SOUMC ENDOWMENT FOUNDATION (EIN 311591377) - 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

1998

Legal Domicile

Principal Officer

Martha Yarnell

Phone

8187890351

Tax Period

2025-01-01 to 2025-12-31

SOUMC ENDOWMENT FOUNDATION, founded in 1998, is a micro nonprofit in the Community Improvement sector that reported $42K in total revenue in fiscal year 2025. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $37K left a modest 13% surplus.

Mission

SOUMC Endowment Foundation (SOUMCEF) supports the Sherman Oaks United Methodist Church (SOUMC) by contributing to building maintenance, to world-wide missions of the connectional Methodist Church, and to local missions.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $42,347

Other Revenue $0

TOTAL REVENUE $42,347

Expense Breakdown

Grants Paid $32,859

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,859

Other Expenses $3,950

TOTAL EXPENSES $36,809

Year-over-Year Comparison

	2025	2024	Change
Revenue	$42,347	$58,214	-0.3%
Expenses	$36,809	$32,304	+0.1%
Net Income	$5,538	$25,910	-0.8%

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

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
Renoldo Guevara	Director	0.5	Director	$0	$0	$0
Stephen Heu	Director	0.5	Director	$0	$0	$0
Arthur Hutchinson	Director	0.5	Director	$0	$0	$0
Kim Todd-Tullos	Director	0.5	Director	$0	$0	$0
Jill Young	Director	0.5	Director	$0	$0	$0
Bertha Carter	Officer	0.5	Officer	$0	$0	$0
Laura Rife	Secretary	0.5	Officer	$0	$0	$0
Martha Yarnell	Treasurer	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	$42,347	$36,809	$746,917	$5,538
2024	$58,214	$32,304	$741,379	$25,910
2023	$33,629	$29,514	$715,469	$4,115
2022	$30,898	$33,358	$711,126	$-2,460
2021	$64,615	$64,222	$713,586	$393
2020	$29,608	$26,550	$713,194	$3,058

SOUMC ENDOWMENT FOUNDATION