FRIENDS OF MENUCHA FOUNDATION

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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

Formation Year

2004

Legal Domicile

Principal Officer

DEREK FOOTE

Phone

5036952243

Tax Period

2022-01-01 to 2022-12-31

FRIENDS OF MENUCHA FOUNDATION, founded in 2004, is a small nonprofit that reported $319K in total revenue in fiscal year 2022. Revenue surged 27% from the prior year, signaling strong growth momentum.

Mission

TO SOLICIT, RECEIVE, INVEST AND DISTRIBUTE CONTRIBUTED FUNDS FOR THE BENEFIT OF MENUCHA, A RETREAT FACILITY OWNED AND OPERATED BY THE FIRST PRESBYTERIAN CHURCH OF PORTLAND, OREGON.

Program Service Accomplishments

Program 1

Expenses: $301,771

FRIENDS OF MENUCHA FOUNDATION MADE GRANTS TO FIRST PRESBYTERIAN CHURCH OF PORTLAND TO SUPPORT MENUCHA IN THE FOLLOWING AREAS IN 2022:*JOHNSON GIFT PHASE 2 - THANKS TO A GENEROUS SECOND DONATION FROM THE JOHNSON FAMILY IN 2021 WE WERE ABLE TO FUND SIGNIFICANT AND NECESSARY REPAIRS TO BALLARD HALL AND OTHER BUILDINGS AND AREAS ON THE PROPERTY.*ONGOING SUPPORT - PROVIDE ONGOING SUPPORT TO MENUCHA'S OPERATIONAL AND PAYROLL COSTS, PARTICULARLY THROUGH THE CONTINUED COVID-19 PANDEMIC RECOVERY.(CONTINUED ON SCHEDULE O)*BUSINESS MANAGER - RECEIVED SUPPORT THROUGH A MURDOCK GRANT TO HIRE A BUSINESS MANAGER FOR MENUCHA. THE BUSINESS MANAGER HAS BEEN TASKED WITH SETUP AND STEERING OF MENUCHA'S TRANSITION TO AN INDEPENDENT NONPROFIT ORGANIZATION TAKING PLACE IN 2023.*JOHNSON GIFT PHASE 3 - THANKS TO A GENEROUS THIRD DONATION FROM THE JOHNSON FAMILY IN 2022 WE WERE ABLE TO PURCHASE A VARIETY OF MUCH NEEDED EQUIPMENT FOR GROUNDS MAINTENANCE, AND SUPPORT THE COST OF OTHER EXPENSES RELATED TO MAINTAINING THE PROPERTY.*GREENING PROJECTS & WRIGHT HALL FURNACE - WRIGHT HALL, THE CENTERPIECE PROPERTY OF MENUCHA, EXPERIENCED AN UNEXPECTED FAILURE OF ITS ANTIQUATED OIL FURNACE. THE FURNACE WAS LONG PAST ITS EXPECTED USEFUL LIFE. THE FOUNDATION USED THE LAST PORTION OF THE FUNDS DONATED FOR GREENING (ENERGY IMPROVEMENT) PROJECTS TO SUPPORT THE REPLACEMENT COST OF A NEW HEAT PUMP SYSTEM.

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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 (2022)

Revenue Breakdown

Contributions & Grants $315,789

Program Service Revenue $0

Investment Income $172

Other Revenue $3,520

TOTAL REVENUE $319,481

Expense Breakdown

Grants Paid $301,771

Salaries & Benefits $0

Fundraising Expenses $5,776

Program Expenses $301,771

Other Expenses $11,615

TOTAL EXPENSES $313,386

Year-over-Year Comparison

	2022	2021	Change
Revenue	$319,481	$252,254	+0.3%
Expenses	$313,386	$202,705	+0.5%
Net Income	$6,095	$49,549	-0.9%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN HEDLUND	PRESIDENT	1.00	Officer Director	$0	$0	$0
DEREK FOOTE	TREASURER	2.00	Officer Director	$0	$0	$0
ERICH MERRILL JR	SECRETARY	1.00	Officer Director	$0	$0	$0
GERALDINE FOOTE	MEMBER	1.00	Director	$0	$0	$0
RICHARD LEE	MEMBER	1.00	Director	$0	$0	$0
KRISTIN SOLOMON	MEMBER	1.00	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
2022	$319,481	$313,386	$202,506	$6,095
2021	$252,254	$202,705	$196,411	$49,549
2020	$391,464	$437,130	$146,862	$-45,666