COOKEVILLE FIRST UNITED METHODIST CHURCH FOUNDATION INC (EIN 270871990) - 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

2009

Legal Domicile

Principal Officer

BOB LUNA

Phone

9315262177

Tax Period

2023-01-01 to 2023-12-31

COOKEVILLE FIRST UNITED METHODIST CHURCH FOUNDATION INC, founded in 2009, is a micro nonprofit in the Religion sector that reported $36K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. Net assets of $1.1M represent 352 months of operating reserves.

Mission

TO AID AND SUPPORT THE PROGRAMS, MINISTRY, WORKS, GOALS OBJECTIVES AND INITIATIVES OF THE COOKEVILLE FIRST UNITED METHODIST CHURCH

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,800

Program Service Revenue $0

Investment Income $33,159

Other Revenue $0

TOTAL REVENUE $35,959

Expense Breakdown

Grants Paid $28,234

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,234

Other Expenses $8,267

TOTAL EXPENSES $36,501

Year-over-Year Comparison

	2023	2022	Change
Revenue	$35,959	$26,595	+0.4%
Expenses	$36,501	$60,295	-0.4%
Net Income	$-542	$-33,700	-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
LARRY GARRETT	AT LARGE BOARD MEMBER	0.50	Director	$0	$0	$0
DEBRA BOLES	AT LARGE BOARD MEMBER	0.50	Director	$0	$0	$0
KEVIN CONRAD	SENIOR PASTOR/BOARD MEMBER	0.50	Director	$0	$0	$0
LUANN THROGMORTON	FINANCIAL OFFICER	1.00	Officer Director	$0	$0	$0
ROBERT M DUNCAN JR	CHAIRPERSON FINANCE COMM.	0.50	Director	$0	$0	$0
STEVE SHOUP	REPRESENTATIVE OF TRUSTEES	0.50	Director	$0	$0	$0
BOB LUNA	PRESIDENT/CHAIRPERSON	0.80	Officer Director	$0	$0	$0
JOHN BELL	AT LARGE BOARD MEMBER	0.50	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$35,959	$36,501	$1,055,319	$-542
2022	$26,595	$60,295	$954,815	$-33,700
2021	$144,657	$47,012	$1,175,304	$97,645
2020	$44,659	$63,602	$1,055,937	$-18,943
2019	$38,244	$48,266	$1,010,644	$-10,022
2018	$106,431	$40,322	$902,463	$66,109

COOKEVILLE FIRST UNITED METHODIST CHURCH FOUNDATION INC