United Methodist Family Services of Virginia (EIN 540505969) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1900

Legal Domicile

Phone

8042549664

Tax Period

2024-07-01 to 2025-06-30

UNITED METHODIST FAMILY SERVICES OF VIRGINIA INC, founded in 1900, is a mid-sized nonprofit in the Human Services sector that reported $23.8M in total revenue in fiscal year 2017. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $21.0M left a modest 12% surplus.

Mission

UMFS IS A SOCIAL SERVICE ORGANIZATION WITH LOCATIONS THROUGHOUT VIRGINIA. FOR MORE THAN A CENTURY, WE HAVE BEEN UNWAVERING CHAMPIONS FOR HIGH RISK KIDS AND THEIR FAMILIES, DOING WHATEVER IT TAKES TO HELP THEM OVERCOME OBSTACLES AND REACH THEIR FULL POTENTIAL.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,396,176

Program Service Revenue $14,865,751

Investment Income $2,209,188

Other Revenue $1,820,512

TOTAL REVENUE $25,291,627

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,701,903

Fundraising Expenses $529,762

Program Expenses $18,427,672

Other Expenses $7,774,577

TOTAL EXPENSES $23,476,480

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,291,627	$24,872,013	+0.0%
Expenses	$23,476,480	$22,943,750	+0.0%
Net Income	$1,815,147	$1,928,263	-0.1%

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

409

Volunteers

1100

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

$836,993

Total Directors

$439,335

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bruce Whitehurst	Chair	0.5	Officer Director	$0	$0	$0
Chris Henderson	Director	0.5	Officer Director	$0	$0	$0
Cookie Scott	Past Chair	0.5	Officer Director	$0	$0	$0
Keith Hare	Vice Chair	0.5	Officer Director	$0	$0	$0
Nancy Toscano PHD	President and CEO	30.0	Officer Director	$358,569	$80,766	$439,335
Ann Hodges	Director	0.5	Director	$0	$0	$0
Bayo Ogungbade	Director	0.5	Director	$0	$0	$0
Bill Leedom	Director	0.5	Director	$0	$0	$0
Caroline Browder	Director	0.5	Director	$0	$0	$0
David Reid	Director	0.5	Director	$0	$0	$0
Greg Peters	Director	0.5	Director	$0	$0	$0
Harley Rowland	Director	0.5	Director	$0	$0	$0
Jennie Reynolds	Director	0.5	Director	$0	$0	$0
Jim Mallory	Director	0.5	Director	$0	$0	$0
John Brenneke	Director	0.5	Director	$0	$0	$0
Linda Nablo	Director	0.5	Director	$0	$0	$0
Nancy Campos	Director	0.5	Director	$0	$0	$0
Pamela Kipps	Director	0.5	Director	$0	$0	$0
Tyler Williams	Director	0.5	Director	$0	$0	$0
Adalay Wilson	Chief Programs Officer	30.0	Officer	$156,836	$17,500	$174,336
Matt Lisagor	Chief Operating Officer	30.0	Officer	$178,021	$45,301	$223,322
Brian Chizuk	VP Residential Services	30.0	Highest	$126,627	$41,489	$168,116
Deborah Burton	VP Community Based Services	30.0	Highest	$133,037	$19,408	$152,445
Lindsey Layne	VP of Strategy & Innovation	30.0	Highest	$123,697	$7,136	$130,833
Sarah Headley-Boyd	VP of Education	30.0	Highest	$101,303	$6,599	$107,902
Steven George	VP Technology Quality and Data	30.0	Highest	$113,770	$19,031	$132,801

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	$25,291,627	$23,476,480	$74,990,012	$1,815,147
2024	$24,872,013	$22,943,750	$71,986,394	$1,928,263
2023	$40,683,225	$21,821,975	$70,413,983	$18,861,250
2022	$22,555,711	$21,057,139	$49,505,572	$1,498,572
2021	$24,127,459	$22,435,021	$47,052,376	$1,692,438
2020	$24,407,737	$23,020,595	$41,258,648	$1,387,142
2019	$23,471,522	$22,176,011	$29,776,900	$1,295,511
2018	$23,825,096	$20,993,805	$28,284,059	$2,831,291

United Methodist Family Services of Virginia