Monroe Street Methodist Church Foundation Inc (EIN 340943505) - 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

1964

Legal Domicile

Principal Officer

David DiManna

Phone

4193517267

Tax Period

2023-01-01 to 2023-12-31

Monroe Street Methodist Church Foundation Inc, founded in 1964, is a micro nonprofit that reported $63K in total revenue in fiscal year 2023. Revenue surged 51% from the prior year, signaling strong growth momentum. Net assets of $681K represent 130 months of operating reserves.

Mission

The sole purpose is to maintain and increase an endowment fund for the benefit of Monroe Street United Methodist Church

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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 $0

Program Service Revenue $0

Investment Income $63,100

Other Revenue $0

TOTAL REVENUE $63,100

Expense Breakdown

Grants Paid $65,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $66,762

Other Expenses $1,762

TOTAL EXPENSES $66,762

Year-over-Year Comparison

	2023	2022	Change
Revenue	$63,100	$41,683	+0.5%
Expenses	$66,762	$95,920	-0.3%
Net Income	$-3,662	$-54,237	-0.9%

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	Role	Reportable Comp	Other Comp	Total
David DiManna	PresTreas Trustee	Officer Director	$0	$0	$0
Marie Hoover	Trustee	Director	$0	$0	$0
Keith Schlender	Trustee	Director	$0	$0	$0
David Puckett	Trustee	Director	$0	$0	$0
Sarah Twitchell	Trustee	Director	$0	$0	$0
Dorothy Hatfield	Trustee	Director	$0	$0	$0
Kevin Mulder	Trustee Ex Officio	Director	$0	$0	$0
Rev Joshua Wynn	Trustee Ex Officio	Director	$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	$63,100	$66,762	$681,428	$-3,662
2022	$41,683	$95,920	$709,044	$-54,237
2021	$42,849	$3,576	$884,718	$39,273
2020	$22,481	$4,321	$911,538	$18,160
2019	$69,700	$29,418	$893,118	$40,282
2018	$91,500	$68,250	$936,745	$23,250

Monroe Street Methodist Church Foundation Inc