SIERRA MADRE UNITED METHODIST FOUNDATION (EIN 954231869) - 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

1989

Legal Domicile

Principal Officer

JUNE DRENTEN

Phone

6263550629

Tax Period

2024-01-01 to 2024-12-31

SIERRA MADRE UNITED METHODIST FOUNDATION, founded in 1989, is a micro nonprofit in the Religion sector that reported $28K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $21K, a strong 74% operating margin.

Mission

AID, PROMOTE & SUPPORT THE ACTIVITIES, FUNCTIONS, PROGRAMS & PURPOSES OF SIERRA MADRE 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 $27,702

Other Revenue $0

TOTAL REVENUE $27,702

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $7,144

TOTAL EXPENSES $7,144

Year-over-Year Comparison

	2024	2023	Change
Revenue	$27,702	$24,754	+0.1%
Expenses	$7,144	$6,226	+0.1%
Net Income	$20,558	$18,528	+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	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL BRASSFIELD	DIRECTOR	0	Director	$0	$0	$0
ELIZABETH MACKEY-PETERSON	DIRECTOR	0	Director	$0	$0	$0
JILL SCHOFIELD	VICE PRESIDENT	0	Officer Director	$0	$0	$0
ROBERT TRAVIS	PRESIDENT	0	Officer Director	$0	$0	$0
JOYCE KENYON	SECRETARY	0	Officer Director	$0	$0	$0
BARBARA BEVINGTON	TREASURER	1	Officer 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
2024	$27,702	$7,144	$737,821	$20,558
2023	$24,754	$6,226	$676,556	$18,528
2022	$30,737	$71,891	$602,313	$-41,154
2021	$45,947	$7,813	$783,217	$38,134
2020	$46,139	$6,512	$694,797	$39,627

SIERRA MADRE UNITED METHODIST FOUNDATION