First United Methodist Church West Allis Scholarship & Endowment Fund Inc (EIN 237310618) - 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

1966

Legal Domicile

Principal Officer

Linda S Sather

Phone

4143222126

Tax Period

2024-01-01 to 2024-12-31

First United Methodist Church West Allis Scholarship & Endowment Fund Inc, founded in 1966, is a micro nonprofit that reported $52K in total revenue in fiscal year 2024. Revenue fell 51% from the prior year — a significant decline worth monitoring. Net assets of $863K represent 200 months of operating reserves.

Mission

Provide Scholarships to Church Members and Community. Maintain assets supported by endowments.

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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 $0

Investment Income $51,800

Other Revenue $0

TOTAL REVENUE $51,800

Expense Breakdown

Grants Paid $52,565

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $201

TOTAL EXPENSES $52,766

Year-over-Year Comparison

	2024	2023	Change
Revenue	$51,800	$105,570	-0.5%
Expenses	$52,766	$31,710	+0.7%
Net Income	$-966	$73,860	-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
Karen Pitterle	President	001.00	Officer	$0	$0	$0
Joanna Schatley	Officer	001.00	Officer	$0	$0	$0
Linda Sather	Treasurer	001.00	Officer	$0	$0	$0
Carole Schumm	Secretary	001.00	Officer	$0	$0	$0
David Carlson	Legal Councel	001.00	Officer	$0	$0	$0
Michelle Fuller	Officer	001.00	Officer	$0	$0	$0
Jane Henderson	Officer	001.00	Officer	$0	$0	$0
Rebecca Barrington	Officer	001.00	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	$51,800	$52,766	$862,822	$-966
2023	$105,570	$31,710	$863,788	$73,860
2022	$1,408	$102,301	$789,928	$-100,893
2021	$87,958	$42,610	$1,056,870	$45,348
2020	$125,428	$15,467	$1,011,522	$109,961
2019	$134,523	$51,969	$901,561	$82,554
2018	No data	$63,136	$819,007	No data

First United Methodist Church West Allis Scholarship & Endowment Fund Inc