EPWORTH MANOR UNITED METHODIST HOUSING (EIN 203048639) - 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

2005

Legal Domicile

Phone

5403548022

Tax Period

2023-10-01 to 2024-09-30

EPWORTH MANOR UNITED METHODIST HOUS, founded in 2005, is a small nonprofit in the Housing & Shelter sector that reported $150K in total revenue in fiscal year 2017. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $202K exceeded revenue, resulting in a 35% operating deficit.

Mission

LOW-INCOME ELDERLY HOUSING

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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 (2023)

Revenue Breakdown

Contributions & Grants $102,991

Program Service Revenue $85,725

Investment Income $2,010

Other Revenue $0

TOTAL REVENUE $190,726

Expense Breakdown

Grants Paid $0

Salaries & Benefits $42,392

Fundraising Expenses $0

Program Expenses $177,980

Other Expenses $194,077

TOTAL EXPENSES $236,469

Year-over-Year Comparison

	2023	2022	Change
Revenue	$190,726	$182,595	+0.0%
Expenses	$236,469	$232,073	+0.0%
Net Income	$-45,743	$-49,478	-0.1%

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

$70,800

Total Directors

$70,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr James G O'Quinn	Vice President and Director	1.0	Officer Director	$0	$0	$3,600
Larry Dickenson	Board Chairperson and Director	24.0	Officer Director	$0	$0	$60,000
Rev Ernest Herndon Jr	Secretary and Director	1.0	Officer Director	$0	$0	$7,200
W Randolp Spears	Treasurer and Director	12.0	Officer Director	$0	$0	$0
David Brown	Director	1.0	Director	$0	$0	$0
David Dommisse	Director	1.0	Director	$0	$0	$0
Harold E White Sr	Director	1.0	Director	$0	$0	$0
Joe Thielecke	Director	1.0	Director	$0	$0	$0
Kathy Lutman	Director	1.0	Director	$0	$0	$0
Lawrence Julihn	Director	1.0	Director	$0	$0	$0
Monty Cox	Director	1.0	Director	$0	$0	$0
Sue Boltz	Director	1.0	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
2024	$190,726	$236,469	$1,654,758	$-45,743
2023	$182,595	$232,073	$1,721,066	$-49,478
2022	$175,136	$230,803	$1,756,061	$-55,667
2021	$168,792	$220,194	$1,805,344	$-51,402
2020	$160,216	$204,265	$1,854,794	$-44,049
2019	$151,591	$222,280	$1,905,360	$-70,689
2018	$149,705	$201,502	$1,995,209	$-51,797

EPWORTH MANOR UNITED METHODIST HOUSING