UKIRK SMU (EIN 850872677) - 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

2020

Legal Domicile

Tax Period

2022-07-01 to 2023-06-30

UKIRK SMU, founded in 2020, is a small nonprofit that reported $201K in total revenue in fiscal year 2022. Expenses of $192K left a modest 4% surplus.

Mission

The purpose of UKirk SMU is to undertake and support Presbyterian ministry on the campus of Southern Methodist University which is to include: weekly worship administration of sacraments pastoral care works of charity spiritual care and religious education within the meaning of section 501c3 of the Code.

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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 (2022)

Revenue Breakdown

Contributions & Grants $202,422

Program Service Revenue $1,200

Investment Income $0

Other Revenue $-2,965

TOTAL REVENUE $200,657

Expense Breakdown

Grants Paid $0

Salaries & Benefits $90,813

Fundraising Expenses $71,553

Program Expenses $85,560

Other Expenses $38,535

TOTAL EXPENSES $192,093

Year-over-Year Comparison

	2022	2021	Change
Revenue	$200,657	N/A	N/A
Expenses	$192,093	N/A	N/A
Net Income	$8,564	N/A	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rosy Robson McCreary	Board Chair	10.00	Officer Director	$0	$0	$0
Marty Loman	Treasurer	10.00	Officer Director	$0	$0	$0
Kendall Brown	Secretary	5.00	Officer Director	$0	$0	$0
Margo Moore	Director	5.00	Director	$0	$0	$0
Allison Cochran	Director	5.00	Director	$0	$0	$0
Nelis Potgieter	Director	5.00	Director	$0	$0	$0
Melody Mattox	Director	5.00	Director	$0	$0	$0
Whitney Wilkinson Arreche	Director	5.00	Director	$0	$0	$0
Wilson Nicholson	Director	5.00	Director	$0	$0	$0
Caroline Hamilton	Director	5.00	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
2023	$200,657	$192,093	$56,486	$8,564

UKIRK SMU