THE METHODIST OAKS (EIN 570342656) - 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

Principal Officer

ANDY COX

Phone

8037479126

Tax Period

2024-10-01 to 2025-09-30

Mission

TO PROVIDE SUPERIOR CONTINUING CARE RETIREMENT LIVING AND A WORKING ENVIRONMENT THAT NOURISHES THE HUMAN SPIRIT AND PRESERVES PERSONAL DIGNITY BY ADDRESSING THE WHOLE PERSON IN AN ATMOSPHERE WHICH WITNESSES CHRISTIAN VALUES AND LOVE

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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 $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $184,796

TOTAL EXPENSES $184,796

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	$161,370	-1.0%
Expenses	$184,796	$128,350	+0.4%
Net Income	N/A	$33,020	N/A

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
ANDY COX	CEO	N/A	Officer	$0	$0	$0
REV GRAYSON L BLACKWELL	TRUSTEE	N/A	Director	$0	$0	$0
WILLIAM K BRUMBACH JR	TRUSTEE	N/A	Director	$0	$0	$0
MRS GAIL C CORN	TRUSTEE	N/A	Director	$0	$0	$0
LISA FUSCO	TRUSTEE	N/A	Director	$0	$0	$0
REV PATTIE GORDON	TRUSTEE	N/A	Director	$0	$0	$0
ROBERT F MCCURRY JR	TRUSTEE	N/A	Director	$0	$0	$0
STEVEN MOIR	TRUSTEE	N/A	Director	$0	$0	$0
REV BARBARA L REID	TRUSTEE	N/A	Director	$0	$0	$0
MR ROBERT SCARBOROUGH	TRUSTEE	N/A	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
2025	No data	$184,796	$128,680	No data
2024	$161,370	$128,350	$313,476	$33,020
2023	No data	$245,634	$441,826	No data
2022	$3,418,335	$2,917,015	$758,969	$501,320
2021	$14,292,977	$12,848,400	$1,679,671	$1,444,577
2020	$19,269,827	$18,316,497	$16,972,946	$953,330
2019	$19,204,703	$19,828,507	$18,460,995	$-623,804
2018	$18,518,923	$22,975,640	$19,552,350	$-4,456,717

THE METHODIST OAKS