FIRST UNITED METHODIST CHURCH FOUNDATION

EIN: 736252261 501(c)(3)

BLACKWELL, OK

Total Revenue
$84,690
Total Expenses
$10,634
Total Assets
$1,694,633
Net Assets
$1,694,633
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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
1999
Legal Domicile
OK
Phone
5803633684
Tax Period
2024-01-01 to 2024-12-31

FIRST UNITED METHODIST CHURCH FOUNDATION, founded in 1999, is a micro nonprofit that reported $85K in total revenue in fiscal year 2024. The organization ran a surplus of $74K, a strong 87% operating margin.

Mission

Supporting church functions and missions as directed by givers of FUMC

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $73,336
Other Revenue $11,354
TOTAL REVENUE $84,690

Expense Breakdown

Grants Paid $10,454
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $10,454
Other Expenses $180
TOTAL EXPENSES $10,634

Year-over-Year Comparison

2024 2023 Change
Revenue $84,690 $87,288 0.0%
Expenses $10,634 $14,812 -0.3%
Net Income $74,056 $72,476 +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

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Governance

Voting Members
7
Independent Members
7
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
0
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
James R Rodgers President 2.00
Director
$0 $0 $0
Karen Fultz Trustee 1.00
Director
$0 $0 $0
Karen Willis Trustee 1.00
Director
$0 $0 $0
Chris Stennett Trustee 1.00
Director
$0 $0 $0
Lenita Barber Trustee 1.00
Director
$0 $0 $0
Dena Purdy Trustee 1.00
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 No data No data No data No data
2024 $84,690 $10,634 $1,694,633 $74,056
2023 $87,288 $14,812 $1,555,999 $72,476
2022 $71,001 $5,833 $1,399,004 $65,168
2021 $107,553 $30,412 $1,637,945 $77,141
2020 $50,680 $37,167 $1,532,878 $13,513
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