LA JOLLA UNITED METHODIST CHURCH FOUNDATION (EIN 330467521) - 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

1990

Legal Domicile

Principal Officer

Donald R Lincoln

Phone

8584544108

Tax Period

2024-01-01 to 2024-12-31

LA JOLLA UNITED METHODIST CHURCH FOUNDATION, founded in 1990, is a micro nonprofit in the Unknown sector that reported $16K in total revenue in fiscal year 2024. Revenue fell 95% from the prior year — a significant decline worth monitoring. Expenses of $71K exceeded revenue, resulting in a 347% operating deficit.

Mission

Accept, manage, and distribute funds for the benefit of various charitable causes that are specified.

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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 $12,100

Program Service Revenue $0

Investment Income $3,731

Other Revenue $0

TOTAL REVENUE $15,831

Expense Breakdown

Grants Paid $62,312

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,823

Other Expenses $8,511

TOTAL EXPENSES $70,823

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,831	$302,103	-0.9%
Expenses	$70,823	$138,737	-0.5%
Net Income	$-54,992	$163,366	-1.3%

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
Donald Lincoln	President	4.00	Officer Director	$0	$0	$0
Steve Gray	Vice President	3.00	Officer Director	$0	$0	$0
Betsy Del Pozo	Director	2	Officer Director	$0	$0	$0
Rebecca Tseng Smith	Treasurer	2.00	Director	$0	$0	$0
Rebecca Cosford	Secretary	3	Officer Director	$0	$0	$0
Janet Lind	La Jolla UMC Church Treasurer	5	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	No data	No data	No data	No data
2024	$15,831	$70,823	$1,908,152	$-54,992
2023	$302,103	$138,737	$1,795,019	$163,366
2022	$11,575	$82,644	$1,631,653	$-71,069
2021	$5,044	$30,526	$1,906,634	$-25,482
2020	$8,484	$48,788	$1,748,723	$-40,304
2019	$4,096	$55,323	$1,620,219	$-51,227
2018	$15,200	$51,489	$1,457,899	$-36,289

LA JOLLA UNITED METHODIST CHURCH FOUNDATION