Episcopal Impact Fund FKA Episcopal Charities (EIN 943345498) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

Christina Alvarez

Phone

4158697809

Tax Period

2024-01-01 to 2024-12-31

Episcopal Impact Fund FKA Episcopal Charities, founded in 1999, is a community nonprofit in the Religion sector that reported $1.9M in total revenue in fiscal year 2024. Revenue surged 96% from the prior year, signaling strong growth momentum. The organization ran a surplus of $845K, a strong 45% operating margin.

Mission

Grantmaking organization that helps elevate the lives of our Bay Area neighbors experiencing poverty.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,323,744

Program Service Revenue $0

Investment Income $285,111

Other Revenue $279,076

TOTAL REVENUE $1,887,931

Expense Breakdown

Grants Paid $477,500

Salaries & Benefits $478,826

Fundraising Expenses $199,755

Program Expenses $708,389

Other Expenses $86,286

TOTAL EXPENSES $1,042,612

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,887,931	$965,537	+1.0%
Expenses	$1,042,612	$1,090,861	0.0%
Net Income	$845,319	$-125,324	-7.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$254,519

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
The Rt Rev Austin K Rios	Board Chair	2.00	Officer Director	$0	$0	$0
DrMichelle Myles Chambers	President	2.00	Officer Director	$0	$0	$0
Peter Kidder	Vice President	2.00	Officer Director	$0	$0	$0
John Hockin	Treasurer	2.00	Officer Director	$0	$0	$0
Aaron Mullen	Secretary	2.00	Officer Director	$0	$0	$0
Craige Bertero	Board Member	2.00	Director	$0	$0	$0
Ann Akichika	Board Member	2.00	Director	$0	$0	$0
Carla Newmeyer Cooper	Board Member	2.00	Director	$0	$0	$0
Wells Blaxter	Board Member	2.00	Director	$0	$0	$0
Mindy Bush	Board Member	2.00	Director	$0	$0	$0
Tricia Hayes Christensen	Board Member	2.00	Director	$0	$0	$0
Don Miller	Board Member	2.00	Director	$0	$0	$0
Jonathan Speed	Board Member	2.00	Director	$0	$0	$0
Garrett Price	Board Member	2.00	Director	$0	$0	$0
Andrew Woeber	Board Member	2.00	Director	$0	$0	$0
Gregory Ryan	Board Member	2.00	Director	$0	$0	$0
The Rt Rev Marc Handley Andrus	Board Member- Upto July 24	2.00	Director	$0	$0	$0
Christina Alvarez	Executive Director	40.00	Officer	$192,881	$61,638	$254,519

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	$1,887,931	$1,042,612	$7,133,417	$845,319
2023	$965,537	$1,090,861	$6,149,872	$-125,324
2022	$1,311,693	$1,096,467	$5,846,236	$215,226
2021	$2,213,656	$903,999	$6,585,359	$1,309,657
2020	$1,571,565	$924,297	$5,117,550	$647,268
2019	$634,671	$633,937	$4,042,606	$734
2018	$798,666	$583,834	$3,630,217	$214,832

Episcopal Impact Fund FKA Episcopal Charities