Civic Intelligence

Soumc Endowment Foundation

990 • Fiscal year 2022 • EIN 31-1591377

Jan 01, 2022 to Dec 31, 2022 • Filed on May 11, 2023

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

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.05x

Higher debt load relative to revenue than 59% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

25th percentile

-8.0%

Higher net margin than 25% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

44th percentile

-0.3%

Faster asset growth than 44% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-52%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$711,126

Down $2,460 (-0.3%) from 2021

Net Assets

Down

$709,625

Down $2,460 (-0.3%) from 2021

Liabilities

Flat

$1,501

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin25th percentile

Revenue

Down

$30,898

Down $33,717 (-52%) from 2021

Expenses

Down

$33,358

Down $30,864 (-48%) from 2021

Net Income

Down

-$2,460

Down $2,853 (-726%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2022

Assets$711,126
Liabilities$1,501
Net Assets$709,625
Open 2022 Filing

Operations Trend

Revenue Growth7th 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

2022

Revenue$30,898
Expenses$33,358
Net Income-$2,460
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Gross Receipts
$30,898
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$670,438$674,658▲ $4,220
Savings and Temporary Cash Investments$32,786$26,106▼ $6,680
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--
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$713,586$711,126▼ $2,460
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$712,085$709,625▼ $2,460
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$712,085$709,625▼ $2,460
Total Liabilities and Net Assets / Fund Balance$713,586$711,126▼ $2,460

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$674,658--
Compensation and Service Providers
Top Officer Pay53rd 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
$30,898
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$-2,460
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,865
Other Expenses$8,493
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,865--$24,865
Other Expenses$0$2,943$0$2,943
Fees for Service Investment Mgmnt Fees$0$307$0$307
Total Functional Expenses$24,865$8,493$0$33,358
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sherman Oaks United Methodist ChurchSherman Oaks, CA-The grant to SOUMC is to help with building maintenance, Outreach Missions, and Local Ministries.$30,898
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 forms prior to submission.”

Form 990, Part VI, Section C, Line 19

“Forms 990 and 1023 and Financial Statements are available upon request for public inspection at 14401 Dickens Street, Sherman Oaks, CA 91423. Detailed Financial statements are presented at the SOUMC Annual Conference as well.”

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
2023-05-11

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

“Schedule D, Part IV, Line 1b: 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 purchase 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 to SOUMC when a Tribute is purchased. There is also a very small SOUMC Emergency Fund of $25.”

Raw XML AppendixShowing 400 of 643 raw XML fields

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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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/Desc1Loss on Investment
IRS990/OtherExpensesGrp/Desc2Retained Earnings to Growth Fund Loan
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt050
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15193
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22943
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/TotalAmt050
IRS990/OtherExpensesGrp/TotalAmt15193
IRS990/OtherExpensesGrp/TotalAmt22943
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/PayPremiumsPrsnlBnftCntrctInd00
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/ExpenseAmt08092
IRS990/ProgSrvcAccomActy2Grp/GrantAmt08092
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Local Ministries: The SOUMCEF supports SOUMC by contributing to ministries at the Sherman Oaks location.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt07944
IRS990/ProgSrvcAccomActy3Grp/GrantAmt07944
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt024362
IRS990/PYInvestmentIncomeAmt064615
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt039860
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0393
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt064222
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt064615
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-2460
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

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$711,126
Liabilities
$1,501
Net assets
$709,625
Revenue
$30,898
Expenses
$33,358
Net income
-$2,460
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