METHODIST FAMILY HEALTH FOUNDATION (EIN 020701562) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

BLAKE MORGAN

Phone

5016610720

Tax Period

2024-07-01 to 2025-06-30

METHODIST FAMILY HEALTH FOUNDATION, founded in 2003, is a community nonprofit in the Health Care sector that reported $2.7M in total revenue in fiscal year 2018. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 42% operating margin.

Mission

TO PROVIDE SUPPORT FOR PROGRAMS AND SERVICES OF THE UNITED METHODIST CHILDREN'S HOME, INC. , THE UNITED METHODIST BEHAVIORAL HEALTH SYSTEMS, INC., AND THE UNITED METHODIST BEHAVIORAL HOSPITAL-JONESBORO, INC.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,039,853

Program Service Revenue $230,124

Investment Income $1,199,164

Other Revenue $-8,256

TOTAL REVENUE $3,460,885

Expense Breakdown

Grants Paid $66,727

Salaries & Benefits $498,190

Fundraising Expenses $407,173

Program Expenses $3,324,522

Other Expenses $3,769,231

TOTAL EXPENSES $4,334,148

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,460,885	$1,866,839	+0.9%
Expenses	$4,334,148	$1,642,164	+1.6%
Net Income	$-873,263	$224,675	-4.9%

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

Volunteers

305

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

$1,025,767

Total Directors

$329,647

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDY ALTOM	VICE CHAIR/CEO	1.00	Officer Director	$0	$47,219	$329,647
RITTER ARNOLD	BOARD MEMBER	1.00	Director	$0	$0	$0
BRENDA BAILEY	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA BARNES	BOARD MEMBER	1.00	Director	$0	$0	$0
MISTY BAUGH	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN BORCHERT	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMELLE BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
RAY DILLON	TREASURER	1.00	Officer Director	$0	$0	$0
JIM DUCKETT	SECRETARY	1.00	Officer Director	$0	$0	$0
PAM GADBERRY	BOARD MEMBER	1.00	Director	$0	$0	$0
CLAY GORDON	BOARD MEMBER	1.00	Director	$0	$0	$0
BRENDA GULLETT	BOARD MEMBER	1.00	Director	$0	$0	$0
JAN GREEN	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MARCI HALL	BOARD MEMBER	1.00	Director	$0	$0	$0
KARLA HILBURN	BOARD MEMBER	1.00	Director	$0	$0	$0
ARITA JEWART	BOARD MEMEBER	1.00	Director	$0	$0	$0
BECKY KOSSOVER	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNIE LANKFORD	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL MANN	BOARD MEMBER	1.00	Director	$0	$0	$0
DON RIGGIN	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERRY ROWBOTHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
MAX SHARP	BOARD MEMBER	1.00	Director	$0	$0	$0
CODY SIMON	BOARD MEMBER	1.00	Director	$0	$0	$0
NEILL SLOAN	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDY SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL SPIVEY	BOARD MEMBER	1.00	Director	$0	$0	$0
ABBIE STALNAKER	BOARD MEMBER	1.00	Director	$0	$0	$0
CLEFTON VAUGHAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DON WEAVER	BOARD MEMBER	1.00	Director	$0	$0	$0
LEE RUSH	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL SPIVEY	BOARD MEMBER	1.00	Director	$0	$0	$0
RAY DILLON	BOARD MEMBER	1.00	Director	$0	$0	$0
LESLEY DON COLE	CFO	1.00	Officer	$0	$39,245	$301,306
STEVE COX	CIO	1.00	Officer	$0	$43,835	$265,063
AMANDA SMITH	PRESIDENT/EXEC DIR	40.00	Officer	$125,247	$4,504	$129,751

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	$3,460,885	$4,334,148	$21,556,274	$-873,263
2024	$1,861,888	$1,642,164	$22,447,312	$219,724
2023	$4,465,353	$1,505,010	$21,577,023	$2,960,343
2022	$3,307,723	$1,513,161	$19,928,910	$1,794,562
2021	$3,428,581	$1,709,702	$20,327,737	$1,718,879
2020	$2,968,795	$1,578,050	$15,721,852	$1,390,745
2019	$2,657,073	$1,529,916	$14,903,303	$1,127,157

METHODIST FAMILY HEALTH FOUNDATION