ELIZABETH L BATTLE TRUST FOR ST PH… - Form 990 Financial Data

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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

2022

Legal Domicile

Principal Officer

ROBERT M KUNES

Phone

8432245678

Tax Period

2024-01-01 to 2024-12-31

ELIZABETH L BATTLE TRUST FOR ST PHILIPS CHURCH, founded in 2022, is a small nonprofit in the Religion sector that reported $173K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $287K exceeded revenue, resulting in a 66% operating deficit.

Mission

THE ELIZABETH L. BATTLE TRUST FOR ST. PHILIP'S CHURCH WILL PROVIDE AN ENDOWED FUND FOR THE SOLE USE AND BENEFIT OF THE PROTESTANT EPISCOPAL CHURCH OF THE PARISH OF SAINT PHILIP (HEREINAFTER ST. PHILIP'S CHURCH) (EIN 57-032-7892).

Program Service Accomplishments

Program 1

Expenses: $286,630

SUPPORT OF ST. PHILLIPS 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 $173,189

Other Revenue $0

TOTAL REVENUE $173,189

Expense Breakdown

Grants Paid $284,980

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $286,630

Other Expenses $1,650

TOTAL EXPENSES $286,630

Year-over-Year Comparison

	2024	2023	Change
Revenue	$173,189	$204,661	-0.2%
Expenses	$286,630	$205,895	+0.4%
Net Income	$-113,441	$-1,234	+90.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD C BROWN	TRUSTEE	N/A	Director	$0	$0	$0
ROBERT M KUNES	TRUSTEE	N/A	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
2025	No data	No data	No data	No data
2024	$173,189	$286,630	$6,682,370	$-113,441
2023	$204,661	$205,895	$6,795,811	$-1,234
2022	$6,797,045	No data	$6,797,045	No data

ELIZABETH L BATTLE TRUST FOR ST PHILIPS CHURCH