FIRST UNITED METHODIST CHURCH OF PEORIA FOUNDATION (EIN 371162167) - 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

1983

Legal Domicile

Principal Officer

GREGORY GAA

Phone

3096733641

Tax Period

2024-01-01 to 2024-12-31

FIRST UNITED METHODIST CHURCH OF PEORIA FOUNDATION, founded in 1983, is a small nonprofit in the Religion sector that reported $420K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $755K exceeded revenue, resulting in a 80% operating deficit.

Mission

GIFTS AND BEQUESTS FOR THE BENEFIT OF FIRST UNITED METHODIST CHURCH AND THEIR OUTREACH MINISTRY

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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 $66,393

Program Service Revenue $0

Investment Income $353,278

Other Revenue $0

TOTAL REVENUE $419,671

Expense Breakdown

Grants Paid $638,045

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $704,093

Other Expenses $117,094

TOTAL EXPENSES $755,139

Year-over-Year Comparison

	2024	2023	Change
Revenue	$419,671	$611,811	-0.3%
Expenses	$755,139	$381,894	+1.0%
Net Income	$-335,468	$229,917	-2.5%

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
JEANETTE KOSIER	Director	0.25	Director	$0	$0	$0
KIM PHILIPS	Director	0.25	Director	$0	$0	$0
KAY FOOTE	Director	0.25	Director	$0	$0	$0
MANUAL COVARRUBIAS	Director	0.25	Director	$0	$0	$0
RICHARD MOORE	Director	0.25	Director	$0	$0	$0
JERRY ARMSTRONG	Director	0.25	Director	$0	$0	$0
GREG GAA	President	1.00	Officer	$0	$0	$0
CONSTANCE DUFFY	Vice President	1.00	Officer	$0	$0	$0
JOSEPH TUERK	Secretary	1.00	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	$419,671	$755,139	$8,564,053	$-335,468
2023	$611,811	$381,894	$8,189,454	$229,917
2022	$551,492	$506,491	$7,543,998	$45,001
2021	$1,433,679	$965,700	$8,713,830	$467,979
2020	$2,060,742	$190,310	$8,014,362	$1,870,432
2019	$503,261	$436,777	$5,523,327	$66,484
2018	$428,626	$210,348	$4,674,571	$218,278

FIRST UNITED METHODIST CHURCH OF PEORIA FOUNDATION