UNITED METHODIST FOUNDATION OF WEST VIRGINIA INC (EIN 550545643) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1974

Legal Domicile

Principal Officer

Jeff Taylor

Phone

3043422113

Tax Period

2023-01-01 to 2023-12-31

UNITED METHODIST FOUNDATION OF WEST VIRGINIA INC, founded in 1974, is a community nonprofit in the Religion sector that reported $3.7M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $3.5M left a modest 6% surplus.

Mission

To create a culture of generosity by raising, managing, and distributing funds for charitable and religious purposes, with a special interest on United Methodist causes.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $341,386

Program Service Revenue $0

Investment Income $2,904,677

Other Revenue $456,488

TOTAL REVENUE $3,702,551

Expense Breakdown

Grants Paid $2,435,172

Salaries & Benefits $614,770

Fundraising Expenses $395,611

Program Expenses $2,663,262

Other Expenses $439,266

TOTAL EXPENSES $3,489,208

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,702,551	$3,394,616	+0.1%
Expenses	$3,489,208	$3,429,847	+0.0%
Net Income	$213,343	$-35,231	-7.1%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$497,872

Total Directors

$497,872

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeffrey A Taylor	President and Trustee	40	Officer Director Highest	$164,201	$60,710	$224,911
Kimberly A Matthews	Vice President and Trustee	40	Officer Director Highest	$111,147	$28,695	$139,842
Susannah Carpenter	Chief Financial Officer and Trustee	40	Officer Director	$99,823	$33,296	$133,119
Bishop Sandra Steiner Ball	Honorary Chairperson	1	Officer Director	$0	$0	$0
Cheryl Davis	Chairperson	1	Officer Director	$0	$0	$0
Michael Perkins	Vice Chairperson	1	Officer Director	$0	$0	$0
Judy Raines	Treasurer	1	Officer Director	$0	$0	$0
Maribeth Anderson	Trustee	1	Director	$0	$0	$0
Jarrod Caltrider	Trustee	1	Director	$0	$0	$0
Lauren Godwin	Trustee	1	Director	$0	$0	$0
Barbara Hale	Trustee	1	Director	$0	$0	$0
Aliene Lee	Trustee	1	Director	$0	$0	$0
Neil Leftwich	Trustee	1	Director	$0	$0	$0
Teresa Markins	Trustee	1	Director	$0	$0	$0
Barbara McDowell	Trustee	1	Director	$0	$0	$0
Patricia Mick	Trustee	1	Director	$0	$0	$0
Jamie O'Brien	Trustee	1	Director	$0	$0	$0
Gina Palmer	Trustee	1	Director	$0	$0	$0
Deborah Shaffer	Trustee	1	Director	$0	$0	$0
Edward A Sisson	Trustee	1	Director	$0	$0	$0
James Wadsworth	Trustee	1	Director	$0	$0	$0
Vernon Webster	Trustee	1	Director	$0	$0	$0
Jeffrey Welshonce	Trustee	1	Director	$0	$0	$0
Kristi Wilkerson	Trustee	1	Director	$0	$0	$0
William Wilson	Trustee	1	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	No data	No data	No data	No data
2023	$3,702,551	$3,489,208	$140,916,015	$213,343
2022	$3,394,616	$3,429,847	$121,404,337	$-35,231
2021	$7,346,226	$3,102,343	$146,376,635	$4,243,883
2020	$4,318,223	$2,818,618	$128,621,806	$1,499,605
2019	$9,281,172	$3,117,405	$111,808,444	$6,163,767
2018	$4,987,299	$2,540,928	$96,045,728	$2,446,371

UNITED METHODIST FOUNDATION OF WEST VIRGINIA INC