MARIETTA FIRST UNITED METHODIST ENDOWMENT FOUNDATION INC (EIN 451293761) - 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

2012

Legal Domicile

Principal Officer

KATHY YOUNG

Phone

7705983111

Tax Period

2024-01-01 to 2024-12-31

MARIETTA FIRST UNITED METHODIST ENDOWMENT FOUNDATION INC, founded in 2012, is a micro nonprofit in the Religion sector that reported $89K in total revenue in fiscal year 2024. Revenue surged 94% from the prior year, signaling strong growth momentum. The organization ran a surplus of $46K, a strong 51% operating margin.

Mission

CAPITAL SUPPORT OF MARIETTA FIRST 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 $5,483

Program Service Revenue $0

Investment Income $83,597

Other Revenue $0

TOTAL REVENUE $89,080

Expense Breakdown

Grants Paid $40,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,258

Other Expenses $3,158

TOTAL EXPENSES $43,258

Year-over-Year Comparison

	2024	2023	Change
Revenue	$89,080	$45,807	+0.9%
Expenses	$43,258	$32,635	+0.3%
Net Income	$45,822	$13,172	+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
ANNA LONGACRE	BOARD MEMBER	N/A	Director	$0	$0	$0
SAM KELLY	BOARD MEMBER	N/A	Director	$0	$0	$0
BRIAN HOLLE	BOARD MEMBER	N/A	Director	$0	$0	$0
ROBERT HARRIS	BOARD MEMBER	N/A	Director	$0	$0	$0
CHRIS BROWN	BOARD MEMBER	N/A	Director	$0	$0	$0
KATHY YOUNG	CHAIR	N/A	Officer	$0	$0	$0
RAY BUDAY	BOARD MEMBER	N/A	Director	$0	$0	$0
KAREN CARLISLE	BOARD MEMBER	N/A	Director	$0	$0	$0
DAVID FISHER	BOARD MEMBER	N/A	Director	$0	$0	$0
JANET PEELER	BOARD MEMBER	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
2024	$89,080	$43,258	$796,552	$45,822
2023	$45,807	$32,635	$750,730	$13,172
2022	$15,955	$175,597	$681,709	$-159,642
2021	$236,844	$37,769	$914,234	$199,075
2020	$121,264	$16,599	$715,159	$104,665
2019	$125,219	$76,863	$610,494	$48,356

MARIETTA FIRST UNITED METHODIST ENDOWMENT FOUNDATION INC