Civic Intelligence

La Mesa First United Methodist Foundation

990 • Fiscal year 2021 • EIN 33-0488999

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 15, 2022

Organization ProfileN/A
4690 Palm AvenueLa Mesa, CA 91941

(619) 466-4163

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$647,467

Flat from 2021

Net Assets

Flat

$647,467

Flat from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses

Revenue

Flat

$22,650

Flat from 2021

Expenses

Flat

$10,429

Flat from 2021

Net Income

Flat

$12,221

Flat from 2021

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $380,655Liabilities 2011: $0Net Assets 2011: $380,6552011Assets 2012: $410,350Liabilities 2012: $0Net Assets 2012: $410,3502012Assets 2013: $462,309Net Assets 2013: $462,3092013Assets 2015: $474,034Net Assets 2015: $474,0342015Assets 2016: $480,966Net Assets 2016: $480,9662016Assets 2017: $527,534Liabilities 2017: $0Net Assets 2017: $527,5342017Assets 2018: $455,056Liabilities 2018: $0Net Assets 2018: $455,0562018Assets 2019: $560,319Liabilities 2019: $0Net Assets 2019: $560,3192019Assets 2020: $554,316Liabilities 2020: $0Net Assets 2020: $554,3162020Assets 2021: $647,467Liabilities 2021: $0Net Assets 2021: $647,4672021Assets 2021: $647,467Liabilities 2021: $0Net Assets 2021: $647,4672021Assets 2022: $597,648Liabilities 2022: $0Net Assets 2022: $597,6482022Assets 2023: $626,608Liabilities 2023: $0Net Assets 2023: $626,6082023Assets 2024: $821,853Liabilities 2024: $0Net Assets 2024: $821,8532024

Highlighted filing

2021

Assets$647,467
Liabilities$0
Net Assets$647,467
Open 2021 Filing

Operations Trend

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

$300K$200K$100K$0Expenses 2011: $28,3012011Expenses 2012: $10,6562012Revenue 2013: $27,556Expenses 2013: $21,957Net Income 2013: $5,5992013Revenue 2015: $22,912Expenses 2015: $11,496Net Income 2015: $11,4162015Revenue 2016: $27,160Expenses 2016: $9,930Net Income 2016: $17,2302016Revenue 2017: $36,733Expenses 2017: $10,382Net Income 2017: $26,3512017Revenue 2018: $14,999Expenses 2018: $10,727Net Income 2018: $4,2722018Revenue 2019: $15,549Expenses 2019: $5,400Net Income 2019: $10,1492019Revenue 2020: $8,882Expenses 2020: $6,731Net Income 2020: $2,1512020Revenue 2021: $22,650Expenses 2021: $10,429Net Income 2021: $12,2212021Revenue 2021: $22,650Expenses 2021: $10,429Net Income 2021: $12,2212021Revenue 2022: $46,261Expenses 2022: $32,089Net Income 2022: $14,1722022Revenue 2023: $90,524Expenses 2023: $6,703Net Income 2023: $83,8212023Revenue 2024: $205,064Expenses 2024: $9,990Net Income 2024: $195,0742024

Highlighted filing

2021

Revenue$22,650
Expenses$10,429
Net Income$12,221
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 15, 2022
Return Version
2021v4.0
Gross Receipts
$168,153
Mission and Program Overview

Mission

Promotion & development of religious charitable and educational activities; aid to the elderly; assistance to the education of youth; capital improvements of church property.

Promotion & Development of religious, charitable, and educational activities; aid to elderly; assistance to the education of youth; capital improvements of church property.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$554,316$647,467▲ $93,151
Investments in Publicly Traded Securities$527,551$632,787▲ $105,236
Cash and Non-Interest-Bearing Accounts-$8,494-
Savings and Temporary Cash Investments$26,765$6,186▼ $20,579
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$554,316$647,467▲ $93,151
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$554,316$647,467▲ $93,151
Total Liabilities and Net Assets / Fund Balance$554,316$647,467▲ $93,151
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steven L RubinPresident
Derek WiltonTrustee
Rev Dr Elbert KimTrustee
Rubye RobertsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,000
Program Service Revenue
$0
Investment Income
$6,650
Other Revenue
$0
All Other Contributions
$16,000
Change in Net Assets
$12,221
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,429
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$4,400--$4,400
Fees for Services Accounting-$3,000-$3,000
Fees for Service Investment Mgmnt Fees$2,319--$2,319
Other Expenses-$20-$20
Total Functional Expenses$6,719$3,710$0$10,429
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Members of the board have access to review all tax return filings before filed with the respective agencies.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All distributions made by the foundation must be go through a board vote or other authorized method.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All financial statements and related support documentation are made available for inspection at all reasonable times in accordance with Bylaws article X no. 7.”

Filing and Contact Details

Filer

Filer Name
La Mesa First Union Methodist Foundation
EIN
33-0488999
Phone
6194664163
Address
4690 Palm Avenue, La Mesa, CA 91941

Signing Officer

Name
Rubye Roberts
Title
Treasurer
Signed
2022-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rubye Roberts
Formed
1992
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
CWDL CPAs
Address
5151 Murphy Canyon Rd Ste 135, San Diego, CA 92123
Preparer
John Dominguez CPA
Phone
8585652700
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ReturnHeader/Filer/USAddress/AddressLine1Txt04690 Palm Avenue
ReturnHeader/Filer/USAddress/CityNm0La Mesa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091941
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953606498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CWDL CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05151 Murphy Canyon Rd Ste 135
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092123
ReturnHeader/PreparerPersonGrp/PhoneNum08585652700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN DOMINGUEZ CPA
ReturnHeader/ReturnTs02022-08-15T10:06:54-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rubye
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Roberts
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$647,467
Liabilities
$0
Net assets
$647,467
Revenue
$22,650
Expenses
$10,429
Net income
$12,221
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.22$0.00$8.22$2.05$0.10$1.95
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.27$0.00$6.27$0.91$0.07$0.84
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.98$0.00$5.98$0.46$0.32$0.14
2021Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.23$0.10$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.47$0.00$6.47$0.23$0.10$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.54$0.00$5.54$0.09$0.07$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.60$0.00$5.60$0.16$0.05$0.10
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.55$0.00$4.55$0.15$0.11$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.28$0.00$5.28$0.37$0.10$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.81$4.81$0.27$0.10$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.74$4.74$0.23$0.11$0.11
2013Detailed filing. Detailed filing data is available for this year.$4.62$4.62$0.28$0.22$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.10$0.00$4.10$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.81$0.00$3.81$0.28