FIRST UNITED METHODIST CHURCH FDN (EIN 421182829) - 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

Principal Officer

PHILIP H MILLER

Tax Period

2023-01-01 to 2023-12-31

FIRST UNITED METHODIST CHURCH FDN is a micro nonprofit in the Religion sector that reported $5K in total revenue in fiscal year 2023. Revenue fell 105% from the prior year — a significant decline worth monitoring.

Mission

TO INVEST, REINVEST AND ADMINISTER GIFTS, BEQUESTS, BENEFITS OF TRUST, AND ANY PROPERTY OF ANY SORT WITHOUT LIMITATIONS TO AMOUNT OR VALUE FOR THE BENEFIT AND BETTERMENT OF THE PROPERTY AND PROGRAM OF THE FIRST UNITED METHODIST CHRUCH OF WATERLOO, IOWA.

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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 $-5,256

Other Revenue $0

TOTAL REVENUE $-5,256

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,753

Other Expenses $4,549

TOTAL EXPENSES $17,302

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-5,256	$108,556	-1.0%
Expenses	$17,302	$11,234	+0.5%
Net Income	$-22,558	$97,322	-1.2%

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
STEVE FAGA	VICE-CHAIR	N/A	Officer Director	$0	$0	$0
JOAN MATTSON	TREASURER	N/A	Officer Director	$0	$0	$0
STANLEY MCCADAM	DIRECTOR	N/A	Director	$0	$0	$0
KATHY MCFARLAND	SECRETARY	N/A	Officer Director	$0	$0	$0
PHILIP H MILLER	CHAIR	N/A	Officer Director	$0	$0	$0
MARCIA SMITH	DIRECTOR	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$-5,256	$17,302	$480,656	$-22,558
2022	$108,556	$11,234	$503,214	$97,322
2021	$39,914	$14,812	$405,892	$25,102
2020	$13,449	$8,134	$380,790	$5,315
2019	$14,875	$17,192	$375,475	$-2,317
2018	$27,201	$4,043	$377,792	$23,158

FIRST UNITED METHODIST CHURCH FDN