J EDWARD LEWIS IRRV TR FBO OAK HIL… - Form 990 Financial Data

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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

1971

Legal Domicile

Principal Officer

Jeff Taylor

Phone

3043422113

Tax Period

2024-01-01 to 2024-12-31

J EDWARD LEWIS IRRV TR FBO OAK HILL METHODIST CHURCH 9300006200, founded in 1971, is a small nonprofit that reported $732K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Net assets of $18.5M represent 303 months of operating reserves.

Mission

The trust provides financial support for capital improvements and other general mission purposes of Oak Hill United Methodist Church in Oak Hill, West Virginia.

Program Service Accomplishments

Program 1

Expenses: $734,780 Revenue: $732,046

Generated investment income and provided funds to Oak Hill United Methodist Church for capital improvements and general church purposes.

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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 $0

Program Service Revenue $0

Investment Income $732,046

Other Revenue $0

TOTAL REVENUE $732,046

Expense Breakdown

Grants Paid $734,780

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $734,780

Other Expenses $0

TOTAL EXPENSES $734,780

Year-over-Year Comparison

	2024	2023	Change
Revenue	$732,046	$606,964	+0.2%
Expenses	$734,780	$761,228	0.0%
Net Income	$-2,734	$-154,264	-1.0%

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

N/A

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
N/A	Trustee	2		$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	$732,046	$734,780	$18,487,667	$-2,734
2023	$606,964	$761,228	$17,920,648	$-154,264
2022	$448,298	$776,979	$16,528,866	$-328,681
2021	$874,404	$709,164	$20,659,008	$165,240
2020	$517,472	$669,599	$19,904,247	$-152,127
2019	$2,179,177	$641,148	$17,710,164	$1,538,029
2018	$576,597	$635,021	$15,572,919	$-58,424

J EDWARD LEWIS IRRV TR FBO OAK HILL METHODIST CHURCH 9300006200