CRESCENTA VALLEY UNITED METHODIST FOUNDATION (EIN 954102352) - 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

1985

Legal Domicile

Principal Officer

BETTIE HULL

Phone

8182431927

Tax Period

2024-01-01 to 2024-12-31

CRESCENTA VALLEY UNITED METHODIST FOUNDATION, founded in 1985, is a small nonprofit that reported $116K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $47K, a strong 40% operating margin.

Mission

TO INVEST FUNDS RECEIVED AND USE THE INTEREST AND EARNINGS ON THOSE INVESTMENTS TO FURTHER THE MINISTRIES, PROGRAMS AND PROJECTS OF THE CRESCENTA VALLEY UNITED METHODIST CHURCH.

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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 $0

Program Service Revenue $0

Investment Income $115,439

Other Revenue $400

TOTAL REVENUE $115,839

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $68,925

Other Expenses $68,925

TOTAL EXPENSES $68,925

Year-over-Year Comparison

	2024	2023	Change
Revenue	$115,839	$103,323	+0.1%
Expenses	$68,925	$97,461	-0.3%
Net Income	$46,914	$5,862	+7.0%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBI BOIS	PRESIDENT	N/A	Officer	$0	$0	$0
BETTIE HULL	TREASURER	N/A	Officer	$0	$0	$0
CHRISTINE RUYGROK	SECRETARY	N/A	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	$115,839	$68,925	$1,575,943	$46,914
2023	$103,323	$97,461	$1,462,353	$5,862
2022	$96,697	$94,675	$1,391,835	$2,022
2021	$115,451	$90,641	$1,743,738	$24,810
2020	$98,173	$118,152	$1,631,689	$-19,979
2019	$101,902	$67,820	$1,681,338	$34,082
2018	$102,210	$54,700	$1,458,147	$47,510

CRESCENTA VALLEY UNITED METHODIST FOUNDATION