PACIFIC GROVE METHODIST FOUNDATION (EIN 237132088) - 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

1967

Legal Domicile

Principal Officer

Vance D Coffman

Phone

8313725875

Tax Period

2025-01-01 to 2025-12-31

PACIFIC GROVE METHODIST FOUNDATION, founded in 1967, is a micro nonprofit in the Religion sector that reported $38K in total revenue in fiscal year 2025. Revenue fell 96% from the prior year — a significant decline worth monitoring. Expenses of $69K exceeded revenue, resulting in a 85% operating deficit.

Mission

To encourage persons of faith to further the advancement of religious beliefs by the contribution of material resources, and to use such resources to further the mission and ministries of First United Methodist Church of Pacific Grove in any of its current activities or benevolent objectives. To award college scholarships to graduating local high school seniors of religious faith.

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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 (2025)

Revenue Breakdown

Contributions & Grants $14,146

Program Service Revenue $0

Investment Income $23,361

Other Revenue $0

TOTAL REVENUE $37,507

Expense Breakdown

Grants Paid $69,060

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,060

Other Expenses $302

TOTAL EXPENSES $69,362

Year-over-Year Comparison

	2025	2024	Change
Revenue	$37,507	$1,035,797	-1.0%
Expenses	$69,362	$55,025	+0.3%
Net Income	$-31,855	$980,772	-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

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
Vance Coffman	President	4	Officer Director	$0	$0	$0
Katherine Coopman	Secretary	6	Officer Director	$0	$0	$0
Garrett Cross	Treasurer	8	Officer Director	$0	$0	$0
David Dormedy	Trustee	1	Director	$0	$0	$0
Kelly Gonzalez	Trustee	4.00	Director	$0	$0	$0
Jennifer Goto	Trustee	1	Director	$0	$0	$0
Sandra Grimmer	Trustee	1	Director	$0	$0	$0
David Holley	Trustee	1	Director	$0	$0	$0
Sam Kier	Trustee	1	Director	$0	$0	$0
Lindsay Munoz	Trustee	1	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	$37,507	$69,362	$1,382,730	$-31,855
2024	$1,035,797	$55,025	$1,329,858	$980,772

PACIFIC GROVE METHODIST FOUNDATION