ST ANDREW'S UNITED METHODIST CHURCH FOUNDATION (EIN 346615455) - 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

1957

Legal Domicile

Principal Officer

PATTY LUCAS

Phone

4194224845

Tax Period

2023-01-01 to 2023-12-31

ST ANDREW'S UNITED METHODIST CHURCH FOUNDATION, founded in 1957, is a small nonprofit that reported $304K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $65K, a strong 21% operating margin.

Mission

THE FOUNDATION ASSISTS IN THE FINANCIAL OPERATIONS OF ST. ANDREWS UNITED METHODIST CHURCH, FINDLAY, OHIO.

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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 $303,834

Other Revenue $0

TOTAL REVENUE $303,834

Expense Breakdown

Grants Paid $183,985

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $183,985

Other Expenses $54,792

TOTAL EXPENSES $238,777

Year-over-Year Comparison

	2023	2022	Change
Revenue	$303,834	$237,312	+0.3%
Expenses	$238,777	$224,377	+0.1%
Net Income	$65,057	$12,935	+4.0%

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
LARRY MILES	AT LARGE	0.10	Director	$0	$0	$0
PATTY LUCAS	CHAIR	0.50	Officer Director	$0	$0	$0
JOHN MILLER	AT LARGE	0.10	Director	$0	$0	$0
GARTH BROWN	VICE CHAIR	0.10	Officer Director	$0	$0	$0
KEN ROWLES	AT LARGE	0.10	Director	$0	$0	$0
KARL HEMINGER	AT LARGE	0.10	Director	$0	$0	$0
DAN MERKEL	CHAIR-TRUSTEES	0.10	Director	$0	$0	$0
DEBBIE PRESTON	CHAIR CHURCH COUNCIL	0.10	Director	$0	$0	$0
SAM RADEL	CHAIR FINANCE	0.10	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	$303,834	$238,777	$4,388,281	$65,057
2022	$237,312	$224,377	$4,323,224	$12,935
2021	$685,088	$195,399	$4,310,289	$489,689
2020	$580,543	$176,918	$3,820,600	$403,625
2019	$490,104	$140,364	$3,416,975	$349,740
2018	$766,294	$130,173	$3,067,235	$636,121

ST ANDREW'S UNITED METHODIST CHURCH FOUNDATION