UNIVERSITY OF KENTUCKY WESLEY FOUN… - 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

2001

Legal Domicile

Principal Officer

TEDDY POORE

Phone

8592540231

Tax Period

2024-06-01 to 2025-05-31

UNIVERSITY OF KENTUCKY WESLEY FOUNDATION, founded in 2001, is a small nonprofit that reported $245K in total revenue in fiscal year 2024. Net assets of $699K represent 34 months of operating reserves.

Mission

MINISTRY EXTENSION OF UNITED METHODIST CHURCH TO UNIVERSITY OF KENTUCKY STUDENTS

Program Service Accomplishments

Program 1

Expenses: $247,634

MINISTRY EXTENSION OF THE UNITED METHODIST CHURCH TO UNIVERSITY OF KENTUCKY STUDENTS

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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 $80,111

Program Service Revenue $125,909

Investment Income $0

Other Revenue $39,432

TOTAL REVENUE $245,452

Expense Breakdown

Grants Paid $0

Salaries & Benefits $93,620

Fundraising Expenses $0

Program Expenses $247,634

Other Expenses $154,014

TOTAL EXPENSES $247,634

Year-over-Year Comparison

	2024	2023	Change
Revenue	$245,452	$238,512	+0.0%
Expenses	$247,634	$225,907	+0.1%
Net Income	$-2,182	$12,605	-1.2%

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

$76,667

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TEDDY POORE	CHAIR	2.00	Officer Director	$0	$0	$0
LORETTA BARNES	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY PHILPOT	BOARD MEMBER	1.00	Director	$0	$0	$0
JUSTIN JETER	BOARD MEMBER	1.00	Director	$0	$0	$0
RITA GREER	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM HERNDON	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICIA KAELIN	BOARD MEMBER	1.00	Director	$0	$0	$0
CASEY NEELY	MINISTER-DIRECTOR	45.00	Officer	$39,667	$37,000	$76,667

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	$245,452	$247,634	$717,642	$-2,182
2024	$238,512	$225,907	$717,087	$12,605
2023	$215,509	$272,519	$712,402	$-57,010
2022	$306,806	$283,466	$762,210	$23,340
2021	$220,500	$222,909	$754,998	$-2,409
2020	$190,809	$283,928	$757,728	$-93,119
2019	$299,479	$258,475	$826,232	$41,004
2018	$349,234	$248,281	$796,616	$100,953

UNIVERSITY OF KENTUCKY WESLEY FOUNDATION