Permanent Endowment Fund of Moody Methodist Church (EIN 760680471) - 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

1980

Legal Domicile

Principal Officer

Bert R Bagley

Phone

4094435577

Tax Period

2024-01-01 to 2024-12-31

Permanent Endowment Fund of Moody Methodist Church, founded in 1980, is a major nonprofit in the Religion sector that reported $312.7M in total revenue in fiscal year 2024. Revenue surged 1535% from the prior year, signaling strong growth momentum. The organization ran a surplus of $286.8M, a strong 92% operating margin.

Mission

Advancing the care of people in the Name and Spirit of Jesus Christ.

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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 $292,533,380

Program Service Revenue $0

Investment Income $20,124,034

Other Revenue $0

TOTAL REVENUE $312,657,414

Expense Breakdown

Grants Paid $24,162,479

Salaries & Benefits $557,249

Fundraising Expenses $0

Program Expenses $24,739,845

Other Expenses $1,108,621

TOTAL EXPENSES $25,828,349

Year-over-Year Comparison

	2024	2023	Change
Revenue	$312,657,414	$19,121,503	+15.4%
Expenses	$25,828,349	$11,625,776	+1.2%
Net Income	$286,829,065	$7,495,727	+37.3%

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

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

$203,616

Total Directors

$96,320

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bill Glenn III	Chair, Director	5.00	Officer Director	$0	$0	$0
Ramona Webb Holbrook	Secretary, Director	5.00	Director	$0	$0	$0
Armin Cantini	Director	5.00	Director	$0	$0	$0
Edie Harrington	Director	5.00	Director	$0	$0	$0
Matthew Hay	Director	5.00	Director	$0	$0	$0
Donna Lang	Director	5.00	Director	$0	$0	$0
Jere Pederson	Director	5.00	Director	$0	$0	$0
Danica Premirelli	Director	40.00	Director	$96,320	$0	$96,320
Kelly Schwab	Director	5.00	Director	$0	$0	$0
Bert Bagley	Executive Director	40.00	Officer	$162,763	$40,853	$203,616

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	$312,657,414	$25,828,349	$412,025,898	$286,829,065
2023	$19,121,503	$11,625,776	$123,555,922	$7,495,727
2022	$12,563,184	$9,842,261	$104,208,828	$2,720,923
2021	$19,045,257	$5,182,237	$123,313,594	$13,863,020
2020	$14,451,049	$10,570,720	$111,006,761	$3,880,329
2019	$13,803,071	$11,872,649	$101,038,593	$1,930,422
2019	$13,803,071	$10,245,661	$101,038,593	$3,557,410
2018	$14,837,299	$11,069,405	$86,509,295	$3,767,894

Permanent Endowment Fund of Moody Methodist Church