MARTIN 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

1909

Legal Domicile

Principal Officer

RICHARD WARREN

Phone

6159695327

Tax Period

2024-07-01 to 2024-12-31

Mission

THE RETENTION AND MANAGEMENT OF THE MARTIN METHODIST COLLEGE ENDOWMENT BY THE EXISTING MARTIN METHODIST COLLEGE (NOW MARTIN METHODIST FOUNDATION) ARE TO BE USED FOR CHARITABLE PURPOSES ACCEPTABLE TO TEH TENNESSEE CONFERENCE OF THE UNITED METHODIST CHURCH.

Program Service Accomplishments

Program 1

ON JULY 1, 2021, AN ASSET TRANSFER AND TRANSITION AGREEMENT WAS MADE BETWEEN THE COLLEGE AND THE UNIVERSITY OF TENNESSEE. THE AGREEMENT ENABLED THE UNIVERSITY OF TENNESSEE TO ABSORB THE COLLEGE'S...

ON JULY 1, 2021, AN ASSET TRANSFER AND TRANSITION AGREEMENT WAS MADE BETWEEN THE COLLEGE AND THE UNIVERSITY OF TENNESSEE. THE AGREEMENT ENABLED THE UNIVERSITY OF TENNESSEE TO ABSORB THE COLLEGE'S INSTITUTIONAL ASSETS AND OPERATIONS FOR THE PURPOSE OF ESTABLISHING A NEW CAMPUS OF THE UNIVERSITY OF TENNESSEE, SOUTHERN. THE GENERAL ASSEMBLY OF THE STATE OF TENNESSEE APPROVED THE NEW CAMPUS AND RELATED TRANSACTIONS ON APRIL 29, 2021, EFFECTIVE JULY 1, 2021. EFFECTIVE NOVEMBER 4, 2024, THE MARTIN METHODIST FOUNDATION IS NOW UNDER COMMON CONTROL AND CONSOLIDATED WITH THE TENNESSEE-WESTERN KENTUCKY CONFERENCE OF THE UNITED METHODIST CHURCH.

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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 $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	$149,577	-1.0%
Expenses	N/A	$9,729,421	-1.0%
Net Income	N/A	$-9,579,844	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
BYRON TRAUGER	TRUSTEE	5.00	Director	$0	$0	$0
TIM UNDERWOOD	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD WARREN	CHAIRMAN	5.00	Officer 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
2024	No data	No data	$13,155,322	No data
2024	No data	No data	No data	No data
2023	$1,089,438	$535,561	$13,340,785	$553,877
2022	$1,628,893	$167,577	$12,674,695	$1,461,316
2021	$26,683,667	$26,148,363	$36,451,504	$535,304
2020	$25,177,781	$26,943,662	$35,472,816	$-1,765,881
2019	$27,798,130	$27,820,751	$37,540,018	$-22,621
2018	$30,414,231	$27,905,031	$37,597,759	$2,509,200