St John's Episcopal Church Endowment Inc (EIN 823540543) - 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

2017

Legal Domicile

Principal Officer

WILLIAM T SIGMON

Phone

7043663034

Tax Period

2023-01-01 to 2023-12-31

St John's Episcopal Church Endowment Inc, founded in 2017, is a small nonprofit in the Religion sector that reported $186K in total revenue in fiscal year 2023. The organization ran a surplus of $145K, a strong 78% operating margin.

Mission

To support the mission and activities of St Johns Episcopal Church Charlotte NC Also see Schedule O

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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 $22,000

Program Service Revenue $0

Investment Income $164,052

Other Revenue $0

TOTAL REVENUE $186,052

Expense Breakdown

Grants Paid $34,140

Salaries & Benefits $0

Fundraising Expenses $2,658

Other Expenses $6,973

TOTAL EXPENSES $41,113

Year-over-Year Comparison

	2023	2022	Change
Revenue	$186,052	$-62,821	-4.0%
Expenses	$41,113	$25,720	+0.6%
Net Income	$144,939	$-88,541	-2.6%

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
WILLIAM SIGMON	Chairperson	2.000	Officer Director	$0	$0	$0
SKIP TAPPY	Vice Chairperson	2.000	Officer Director	$0	$0	$0
PABLO DE LA CANAL	Treasurer	2.000	Officer Director	$0	$0	$0
MARIE WATKINS	Trustee	2.000	Director	$0	$0	$0
JEFF PRUITT	Trustee	2.000	Director	$0	$0	$0
KAREN MAYER	Trustee	2.000	Director	$0	$0	$0
DAVID L PAYNE	Trustee	2.000	Director	$0	$0	$0
LYNN BALDELLI	Secretary	2.000	Officer Director	$0	$0	$0
SUSAN SHEILD	Trustee	2.000	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	$186,052	$41,113	$1,324,805	$144,939
2022	$-62,821	$25,720	$1,179,866	$-88,541
2021	$129,641	$29,673	$1,268,407	$99,968
2020	$114,836	$16,744	$1,028,102	$98,092
2018	$646,915	$600	$632,990	$646,315

St John's Episcopal Church Endowment Inc