The United Methodist Foundation of Santa Rosa (EIN 680050281) - 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

1984

Legal Domicile

Principal Officer

Marty Wait

Phone

7076947169

Tax Period

2019-01-01 to 2019-12-31

The United Methodist Foundation of Santa Rosa, founded in 1984, is a micro nonprofit in the Religion sector that reported $84K in total revenue in fiscal year 2019. Revenue fell 42% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $25K, a strong 30% operating margin.

Mission

Promote and assist religious, educational and charitable activities in the community.

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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 (2019)

Revenue Breakdown

Contributions & Grants $23,291

Program Service Revenue $0

Investment Income $60,845

Other Revenue $0

TOTAL REVENUE $84,136

Expense Breakdown

Grants Paid $48,702

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $58,656

Other Expenses $9,954

TOTAL EXPENSES $58,656

Year-over-Year Comparison

	2019	2018	Change
Revenue	$84,136	$146,087	-0.4%
Expenses	$58,656	$66,799	-0.1%
Net Income	$25,480	$79,288	-0.7%

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

N/A

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
Jim Wieschendorff	Director	3.00	Director	$0	$0	$0
Lynne Garrison	Director	3.00	Director	$0	$0	$0
Steve Zwick	Director	3.00	Director	$0	$0	$0
Charlene Simons	Director	3.00	Director	$0	$0	$0
Kim Corcoram	Director	3.00	Director	$0	$0	$0
Michael Walsh	Director	3.00	Director	$0	$0	$0
Paul O'Rear	President	8.00	Officer	$0	$0	$0
Joyce S Milks	Secretary	4.00	Officer	$0	$0	$0
Marty Wait	Treasurer	5.00	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
2019	$84,136	$58,656	$1,681,022	$25,480
2018	$146,087	$66,799	$1,416,693	$79,288

The United Methodist Foundation of Santa Rosa