MILFORD UNITED METHODIST CHURCH ENDOWMENT FUND (EIN 310988415) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

Heather Luecke

Phone

5138315500

Tax Period

2025-01-01 to 2025-12-31

MILFORD UNITED METHODIST CHURCH ENDOWMENT FUND, founded in 1979, is a micro nonprofit that reported $45K in total revenue in fiscal year 2025. Revenue fell 85% from the prior year — a significant decline worth monitoring. Expenses of $94K exceeded revenue, resulting in a 109% operating deficit.

Mission

PROVIDE INCOME FOR THE CHURCH

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $44,710

Other Revenue $0

TOTAL REVENUE $44,710

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $93,515

Other Expenses $93,515

TOTAL EXPENSES $93,515

Year-over-Year Comparison

	2025	2024	Change
Revenue	$44,710	$292,638	-0.8%
Expenses	$93,515	$89,639	+0.0%
Net Income	$-48,805	$202,999	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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
PEG HIGHFIELD	FINANCIAL SECRETARY	1	Officer	$0	$0	$0
TRISH DAY	LEADERSHIP BOARD CHAIRPERSON	0	Officer	$0	$0	$0
KENNETH STEWART	PASTOR	0	Officer	$0	$0	$0
RHONDA FOX	TREASURER	1	Officer	$0	$0	$0
HEATHER LUECKE	FINANCE OPERATIONS TEAM CHAIRPERSON	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
2025	$44,710	$93,515	$1,638,935	$-48,805
2024	$292,638	$89,639	$1,551,708	$202,999
2023	$98,121	$82,244	$1,415,216	$15,877
2022	$191,781	$84,824	$1,268,877	$106,957
2021	$119,285	$116,654	$1,544,207	$2,631
2020	$132,737	$202,511	$1,287,308	$-69,774

MILFORD UNITED METHODIST CHURCH ENDOWMENT FUND