SARGENT FOUNDATION FOR EPISCOPAL MINISTRIES (EIN 830275610) - 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

1985

Legal Domicile

Principal Officer

CHARLES W SMITH

Phone

3075770724

Tax Period

2024-01-01 to 2024-12-31

SARGENT FOUNDATION FOR EPISCOPAL MINISTRIES, founded in 1985, is a community nonprofit in the Religion sector that reported $1.6M in total revenue in fiscal year 2024. Revenue surged 665% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 84% operating margin.

Mission

TO DISTRIBUTE INCOME AND PRINCIPAL FOR THE BENEFIT OF AND/OR TO CARRY OUT THE PURPOSES OF THE EPISCOPAL CHURCH, INCLUDING ANY AND ALL CHARITABLE, EDUCATIONAL, AND RELIGIOUS ORGANIZATIONS OWNED AND OPERATED BY SAID 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,637,676

Other Revenue $0

TOTAL REVENUE $1,637,676

Expense Breakdown

Grants Paid $193,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $193,000

Other Expenses $62,877

TOTAL EXPENSES $255,877

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,637,676	$213,970	+6.7%
Expenses	$255,877	$1,187,622	-0.8%
Net Income	$1,381,799	$-973,652	-2.4%

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

$38,528

Total Directors

$38,528

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN E MASTERS ATTORNEY AT LAW	SECRETARY, TREAS. - DIRECTOR	5.00	Officer Director	$0	$0	$0
CHARLES W SMITH	PRESIDENT - DIRECTOR	10.00	Officer Director	$38,528	$0	$38,528
TRACY SWANSON	DIRECTOR	5.00	Officer Director	$0	$0	$0
REV MEGAN NICKLES	VICE PRESIDENT - DIRECTOR	5.00	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	$1,637,676	$255,877	$8,287,772	$1,381,799
2023	$213,970	$1,187,622	$7,335,568	$-973,652
2022	$-702,760	$199,605	$7,589,930	$-902,365
2021	$1,172,673	$207,720	$9,006,713	$964,953
2020	$734,972	$142,207	$8,074,351	$592,765
2019	$829,440	$221,858	$7,457,182	$607,582
2018	$-26,648	$231,065	$6,467,834	$-257,713

SARGENT FOUNDATION FOR EPISCOPAL MINISTRIES