FIRST UNITED METHODIST CHURCH OF WILSON ENDOWMENT FUND (EIN 832565434) - 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

2018

Legal Domicile

Principal Officer

ROBERT SATTERFIELD

Phone

2523150910

Tax Period

2024-01-01 to 2024-12-31

FIRST UNITED METHODIST CHURCH OF WILSON ENDOWMENT FUND, founded in 2018, is a small nonprofit in the Religion sector that reported $339K in total revenue in fiscal year 2024. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $283K, a strong 83% operating margin.

Mission

ORGANIZATION WAS ORGANIZED TO MANAGE ENDOWMENT FUNDS FOR FIRST UNITED METHODIST CHURCH OF WILSON NC. CONTRIBUTIONS FROM DONORS ARE INVESTED AND USED TO SUPPORT MISSONS, MAINTENANCE, SCHOLARSHIPS AND PROGRAMS OF THE 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 (2024)

Revenue Breakdown

Contributions & Grants $11,435

Program Service Revenue $0

Investment Income $327,669

Other Revenue $0

TOTAL REVENUE $339,104

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,302

Other Expenses $55,961

TOTAL EXPENSES $55,961

Year-over-Year Comparison

	2024	2023	Change
Revenue	$339,104	$205,016	+0.7%
Expenses	$55,961	$2,561	+20.9%
Net Income	$283,143	$202,455	+0.4%

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

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
SANDY CLARK	CHAIR	N/A	Officer Director	$0	$0	$0
BEN COULTER	DIRECTOR	N/A	Director	$0	$0	$0
MIKE FRESE	DIRECTOR EX	N/A	Director	$0	$0	$0
MILLER GIBBONS	DIRECTOR	N/A	Director	$0	$0	$0
BEA NEWTON	DIRECTOR	N/A	Director	$0	$0	$0
BILL PRESNELL	DIRECTOR	N/A	Director	$0	$0	$0
DELANA ROUNTREE	SECRETARY	N/A	Officer Director	$0	$0	$0
ROBERT SATTERFIELD	TREASURER	N/A	Officer 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	$339,104	$55,961	$4,464,841	$283,143
2023	$205,016	$2,561	$4,181,698	$202,455
2022	$237,703	$85,437	$3,979,243	$152,266
2021	$285,212	$20,892	$3,826,977	$264,320

FIRST UNITED METHODIST CHURCH OF WILSON ENDOWMENT FUND