LOUISIANA UNITED METHODIST CHILDREN & FAMILY SERVICES INC (EIN 720435081) - Form 990 Financial Analysis & Trantor Score

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Financial Trends

Organization Details

Formation Year

1908

Legal Domicile

Principal Officer

RICHARD LEE WHEAT JR

Phone

3182555020

Tax Period

2024-01-01 to 2024-12-31

LOUISIANA UNITED METHODIST CHILDREN & FAMILY SERVICES INC is a 501(c)(3) with EIN 720435081, based in RUSTON, LA. Founded in 1908, the organization files IRS Form 990 and reported its most recent data for fiscal year 2024. In that period, it reported $45,890,274 in total revenue and $46,947,879 in total expenses, with net assets of $83,666,721.

Mission

WE GUIDE CHILDREN AND FAMILIES HOME TO EXPERIENCE GOD'S LOVE BY FOLLOWING THE TEACHINGS OF CHRIST.THE LOUISIANA UNITED METHODIST CHILDREN AND FAMILY SERVICES, INC. (LUMCFS) THE ORGANIZATION PROVIDES LOUISIANA'S MOST INTENSIVE AND COMPREHENSIVE RESIDENTIAL TREATMENT AND THERAPEUTIC FOSTER CARE SERVICES TO ABOUT 281 CHILDREN EACH DAY. LUMCFS CONTINUES INCREASING SERVICE CAPACITY TO MEET THE INTENSIVE TREATMENT NEEDS OF LOUISIANA'S CHILDREN.LUMCFS IS ONE OF LA'S LEADING FAITH-RELATED CHILD WELFARE AND BEHAVIORAL HEALTH MINISTRIES. IN 2024, MORE THAN 600 STAFF CARED FOR THOUSANDS OF CHILDREN AND FAMILIES IN ONE OF OUR NATION'S MOST IMPOVERISHED STATES. OUR VISION IS TO PROVIDE THE HIGHEST QUALITY OF CARE TO LA'S CHILDREN AND FAMILIES BY OFFERING HOLISTIC SERVICES.

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Trantor Score

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,791,243

Program Service Revenue $40,025,957

Investment Income $1,865,370

Other Revenue $1,207,704

TOTAL REVENUE $45,890,274

Expense Breakdown

Grants Paid $0

Salaries & Benefits $33,065,191

Fundraising Expenses $756,338

Program Expenses $38,199,122

Other Expenses $13,881,279

TOTAL EXPENSES $46,947,879

Year-over-Year Comparison

	2024	2023	Change
Revenue	$45,890,274	$43,201,922	+0.1%
Expenses	$46,947,879	$43,018,766	+0.1%
Net Income	$-1,057,605	$183,156	-6.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

878

Volunteers

1300

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

$659,979

Total Directors

$254,917

Key Employees

$333,055

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD WHEAT JR	PRESIDENT/CEO	40.00	Officer Director	$213,966	$40,951	$254,917
MARK LUBBOCK	DIRECTOR	1.00	Director	$0	$0	$0
CINDY SURLES	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT TEMPLE	DIRECTOR	1.00	Director	$0	$0	$0
REV RAMONALYNN BETHLEY	DIRECTOR - VICE CHAIR	1.00	Officer Director	$0	$0	$0
JEANNE BROWNING	DIRECTOR	1.00	Director	$0	$0	$0
STEVE BURKHALTER	DIRECTOR - CHAIRMAN	1.00	Officer Director	$0	$0	$0
REV DOUG DE GRAFFENRIED	DIRECTOR	1.00	Director	$0	$0	$0
REV TOM DOLPH	DIRECTOR	1.00	Director	$0	$0	$0
MARGERY MANUEL	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD LEWIS	DIRECTOR - TREASURER	1.00	Officer Director	$0	$0	$0
JOANNA HAUSER	DIRECTOR	1.00	Director	$0	$0	$0
GORDON BARTAGE	DIRECTOR	1.00	Director	$0	$0	$0
ROSEMARY EWING	LIFE MEMBER	1.00	Director	$0	$0	$0
DR DENNIS DILLON	DIRECTOR	1.00	Director	$0	$0	$0
REV JAN CURWICK	DIRECTOR	1.00	Director	$0	$0	$0
JOHN ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
BISHOP CYNTHIA F HARVEY	DIRECTOR	1.00	Director	$0	$0	$0
REV KEVIN SMITH	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM JAMES	DIRECTOR	1.00	Director	$0	$0	$0
BABS MOLLERE	DIRECTOR	1.00	Director	$0	$0	$0
DON MCGEHEE	DIRECTOR	1.00	Director	$0	$0	$0
BILL MCINTYRE	DIRECTOR - SECRETARY	1.00	Officer Director	$0	$0	$0
BETTY ROWELL	DIRECTOR	1.00	Director	$0	$0	$0
REV BRIAN MERCER	DIRECTOR	1.00	Director	$0	$0	$0
MARJORIE FRANKLIN	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER SWANN	DIRECTOR	1.00	Director	$0	$0	$0
BYRUM TEEKELL	LIFE MEMBER	1.00	Director	$0	$0	$0
JIMMY LOVE	LIFE MEMBER	1.00	Director	$0	$0	$0
TERREL DEVILLE	LIFE MEMBER	1.00	Director	$0	$0	$0
REV BOB BURGESS	LIFE MEMBER	1.00	Director	$0	$0	$0
CHRIS ANDREWS	LIFE MEMBER	1.00	Director	$0	$0	$0
MATT VINCENT	DIRECTOR	1.00	Director	$0	$0	$0
REV BILL WILLIS	DIRECTOR	1.00	Director	$0	$0	$0
BISHOP WILLIAM HUTCHISON	LIFE MEMBER	1.00	Director	$0	$0	$0
REV SCOTT BULLOCK	DIRECTOR	1.00	Director	$0	$0	$0
BILL GOFORTH	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER JUSTISS LOE	DIRECTOR	1.00	Director	$0	$0	$0
DR BRYAN SIBLEY	DIRECTOR	1.00	Director	$0	$0	$0
LUKE ALLEN	VICE PRESIDENT-OPERATIONS	40.00	Officer	$143,223	$64,862	$208,085
JASON BROWN	CHIEF FINANCIAL OFFICER	40.00	Officer	$130,674	$66,303	$196,977
EDWARD LYNAM	CLINICAL DIRECTOR	16.00	Key Emp	$333,055	$0	$333,055

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	$45,890,274	$46,947,879	$86,896,794	$-1,057,605
2023	$43,201,922	$43,018,766	$86,024,479	$183,156
2022	$40,673,538	$38,843,293	$82,639,899	$1,830,245
2021	$35,567,717	$33,532,805	$89,566,145	$2,034,912
2020	$30,248,037	$32,351,999	$79,663,737	$-2,103,962
2019	$33,196,858	$31,219,565	$77,929,653	$1,977,293
2018	$32,141,886	$28,922,030	$69,377,209	$3,219,856

LOUISIANA UNITED METHODIST CHILDREN & FAMILY SERVICES INC