Civic Intelligence

Soumc Endowment Foundation

990 • Fiscal year 2023 • EIN 31-1591377

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 12, 2024

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

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.04x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

42nd percentile

0.6%

Faster asset growth than 42% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

51st percentile

8.8%

Faster revenue growth than 51% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$715,469

Up $4,343 (+0.6%) from 2022

Net Assets

Up

$713,968

Up $4,343 (+0.6%) from 2022

Liabilities

Flat

$1,501

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin64th percentile

Revenue

Up

$33,629

Up $2,731 (+8.8%) from 2022

Expenses

Down

$29,514

Down $3,844 (-12%) from 2022

Net Income

Up

$4,115

Up $6,575 (+267%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2023

Assets$715,469
Liabilities$1,501
Net Assets$713,968
Open 2023 Filing

Operations Trend

Revenue Growth51st 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

2023

Revenue$33,629
Expenses$29,514
Net Income$4,115
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 12, 2024
Return Version
2023v4.0
Gross Receipts
$33,629
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$674,658$687,023▲ $12,365
Savings and Temporary Cash Investments$26,106$18,084▼ $8,022
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
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$711,126$715,469▲ $4,343
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$709,625$713,968▲ $4,343
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$709,625$713,968▲ $4,343
Total Liabilities and Net Assets / Fund Balance$711,126$715,469▲ $4,343

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$687,023--
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Bertha CarterDirector
Garth GilliamDirector
Martha YarnellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$33,629
Other Revenue
$0
Change in Net Assets
$4,115
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,529
Other Expenses$2,985
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,529--$26,529
Other Expenses$0$2,903$0$2,903
Interest$0$51$0$51
Fees for Service Investment Mgmnt Fees$0$6$0$6
Total Functional Expenses$26,529$2,985$0$29,514
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.$26,529
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
Yes
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 for SOUMCEF.”

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

“The 990 filing is prepared and reviewed by the Treasurer. Copy is presented at next general meeting.”

Form 990, Part VI, Section C, Line 19

“Form 990, Part VI, Section C, Line 19 - Forms 889 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
2024-03-12

Organization Details

Formed
1998
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“All of the data on Forms VIII, IX, and X exactly matches the SOUMCEF Year-end Profit & Loss statement and the Year-end Balance sheet. I've rechecked the figures multiple times over many days and I cannot find any reason that Form 990 - Part XI, Line 10 totals $713,740, rather that the $713,968 from Part X, Line 32. I've added $228 to Part XI , Line 9 so that the return can be printed and sent.”

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 purchased by SOUMC. There is also a very small SOUMC Emergency Fund of $25.”

Schedule D, Part IV, Line 2B

“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”

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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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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Taxes & Licenses
IRS990/OtherExpensesGrp/Desc1Retained Earnings to Growth Fund Loan
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt025
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12903
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/TotalAmt025
IRS990/OtherExpensesGrp/TotalAmt12903
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/PrincipalOfcrBusinessName/BusinessNameLine1Txt0SOUMC Endowment Foundation
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/ExpenseAmt07984
IRS990/ProgSrvcAccomActy2Grp/GrantAmt07984
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Local Ministries: The SOUMCEF supports SOUMC by contributing to ministries at the Sherman Oaks location.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt07836
IRS990/ProgSrvcAccomActy3Grp/GrantAmt07836
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt024865
IRS990/PYInvestmentIncomeAmt030898
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt08493
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-2460
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt033358
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt030898
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt04115
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
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/BOYAmt026106
IRS990/SavingsAndTempCashInvstGrp/EOYAmt018084
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt033629
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt030898
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt026529
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt024865
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt033629
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt030898
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt082
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0357
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt07018
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt05676
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt05676
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt023719
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt023719
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt04825
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt023719
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt023719
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$715,469
Liabilities
$1,501
Net assets
$713,968
Revenue
$33,629
Expenses
$29,514
Net income
$4,115
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
2023Detailed filing. Detailed filing data is available for this year.$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