BURBANK FIRST UNITED METHODIST CHURCH FOUNDATION (EIN 562327241) - 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

2002

Legal Domicile

Principal Officer

JANE CASEY

Phone

8188453007

Tax Period

2024-01-01 to 2024-12-31

BURBANK FIRST UNITED METHODIST CHURCH FOUNDATION, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $136K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $55K, a strong 41% operating margin.

Mission

SUPPORT THE ACTIVITIES AND SCHOLARSHIPS OF THE BURBANK FIRST 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 $9,000

Program Service Revenue $0

Investment Income $126,925

Other Revenue $0

TOTAL REVENUE $135,925

Expense Breakdown

Grants Paid $68,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $72,000

Other Expenses $12,509

TOTAL EXPENSES $80,509

Year-over-Year Comparison

	2024	2023	Change
Revenue	$135,925	$162,035	-0.2%
Expenses	$80,509	$36,477	+1.2%
Net Income	$55,416	$125,558	-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

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
JANE CASEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
KIM SMITH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DARCY BAUER	TREASURER	1.00	Officer Director	$0	$0	$0
DARLA GERHARTER	SECRETRY	1.00	Officer Director	$0	$0	$0
CAMERON HUNTER	DIRECTOR	1.00	Director	$0	$0	$0
ROWLAND NEUNDORF	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS DIXON	DIRECTOR	1.00	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	$135,925	$80,509	$1,282,357	$55,416
2023	$162,035	$36,477	$1,185,772	$125,558
2022	$108,614	$38,555	$1,029,113	$70,059
2021	$148,660	$58,979	$1,156,093	$89,681
2020	$147,038	$83,120	$1,039,927	$63,918
2019	$151,683	$136,130	$943,023	$15,553
2018	$392,174	$41,000	$813,684	$351,174

BURBANK FIRST UNITED METHODIST CHURCH FOUNDATION