PASADENA METHODIST FOUNDATION (EIN 956047662) - 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

1939

Legal Domicile

Principal Officer

J CLAIRDAY

Phone

6267960157

Tax Period

2024-01-01 to 2024-12-31

PASADENA METHODIST FOUNDATION, founded in 1939, is a community nonprofit in the Religion sector that reported $1.7M in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $732K, a strong 42% operating margin.

Mission

PROVIDE GRANTS TO FURTHER THE MISSION OF THE FIRST UNITED METHODIST CHURCH OF PASADENA.

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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 $11,165

Program Service Revenue $107,307

Investment Income $487,678

Other Revenue $1,137,206

TOTAL REVENUE $1,743,356

Expense Breakdown

Grants Paid $488,900

Salaries & Benefits $2,554

Fundraising Expenses $0

Program Expenses $576,358

Other Expenses $520,020

TOTAL EXPENSES $1,011,474

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,743,356	$2,382,144	-0.3%
Expenses	$1,011,474	$818,792	+0.2%
Net Income	$731,882	$1,563,352	-0.5%

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
S LOHR	1ST VP	1.00	Officer Director	$0	$0	$0
K IN	1st VP	1.00	Officer Director	$0	$0	$0
J CLAIRDAY	TREASURER	1.00	Officer Director	$0	$0	$0
S ROGERS	PRESIDENT	1.00	Officer Director	$0	$0	$0
T BOWMAN	TRUSTEE	1.00	Director	$0	$0	$0
D CARRERA	TRUSTEE	1.00	Director	$0	$0	$0
E DYSON	TRUSTEE	1.00	Director	$0	$0	$0
E HAIN	TRUSTEE	1.00	Director	$0	$0	$0
S NIEMANN	TRUSTEE	1.00	Director	$0	$0	$0
JP HARRIS	TRUSTEE	1.00	Director	$0	$0	$0
W LEWIS	TRUSTEE	1.00	Director	$0	$0	$0
K LUSSIER	TRUSTEE	1.00	Director	$0	$0	$0
A MACKINNON	TRUSTEE	1.00	Director	$0	$0	$0
T MARTIN	TRUSTEE	1.00	Director	$0	$0	$0
P MARX	TRUSTEE	1.00	Director	$0	$0	$0
R NIEMANN	TRUSTEE	1.00	Director	$0	$0	$0
R OVERTON	TRUSTEE	1.00	Director	$0	$0	$0
G POULIN	TRUSTEE	1.00	Director	$0	$0	$0
M RAHN	TRUSTEE	1.00	Director	$0	$0	$0
L TECHENTIN	TRUSTEE	1.00	Director	$0	$0	$0
K YOUNGSTROM	TRUSTEE	1.00	Director	$0	$0	$0
P ZEIDER	TRUSTEE	1.00	Director	$0	$0	$0
K OH	SECRETARY	1.00	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	$1,743,356	$1,011,474	$20,783,325	$731,882
2023	$2,382,144	$818,792	$20,050,193	$1,563,352
2022	$482,937	$2,830,050	$18,486,841	$-2,347,113
2021	$2,356,155	$807,817	$20,833,954	$1,548,338
2020	$886,672	$635,360	$19,286,958	$251,312
2019	$1,330,973	$676,613	$17,503,828	$654,360
2018	$680,147	$757,471	$15,356,008	$-77,324

PASADENA METHODIST FOUNDATION