The Conference Claimants Endowment The CA Annual Conf of The Methodist Chur (EIN 941236933) - 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

1911

Legal Domicile

Phone

2094727288

Tax Period

2024-05-01 to 2025-04-30

The Conference Claimants Endowment The CA Annual Conf of The Methodist Chur, founded in 1911, is a mid-sized nonprofit in the Religion sector that reported $11.8M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $7.4M, a strong 63% operating margin.

Mission

SUPPORT OF RETIRED METHODIST CLERGY

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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 $52,059

Program Service Revenue $0

Investment Income $845,106

Other Revenue $10,917,014

TOTAL REVENUE $11,814,179

Expense Breakdown

Grants Paid $2,131,000

Salaries & Benefits $1,654,004

Fundraising Expenses $42,578

Program Expenses $2,131,000

Other Expenses $624,187

TOTAL EXPENSES $4,409,191

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,814,179	$10,903,791	+0.1%
Expenses	$4,409,191	$4,290,431	+0.0%
Net Income	$7,404,988	$6,613,360	+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

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

$669,062

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cory Parish	Executive Dir.	40.00	Officer	$404,956	$83,379	$488,335
Mark Ramorino	Treasurer	40.00	Officer	$126,189	$54,538	$180,727
Mary Popish	President	2.00	Officer Director	$0	$0	$0
Anne Choy	Trustee	2.00	Director	$0	$0	$0
Gayle Shearman	Trustee	2.00	Director	$0	$0	$0
David Niu	Trustee	2.00	Director	$0	$0	$0
Kim Smith	Trustee	2.00	Director	$0	$0	$0
Bobby Jones	Trustee	2.00	Director	$0	$0	$0
Tom Kaljian	Trustee	2.00	Director	$0	$0	$0
Rob Dunning	Trustee	2.00	Director	$0	$0	$0
Junell Acheta	Trustee	2.00	Director	$0	$0	$0
Allen Barr	Trustee	2.00	Director	$0	$0	$0
Dave Bennett	Vice President	2.00	Officer Director	$0	$0	$0
James Current	Trustee	2.00	Director	$0	$0	$0
Shijung Shim	Trustee	2.00	Director	$0	$0	$0
Mark Wharff	Trustee	2.00	Director	$0	$0	$0
Rochelle Frazier	Trustee	2.00	Director	$0	$0	$0
Siteri Maravou	Trustee	2.00	Director	$0	$0	$0
Margie Gong	Trustee	2.00	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
2025	$11,814,179	$4,409,191	$145,316,708	$7,404,988
2024	$10,903,791	$4,290,431	$140,683,499	$6,613,360
2023	$11,299,696	$4,059,211	$136,978,429	$7,240,485
2022	$10,421,570	$3,960,351	$134,531,224	$6,461,219
2021	$8,259,453	$3,774,368	$136,659,843	$4,485,085
2020	$8,751,575	$3,869,902	$135,517,926	$4,881,673
2019	$7,471,301	$3,719,141	$131,939,014	$3,752,160

The Conference Claimants Endowment The CA Annual Conf of The Methodist Chur