JUANITA MORRIS TESTAMENTARY TRUST FBO FIRST METHODIST CHURCH OF BRECKENRIDGE

EIN: 756445678 501(c)(3)

ABILENE, TX

Total Revenue
$76,637
Total Expenses
$37,428
Total Assets
$585,460
Net Assets
$585,460
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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
1993
Legal Domicile
TX
Principal Officer
FIRST FINANCIAL TRUST A
Phone
3256277000
Tax Period
2025-01-01 to 2025-12-31

JUANITA MORRIS TESTAMENTARY TRUST FBO FIRST METHODIST CHURCH OF BRECKENRIDGE, founded in 1993, is a micro nonprofit that reported $77K in total revenue in fiscal year 2025. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $39K, a strong 51% operating margin.

Mission

SUPPORT FOR CHURCH OPERATIONS

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $76,637
Other Revenue $0
TOTAL REVENUE $76,637

Expense Breakdown

Grants Paid $25,151
Salaries & Benefits $8,552
Fundraising Expenses $0
Program Expenses $25,151
Other Expenses $3,725
TOTAL EXPENSES $37,428

Year-over-Year Comparison

2025 2024 Change
Revenue $76,637 $44,648 +0.7%
Expenses $37,428 $34,436 +0.1%
Net Income $39,209 $10,212 +2.8%
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

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Governance

Voting Members
6
Independent Members
N/A
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.00
$8,552 $0 $8,552
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 $76,637 $37,428 $585,460 $39,209
2024 $44,648 $34,436 $546,251 $10,212
2023 $7,082 $34,241 $536,039 $-27,159
2022 $31,525 $35,278 $563,198 $-3,753
2021 $79,140 $32,934 $566,951 $46,206
2020 $20,425 $31,873 $520,745 $-11,448
2019 $49,793 $30,828 $532,193 $18,965
2018 $16,591 $30,311 $513,228 $-13,720
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