ST PAULS UNITED METHODIST CHURCH ENDOWMENT FOUNDATION (EIN 450421682) - 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

1991

Legal Domicile

Principal Officer

SHERRY MCGUIRE

Phone

7012520422

Tax Period

2024-01-01 to 2024-12-31

ST PAULS UNITED METHODIST CHURCH ENDOWMENT FOUNDATION, founded in 1991, is a small nonprofit that reported $144K in total revenue in fiscal year 2024. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $73K, a strong 50% operating margin.

Mission

TO PROVIDE SUPPORT FOR THE PROGRAMS OF ST PAULS 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 $96,192

Program Service Revenue $0

Investment Income $47,834

Other Revenue $0

TOTAL REVENUE $144,026

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,000

Other Expenses $11,462

TOTAL EXPENSES $71,462

Year-over-Year Comparison

	2024	2023	Change
Revenue	$144,026	$231,952	-0.4%
Expenses	$71,462	$10,073	+6.1%
Net Income	$72,564	$221,879	-0.7%

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

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
GARY GEROUX	DIRECTOR	1.00	Director	$0	$0	$0
DUANE ENZMINGER	PRESIDENT	1.00	Officer	$0	$0	$0
SHERRY MCGUIRE	SECRETARY/TREASURER	1.00	Officer	$0	$0	$0
BECKY MORTENSON	VICE PRESIDENT	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	$144,026	$71,462	$1,073,621	$72,564
2023	$231,952	$10,073	$963,340	$221,879
2022	$34,215	$8,966	$723,802	$25,249
2021	$91,511	$130,400	$857,550	$-38,889
2020	$70,332	$49,059	$886,146	$21,273
2019	$93,125	$48,653	$816,600	$44,472
2018	$47,821	$48,886	$726,622	$-1,065

ST PAULS UNITED METHODIST CHURCH ENDOWMENT FOUNDATION