Canterbury Methodist Foundation

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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

1991

Legal Domicile

Principal Officer

Hill Carmichael

Phone

2058741555

Tax Period

2025-01-01 to 2025-12-31

Canterbury Methodist Foundation, founded in 1991, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2025. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $319K, a strong 15% operating margin.

Mission

The Foundation is organized for the purpose of supporting the ministry and operations of Canterbury United Methodist Church.

Program Service Accomplishments

Program 1

Expenses: $1,701,092

Engaged in various religious, charitable, and educational activities in the greater Birmingham area.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,368,072

Program Service Revenue $0

Investment Income $699,748

Other Revenue $0

TOTAL REVENUE $2,067,820

Expense Breakdown

Grants Paid $1,701,092

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,701,092

Other Expenses $47,852

TOTAL EXPENSES $1,748,944

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,067,820	$1,643,361	+0.3%
Expenses	$1,748,944	$1,623,999	+0.1%
Net Income	$318,876	$19,362	+15.5%

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	Role	Reportable Comp	Other Comp	Total
Scott Selman	Leader	Director	$0	$0	$0
Alan Lott	Co-Leader	Director	$0	$0	$0
Charles Smith	Trustee Board Member	Director	$0	$0	$0
Andrew Brown	Trustee Board Member	Director	$0	$0	$0
Martha Thompson	Trustee Board Member	Director	$0	$0	$0
Martha Elliott	Trustee Board Member	Director	$0	$0	$0
Lee Mallette	Trustee Board Member	Director	$0	$0	$0
Suzanne Wright	Trustee Board Member	Director	$0	$0	$0
Dan Bundy	At Large Board Member	Director	$0	$0	$0
Janet Forbes	At Large Board Member	Director	$0	$0	$0
Jeff Stone	At Large Board Member	Director	$0	$0	$0
LaVone Warren	At Large Board Member	Director	$0	$0	$0
Ralph Sorrell	Church Council Leader	Director	$0	$0	$0
Jamie Dabal	Lay Leader	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	$2,067,820	$1,748,944	$13,708,198	$318,876
2024	$1,643,361	$1,623,999	$13,389,322	$19,362
2023	$4,869,591	$2,661,987	$13,369,960	$2,207,604
2022	$1,703,343	$1,520,253	$11,162,356	$183,090
2021	$2,411,032	$1,242,920	$10,979,267	$1,168,112
2020	$1,427,920	$1,162,837	$9,811,155	$265,083
2019	$1,388,270	$1,232,229	$9,546,072	$156,041
2018	$1,720,221	$1,301,242	$9,390,031	$418,979