Wakefield Methodist Church

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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

2025-01-01 to 2025-12-31

Wakefield Methodist Church, founded in 2023, is a micro nonprofit in the Religion sector that reported $79K in total revenue in fiscal year 2025. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $16K, a strong 20% 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

Program Service Accomplishments

Program 1

Expenses: $28,576

Operating expenses to support the church and its members in daily operations.

Program 2

Expenses: $2,225

Kid programs including Kids Club and Vacation Bible School.

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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 (2025)

Revenue Breakdown

Contributions & Grants $71,599

Program Service Revenue $6,140

Investment Income $1,438

Other Revenue $0

TOTAL REVENUE $79,177

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,801

Other Expenses $63,057

TOTAL EXPENSES $63,057

Year-over-Year Comparison

	2025	2024	Change
Revenue	$79,177	$68,179	+0.2%
Expenses	$63,057	$49,561	+0.3%
Net Income	$16,120	$18,618	-0.1%

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
2025	$79,177	$63,057	$1,037,164	$16,120
2024	$68,179	$49,561	$983,319	$18,618
2023	$35,718	$38,637	$964,701	$-2,919