TRINITY UNITED METHODIST CHURCH FOUNDATION INC (EIN 760374228) - 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

Legal Domicile

Principal Officer

JAMES DISHMAN JR

Phone

4098928121

Tax Period

2023-01-01 to 2023-12-31

TRINITY UNITED METHODIST CHURCH FOUNDATION INC is a small nonprofit that reported $250K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $78K, a strong 31% operating margin.

Mission

TO PROVIDE SUPPORT TO TRINITY UNITED METHODIST CHURCH, BEAUMONT, TEXAS FOR THE PURPOSE OF MAINTAINING THE BUILDING AND GROUNDS ALONG WITH PROVIDING ASSISTANCE IN THE COST OF PROPERTY INSURANCE AND OTHER OPERATING EXPENSES AS APPROVED BY THE FOUNDATION BOARD.

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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 $30,000

Program Service Revenue $0

Investment Income $219,690

Other Revenue $0

TOTAL REVENUE $249,690

Expense Breakdown

Grants Paid $147,052

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $147,052

Other Expenses $24,411

TOTAL EXPENSES $171,463

Year-over-Year Comparison

	2023	2022	Change
Revenue	$249,690	$276,445	-0.1%
Expenses	$171,463	$169,668	+0.0%
Net Income	$78,227	$106,777	-0.3%

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

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
CAROL FLATTEN	TRUSTEE	0.50	Director	$0	$0	$0
JAMES DISHMAN JR	CHAIRMAN	2.00	Officer Director	$0	$0	$0
MELINDA MCWHITE	TRUSTEE	0.50	Director	$0	$0	$0
RYAN MITCHELL	TRUSTEE	0.50	Director	$0	$0	$0
CHARLES STARCKE	TRUSTEE	0.50	Director	$0	$0	$0
MAUREEN WINCHELL	TRUSTEE	0.50	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	$249,690	$171,463	$3,631,738	$78,227
2022	$276,445	$169,668	$3,480,908	$106,777
2021	$380,066	$159,591	$3,374,131	$220,475
2020	$-35,289	$85,376	$3,153,656	$-120,665
2019	$157,018	$97,451	$3,274,321	$59,567
2018	$349,718	$65,293	$3,215,032	$284,425

TRINITY UNITED METHODIST CHURCH FOUNDATION INC