Civic Intelligence

First United Methodist Church Foundation Inc.

990 • Fiscal year 2019 • EIN 31-1035274

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 20, 2020

1700 St Rd 26 WWest Lafayette, IN 47906

(765) 426-1403

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

80th percentile

20%

Faster asset growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-45%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$3,042,163

Up $508,545 (+20%) from 2018

Net Assets

Up

$3,042,163

Up $508,545 (+20%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$229,142

Down $187,112 (-45%) from 2018

Expenses

Up

$73,456

Up $56,778 (+340%) from 2018

Net Income

Down

$155,686

Down $243,890 (-61%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $1,265,101Liabilities 2010: $0Net Assets 2010: $1,265,1012010Assets 2011: $1,283,829Liabilities 2011: $0Net Assets 2011: $1,283,8292011Assets 2012: $1,611,736Liabilities 2012: $0Net Assets 2012: $1,611,7362012Assets 2013: $1,834,241Liabilities 2013: $0Net Assets 2013: $1,834,2412013Assets 2014: $1,941,356Liabilities 2014: $0Net Assets 2014: $1,941,3562014Assets 2015: $1,955,619Liabilities 2015: $0Net Assets 2015: $1,955,6192015Assets 2016: $2,057,141Liabilities 2016: $0Net Assets 2016: $2,057,1412016Assets 2017: $2,394,426Liabilities 2017: $0Net Assets 2017: $2,394,4262017Assets 2018: $2,533,618Liabilities 2018: $0Net Assets 2018: $2,533,6182018Assets 2019: $3,042,163Liabilities 2019: $0Net Assets 2019: $3,042,1632019Assets 2020: $3,544,274Liabilities 2020: $0Net Assets 2020: $3,544,2742020Assets 2021: $4,824,787Liabilities 2021: $0Net Assets 2021: $4,824,7872021Assets 2022: $3,879,366Liabilities 2022: $0Net Assets 2022: $3,879,3662022Assets 2023: $4,390,888Liabilities 2023: $0Net Assets 2023: $4,390,8882023Assets 2024: $5,007,076Liabilities 2024: $0Net Assets 2024: $5,007,0762024

Highlighted filing

2019

Assets$3,042,163
Liabilities$0
Net Assets$3,042,163

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0Expenses 2010: $13,2912010Expenses 2011: $15,1752011Expenses 2012: $12,2572012Revenue 2013: $80,546Expenses 2013: $40,375Net Income 2013: $40,1712013Revenue 2014: $115,215Expenses 2014: $24,349Net Income 2014: $90,8662014Revenue 2015: $121,935Expenses 2015: $43,441Net Income 2015: $78,4942015Revenue 2016: $79,370Expenses 2016: $8,686Net Income 2016: $70,6842016Revenue 2017: $126,126Expenses 2017: $12,976Net Income 2017: $113,1502017Revenue 2018: $416,254Expenses 2018: $16,678Net Income 2018: $399,5762018Revenue 2019: $229,142Expenses 2019: $73,456Net Income 2019: $155,6862019Revenue 2020: $187,534Expenses 2020: $97,586Net Income 2020: $89,9482020Revenue 2021: $1,382,296Expenses 2021: $81,917Net Income 2021: $1,300,3792021Revenue 2022: $180,280Expenses 2022: $163,002Net Income 2022: $17,2782022Revenue 2023: $242,256Expenses 2023: $238,631Net Income 2023: $3,6252023Revenue 2024: $393,811Expenses 2024: $170,279Net Income 2024: $223,5322024

Highlighted filing

2019

Revenue$229,142
Expenses$73,456
Net Income$155,686
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 20, 2020
Return Version
2019v5.0
Gross Receipts
$229,142
Mission and Program Overview

Mission

RELIGIOUS

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,415,659$2,996,381▲ $580,722
Savings and Temporary Cash Investments$117,959$45,782▼ $72,177
Total Assets$2,533,618$3,042,163▲ $508,545
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,651,937$1,966,870▲ $314,933
Net Assets With Donor Restrictions$881,681$1,075,293▲ $193,612
Total Net Assets Fund Balance$2,533,618$3,042,163▲ $508,545
Total Liabilities and Net Assets / Fund Balance$2,533,618$3,042,163▲ $508,545
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cary a MitchellDirector
Craig DobbinsDirector
Dale ForsythDirector
Don CaddyDirector
Harold DoremireDirector
Jack GauntDirector
Jan BeatyDirector
Larry HugginsDirector
Rev Duane CarlisleDirector
Rich FrankDirector
Suzy KlineDirector
John S JonesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$98,465
Program Service Revenue
$0
Investment Income
$130,677
Other Revenue
$0
All Other Contributions
$98,465
Change in Net Assets
$155,686
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$66,459
Other Expenses$6,997
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$66,459--$66,459
Conferences and Meetings-$5,000-$5,000
Fees for Services Accounting-$1,624-$1,624
Insurance-$274-$274
Interest-$99-$99
Total Functional Expenses$66,459$6,997$0$73,456
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First United Methodist ChurchWest Lafayette, IN3Various$53,627
Wesley FoundationWest Lafayette, IN3Kitchen Project$12,832
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Copies of form 990 are provided to the governing board for approval before filing.

Form 990, Page 6, Part VI, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
First United Methodist Church
EIN
31-1035274
Phone
7654261403
Address
1700 ST RD 26 W, WEST LAFAYETTE, IN 47906

Signing Officer

Name
John S Jones
Title
Treasurer
Phone
7654261403
Signed
2020-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John S Jones
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Heman Lawson Hawks Llp
Address
2522 N SALISBURY ST, WEST LAFAYETTE, IN 47906-1428
Preparer
Robert G Riddell CPA
Phone
7654635566
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1WESLEY FOUNDATION
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1435 W STATE ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WEST LAFAYETTE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WEST LAFAYETTE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPIES OF FORM 990 ARE PROVIDED TO THE GOVERNING BOARD FOR APPROVAL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalAssetsEOYAmt03042163
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IRS990/TotalAssetsGrp/EOYAmt03042163
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IRS990/TotalContributionsAmt098465
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06997
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt066459
IRS990/TotalFunctionalExpensesGrp/TotalAmt073456
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03042163
IRS990/TotalProgramServiceExpensesAmt066459
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0130677
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0229142
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02533618
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03042163
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0WEST LAFAYETTE
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IRS990/USAddress/ZIPCd047906
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN S JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07654261403
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIRST UNITED METHODIST CHURCH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0311035274
ReturnHeader/Filer/PhoneNum07654261403
ReturnHeader/Filer/USAddress/AddressLine1Txt01700 ST RD 26 W
ReturnHeader/Filer/USAddress/CityNm0WEST LAFAYETTE
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.12.209.90
ReturnHeader/FilingSecurityInformation/IPDt02020-10-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:43:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351756461
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEMAN LAWSON HAWKS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02522 N SALISBURY ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST LAFAYETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0479061428
ReturnHeader/PreparerPersonGrp/PhoneNum07654635566
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT G RIDDELL CPA
ReturnHeader/ReturnTs02020-10-28T11:43:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.01$0.00$5.01$0.39$0.17$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.39$0.00$4.39$0.24$0.24$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.88$0.00$3.88$0.18$0.16$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.82$0.00$4.82$1.38$0.08$1.30
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.54$0.00$3.54$0.19$0.10$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.23$0.07$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.00$2.53$0.42$0.02$0.40
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.00$2.39$0.13$0.01$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.08$0.01$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.12$0.04$0.08
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$0.12$0.02$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.08$0.04$0.04
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.00$1.28$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.00$1.27$0.01