ST MARKS IN-THE-VALLEY ENDOWMENT FUND (EIN 911917843) - 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

2000

Legal Domicile

Principal Officer

CHRISTOPHER URQUIDEZ

Phone

8056884454

Tax Period

2025-01-01 to 2025-12-31

ST MARKS IN-THE-VALLEY ENDOWMENT FUND, founded in 2000, is a micro nonprofit that reported $55K in total revenue in fiscal year 2025. Revenue fell 80% from the prior year — a significant decline worth monitoring. Expenses of $75K exceeded revenue, resulting in a 36% operating deficit.

Mission

TO ADMINISTER CONTRIBUTIONS/ALLOCATIONS TO ST. MARK'S IN-THE-VALLEY EPISCOPAL 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 (2025)

Revenue Breakdown

Contributions & Grants $26,873

Program Service Revenue $0

Investment Income $28,271

Other Revenue $0

TOTAL REVENUE $55,144

Expense Breakdown

Grants Paid $57,517

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $57,517

Other Expenses $17,266

TOTAL EXPENSES $74,783

Year-over-Year Comparison

	2025	2024	Change
Revenue	$55,144	$274,320	-0.8%
Expenses	$74,783	$342,702	-0.8%
Net Income	$-19,639	$-68,382	-0.7%

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
CHRISTOPHER URQUIDEZ	Chairman	2.00	Director	$0	$0	$0
BARBARA ANDERSON	Trustee	1.00	Director	$0	$0	$0
RICHARD NAGLER	Secretary	2.00	Director	$0	$0	$0
SCOTT CLASSEN	Trustee	1.00	Director	$0	$0	$0
JOHN WRENCH	Treasurer	2.00	Director	$0	$0	$0
CANDACE WALDRON	Trustee	1.00	Director	$0	$0	$0
BROOKS FIRESTONE	Trustee	1.00	Director	$0	$0	$0
PETER WRIGHT	Trustee	1.00	Director	$0	$0	$0
SCOTT CLAASSEN	Trustee	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
2025	$55,144	$74,783	$1,198,839	$-19,639
2024	No data	No data	No data	No data
2023	$47,319	$78,071	$1,081,118	$-30,752
2022	$51,726	$67,101	$1,020,914	$-15,375
2021	$146,066	$87,087	$1,204,796	$58,979
2020	$112,867	$75,849	$1,145,817	$37,018

ST MARKS IN-THE-VALLEY ENDOWMENT FUND