Philanthropy & Grantmaking
(T22Z)
990 on File
ST STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TR
Financial strength (30%)
89/100
Reliability (20%)
55/100
Effectiveness (25%)
65/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$324K
Total Revenue
$378K
Total Expenses
$8.3M
Net Assets
0
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
88.5%
Fundraising Efficiency
N/A
Operating Reserve
263.96x
Liability-to-Asset
0.0%
Revenue Diversification
85.5%
Executive Compensation
$0
Compared with Peers
FY 2025
Compared with 8,005 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
88.5% | 90.0% |
P10P90
|
Below median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
0.3% | 7.6% |
P10P90
|
Top quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
11.2% | 0.0% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
264.0 mo | 98.0 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
85.5% | 90.3% |
P10P90
|
Above median |
|
Surplus margin
Surplus as a share of revenue
|
-16.8% | 4.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $324K | $378K | $8.3M | 88.5% | 0 |
| 2023 | $261K | $281K | $7.3M | 88.0% | 0 |
| 2022 | $175K | $290K | $6.8M | 88.2% | 1 |
| 2021 | $2.1M | $223K | N/A | — | 1 |
Donor Reviews
Write a ReviewNo reviews yet
Be the first to share your experience with this organization.