FLORIDA UNITED METHODIST FOUNDATIO… - 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

1966

Legal Domicile

Principal Officer

EDWARD NEW

Phone

8639042970

Tax Period

2025-01-01 to 2025-12-31

FLORIDA UNITED METHODIST FOUNDATION INC, founded in 1966, is a community nonprofit in the Religion sector that reported $8.7M in total revenue in fiscal year 2025. Revenue decreased 8% compared to the prior year.

Mission

THE FLORIDA UNITED METHODIST FOUNDATION, INC. (FOUNDATION) IS FORMED EXCLUSIVELY FOR CHARITABLE AND RELIGIOUS PURPOSESAND TO PROMOTE AND SUPPORT THE MISSION OF THE FLORIDA ANNUAL CONFERENCE OF THE UNITEDSEE SCHEDULE O

Program Service Accomplishments

Program 1

Expenses: $8,056,703 Revenue: $6,793,785

THE FOUNDATION IS A RELATED, BUT SEPARATELY ORGANIZED, ENTITY WITH THE PURPOSE OF SERVING THE FLORIDA ANNUAL CONFERENCE (FAC) OF THE UNITED METHODIST CHURCH. ITS PURPOSE IS TO RECEIVE AND ADMINISTER FUNDS FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. IT SERVES AS A CHANNEL FOR PHILANTHROPIC GIVING TO LOCAL CHURCHES, AGENCIES AND INSTITUTIONS AFFILIATED WITH THE FLORIDA CONFERENCE THROUGH VARIOUS TRUST VEHICLES. IN ADDITION, FUNDS DEPOSITED WITH THE FOUNDATION MAY BE LOANED TO UNITED METHODIST CHURCHES, AGENCIES AND INSTITUTIONS PRIMARILY WITHIN THE FLORIDA CONFERENCE FOR BUILDING AND OTHER CAPITAL PROJECTS. THE NUMBER OF UNITED METHODIST CHURCHES AND OTHER AGENCIES WITH THE FAC BENEFITED IN 2025 WAS 373.

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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 $85,515

Program Service Revenue $6,793,785

Investment Income $1,845,439

Other Revenue $9,439

TOTAL REVENUE $8,734,178

Expense Breakdown

Grants Paid $116,785

Salaries & Benefits $1,580,514

Fundraising Expenses $0

Program Expenses $8,056,703

Other Expenses $6,903,885

TOTAL EXPENSES $8,601,184

Year-over-Year Comparison

	2025	2024	Change
Revenue	$8,734,178	$9,484,613	-0.1%
Expenses	$8,601,184	$8,882,580	0.0%
Net Income	$132,994	$602,033	-0.8%

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

Volunteers

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

$811,522

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RONALD COLEMAN	CHAIRPERSON - THRU 6/25	4.30	Officer Director	$0	$0	$0
BRUCE FORD	CHAIR(BEG 7/25),VICE CHAIR (END 6/25)	4.30	Officer Director	$0	$0	$0
KIM CLARKE	VICE-CHAIR - AS OF 7/25	4.30	Officer Director	$0	$0	$0
REV DR SHERYL MARKS-WILLIAMS	BOARD SECRETARY	4.30	Officer Director	$0	$0	$0
REV DR ROBERT BLEDSOE	BOARD MEMBER	4.30	Director	$0	$0	$0
DR AMANDA BLOUNT	BOARD MEMBER	4.30	Director	$0	$0	$0
REV DR MARK CALDWELL	BOARD MEMBER	4.30	Director	$0	$0	$0
BILL FRYE	BOARD MEMBER	4.30	Director	$0	$0	$0
LARRY HANNAH	BOARD MEMBER	4.30	Director	$0	$0	$0
JERRY HARALSON	BOARD MEMBER	4.30	Director	$0	$0	$0
JOSEPH HURT	BOARD MEMBER	4.30	Director	$0	$0	$0
PHYLLIS KLOCK	BOARD MEMBER - THRU 6/25	4.30	Director	$0	$0	$0
REV RICHARD NUSSELL	BOARD MEMBER	4.30	Director	$0	$0	$0
JAMES PREVITE	BOARD MEMBER	4.30	Director	$0	$0	$0
EMMA RUFFIN	BOARD MEMBER	4.30	Director	$0	$0	$0
BEN SIMMONS	BOARD MEMBER	4.30	Director	$0	$0	$0
CESAR VILLAFANA	BOARD MEMBER - THRU 1/26	4.30	Director	$0	$0	$0
REV DR DENNIS VLASSIS	BOARD MEMBER	4.30	Director	$0	$0	$0
REV EDWARD NEW	PRESIDENT & CEO	37.50	Officer	$160,485	$125,477	$285,962
MARGARET COX	CFO	37.50	Officer	$152,655	$23,447	$176,102
ANDREW CRASKE	VICE PRESIDENT	37.50	Officer	$138,053	$33,052	$171,105
ELENA NICHOLAS	DIR. OF DEVELOPMENT	37.50	Officer	$141,304	$37,049	$178,353
SMITH TAMIKA	CONTROLLER	37.50	Highest	$106,249	$30,325	$136,574

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	$8,734,178	$8,601,184	$270,579,992	$132,994
2024	$9,484,613	$8,882,580	$246,347,169	$602,033
2023	$7,244,417	$7,135,033	$235,268,966	$109,384
2022	$5,620,375	$5,851,398	$262,067,515	$-231,023
2021	$7,279,427	$6,270,786	$285,393,023	$1,008,641
2020	$6,597,458	$6,175,239	$265,398,332	$422,219
2019	$6,643,023	$6,022,097	$361,761,802	$620,926
2018	$6,200,300	$5,737,120	$333,036,056	$463,180

FLORIDA UNITED METHODIST FOUNDATION INC