FIRST METHODIST SCHOOL INC (EIN 593485282) - 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

1997

Legal Domicile

Principal Officer

SUSAN MEIER

Phone

8635330905

Tax Period

2020-07-01 to 2021-06-30

FIRST METHODIST SCHOOL INC, founded in 1997, is a small nonprofit that reported $979K in total revenue in fiscal year 2020. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $883K left a modest 10% surplus.

Mission

OPERATE A PRIVATE SCHOOL FOR KINDERGARTEN THROUGH 8TH GRADE AND A PRESCHOOL FOR 2,3, AND 4 YEAR OLDS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $154,283

Program Service Revenue $823,933

Investment Income $750

Other Revenue $0

TOTAL REVENUE $978,966

Expense Breakdown

Grants Paid $0

Salaries & Benefits $735,883

Fundraising Expenses $0

Program Expenses $882,834

Other Expenses $146,951

TOTAL EXPENSES $882,834

Year-over-Year Comparison

	2020	2019	Change
Revenue	$978,966	$906,386	+0.1%
Expenses	$882,834	$1,005,873	-0.1%
Net Income	$96,132	$-99,487	-2.0%

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

Employees

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
DAVID BROOKS	BOARD MEMBER	N/A	Director	$0	$0	$0
PASTOR ARMANDO RODRIQUEZ	BOARD MEMBER	N/A	Director	$0	$0	$0
BILL WRIGHT	BOARD MEMBER	N/A	Director	$0	$0	$0
DAVID BERGDOLL	VICE CHAIRMA	N/A	Officer	$0	$0	$0
TASHA EDWARDS	DIRECTOR OF	N/A	Officer	$0	$0	$0
PATRICK HUFF	CHAIRMAN OF	N/A	Officer	$0	$0	$0
SUSAN MEIER	OFFICE MGR/T	N/A	Officer	$0	$0	$0
ANDREA PAYNE	COORIDINATOR	N/A	Officer	$0	$0	$0
JACKIE STOLTZ	PRINCIPAL	N/A	Officer	$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
2021	$978,966	$882,834	$363,130	$96,132
2020	$906,386	$1,005,873	$270,057	$-99,487

FIRST METHODIST SCHOOL INC