ST MARKS UNITED METHODIST CHURCH FOUNDATION (EIN 363679200) - 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

1989

Legal Domicile

Principal Officer

BOB FITZSIMMONS

Phone

4024898885

Tax Period

2024-01-01 to 2024-12-31

ST MARKS UNITED METHODIST CHURCH FOUNDATION, founded in 1989, is a small nonprofit that reported $212K in total revenue in fiscal year 2024. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $245K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE FOUNDATIONS MAIN PURPOSE IS TO SUPPORT THE MINISTRY OF ST MARKS 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 (2024)

Revenue Breakdown

Contributions & Grants $75,261

Program Service Revenue $0

Investment Income $136,863

Other Revenue $0

TOTAL REVENUE $212,124

Expense Breakdown

Grants Paid $225,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $243,454

Other Expenses $19,448

TOTAL EXPENSES $244,748

Year-over-Year Comparison

	2024	2023	Change
Revenue	$212,124	$425,196	-0.5%
Expenses	$244,748	$34,169	+6.2%
Net Income	$-32,624	$391,027	-1.1%

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
DEETTA VRANA	DIRECTOR	0.00	Director	$0	$0	$0
MARK WESTPHALEN	DIRECTOR	0.00	Director	$0	$0	$0
HERSHEL STAATS	DIRECTOR	0.00	Director	$0	$0	$0
BRAD EWERTH	TREASURER	2.00	Officer Director	$0	$0	$0
KEITH PRETTYMAN	SECRETARY	0.00	Officer Director	$0	$0	$0
GARY LORENZEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
KATHY WOLF	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
GUS DORNBUSH	DIRECTOR	0.00	Director	$0	$0	$0
DOUG LIENEMANN	DIRECTOR	0.00	Director	$0	$0	$0
JIM HELLER	DIRECTOR	0.00	Director	$0	$0	$0
KEN BACKEMEYER	DIRECTOR	0.00	Director	$0	$0	$0
LAUIRE DICKE	DIRECTOR	0.00	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	$212,124	$244,748	$2,023,230	$-32,624
2023	$425,196	$34,169	$1,965,076	$391,027
2022	$171,287	$394,312	$1,574,049	$-223,025
2021	$947,620	$122,122	$1,797,074	$825,498
2020	$87,490	$74,466	$886,657	$13,024
2019	$149,344	$92,926	No data	$56,418
2018	$103,071	$150,920	No data	$-47,849

ST MARKS UNITED METHODIST CHURCH FOUNDATION