ASBURY CHURCH LONG TERM INVESTMENT… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

ANDREA SHAFER

Phone

9183921136

Tax Period

2022-01-01 to 2022-12-31

ASBURY CHURCH LONG TERM INVESTMENT RESERVE TRUST, founded in 2021, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2022.

Mission

HOLD LONG TERM ASSETS FOR A NONPROFIT ENTITY.

Program Service Accomplishments

Program 1

Expenses: $1,671,512

THE ORGANIZATION WAS FORMED TO TEMPORARILY HOLD ASSETS OF THE RELATED ASBURY METHODIST CHURCH. THE FUNDS WERE TRANSFERRED TO THE ORGANIZATION IN FEBRUARY 2022 AND WERE SUBSEQUENTLY RETRANSFERRED TO...

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1,665,159

Program Service Revenue $0

Investment Income $6,377

Other Revenue $0

TOTAL REVENUE $1,671,536

Expense Breakdown

Grants Paid $1,671,512

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,671,512

Other Expenses $24

TOTAL EXPENSES $1,671,536

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,671,536	N/A	N/A
Expenses	$1,671,536	N/A	N/A
Net Income	$0	$0	N/A

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

Independent Members

N/A

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
SARA ROGERS	TRUSTEE	1.00	Director	$0	$0	$0
BILL ABERNATHY	TRUSTEE	1.00	Director	$0	$0	$0
LARRY KRIEG	TRUSTEE	1.00	Director	$0	$0	$0
STEVE ZENTHOEFER	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL DENNISON	EXECUTIVE PASTOR	1.00	Officer	$0	$0	$0
ANDREA SHAFER	CFO	1.00	Officer	$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
2022	$1,671,536	$1,671,536	No data	No data

ASBURY CHURCH LONG TERM INVESTMENT RESERVE TRUST