Trinity United Methodist Housing (EIN 204398692) - 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

2007

Legal Domicile

Phone

5403548022

Tax Period

2023-10-01 to 2024-09-30

TRINITY UNITED METHODIST HOUSING, founded in 2007, is a micro nonprofit in the Housing & Shelter sector that reported $100K in total revenue in fiscal year 2017. Expenses of $159K exceeded revenue, resulting in a 59% operating deficit.

Mission

TO PROVIDE HOUSING TO LOW-INCOME ELDERLY PERSONS

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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 $80,740

Program Service Revenue $82,172

Investment Income $879

Other Revenue $0

TOTAL REVENUE $163,791

Expense Breakdown

Grants Paid $0

Salaries & Benefits $32,155

Fundraising Expenses $0

Program Expenses $141,085

Other Expenses $164,589

TOTAL EXPENSES $196,744

Year-over-Year Comparison

	2023	2022	Change
Revenue	$163,791	$155,453	+0.1%
Expenses	$196,744	$196,152	+0.0%
Net Income	$-32,953	$-40,699	-0.2%

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	$163,791	$196,744	$1,403,209	$-32,953
2023	$155,453	$196,152	$1,437,468	$-40,699
2022	$137,898	$186,105	$1,478,784	$-48,207
2021	$133,451	$172,151	$1,531,808	$-38,700
2020	$126,137	$166,346	$1,570,158	$-40,209
2019	$104,997	$157,277	$1,600,359	$-52,280
2018	$99,988	$159,282	$1,652,579	$-59,294

Trinity United Methodist Housing