JO-OTA METHODIST ASSOCIATION (EIN 474338240) - 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

2015

Legal Domicile

Principal Officer

TOM LEMONS

Phone

5734245868

Tax Period

2023-01-01 to 2023-12-31

JO-OTA METHODIST ASSOCIATION, founded in 2015, is a small nonprofit in the Youth Development sector that reported $284K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $259K left a modest 9% surplus.

Mission

TO OPERATE CAMPING AND RETREAT MINISTRIES THAT ARE A PLACE WHERE PEOPLE CAN MEET GOD AND DEVELOP AS DISCIPLES OF JESUS CHRIST.

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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 $90,740

Program Service Revenue $178,308

Investment Income $14,591

Other Revenue $0

TOTAL REVENUE $283,639

Expense Breakdown

Grants Paid $0

Salaries & Benefits $111,858

Fundraising Expenses $1,317

Program Expenses $237,508

Other Expenses $147,189

TOTAL EXPENSES $259,047

Year-over-Year Comparison

	2023	2022	Change
Revenue	$283,639	$328,517	-0.1%
Expenses	$259,047	$273,204	-0.1%
Net Income	$24,592	$55,313	-0.6%

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

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

$49,904

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN WOOD	EXECUTIVE DI	40.00	Officer	$49,904	$0	$49,904
MIKE ALBERTS	MEMBER	N/A	Director	$0	$0	$0
ERIC ANDERSON	MEMBER	N/A	Director	$0	$0	$0
KAREN HALL	MEMBER	N/A	Director	$0	$0	$0
LEROY HUFF	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
TOM LEMONS	PRESIDENT	N/A	Officer Director	$0	$0	$0
ASHLYN PETERSON	SECRETARY	N/A	Officer Director	$0	$0	$0
DAVE PULLIAM	TREASURER	N/A	Officer Director	$0	$0	$0
DAVID STUCKEY	MEMBER	N/A	Director	$0	$0	$0
JONI TROYER	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$283,639	$259,047	$350,266	$24,592
2022	$328,517	$273,204	$325,674	$55,313
2021	$236,267	$209,027	$270,361	$27,240
2020	$167,714	$197,409	$243,121	$-29,695
2019	$298,958	$244,273	$272,816	$54,685
2018	$314,624	$201,495	$218,131	$113,129

JO-OTA METHODIST ASSOCIATION