Episcopal Church Memorial Foundation (EIN 816012557) - 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

1959

Legal Domicile

Principal Officer

Patricia Dunn

Phone

4065869093

Tax Period

2024-01-01 to 2024-12-31

Episcopal Church Memorial Foundation, founded in 1959, is a micro nonprofit that reported $26K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $12K, a strong 47% operating margin.

Mission

Episcopal Church Memorial Foundation benefits St. James Episcopal Church in Bozeman, Montana and the Episcopal Diocese of Montana.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $450

Program Service Revenue $0

Investment Income $25,232

Other Revenue $0

TOTAL REVENUE $25,682

Expense Breakdown

Grants Paid $6,098

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,192

Other Expenses $7,491

TOTAL EXPENSES $13,589

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,682	$32,622	-0.2%
Expenses	$13,589	$34,394	-0.6%
Net Income	$12,093	$-1,772	-7.8%

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
Bob Farrington	Board Member	0.25	Director	$0	$0	$0
Keith Nathan	Board Member	0.25	Director	$0	$0	$0
Jim Mitchell	Board Member	0.25	Director	$0	$0	$0
Mary Wisman	Board Member	0.25	Director	$0	$0	$0
Brad Foster	Interim Pres.	0.50	Officer Director	$0	$0	$0
Nancy Blake	Vice President	0.25	Officer Director	$0	$0	$0
Patricia Dunn	Treasurer	1.00	Officer Director	$0	$0	$0
Sharon Eversman	Secretary	0.50	Officer 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	$25,682	$13,589	$629,118	$12,093
2023	$32,622	$34,394	$579,624	$-1,772
2022	$-1,714	$12,102	$543,841	$-13,816
2021	$68,469	$40,888	$632,206	$27,581
2020	$14,011	$6,644	$591,839	$7,367
2019	$26,614	$28,651	$542,719	$-2,037

Episcopal Church Memorial Foundation