ST PAUL'S UNITED METHODIST CHURCH OF CEDAR RAPIDS FOUNDATION (EIN 753093308) - 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

2002

Legal Domicile

Principal Officer

LANA LODGE

Phone

3193632058

Tax Period

2023-10-01 to 2024-09-30

ST PAUL'S UNITED METHODIST CHURCH OF CEDAR RAPIDS FOUNDATION, founded in 2002, is a small nonprofit in the Religion sector that reported $590K in total revenue in fiscal year 2023. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $224K, a strong 38% operating margin.

Mission

ST PAUL'S UNITED METHODIST CHURCH OF CEDAR RAPIDS FOUNDATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, RELIGIOUS OR SCIENTIFIC PURPOSES AND TO ENGAGE IN ACTIVITIES TO PROMOTE AND SUPPORT ST. PAUL'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 $364,209

Program Service Revenue $0

Investment Income $225,394

Other Revenue $0

TOTAL REVENUE $589,603

Expense Breakdown

Grants Paid $314,774

Salaries & Benefits $35,808

Fundraising Expenses $0

Program Expenses $337,108

Other Expenses $14,599

TOTAL EXPENSES $365,181

Year-over-Year Comparison

	2023	2022	Change
Revenue	$589,603	$351,344	+0.7%
Expenses	$365,181	$572,774	-0.4%
Net Income	$224,422	$-221,430	-2.0%

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

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

$31,517

Total Directors

$31,517

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LANA LODGE	DIRECTOR/TRE	5.00	Officer Director	$6,562	$0	$6,562
BOB RUSH	SECRETARY	1.00	Officer Director	$0	$0	$0
ED HOLSTROM	DIRECTOR	1.00	Director	$0	$0	$0
DAVE MAHLKE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JUDY FITZGIBBONS	DIRECTOR	1.00	Director	$0	$0	$0
DALE MOORE	DIRECTOR	1.00	Director	$0	$0	$0
DANNIE KECK	DIRECTOR	1.00	Director	$0	$0	$0
CYNDE CLYMER	DIRECTOR	1.00	Director	$0	$0	$0
GREER FRY	DIRECTOR	1.00	Director	$0	$0	$0
CINDY EDGE	CHAIR	2.00	Officer Director	$0	$0	$0
GREG NELSON	DIRECTOR	1.00	Director	$0	$0	$0
NANCY ANTONJENSEN	DIRECTOR	1.00	Director	$0	$0	$0
MATT PRESTON	DIRECTOR	1.00	Director	$0	$0	$0
BRICE ANTONJENSEN	DIRECTOR	1.00	Director	$0	$0	$0
JERRY OAKLAND	EXECUTIVE DI	2.00	Officer Director	$24,955	$0	$24,955
JONATHAN HEIFNER	LEAD PASTOR	1.00	Director	$0	$0	$0
LINDA HENECKE	EXECUTIVE DI	15.00	Director	$0	$0	$0
TOM SEARS RESIGNED FY24	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN TUCKER RESIGNED FY24	DIRECTOR	1.00	Director	$0	$0	$0
GARY LINDSAY RESIGNED FY24	DIRECTOR	1.00	Director	$0	$0	$0
KATHY COLTON RESIGNED FY24	DIRECTOR	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	$589,603	$365,181	$9,300,229	$224,422
2023	$351,344	$572,774	$7,719,827	$-221,430
2022	$1,159,292	$704,221	$7,255,081	$455,071
2021	$749,344	$431,697	$8,952,391	$317,647
2020	$640,387	$320,343	$7,453,502	$320,044
2019	$728,956	$451,774	$6,473,645	$277,182
2018	$198,995	$416,781	$6,425,629	$-217,786

ST PAUL'S UNITED METHODIST CHURCH OF CEDAR RAPIDS FOUNDATION