EPISCOPAL CHURCH HOME FOUNDATION INC (EIN 813985477) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

DANIEL P STEWARD

Phone

5132725555

Tax Period

2023-01-01 to 2023-12-31

EPISCOPAL CHURCH HOME FOUNDATION INC, founded in 2016, is a small nonprofit in the Religion sector that reported $754K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $221K, a strong 29% operating margin.

Mission

TO SUPPORT THE EPISCOPAL CHURCH HOME LOCATED IN LOUISVILLE, KENTUCKY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $116,094

Program Service Revenue $0

Investment Income $638,277

Other Revenue $0

TOTAL REVENUE $754,371

Expense Breakdown

Grants Paid $471,654

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $475,810

Other Expenses $61,820

TOTAL EXPENSES $533,474

Year-over-Year Comparison

	2023	2022	Change
Revenue	$754,371	$640,179	+0.2%
Expenses	$533,474	$1,187,560	-0.6%
Net Income	$220,897	$-547,381	-1.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
REV JOHN FRITSCHNER	CHAIR	0.50	Officer Director	$0	$0	$0
PAUL SCHEPER	SECRETARY/TREASURER	0.50	Officer Director	$0	$0	$0
JON BOSS	DIRECTOR	0.50	Director	$0	$0	$0
DAVID BROWN	DIRECTOR	0.50	Director	$0	$0	$0
REV AMY REAL COULTAS	DIRECTOR	0.50	Director	$0	$0	$0
MARY JOHNSON	DIRECTOR (UNTIL 06/2023)	0.50	Director	$0	$0	$0
ROB KING	DIRECTOR	0.50	Director	$0	$0	$0
GIBBS REESE	DIRECTOR	0.50	Director	$0	$0	$0
REV HARVEY ROBERTS	DIRECTOR	0.50	Director	$0	$0	$0
JOAN SHEPLER	DIRECTOR	0.50	Director	$0	$0	$0
BARBARA TREVOR	DIRECTOR	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	$754,371	$533,474	$8,981,785	$220,897
2022	$640,179	$1,187,560	$8,372,878	$-547,381
2021	$1,555,137	$787,090	$10,092,706	$768,047
2020	$1,400,337	$1,694,205	$8,361,808	$-293,868
2019	$489,055	$409,263	$8,932,626	$79,792

EPISCOPAL CHURCH HOME FOUNDATION INC