UNITED METHODIST FOUNDATION OF INDIANA INC (EIN 237258100) - 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

1962

Legal Domicile

Principal Officer

D Manet Shettle

Phone

3177887879

Tax Period

2024-01-01 to 2024-12-31

UNITED METHODIST FOUNDATION OF INDIANA INC, founded in 1962, is a community nonprofit in the Religion sector that reported $2.2M in total revenue in fiscal year 2024. Expenses of $2.9M exceeded revenue, resulting in a 35% operating deficit.

Mission

Resourcing the mission and ministry of United Methodist and other Wesleyan-based churches in Indiana through stewardship.

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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 $355,574

Program Service Revenue $1,228,674

Investment Income $562,521

Other Revenue $3,350

TOTAL REVENUE $2,150,119

Expense Breakdown

Grants Paid $1,427,613

Salaries & Benefits $987,679

Fundraising Expenses $4,360

Program Expenses $1,880,521

Other Expenses $479,444

TOTAL EXPENSES $2,894,736

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,150,119	$2,034,673	+0.1%
Expenses	$2,894,736	$2,601,672	+0.1%
Net Income	$-744,617	$-566,999	+0.3%

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

$199,039

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
D Manet Shettle	President	40	Officer	$161,889	$37,150	$199,039
Christopher Jacobs	Controller	40	Highest	$102,628	$18,118	$120,746
Monte Chamberlin	Director	0.5	Director	$0	$0	$0
John Clay	Director	0.5	Director	$0	$0	$0
Teri Crouse	Director	0.5	Director	$0	$0	$0
Curt Edmonson	Director	0.50	Director	$0	$0	$0
Daryl Gilbert	Director	0.5	Director	$0	$0	$0
Shelley Johnson	Director	0.5	Director	$0	$0	$0
James Need	Director	0.5	Director	$0	$0	$0
Larry Price	Director	0.5	Director	$0	$0	$0
Larna Spearman	Director	0.5	Director	$0	$0	$0
Lee White	Director	0.5	Director	$0	$0	$0
Larry Whitehead	Director	0.5	Director	$0	$0	$0
George Wild	Director	0.5	Director	$0	$0	$0
Craig Wood	Director	0.5	Director	$0	$0	$0
Margaret Wood	Director	0.5	Director	$0	$0	$0
Karla Elliott	Director	1	Officer	$0	$0	$0
Shalimar Holderly	Vice Chair	1	Officer	$0	$0	$0
Chris Lantz	Director	1	Officer	$0	$0	$0
Jeff Lorentson	Chair	1	Officer	$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	$2,150,119	$2,894,736	$103,888,802	$-744,617
2023	$2,034,673	$2,601,672	$105,455,417	$-566,999
2022	$2,213,393	$2,693,582	$102,704,929	$-480,189
2021	$4,173,555	$2,754,163	$125,598,510	$1,419,392
2020	$7,383,043	$2,291,103	$121,505,731	$5,091,940

UNITED METHODIST FOUNDATION OF INDIANA INC