St Paul's United Methodist Foundation of Houston (EIN 746062254) - 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

1960

Legal Domicile

Principal Officer

Robert Brown

Phone

7135280527

Tax Period

2024-01-01 to 2024-12-31

St Paul's United Methodist Foundation of Houston, founded in 1960, is a community nonprofit in the Religion sector that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 50% operating margin.

Mission

To support St. Paul's United Methodist Church in Houston, TX.

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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 (2024)

Revenue Breakdown

Contributions & Grants $834,623

Program Service Revenue $0

Investment Income $1,844,596

Other Revenue $0

TOTAL REVENUE $2,679,219

Expense Breakdown

Grants Paid $1,147,262

Salaries & Benefits $81,250

Fundraising Expenses $34,566

Program Expenses $1,147,262

Other Expenses $118,814

TOTAL EXPENSES $1,347,326

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,679,219	$2,081,690	+0.3%
Expenses	$1,347,326	$1,578,607	-0.1%
Net Income	$1,331,893	$503,083	+1.6%

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

N/A

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

$45,000

Total Directors

$262,197

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Arlene Wells	President	2.00	Officer Director	$0	$0	$0
Mindy Riseden	Vice President	1.00	Officer Director	$0	$0	$0
Laura Morris	Secretary	1.00	Officer Director	$0	$0	$0
Robert Brown	Treasurer	2.00	Officer Director	$0	$0	$0
Leah Barton	Director	1.00	Director	$0	$0	$0
Matthew Cavenaugh	Director	1.00	Director	$0	$0	$0
John Hawkins	Life Member	1.00	Director	$0	$0	$0
Fred Hofheinz	Life Member	1.00	Director	$0	$0	$0
Linda Klemm	Director	1.00	Director	$0	$0	$0
Tom Mays	Director	1.00	Director	$0	$0	$0
Jeff McDonald	Director, Senior Minister	2.00	Director	$0	$120,174	$262,197
Heather Powers	Director	1.00	Director	$0	$0	$0
Andrew Roff	Life Member	1.00	Director	$0	$0	$0
Jim Walzel	Life Member	1.00	Director	$0	$0	$0
John Watson	Director	1.00	Director	$0	$0	$0
Beth Wiggins	Life Member	1.00	Director	$0	$0	$0
Johanna Wolfe	Executive Director	20.00	Officer	$45,000	$0	$45,000

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	$2,679,219	$1,347,326	$32,078,136	$1,331,893
2023	$2,081,690	$1,578,607	$29,790,497	$503,083
2022	$5,792,528	$1,529,745	$26,529,347	$4,262,783
2021	$3,302,666	$1,070,870	$29,200,178	$2,231,796
2020	$4,569,128	$952,330	$26,969,036	$3,616,798
2019	$2,122,982	$832,419	$23,345,054	$1,290,563
2018	$1,870,319	$824,838	$19,181,321	$1,045,481

St Paul's United Methodist Foundation of Houston