FIRST UNITED METHODIST CHURCH FOUNDATION INC (EIN 311035274) - 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

Legal Domicile

Principal Officer

REV DUANE CARLISLE

Phone

7654261403

Tax Period

2024-01-01 to 2024-12-31

FIRST UNITED METHODIST CHURCH FOUNDATION INC is a small nonprofit that reported $394K in total revenue in fiscal year 2024. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $224K, a strong 57% operating margin.

Mission

RELIGIOUS

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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 $470

Program Service Revenue $0

Investment Income $393,341

Other Revenue $0

TOTAL REVENUE $393,811

Expense Breakdown

Grants Paid $165,957

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $165,957

Other Expenses $4,322

TOTAL EXPENSES $170,279

Year-over-Year Comparison

	2024	2023	Change
Revenue	$393,811	$242,256	+0.6%
Expenses	$170,279	$238,631	-0.3%
Net Income	$223,532	$3,625	+60.7%

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
TOM ATKINSON	DIRECTOR	N/A	Director	$0	$0	$0
DON CADDY	DIRECTOR	N/A	Director	$0	$0	$0
REV DUANE CARLISLE	DIRECTOR	N/A	Director	$0	$0	$0
JANA DAY	DIRECTOR	N/A	Director	$0	$0	$0
ANGIE DELWORTH	DIRECTOR	N/A	Director	$0	$0	$0
JESSICA HINMAN	DIRECTOR	N/A	Director	$0	$0	$0
CONNIE NICHOLSON	DIRECTOR	N/A	Director	$0	$0	$0
SCOTT WILL	DIRECTOR	N/A	Director	$0	$0	$0
CARL GRIFFIN	PRESIDENT	N/A	Officer	$0	$0	$0
SUZY KLINE	SECRETARY	N/A	Officer	$0	$0	$0
WILLIAM SHEN	TREASURER	N/A	Officer	$0	$0	$0
DIANE STOTT	VICE PRESIDE	N/A	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	$393,811	$170,279	$5,007,076	$223,532
2023	$242,256	$238,631	$4,390,888	$3,625
2022	$180,280	$163,002	$3,879,366	$17,278
2021	$1,382,296	$81,917	$4,824,787	$1,300,379
2020	$187,534	$97,586	$3,544,274	$89,948
2019	$229,142	$73,456	$3,042,163	$155,686
2018	$416,254	$16,678	$2,533,618	$399,576

FIRST UNITED METHODIST CHURCH FOUNDATION INC