Civic Intelligence

La Jolla United Methodist Church Foundation

990 • Fiscal year 2017 • EIN 33-0467521

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 12, 2018

Organization ProfileWWW.LAJOLLAUMC.ORG
6063 LA Jolla BoulevardLA Jolla, CA 92037

(858) 454-7108

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

1st percentile

-892%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,616,225

Up $150,401 (+10%) from 2016

Net Assets

Up

$1,616,225

Up $150,401 (+10%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin1st percentile

Revenue

Down

$5,414

Down $100,509 (-95%) from 2016

Expenses

Up

$53,715

Up $19,723 (+58%) from 2016

Net Income

Down

-$48,301

Down $120,232 (-167%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,101,944Liabilities 2010: $0Net Assets 2010: $1,101,9442010Assets 2011: $1,104,368Liabilities 2011: $0Net Assets 2011: $1,104,3682011Assets 2012: $1,149,680Liabilities 2012: $0Net Assets 2012: $1,149,6802012Assets 2013: $1,399,995Liabilities 2013: $0Net Assets 2013: $1,399,9952013Assets 2014: $1,339,884Liabilities 2014: $0Net Assets 2014: $1,339,8842014Assets 2015: $1,393,893Liabilities 2015: $0Net Assets 2015: $1,393,8932015Assets 2016: $1,465,824Liabilities 2016: $0Net Assets 2016: $1,465,8242016Assets 2017: $1,616,225Liabilities 2017: $0Net Assets 2017: $1,616,2252017Assets 2018: $1,457,899Liabilities 2018: $0Net Assets 2018: $1,457,8992018Assets 2019: $1,620,219Liabilities 2019: $0Net Assets 2019: $1,620,2192019Assets 2020: $1,748,723Liabilities 2020: $0Net Assets 2020: $1,748,7232020Assets 2021: $1,906,634Liabilities 2021: $0Net Assets 2021: $1,906,6342021Assets 2022: $1,631,653Liabilities 2022: $0Net Assets 2022: $1,631,6532022Assets 2023: $1,795,019Liabilities 2023: $0Net Assets 2023: $1,795,0192023Assets 2024: $1,908,152Liabilities 2024: $0Net Assets 2024: $1,908,1522024

Highlighted filing

2017

Assets$1,616,225
Liabilities$0
Net Assets$1,616,225
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $35,0212010Expenses 2011: $33,7702011Expenses 2012: $87,4752012Revenue 2013: $291,887Expenses 2013: $41,572Net Income 2013: $250,3152013Revenue 2014: $81,032Expenses 2014: $141,143Net Income 2014: -$60,1112014Revenue 2015: $125,287Expenses 2015: $71,278Net Income 2015: $54,0092015Revenue 2016: $105,923Expenses 2016: $33,992Net Income 2016: $71,9312016Revenue 2017: $5,414Expenses 2017: $53,715Net Income 2017: -$48,3012017Revenue 2018: $15,200Expenses 2018: $51,489Net Income 2018: -$36,2892018Revenue 2019: $4,096Expenses 2019: $55,323Net Income 2019: -$51,2272019Revenue 2020: $8,484Expenses 2020: $48,788Net Income 2020: -$40,3042020Revenue 2021: $5,044Expenses 2021: $30,526Net Income 2021: -$25,4822021Revenue 2022: $11,575Expenses 2022: $82,644Net Income 2022: -$71,0692022Revenue 2023: $302,103Expenses 2023: $138,737Net Income 2023: $163,3662023Revenue 2024: $15,831Expenses 2024: $70,823Net Income 2024: -$54,9922024

Highlighted filing

2017

Revenue$5,414
Expenses$53,715
Net Income-$48,301
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 12, 2018
Return Version
2017v2.3
Gross Receipts
$5,414
Mission and Program Overview

Mission

The LJUMC Foundation exists to provide a means for interested individuals to fund a legacy gift to support the ongoing ministries of the La Jolla United Methodist Church.

Accept, manage, and distribute funds for the benefit of various charitable causes that are donor specified.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,465,824$1,616,225▲ $150,401
Investments Other Securities-$1,439,443-
Other Notes and Loans Receivable, Net$95,000$95,952▲ $952
Investments in Publicly Traded Securities$1,370,824$80,830▼ $1,289,994
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,465,824$1,616,225▲ $150,401
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,465,824$1,616,225▲ $150,401
Total Liabilities and Net Assets / Fund Balance$1,465,824$1,616,225▲ $150,401

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,439,443--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Margie HerrickPresident
Betsy Del PozoDirector
Tom WoodburyDirector
Janet LindLa Jolla Umc Treasurer
Charles WursterSecretary
Dirk HarrisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,518
Program Service Revenue
$0
Investment Income
$1,896
Other Revenue
$0
All Other Contributions
$3,518
Change in Net Assets
$-48,301
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$40,325
Other Expenses$13,390
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$40,325--$40,325
Fees for Service Investment Mgmnt Fees$13,172--$13,172
Office Expenses$218--$218
Total Functional Expenses$53,715$0$0$53,715
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bennett Maintenance Fund--Maintenance Fund$17,132
Foundation Discretionary Fund--Discretionary Fund$4,678
Nursery School Scholarship Fund--Nursery School Scholarship Fund$2,940
Bennett Mission Outreach Fund--Mission Outreach Fund$2,803
Brubaker-cory Music Fund--Music Fund$2,375
Pole Youth Fund--Youth Fund$2,216
Fireside Library Fund--Library Fund$2,125
Challenge Education Fund--Education Fund$1,671
Webb Music Fund--Music Fund$1,575
Nursery School Building Fund--Building Fund$1,507
BULLOCK CHILDREN'S FUND--CHILDREN'S FUND$1,303
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 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 B, Line 11B

“The final return before submission is sent to the directors for review.”

Form 990, Part VI, Section C, Line 19

“All bylaws, financial statements, checkbooks and 990 tax returns are stored and available for review at the la jolla united methodist church financial office.”

Filing and Contact Details

Filer

Filer Name
La Jolla United Methodist Church
EIN
33-0467521
Phone
8584547108
Address
6063 LA JOLLA BOULEVARD, LA JOLLA, CA 92037

Signing Officer

Name
Janet Lind Treasurer
Title
Treasurer
Phone
8584547108
Signed
2018-09-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margie Herrick
Formed
1990
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
7

Preparer

Firm
Alvarez Tax & Accounting Llp
Address
9444 WAPLES STREET SUITE 420, SAN DIEGO, CA 92121
Preparer
Jeffrey L Alvarez
Phone
8583689122
Raw XML Appendix335 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FINAL RETURN BEFORE SUBMISSION IS SENT TO THE DIRECTORS FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BYLAWS, FINANCIAL STATEMENTS, CHECKBOOKS AND 990 TAX RETURNS ARE STORED AND AVAILABLE FOR REVIEW AT THE LA JOLLA UNITED METHODIST CHURCH FINANCIAL OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt053715
IRS990/TotalFunctionalExpensesGrp/TotalAmt053715
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01465824
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01616225
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01896
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05414
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01465824
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01616225
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LA JOLLA UNITED METHODIST CHURCH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
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ReturnHeader/FilingSecurityInformation/IPTm023:15:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471854853
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09444 WAPLES STREET SUITE 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY L ALVAREZ
ReturnHeader/ReturnTs02018-11-01T21:20:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,616,225
Liabilities
$0
Net assets
$1,616,225
Revenue
$5,414
Expenses
$53,715
Net income
-$48,301
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.02$0.07$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.30$0.14$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.01$0.08$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.01$0.03$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.01$0.05$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$0.00$0.06$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.02$0.05$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.01$0.05$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.11$0.03$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.13$0.07$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.08$0.14$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.29$0.04$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.03
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.04