ST LUKE UNITED METHODIST CHURCH FOUNDATION INC (EIN 561504467) - 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

1985

Legal Domicile

Principal Officer

A DEAN KELSER JR

Phone

9197744888

Tax Period

2024-01-01 to 2024-12-31

ST LUKE UNITED METHODIST CHURCH FOUNDATION INC, founded in 1985, is a small nonprofit in the Religion sector that reported $257K in total revenue in fiscal year 2024. Revenue surged 81% from the prior year, signaling strong growth momentum. The organization ran a surplus of $177K, a strong 69% operating margin.

Mission

TO FUND AND SUPPORT THE OPERATIONS AND PROGRAMS OF SAINT LUKE 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 $31,151

Program Service Revenue $0

Investment Income $226,094

Other Revenue $0

TOTAL REVENUE $257,245

Expense Breakdown

Grants Paid $68,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,066

Other Expenses $12,066

TOTAL EXPENSES $80,066

Year-over-Year Comparison

	2024	2023	Change
Revenue	$257,245	$141,934	+0.8%
Expenses	$80,066	$52,766	+0.5%
Net Income	$177,179	$89,168	+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
A DEAN KESLER JR	CHAIRMAN	2.00	Officer Director	$0	$0	$0
CHRISTIAN DAVENPORT	DIRECTOR	2.00	Director	$0	$0	$0
EDWARD C HILL	SENIOR MINISTER	2.00	Director	$0	$0	$0
TED HAVENS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
GRANT BROWN	DIRECTOR	2.00	Director	$0	$0	$0
PRISCILLA DOLLAR	DIRECTOR	2.00	Director	$0	$0	$0
PATTI COX	DIRECTOR	2.00	Director	$0	$0	$0
LINDA FOUSHEE	DIRECTOR	2.00	Director	$0	$0	$0
SHAY BENTON	DIRECTOR	2.00	Director	$0	$0	$0
MARY WICKER	DIRECTOR	2.00	Director	$0	$0	$0
ELLEN MANGUM	TREASURER	2.00	Officer Director	$0	$0	$0
JAN HAYES	DIRECTOR	2.00	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	$257,245	$80,066	$1,332,599	$177,179
2023	$141,934	$52,766	$1,155,420	$89,168
2022	$60,920	$63,923	$1,066,252	$-3,003
2021	$79,064	$60,822	$1,069,255	$18,242
2020	$75,492	$48,855	$1,051,013	$26,637
2019	$53,725	$48,347	$1,024,376	$5,378
2018	$87,275	$42,558	$1,002,995	$44,717

ST LUKE UNITED METHODIST CHURCH FOUNDATION INC