CHARITABLE FDN OF ST PETERS EPISCOPAL CH FERNANDINA BCH FL INC (EIN 841682116) - 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

2005

Legal Domicile

Principal Officer

Peter Black

Phone

9042614293

Tax Period

2024-01-01 to 2024-12-31

CHARITABLE FDN OF ST PETERS EPISCOPAL CH FERNANDINA BCH FL INC, founded in 2005, is a small nonprofit in the Religion sector that reported $402K in total revenue in fiscal year 2024. Revenue surged 219% from the prior year, signaling strong growth momentum. The organization ran a surplus of $347K, a strong 86% operating margin.

Mission

To operate for the advancement of the work and ministry of St. Peter's Episcopal Church, and to establish and create endowments to perpetuate the functioning of the parish including its facilities, programs, and ministries.

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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 $389,135

Program Service Revenue $0

Investment Income $13,205

Other Revenue $0

TOTAL REVENUE $402,340

Expense Breakdown

Grants Paid $46,582

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,609

Other Expenses $9,221

TOTAL EXPENSES $55,803

Year-over-Year Comparison

	2024	2023	Change
Revenue	$402,340	$125,997	+2.2%
Expenses	$55,803	$42,635	+0.3%
Net Income	$346,537	$83,362	+3.2%

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
Peter Black	Chairperson	1	Officer Director	$0	$0	$0
Forest Foxworth	Vice Chair	0.5	Officer Director	$0	$0	$0
Kim Hicks	Secretary	0.5	Officer Director	$0	$0	$0
Francis Flood	Trustee	0.5	Director	$0	$0	$0
Jeffrey Rogers	Trustee	0.5	Director	$0	$0	$0
Pam Fox	Trustee	0.5	Director	$0	$0	$0
Lisa Saitow	Trustee	0.5	Director	$0	$0	$0
Ginger Mock	Trustee	0.5	Director	$0	$0	$0
Julie Bennett	Trustee	0.5	Director	$0	$0	$0
Ken McDaniel	Treasurer-NonVoting	2	Key Emp	$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	$402,340	$55,803	$1,700,518	$346,537
2023	$125,997	$42,635	$1,206,403	$83,362
2022	$159,051	$34,290	$990,378	$124,761
2021	$237,279	$31,010	$1,012,010	$206,269
2020	$79,881	$10,703	$701,730	$69,178

CHARITABLE FDN OF ST PETERS EPISCOPAL CH FERNANDINA BCH FL INC