United Methodist Memorial Home Foundation (EIN 316269535) - 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

1985

Legal Domicile

Phone

2603752201

Tax Period

2023-04-01 to 2023-12-31

United Methodist Memorial Home Foundation, founded in 1985, is a small nonprofit in the Human Services sector that reported $294K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $251K, a strong 85% operating margin.

Mission

PROVIDE FUNDS TO UNITED METHODIST MEMORIAL HOME TO SUPPORT BENEVOLENT CARE, RESIDENT PROGRAMMING, EMPLOYEE SCHOLARSHIPS, AND CAPITAL PROJECTS.

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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 $1,025

Program Service Revenue $0

Investment Income $293,280

Other Revenue $0

TOTAL REVENUE $294,305

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,000

Other Expenses $41,200

TOTAL EXPENSES $43,200

Year-over-Year Comparison

	2023	2022	Change
Revenue	$294,305	$365,073	-0.2%
Expenses	$43,200	$58,389	-0.3%
Net Income	$251,105	$306,684	-0.2%

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

$520,497

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Chair	0.2	Officer Director	$0	$0	$0
N/A	DIRECTOR (End 06/2023)	0.2	Officer Director	$0	$0	$0
N/A	DIRECTOR (Start 06/2023)	0.2	Officer Director	$0	$0	$0
N/A	DIRECTOR	0.2	Director	$0	$0	$0
N/A	DIRECTOR	0.2	Director	$0	$0	$0
N/A	DIRECTOR	0.2	Director	$0	$0	$0
N/A	DIRECTOR	0.2	Director	$0	$0	$0
N/A	Chief Executive Officer (End 4/30/2023)	0.2	Officer	$0	$6,540	$170,413
N/A	Chief Financial Officer (Start 5/1/2023)	0.2	Officer	$0	$9,285	$133,815
N/A	CFO (End 4/30/2023), CEO (Start 5/1/2023)	0.2	Officer	$0	$13,042	$216,269

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	No data	No data	No data	No data
2023	$365,073	$58,389	$15,819,779	$306,684
2023	$294,305	$43,200	$17,794,184	$251,105
2022	$778,047	$52,810	$16,727,702	$725,237
2021	$473,054	$42,711	$15,356,143	$430,343
2020	$205,546	$44,804	$10,929,023	$160,742
2019	$313,616	$37,624	$11,425,479	$275,992
2018	$668,530	$102,613	$10,650,065	$565,917

United Methodist Memorial Home Foundation