La Mesa First United Methodist Foundation (EIN 330488999) - 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

1992

Legal Domicile

Principal Officer

Rubye Roberts

Phone

6194664163

Tax Period

2023-01-01 to 2023-12-31

La Mesa First United Methodist Foundation, founded in 1992, is a micro nonprofit that reported $91K in total revenue in fiscal year 2023. Revenue surged 96% from the prior year, signaling strong growth momentum. The organization ran a surplus of $84K, a strong 93% operating margin.

Mission

PROMOTION AND DEVELOPMENT OF RELIGIOUS, CHARITABLE, AND EDUCATIONAL ACTIVIITIES, AID TO ELDERLY, ASSISTANCE TO EDUCATION OF YOUTH, CAPITAL IMPROVEMENTS OF CHURCH PROPERTY

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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 $9,212

Program Service Revenue $0

Investment Income $81,312

Other Revenue $0

TOTAL REVENUE $90,524

Expense Breakdown

Grants Paid $4,324

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,324

Other Expenses $2,379

TOTAL EXPENSES $6,703

Year-over-Year Comparison

	2023	2022	Change
Revenue	$90,524	$46,261	+1.0%
Expenses	$6,703	$32,089	-0.8%
Net Income	$83,821	$14,172	+4.9%

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
STEVEN L RUBIN	PRESIDENT	001.00	Officer	$0	$0	$0
RUBYE ROBERTS	TREASURER	001.00	Officer	$0	$0	$0
DEREK WILTON	TRUSTEE	001.00	Officer	$0	$0	$0
REV DR ELBERT KIM	TRUSTEE	001.00	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	No data	No data	No data	No data
2023	$90,524	$6,703	$626,608	$83,821
2022	$46,261	$32,089	$597,648	$14,172
2021	$22,650	$10,429	$647,467	$12,221
2021	$22,650	$10,429	$647,467	$12,221
2020	$8,882	$6,731	$554,316	$2,151
2019	$15,549	$5,400	$560,319	$10,149
2018	$14,999	$10,727	$455,056	$4,272

La Mesa First United Methodist Foundation