FREDERICKSBURG UNITED METHODIST CHURCH FOUNDATION INC (EIN 742439281) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

SUSAN QUINDRY

Phone

8309977679

Tax Period

2023-01-01 to 2023-12-31

FREDERICKSBURG UNITED METHODIST CHURCH FOUNDATION INC, founded in 1986, is a micro nonprofit in the Religion sector that reported $55K in total revenue in fiscal year 2023. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $17K, a strong 30% operating margin.

Mission

TO PROPAGATE AND PROCLAIM THE CHRISTIAN FAITH.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $16,095

Program Service Revenue $0

Investment Income $38,748

Other Revenue $0

TOTAL REVENUE $54,843

Expense Breakdown

Grants Paid $37,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,000

Other Expenses $1,227

TOTAL EXPENSES $38,227

Year-over-Year Comparison

	2023	2022	Change
Revenue	$54,843	$97,214	-0.4%
Expenses	$38,227	$41,789	-0.1%
Net Income	$16,616	$55,425	-0.7%

Key Indicators

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

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
DAVID NELSON	PRES/BOARD MEMBER	3.00	Officer Director	$0	$0	$0
SUSAN QUINDRY	TREASURER/BOARD MEMBER	3.00	Officer Director	$0	$0	$0
PAM WILHITE	SECRETARY/BOARD MEMBER	2.00	Officer Director	$0	$0	$0
JOHN BATTERTON	BOARD MEMBER	0.03	Director	$0	$0	$0
SANDI TARSKI	BOARD MEMBER	0.03	Director	$0	$0	$0
KENNETH SULTEMEIER	BOARD MEMBER	0.03	Director	$0	$0	$0
GEORGE LUMPKIN	PASTOR	0.03	Director	$0	$0	$0
JAMES HARRIS	VICE PRES/BOARD MEMBER	3.00	Director	$0	$0	$0
SHERRY FREEMAN	BOARD MEMBER	0.03	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	No data	No data	No data	No data
2023	$54,843	$38,227	$1,126,248	$16,616
2022	$97,214	$41,789	$988,689	$55,425
2021	$126,078	$49,606	$1,201,545	$76,472
2020	$15,404	$26,054	$1,056,623	$-10,650
2019	$57,878	$16,579	$927,416	$41,299
2018	$42,721	$14,697	$744,569	$28,024

FREDERICKSBURG UNITED METHODIST CHURCH FOUNDATION INC