St Luke's Methodist Church Foundation Inc (EIN 746065646) - 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

1961

Legal Domicile

Principal Officer

Carol Wood

Phone

7136225710

Tax Period

2023-01-01 to 2023-12-31

St Luke's Methodist Church Foundation Inc, founded in 1961, is a community nonprofit in the Religion sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 62% from the prior year, signaling strong growth momentum. Expenses of $992K left a modest 13% surplus.

Mission

To support the ministries of St. Luke's United Methodist Church.

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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 $338,117

Program Service Revenue $0

Investment Income $600,440

Other Revenue $207,767

TOTAL REVENUE $1,146,324

Expense Breakdown

Grants Paid $900,340

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $900,340

Other Expenses $91,386

TOTAL EXPENSES $991,726

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,146,324	$707,325	+0.6%
Expenses	$991,726	$1,065,489	-0.1%
Net Income	$154,598	$-358,164	-1.4%

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

$713,970

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tom Pace III	President/Senior Pastor	1.00	Officer	$0	$205,054	$453,528
Jennifer Boubel	Asst. Sec/Treasurer to 12/2023	1.00	Officer	$0	$32,044	$204,162
Caroline Cron	Secretary/Treasurer to 08/2023	2.00	Officer	$0	$2,893	$56,280
Carol Wood	Chair	2.00	Officer Director	$0	$0	$0
Christie Amezquita	Director	0.25	Director	$0	$0	$0
Collin Cox	Director	0.25	Director	$0	$0	$0
Jonathan Cox	Director	0.25	Director	$0	$0	$0
Jason Knecht	Director	0.25	Director	$0	$0	$0
Bob Mueller	Director	0.25	Director	$0	$0	$0
Scott Pullen	Director	0.25	Director	$0	$0	$0
Marian Richardson	Director	0.25	Director	$0	$0	$0
Peggy Roe	Director	0.25	Director	$0	$0	$0
Dana Weaver	Director	0.25	Director	$0	$0	$0
Scott Wegmann	Director	0.25	Director	$0	$0	$0
Alan Yterrberg	Director	0.25	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	No data	No data	No data	No data
2023	$1,146,324	$991,726	$27,902,434	$154,598
2022	$707,325	$1,065,489	$27,075,385	$-358,164
2021	$2,142,128	$630,503	$29,117,413	$1,511,625
2020	$670,162	$644,724	$26,996,616	$25,438
2019	$3,384,138	$552,849	$26,944,212	$2,831,289
2018	$1,482,574	$737,927	$26,415,029	$744,647

St Luke's Methodist Church Foundation Inc