METHODIST FOUNDATION OF SANTA MONICA (EIN 956201324) - 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

1967

Legal Domicile

Principal Officer

JOHN YOUNGMAN

Phone

3103938258

Tax Period

2023-01-01 to 2023-12-31

METHODIST FOUNDATION OF SANTA MONICA, founded in 1967, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $515K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $806K exceeded revenue, resulting in a 56% operating deficit.

Mission

Scholarships and Grants for educational and religious study. Aid to the programs and activities of the Methodist Church.Support Other charitable organizations

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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 (2023)

Revenue Breakdown

Contributions & Grants $107,875

Program Service Revenue $0

Investment Income $407,032

Other Revenue $0

TOTAL REVENUE $514,907

Expense Breakdown

Grants Paid $756,552

Salaries & Benefits $1,200

Fundraising Expenses $0

Program Expenses $756,552

Other Expenses $47,829

TOTAL EXPENSES $805,581

Year-over-Year Comparison

	2023	2022	Change
Revenue	$514,907	$761,438	-0.3%
Expenses	$805,581	$280,321	+1.9%
Net Income	$-290,674	$481,117	-1.6%

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

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

$1,200

Total Directors

$1,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW CRAWFORD	Treasurer	0.50	Officer Director	$1,200	$0	$1,200
KATHY HALL	Secretary	0.50	Officer Director	$0	$0	$0
DAN STIRLING	Director	0.25	Director	$0	$0	$0
MIRA PAK	Director	0.25	Director	$0	$0	$0
BOOKER PEARSON	Director	0.25	Director	$0	$0	$0
JOHN STUTSMAN	Director	0.25	Director	$0	$0	$0
RUSSELL WHITTENBURG	Director	0.25	Director	$0	$0	$0
DEE MENZIES	Vice President	0.50	Officer Director	$0	$0	$0
JOHN YOUNGMAN	President	0.50	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	No data	No data	No data	No data
2023	$514,907	$805,581	$6,739,401	$-290,674
2022	$761,438	$280,321	$6,718,450	$481,117
2021	$835,565	$271,012	$7,409,935	$564,553
2020	$428,510	$258,087	$6,781,304	$170,423
2019	$390,499	$307,065	$6,140,168	$83,434
2018	$772,262	$300,741	$5,345,829	$471,521

METHODIST FOUNDATION OF SANTA MONICA