ST PHILIP'S PRESERVATION & ENDOWMENT FOUNDATION INC (EIN 860780433) - 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

1994

Legal Domicile

Principal Officer

JANE PRESCOTT-SMITH

Phone

5209071859

Tax Period

2023-01-01 to 2023-12-31

ST PHILIP'S PRESERVATION & ENDOWMENT FOUNDATION INC, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $250K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $121K, a strong 49% operating margin.

Mission

PRESERVATION OF THE CAMPUS AND THE CREATION OF AN ENDOWMENT TO FINANCE THOSE ACTIVITIES.

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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 $108,610

Program Service Revenue $0

Investment Income $140,937

Other Revenue $0

TOTAL REVENUE $249,547

Expense Breakdown

Grants Paid $88,738

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $88,738

Other Expenses $39,549

TOTAL EXPENSES $128,287

Year-over-Year Comparison

	2023	2022	Change
Revenue	$249,547	$378,769	-0.3%
Expenses	$128,287	$123,136	+0.0%
Net Income	$121,260	$255,633	-0.5%

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
JANE PRESCOTT-SMITH	PRESIDENT	4.00	Officer Director	$0	$0	$0
TIM BAYLEY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN BARRETT	SECRETARY	1.00	Officer Director	$0	$0	$0
RAYMOND DEWEY	TREASURER	4.00	Officer Director	$0	$0	$0
DAVID HASS	DIRECTOR	1.00	Director	$0	$0	$0
JANET LINTON	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD POWELL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN WASZCZAK	DIRECTOR	1.00	Director	$0	$0	$0
SARAH STRUTHERS	DIRECTOR	1.00	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	$249,547	$128,287	$4,953,087	$121,260
2022	$378,769	$123,136	$4,255,259	$255,633
2021	$1,922,752	$82,671	$5,131,932	$1,840,081
2020	$215,415	$90,836	$3,173,298	$124,579
2019	$435,398	$44,478	$2,896,693	$390,920
2018	$48,913	$88,044	$2,367,247	$-39,131

ST PHILIP'S PRESERVATION & ENDOWMENT FOUNDATION INC