Ecs Supportive Fund Management FY2020 filing

Altadena, CA · Supporting organization · Since 2014 · Health Care

✓ Tax-deductible
Revenue
$1.5M
Spent
$1.5M
To programs
74%
Net assets
$23.9M
By yearFY2020–FY2024
Revenue
$1.5M
FY2020
Revenue by fiscal year
FY2020$1.5M
FY2021$7.7M
FY2022$1.1M
FY2023$804K
FY2024$894K
FY2024$1.0M
Expenses
$1.5M
FY2020
Expenses by fiscal year
FY2020$1.5M
FY2021$1.7M
FY2022$61K
FY2023$41K
FY2024$34K
FY2024$33K
Net assets
$23.9M
FY2020
Net assets by fiscal year
FY2020$23.9M
FY2021$23.6M
FY2022$20.1M
FY2023$21.9M
FY2024$22.7M
FY2024$22.3M

From the FY2020 Form 990 (year ending June 2020) · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Status and standing

Is it real, and can you give to it?

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Filed FY2024 (typical filing lag)
Legal name (IRS)Hdr · item CEcs Supportive Fund Management
EINHdr · item D47-1102014
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFNov 2014
Year of formationHdr · item L2014
Latest filingForm 990FY2024 · Form 990
Principal addressHdr · item CAltadena, CA
NTEE classificationIRS BMFHealth Care (E11)
WebsiteHdr · item Jwww.give2ecs.org

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.74 Management & general $0.06 Fundraising $0.21
Program services74%$1.1M
Management & general6%$88K
Fundraising21%$310K
Total functional expensesLn 25$1.5M

Financial health

Is it on solid ground?

Net inflow
+2%
revenue over expenses, this year
Pass-through gifts
42%
of revenue from contributions
Program spending
74%
of expenses reach stated programs

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Total assets
$24.0M
FY2020
Total assets by fiscal year
FY2020$24.0M
FY2021$23.7M
FY2022$20.1M
FY2023$21.9M
FY2024$22.7M
FY2024$22.4M
Total liabilities
$106K
FY2020
Total liabilities by fiscal year
FY2020$106K
FY2021$139K
FY2022$25K
FY2023$21K
FY2024$5K
FY2024$28K
Revenue less expensesPt I · Ln 19$36K
Total assetsPt X · Ln 16$24.0M
Program-expense ratioPt IX · col B74%
Voting members of governing bodyPt I · Ln 38
Independent voting membersPt I · Ln 47

Balance Sheet

Part X · end of year
CashLn 1$1.9M
Total assetsLn 16$24.0M
Total liabilitiesLn 26$106K
Total net assetsLn 32$23.9M
Months of cash on handcomputed15.4

Statement of Revenue

Part VIII
Investment income$899K · 58%
Contributions & grants$641K · 42%
Investment income58%$899K
Contributions & grants42%$641K
Total revenueLn 12$1.5M

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $23.6M · Operating expenses/yr $1.5M
188.1 months
Where the money goes
Program services
Program services $1.1M · Total expenses $1.5M
74%
Management & General
Management & general $88K · Total expenses $1.5M
6%
Fundraising
Fundraising $310K · Total expenses $1.5M
21%
Cost to raise $1
Fundraising expense $310K · Solicited contributions $641K
$0.48 to raise $1
Where the money comes from
Contribution dependence
Contributions & grants $641K · Total revenue $1.5M
42%
Government reliance
Government grants — · Total revenue $1.5M
—
Earned-income share
Program service revenue $0 · Total revenue $1.5M
0%
Investment reliance
Investment income $899K · Total revenue $1.5M
+58%
Program self-sufficiency
Program service revenue $0 · Total expenses $1.5M
0%
Growth & trend
Revenue growth (YoY)
This year $1.5M · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $23.9M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $1.5M · Expenses $1.5M
+2%
Liabilities-to-Assets
Total liabilities — · Total assets $24.0M
—
Net-asset ratio
Net assets $23.9M · Total assets $24.0M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $21.6M · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $24.0M
90%
People & payroll
Highest Reported Total Compensation
Individual James S Rothrock · Reported title PRESIDENT & CEO · Highest reported compensation $0 · Total expenses $1.5M
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $275K · Total expenses $1.5M
18%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 74%——
Overhead ratio 6%——
Fundraising cost ratio 48%——
Investment management fee ratio 0.2%——
Legal fee ratio 0.01%——
Accounting fee ratio 1%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
President & CEO
$0Pt VII · Sec A
Director of Dev. & Comm
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Secretary-Treasurer
$0Pt VII · Sec A
Board of Trustees
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Robin McCarthy’s $153K as Director of Dev. & Comm is at the 54th percentile of top reported officer pay among 3129 $1–10M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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Governance & Policies

Part VI
  • 8Voting board membersPt VI · Ln 1a
  • 7Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aYes
  • Whistleblower policyPt VI · Ln 13Yes
  • Document retention policyPt VI · Ln 14Yes
  • Top official’s pay independently reviewedPt VI · Ln 15aNo
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Manages donor funds to support senior living and services.

Provided by the organization

This section is blank until Ecs Supportive Fund Management claims this page.

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Mission & Programs · Part III

Where the work happens

3 program services account for $1.0M of program spending, described in the organization's own filed words · FY2019.
01

Ecsf provided $546,222 in benevolent support to episcopal communities & services for seniors (ecs) residents who were unable to pay the full cost of the accommodations, care and services provided them.

$546Kprogram expense
02

Ecsf provided $128,834 toward programs to benefit ecs residents,including exercise classes, art instruction, concerts, and OTHER.IN addition, ecsf provided $115,785 toward programs to benefitecs employees, providing financial assistance for employeeeducation opportunities as well as emergency funds throughthe staff assistance fund for…

$245Kprogram expense
03

Ecsf provided $161,676 to support creative housing services, llcan affiliate that provides property management services,wellness programming and other support to affordablehousing communities serving low-income older adults insouthern CALIFORNIA.ECSF also provided $62,947 toward theby your side program to support end-of-life vigil…

$225Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2022
Total grants receivedfrom 1 funder$10K
Grants paid · 2 grants · $1.3M · 2020–2020
Montecedro INCCA · FY2020$13,704

Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2024 $894K$34K+11% 990 PDF
FY2023 $804K$41K-25% 990 PDF
FY2022 $1.1M$61K-86% 990 PDF
FY2021 $7.7M$1.7M+401% 990 PDF
FY2020 Viewing $1.5M$1.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
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