Civic Intelligence

Soumc Endowment Foundation

990 • Fiscal year 2021 • EIN 31-1591377

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 11, 2022

Organization ProfileN/A
14401 Dickens StreetSherman Oaks, CA 91423

(818) 789-0351

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

48th percentile

0.02x

Higher debt load relative to revenue than 48% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

29th percentile

0.6%

Higher net margin than 29% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

29th percentile

0.1%

Faster asset growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

118%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$713,586

Up $392 (+0.1%) from 2020

Net Assets

Up

$712,085

Up $393 (+0.1%) from 2020

Liabilities

Down

$1,501

Down $1 (-0.1%) from 2020

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin29th percentile

Revenue

Up

$64,615

Up $35,007 (+118%) from 2020

Expenses

Up

$64,222

Up $37,672 (+142%) from 2020

Net Income

Down

$393

Down $2,665 (-87%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$800K$600K$400K$200K$0Assets 2020: $713,194Liabilities 2020: $1,502Net Assets 2020: $711,6922020Assets 2021: $713,586Liabilities 2021: $1,501Net Assets 2021: $712,0852021Assets 2022: $711,126Liabilities 2022: $1,501Net Assets 2022: $709,6252022Assets 2023: $715,469Liabilities 2023: $1,501Net Assets 2023: $713,9682023Assets 2024: $741,379Liabilities 2024: $1,501Net Assets 2024: $739,8782024

Highlighted filing

2021

Assets$713,586
Liabilities$1,501
Net Assets$712,085
Open 2021 Filing

Operations Trend

Revenue Growth88th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2020: $29,608Expenses 2020: $26,550Net Income 2020: $3,0582020Revenue 2021: $64,615Expenses 2021: $64,222Net Income 2021: $3932021Revenue 2022: $30,898Expenses 2022: $33,358Net Income 2022: -$2,4602022Revenue 2023: $33,629Expenses 2023: $29,514Net Income 2023: $4,1152023Revenue 2024: $58,214Expenses 2024: $32,304Net Income 2024: $25,9102024

Highlighted filing

2021

Revenue$64,615
Expenses$64,222
Net Income$393
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 11, 2022
Return Version
2021v4.0
Gross Receipts
$64,615
Mission and Program Overview

Mission

SOUMC Endowment Foundation (SOUMCEF) supports the Sherman Oaks United Methodist Church (SOUMC) by contributing to building maintenance, to world-wide mission projects of the connectional United Methodist Church, and to Local Ministries.

SOUMC Endowment Foundation (SOUMCEF) supports the Sherman Oaks United Methodist Church (SOUMC) by contributing to building maintenance, to world-wide missions of the connectional Methodist Church, and to local missions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$676,420$670,438▼ $5,982
Savings and Temporary Cash Investments$26,411$32,786▲ $6,375
Accounts Receivable$10,362$10,362→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$713,193$713,586▲ $393
Other Assets Total$0$0→ $0
Liabilities
Escrow Account Liability$1,501$1,501→ $0
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,501$1,501→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$711,692$712,085▲ $393
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$711,692$712,085▲ $393
Total Liabilities and Net Assets / Fund Balance$713,193$713,586▲ $393

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$670,438--
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Meghan PalmerPresident
Bertha CarterDirector
Garth GilliamDirector
Joyce RoseDirector
Martha YarnellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$64,615
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$393
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,860
Grants and Similar Amounts Paid$24,362
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$0$37,966$0$37,966
Grants to Domestic Orgs$24,362--$24,362
Fees for Services Accounting$0$1,500$0$1,500
Fees for Service Investment Mgmnt Fees$0$348$0$348
Total Functional Expenses$24,362$39,860$0$64,222
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sherman Oaks United Methodist ChurchSherman Oaks, CA-SOUMCEF supports SOUMC by contributing to building maintenance, to world-wide missions of the church, and to local ministries.$24,362
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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, Part VI, Section A, Line 8B

“There are no subcommittees.”

Form 990, Part VI, Section B, Line 11B

“The Treasurer reviews the 990 form prior to submission.”

Form 990, Part VI, Section C, Line 18

“The form 990 and Form 1023 are available for public inspection at 14401 Dickens St., Sherman Oaks, CA.”

Form 990, Part VI, Section C, Line 19

“Form 990 and Form 1023 are available for inspection at 14401 Dickens St., Sherman Oaks, CA”

Filing and Contact Details

Filer

Filer Name
Soumc Endowment Foundation
EIN
31-1591377
Phone
8187890351
Address
14401 Dickens Street, Sherman Oaks, CA 91423

Signing Officer

Name
Martha Yarnell
Title
Treasurer
Phone
8187080422
Signed
2022-03-11

Organization Details

Principal Officer
Meghan Palmer
Formed
1998
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5
Supplemental Narrative

Financial Statement Notes

Schedule D, Part IV, Line 1B

“SOUMCEF holds funds in trust for the SOUMC Tribute Fund. Donations made in memory or honor of someone are accumulated and then disbursed when a tribute is purchased by SOUMC. There is also a very small SOUMC Emergency Fund of $25.”

Schedule D, Part IV, Line 2B

“SOUMCEF holds funds in trust for the SOUMC Tribute Fund. Donations made in memory or in honor of someone are accumulated and then disbursed when a tribute is purchased by SOUMC. There is also a very small SOUMC Emergency Fund of $25.”

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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0711692
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0712085
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Taxes and Licenses
IRS990/OtherExpensesGrp/Desc1Retained earnings credited to Growth Fund Loan
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt046
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt137966
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/TotalAmt046
IRS990/OtherExpensesGrp/TotalAmt137966
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Meghan Palmer
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Outreach Missions: The SOUMCEF supports the SOUMC by contributing to the world-wide mission projects of the connectional United Methodist Church through apportionment amounts assigned to SOUMC by the connectional church.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt08028
IRS990/ProgSrvcAccomActy2Grp/GrantAmt08028
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Local Ministries: The SOUMCEF supports SOUMC by contributing to ministries at the Sherman Oaks location.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt07752
IRS990/ProgSrvcAccomActy3Grp/GrantAmt07752
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt026400
IRS990/PYInvestmentIncomeAmt029608
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0150
IRS990/PYRevenuesLessExpensesAmt03058
IRS990/PYTotalExpensesAmt026550
IRS990/PYTotalRevenueAmt029608
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0393
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026411
IRS990/SavingsAndTempCashInvstGrp/EOYAmt032786
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt028796
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt028665
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$713,586
Liabilities
$1,501
Net assets
$712,085
Revenue
$64,615
Expenses
$64,222
Net income
$393
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.41$0.02$7.40$0.58$0.32$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.15$0.02$7.14$0.34$0.30$0.04
2022Detailed filing. Detailed filing data is available for this year.$7.11$0.02$7.10$0.31$0.33$0.02
2021Detailed filing. Detailed filing data is available for this year.$7.14$0.02$7.12$0.65$0.64$0.00
2020Detailed filing. Detailed filing data is available for this year.$7.13$0.02$7.12$0.30$0.27$0.03