UNITARIAN UNIVERSALIST CHURCH OF JACKSONVILLE FOUNDATION INC (EIN 200565399) - 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

Principal Officer

LOIS HOEFT

Phone

9048742603

Tax Period

2025-01-01 to 2025-12-31

UNITARIAN UNIVERSALIST CHURCH OF JACKSONVILLE FOUNDATION INC is a small nonprofit in the Religion sector that reported $223K in total revenue in fiscal year 2025. Revenue surged 409% from the prior year, signaling strong growth momentum. The organization ran a surplus of $189K, a strong 85% operating margin.

Mission

CHARITABLE CONTRIBUTION TO UNITARIAN UNIVERSALIST 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 $31,208

Program Service Revenue $0

Investment Income $192,025

Other Revenue $0

TOTAL REVENUE $223,233

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34,282

Other Expenses $34,282

TOTAL EXPENSES $34,282

Year-over-Year Comparison

	2025	2024	Change
Revenue	$223,233	$43,847	+4.1%
Expenses	$34,282	$26,428	+0.3%
Net Income	$188,951	$17,419	+9.8%

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

N/A

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
LOIS HOEFT	PRESIDENT	N/A	Officer Director	$0	$0	$0
THOMAS LARSON	TREASURER	N/A	Officer Director	$0	$0	$0
BARBARA ROBINSON	SECRETARY	N/A	Officer 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	$223,233	$34,282	$857,403	$188,951
2024	No data	No data	No data	No data
2023	$75,239	$24,405	$650,951	$50,834
2022	$3,812	$33,594	$600,117	$-29,782
2021	$68,323	$35,902	$750,449	$32,421
2020	$112,008	$32,383	$718,028	$79,625
2019	$117,905	$18,085	$638,403	$99,820
2018	$40,499	$27,562	$538,583	$12,937

UNITARIAN UNIVERSALIST CHURCH OF JACKSONVILLE FOUNDATION INC