First Methodist Church of Ada Foundation Inc (EIN 237073317) - 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

1971

Legal Domicile

Principal Officer

William C Chapman

Phone

5803321398

Tax Period

2024-05-01 to 2025-04-30

First Methodist Church of Ada Foundation Inc, founded in 1971, is a small nonprofit that reported $130K in total revenue in fiscal year 2024. The organization ran a surplus of $68K, a strong 53% operating margin.

Mission

To provide financial assistance to programs and activities of the First Methodist Church of Ada, OK.

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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 $31,527

Program Service Revenue $0

Investment Income $86,627

Other Revenue $12,006

TOTAL REVENUE $130,160

Expense Breakdown

Grants Paid $61,740

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $61,740

Other Expenses $25

TOTAL EXPENSES $61,765

Year-over-Year Comparison

	2024	2023	Change
Revenue	$130,160	$122,378	+0.1%
Expenses	$61,765	$38,727	+0.6%
Net Income	$68,395	$83,651	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Trudy Winter	President	002.00	Officer Director	$0	$0	$0
Steve Cody	Vice-President	001.00	Officer Director	$0	$0	$0
Donna Jamar	Secretary	001.00	Officer Director	$0	$0	$0
William Chapman	Treasurer	002.00	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
2025	$130,160	$61,765	$1,501,661	$68,395
2024	$122,378	$38,727	$1,433,266	$83,651
2023	$171,822	$72,387	$1,619,615	$99,435
2022	$228,896	$59,303	$1,520,180	$169,593
2021	$77,528	$52,493	$1,350,587	$25,035
2020	$114,264	$59,425	$1,325,552	$54,839
2019	$100,830	$57,554	$1,270,713	$43,276

First Methodist Church of Ada Foundation Inc