PRIMITIVE METHODIST INVESTMENT FOUNDATION INC (EIN 232319414) - 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

Formation Year

1969

Legal Domicile

Principal Officer

ROBERT J THOMAS CPA

Phone

5702872888

Tax Period

2024-01-01 to 2024-12-31

PRIMITIVE METHODIST INVESTMENT FOUNDATION INC, founded in 1969, is a small nonprofit that reported $628K in total revenue in fiscal year 2024. Revenue surged 126% from the prior year, signaling strong growth momentum.

Mission

CHARITABLE GIVING

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $52,363

Investment Income $575,723

Other Revenue $0

TOTAL REVENUE $628,086

Expense Breakdown

Grants Paid $3,238

Salaries & Benefits $34,412

Fundraising Expenses $0

Program Expenses $579,590

Other Expenses $604,405

TOTAL EXPENSES $642,055

Year-over-Year Comparison

	2024	2023	Change
Revenue	$628,086	$278,404	+1.3%
Expenses	$642,055	$575,176	+0.1%
Net Income	$-13,969	$-296,772	-1.0%

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

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

$30,000

Total Directors

$30,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REV FRED W PERKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT J THOMAS CPA	TREASURER/SECRETARY	20.00	Officer Director	$30,000	$0	$30,000
JACQUELINE M KERLIN	CHAIR	3.00	Officer Director	$0	$0	$0
REV ALLEN RUPERT	PRESIDENT, PM CONFERENCE,	1.00	Director	$0	$0	$0
REV DR NATHAN T DOYLE	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL CKERLIN	RECORDING SECRETARY	1.00	Officer Director	$0	$0	$0
CARL B BABLER	BOARD MEMBER	1.00	Director	$0	$0	$0
DR ROBERT SCHRODER	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORAH PERKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
REV PHILLIP HERRINGTON	VICE CHAIR	1.00	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
2024	$628,086	$642,055	$10,385,921	$-13,969
2023	$278,404	$575,176	$8,706,762	$-296,772

PRIMITIVE METHODIST INVESTMENT FOUNDATION INC