United Methodist Foundation of Louisiana Inc

EIN: 720779104 501(c)(3) Philanthropy & Grantmaking

Baton Rouge, LA

Total Revenue
$8,232,248
Total Expenses
$4,684,979
Total Assets
$59,958,603
Net Assets
$57,714,462
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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
1975
Legal Domicile
LA
Principal Officer
Tracie H Wharton
Phone
2259369210
Tax Period
2025-01-01 to 2025-12-31

United Methodist Foundation of Louisiana Inc, founded in 1975, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.2M in total revenue in fiscal year 2025. Revenue surged 80% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.5M, a strong 43% operating margin.

Mission

Support the ministries of the Methodist church through planned giving services - trusts and endowments

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $4,504,039
Program Service Revenue $1,118,676
Investment Income $2,609,533
Other Revenue $0
TOTAL REVENUE $8,232,248

Expense Breakdown

Grants Paid $1,011,892
Salaries & Benefits $906,088
Fundraising Expenses $0
Program Expenses $3,572,827
Other Expenses $2,766,999
TOTAL EXPENSES $4,684,979

Year-over-Year Comparison

2025 2024 Change
Revenue $8,232,248 $4,577,434 +0.8%
Expenses $4,684,979 $3,452,246 +0.4%
Net Income $3,547,269 $1,125,188 +2.2%
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

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Governance

Voting Members
18
Independent Members
17
Employees
7
Volunteers
17

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
2
$381,954
Total Directors
17
$381,954
Key Employees
1
$222,040
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Christopher Spencer President 040.00
Officer Director Key Emp Highest
$222,040 $0 $222,040
Tracie Wharton Controller 040.00
Officer Director Highest
$159,914 $0 $159,914
Rev JoAnn Cooper Chair 002.00
Director
$0 $0 $0
Rev Drew Sutton Vice Chair 001.00
Director
$0 $0 $0
Eunice Lavigne Secretary 001.00
Director
$0 $0 $0
Robert Kimbro Treasurer 002.00
Director
$0 $0 $0
MiMi McDowell Grants Chair 003.00
Director
$0 $0 $0
Rev Clifton Conrad At large 001.00
Director
$0 $0 $0
Joe Crouch At large 001.00
Director
$0 $0 $0
Drew Kennedy At large 001.00
Director
$0 $0 $0
Rev Katie Black At large 001.00
Director
$0 $0 $0
Brent Graham At large 001.00
Director
$0 $0 $0
Richard Lewis At large 001.00
Director
$0 $0 $0
Troy Searles At large 001.00
Director
$0 $0 $0
Van Stinson At large 001.00
Director
$0 $0 $0
Abby Cochran At large 001.00
Director
$0 $0 $0
Willie Mount At large 001.00
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
2025 $8,232,248 $4,684,979 $59,958,603 $3,547,269
2024 $4,577,434 $3,452,246 $52,782,188 $1,125,188
2023 $5,805,133 $4,542,171 $48,536,375 $1,262,962
2022 $6,112,777 $5,312,568 $43,538,841 $800,209
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