Lydia Patterson Institute (EIN 741142840) - 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

1950

Legal Domicile

Principal Officer

Carmen Perez

Phone

9155338286

Tax Period

2023-09-01 to 2024-08-31

Lydia Patterson Institute, founded in 1950, is a community nonprofit in the Education sector that reported $3.2M in total revenue in fiscal year 2023. Expenses of $3.9M exceeded revenue, resulting in a 21% operating deficit.

Mission

TO REPRESENT THE CHRISTIAN FAITH AS UNDERSTOOD BY THE UNITED METHODIST CHURCH. TO PROVIDE QUALITY BI-LINGUAL, CROSS-CULTURAL ACADEMIC EDUCATION. TO PROVIDE A CENTER WHERE LOCAL CHURCH LEADERS MAY RECEIVE TRAINING IN WITNESS AND MINISTRY AND DEVELOP LEADERSHIP SKILLS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,459,709

Program Service Revenue $1,656,843

Investment Income $69,147

Other Revenue $38,693

TOTAL REVENUE $3,224,392

Expense Breakdown

Grants Paid $689,110

Salaries & Benefits $1,959,853

Fundraising Expenses $37,836

Program Expenses $2,963,586

Other Expenses $1,240,014

TOTAL EXPENSES $3,889,542

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,224,392	$3,276,270	0.0%
Expenses	$3,889,542	$2,922,137	+0.3%
Net Income	$-665,150	$354,133	-2.9%

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

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

$153,197

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carla Cardoza	President	40.00	Officer	$127,050	$26,147	$153,197
Rev Dr Derrek Belase	Trustee	1.00	Director	$0	$0	$0
RevDr Don F Renshaw Jr	Trustee	1.00	Director	$0	$0	$0
Rev Stephanie Ahlschwede	Trustee	1.00	Director	$0	$0	$0
Rev Dr Pam Rowley	Trustee	1.00	Director	$0	$0	$0
Dr Rev Stan Copeland	Trustee	1.00	Director	$0	$0	$0
Charles Dedmon	Trustee	1.00	Director	$0	$0	$0
Patti Mercer Churner	Sec/ Trustee	1.00	Officer Director	$0	$0	$0
Bishop Cynthia Fierro Harvey	Trustee	1.00	Director	$0	$0	$0
Maria Teresa Delgado	Trustee	1.00	Director	$0	$0	$0
Dean Harvey	Trustee	1.00	Director	$0	$0	$0
Rev Lisa Neslony	Trustee	1.00	Director	$0	$0	$0
Rev Eddie Erwin	Trustee	1.00	Director	$0	$0	$0
Rev Harry Kahl	Trustee	1.00	Director	$0	$0	$0
Cecilia Levine	Trustee	1.00	Director	$0	$0	$0
Bishop Joel Martinez	Trustee	1.00	Director	$0	$0	$0
Lori Foster	Trustee	1.00	Director	$0	$0	$0
Alan Herndon	Trustee	1.00	Director	$0	$0	$0
Scott Moon	Trustee	1.00	Director	$0	$0	$0
Bishop James Nunn	Trustee	1.00	Director	$0	$0	$0
Carmen Perez	Chair/Trustee	5.00	Officer Director	$0	$0	$0
Barbara Dorff	Trustee	1.00	Director	$0	$0	$0
Rev Dr Eduardo Rivera	Vice-Chairman	1.00	Officer Director	$0	$0	$0
Rev John Rosenburg	Trustee	1.00	Director	$0	$0	$0
Bishop Robert Schnase	Trustee	1.00	Director	$0	$0	$0
Dr Lucas Endicott	Trustee	1.00	Director	$0	$0	$0
Rev Dr Robert Lopez	Trustee	1.00	Director	$0	$0	$0
David McCormick	Trustee	1.00	Director	$0	$0	$0
Rev Mark Welshimer	Trustee	1.00	Director	$0	$0	$0
Rev Dr Doug Mills	Trustee	1.00	Director	$0	$0	$0
Gabriela Thomsen	Treasurer	1.00	Officer 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	$3,224,392	$3,889,542	$11,791,133	$-665,150
2023	$3,276,270	$2,922,137	$11,898,917	$354,133
2022	$3,950,774	$2,965,976	$11,374,266	$984,798
2021	$3,160,302	$2,536,592	$11,889,886	$623,710
2020	$3,077,536	$2,856,562	$10,422,593	$220,974
2019	$3,234,999	$3,206,180	$9,609,040	$28,819
2018	$3,961,253	$3,418,831	$9,609,863	$542,422

Lydia Patterson Institute