WILKES BOULEVARD UNITED METHODIST (EIN 430669093) - Form 990 Financial Analysis & Trantor Score

🔒

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

1914

Legal Domicile

Principal Officer

DIANE PETERSON

Phone

5736073290

Tax Period

2024-01-01 to 2024-12-31

WILKES BOULEVARD UNITED METHODIST, founded in 1914, is a small nonprofit that reported $773K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $722K left a modest 7% surplus.

Mission

THE GOAL OF THE ORGANIZATION IS SERVICE TO THE POOR THROUGH THE OPERATION OF A DAY CENTER TO MEET SOME OF THEIR BASIC NEEDS, ASSIST IN FINDING A JOB, AND MEET CASE WORKERS, ALONG WITH HOST FOR MEALS FOR THE NEEDY.

🔒

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 $723,986

Program Service Revenue $43,190

Investment Income $3,313

Other Revenue $2,194

TOTAL REVENUE $772,683

Expense Breakdown

Grants Paid $0

Salaries & Benefits $512,355

Fundraising Expenses $350

Program Expenses $623,468

Other Expenses $209,815

TOTAL EXPENSES $722,170

Year-over-Year Comparison

	2024	2023	Change
Revenue	$772,683	$547,196	+0.4%
Expenses	$722,170	$534,891	+0.4%
Net Income	$50,513	$12,305	+3.1%

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

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

$77,271

Total Directors

$77,271

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW MCCAUSLAND	PASTOR	40.00	Officer Director	$43,306	$27,043	$70,349
DIANE PETERSON	TREASURER-NO	10.00	Officer Director	$6,922	$0	$6,922
TARA COX	TRUSTEE	1.00	Director	$0	$0	$0
DIANNA DOUGLAS	CO-CHAIR	1.00	Officer Director	$0	$0	$0
CAROLYN PERRY HUNT	SECRETARY	1.00	Officer Director	$0	$0	$0
DOUG HUNT	TRUSTEE	1.00	Director	$0	$0	$0
CHARLIE KURRE	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT MARCH	CO-CHAIR	1.00	Officer Director	$0	$0	$0
SUSAN MARCH	TRUSTEE	1.00	Director	$0	$0	$0
MARGARET MCCONNELL	TRUSTEE	1.00	Director	$0	$0	$0
LYNN MCMORRIS	TRUSTEE	1.00	Director	$0	$0	$0
DAVID PETERSON	TRUSTEE CHAI	1.00	Officer 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	$772,683	$722,170	$285,127	$50,513
2023	$547,196	$534,891	$214,004	$12,305
2022	$472,265	$486,356	$212,782	$-14,091
2021	$483,892	$470,909	$206,492	$12,983
2020	$462,649	$415,385	$230,312	$47,264
2019	$325,958	$363,409	$147,986	$-37,451
2018	$395,781	$385,363	$185,260	$10,418

WILKES BOULEVARD UNITED METHODIST