First Unitarian Church Foundation (EIN 431968342) - 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

Legal Domicile

Principal Officer

DEVEREAUX DION

Tax Period

2024-01-01 to 2024-12-31

First Unitarian Church Foundation is a small nonprofit in the Religion sector that reported $683K in total revenue in fiscal year 2024. Revenue surged 325% from the prior year, signaling strong growth momentum. The organization ran a surplus of $580K, a strong 85% operating margin.

Mission

SUPPORT THE FIRST UNITARIAN CHURCH OF PORTLAND AND PROGRAMS OF THE 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 $596,996

Program Service Revenue $0

Investment Income $86,276

Other Revenue $14

TOTAL REVENUE $683,286

Expense Breakdown

Grants Paid $95,024

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $95,024

Other Expenses $8,525

TOTAL EXPENSES $103,549

Year-over-Year Comparison

	2024	2023	Change
Revenue	$683,286	$160,687	+3.3%
Expenses	$103,549	$106,609	0.0%
Net Income	$579,737	$54,078	+9.7%

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
DEVEREAUX DION	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROGER ROBINSON	Treasurer	1.00	Officer Director	$0	$0	$0
MABSIE WALTERS	Secretary	1.00	Officer Director	$0	$0	$0
CYNTHIA CUMFER	MEMBER	1.00	Director	$0	$0	$0
SARABELLE HITCHNER	MEMBER	1.00	Director	$0	$0	$0
ANDY WILSON	MEMBER	1.00	Director	$0	$0	$0
ED MCCLARAN	MEMBER	1.00	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
2025	No data	No data	No data	No data
2024	$683,286	$103,549	$2,675,351	$579,737
2023	$160,687	$106,609	$2,002,032	$54,078
2022	$52,066	$97,981	$1,772,154	$-45,915
2021	$188,856	$83,153	$2,192,570	$105,703
2020	$121,093	$80,470	$1,888,128	$40,623
2019	$117,392	$77,824	$1,662,383	$39,568
2018	$354,751	$510,654	$1,478,554	$-155,903

First Unitarian Church Foundation