Wakefield Methodist Church (EIN 923697198) - 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

2023

Legal Domicile

Principal Officer

Don Barber

Phone

7854615599

Tax Period

2024-01-01 to 2024-12-31

Wakefield Methodist Church, founded in 2023, is a micro nonprofit in the Religion sector that reported $68K in total revenue in fiscal year 2024. Revenue surged 91% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19K, a strong 27% operating margin.

Mission

The promotion of the Christian religion through the preaching of the Word of God, the administration of the sacraments, ordinances, and other means of grace, the maintenance of worship, the edification of believers, the evangelism of the world, and the promotion of the missionary

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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 $66,614

Program Service Revenue $450

Investment Income $1,204

Other Revenue $-89

TOTAL REVENUE $68,179

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,561

Other Expenses $49,561

TOTAL EXPENSES $49,561

Year-over-Year Comparison

	2024	2023	Change
Revenue	$68,179	$35,718	+0.9%
Expenses	$49,561	$38,637	+0.3%
Net Income	$18,618	$-2,919	-7.4%

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	Role	Reportable Comp	Other Comp	Total
Anita Bloom	Secretary	Officer	$0	$0	$0
Don Barber	Chairman	Officer	$0	$0	$0
Rocky Seirer	Board Member	Officer	$0	$0	$0
Lisa Seirer	Board Member	Officer	$0	$0	$0
Linda Lefert	Board Member	Officer	$0	$0	$0
Sandy Barber	Board Member	Officer	$0	$0	$0
Judy Carpenter	Vice Chairman	Officer	$0	$0	$0
Holly Fowler	Treasurer	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
2024	$68,179	$49,561	$983,319	$18,618
2023	$35,718	$38,637	$964,701	$-2,919

Wakefield Methodist Church