FIRST UNITED METHODIST CHURCH FOUN… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1963

Legal Domicile

Principal Officer

DONALD LEE SPENCE

Phone

3177732500

Tax Period

2024-01-01 to 2024-12-31

FIRST UNITED METHODIST CHURCH FOUNDATION, founded in 1963, is a micro nonprofit that reported $81K in total revenue in fiscal year 2024. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $23K, a strong 29% operating margin.

Mission

TO SUPPORT THE PROGRAMS OF THE FIRST UNITED METHODIST CHURCH OF NOBLESVILLE,IN.

Program Service Accomplishments

Program 1

Expenses: $57,492

TO SUPPORT THE PROGRAMS OF THE FIRST UNITED METHODIST CHURCH OF NOBLESVILLE, IN.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $80,616

Other Revenue $0

TOTAL REVENUE $80,616

Expense Breakdown

Grants Paid $47,674

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $57,492

Other Expenses $9,818

TOTAL EXPENSES $57,492

Year-over-Year Comparison

	2024	2023	Change
Revenue	$80,616	$52,829	+0.5%
Expenses	$57,492	$55,998	+0.0%
Net Income	$23,124	$-3,169	-8.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
STEVE BAKER	BOARD MEMBER	N/A	Director	$0	$0	$0
JERRY L MONTAG	BOARD MEMBER	N/A	Director	$0	$0	$0
DONALD LEE SPENCE	EXECUTIVE DI	N/A	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	$80,616	$57,492	$894,990	$23,124
2023	$52,829	$55,998	$871,866	$-3,169
2022	$80,843	$56,732	$875,035	$24,111
2021	$73,898	$51,426	$850,924	$22,472
2020	$55,743	$47,268	$828,452	$8,475

FIRST UNITED METHODIST CHURCH FOUNDATION