURCH.

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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 $67,469

Other Revenue $5,324

TOTAL REVENUE $72,793

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,000

Other Expenses $11,434

TOTAL EXPENSES $16,434

Year-over-Year Comparison

	2023	2022	Change
Revenue	$72,793	$84,725	-0.1%
Expenses	$16,434	$145,113	-0.9%
Net Income	$56,359	$-60,388	-1.9%

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
STEVE ROSSITER	PRESIDENT & TREASURER	2.00	Officer Director	$0	$0	$0
NANCY MOORE	SECRETARY	1.00	Officer Director	$0	$0	$0
NANCY SCHMITT	TRUSTEE	1.00	Director	$0	$0	$0
KATHY WOHLGEHAGEN	TRUSTEE	1.00	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	$72,793	$16,434	$1,806,333	$56,359
2022	$84,725	$145,113	$1,595,807	$-60,388
2021	$472,061	$347,838	$1,974,850	$124,223
2020	$107,594	$111,874	$2,126,813	$-4,280

ST LUKES CHURCH FOUNDATION OF DALLAS