ALABAMA-WEST FLORIDA UNITED METHODIST DEVELOPMENT FUND INC (EIN 630951654) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

TERRI TURNER

Phone

3347936820

Tax Period

2023-01-01 to 2023-12-31

ALABAMA-WEST FLORIDA UNITED METHODIST DEVELOPMENT FUND INC, founded in 1984, is a small nonprofit that reported $446K in total revenue in fiscal year 2019. Revenue surged 122% from the prior year, signaling strong growth momentum. The organization ran a surplus of $131K, a strong 29% operating margin.

Mission

TO PROVIDE LOANS AND CD ACCOUNTS FOR UNITED METHODIST CHURCHES IN SERVICE AREA.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $133,046

Investment Income $192,359

Other Revenue $0

TOTAL REVENUE $325,405

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $101,307

Other Expenses $239,159

TOTAL EXPENSES $239,159

Year-over-Year Comparison

	2023	2022	Change
Revenue	$325,405	$272,768	+0.2%
Expenses	$239,159	$188,655	+0.3%
Net Income	$86,246	$84,113	+0.0%

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

N/A

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

Total Directors

$131,858

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRI TURNER	EXECUTIVE DIRECTOR	13.00	Director	$0	$0	$131,858
REVEREND DAVID GRAVES	CONFERENCE BISHOP	0.20	Director	$0	$0	$0
ANGIE LONG	CONFERENCE TREASURER	0.20	Director	$0	$0	$0
FRANK JENKINS	CONFERENCE LAY LEADER	0.20	Director	$0	$0	$0
KATY WRONA	CONFERENCE GLOBAL/ MISSION SECRATARY	0.20	Director	$0	$0	$0
JEFF OUTLAW	PRESIDENT OF AWF UM FOUNDA	0.20	Director	$0	$0	$0
CLAY CARNATHAN	DISTRICT REPRESENTATIVE	0.20	Director	$0	$0	$0
JEFF WILSON	CONFERENCE CABINET REPRESE	0.20	Director	$0	$0	$0
HOWARD ADAMS	DISTRICT REPRESENTATIVE	0.20	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	No data	No data
2023	$325,405	$239,159	$11,211,021	$86,246
2022	$272,768	$188,655	$13,311,871	$84,113
2021	$274,637	$187,820	$13,039,476	$86,817
2020	$359,581	$241,684	$11,925,834	$117,897
2019	$445,578	$314,211	$12,244,935	$131,367

ALABAMA-WEST FLORIDA UNITED METHODIST DEVELOPMENT FUND INC