Civic Intelligence

La Mesa First United Methodist Fndn

EIN 33-0488999 • 501(c)3 • La Mesa, CA

Profile

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

4690 Palm AvenueLa Mesa, CA 91941

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

82nd percentile

31%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

127%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$821,853

Up $195,245 (+31%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$821,853

Up $195,245 (+31%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin98th percentile

Revenue

Up

$205,064

Up $114,540 (+127%) from 2023

Expenses

Up

$9,990

Up $3,287 (+49%) from 2023

Net Income

Up

$195,074

Up $111,253 (+133%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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 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

2024

Assets$821,853
Liabilities$0
Net Assets$821,853
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest 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 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

2024

Revenue$205,064
Expenses$9,990
Net Income$195,074
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$821,853
Liabilities
$0
Net assets
$821,853
Revenue
$205,064
Expenses
$9,990
Net income
$195,074
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
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 13, 2025
Return Version
2024v5.2
Gross Receipts
$205,064
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 and development of religious, charitable, and educational activiities, aid to elderly, assistance to education of youth, capital improvements of church property

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$548,873$740,176▲ $191,303
Cash and Non-Interest-Bearing Accounts$4,441$3,565▼ $876
Savings and Temporary Cash Investments$1,571$3,144▲ $1,573
Total Assets$626,608$821,853▲ $195,245
Other Assets Total$71,723$74,968▲ $3,245
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$626,608$821,853▲ $195,245
Total Net Assets Fund Balance$626,608$821,853▲ $195,245
Total Liabilities and Net Assets / Fund Balance$626,608$821,853▲ $195,245

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$74,968--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
David E ShawPresident
Armond WietzelTrustee
Karen RegeTrustee
Rev Christian DementTrustee
Steven RubinSecretary
Rubye RobertsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,298
Program Service Revenue
$0
Investment Income
$201,766
Other Revenue
$0
All Other Contributions
$3,298
Change in Net Assets
$195,074
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,990
Total Fundraising Expense$3,154
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$2,174$2,296$3,154$3,154
Fees for Services Accounting-$2,000-$2,000
Office Expenses-$366-$366
Total Functional Expenses$2,174$4,662$3,154$9,990
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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 VII, Line 11B

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

Form 990, Part VI, Line 12C

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

Form 990, Part VI, Line 19

“All financial statements and related suport 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 United Methodist Foundation
EIN
33-0488999
In Care Of
% Rubye Roberts
Phone
6194664163
Address
4690 Palm Avenue, La Mesa, CA 91941

Signing Officer

Name
Rubye Roberts
Title
Treasurer
Phone
6194664163
Signed
2025-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rubye Roberts
Formed
1992
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
5
Employees
0

Preparer

Firm
Sonnenberg & Company CPAs
Address
5190 Governor Dr 201, San Diego, CA 92122
Preparer
Leonard C Sonnenberg
Phone
8584575252
Raw XML Appendix339 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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IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueOtherAssetsAmt074968
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS OF THE BOARD HAVE ACCESS TO REVIEW ALL TAX RETURN FILINGS BEFORE FILED WITH THE RESPECTIVE AGENCIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DISTRIBUTIONS MADE BY THE FOUNDATION MUST GO THROUGH A BOARD VOTE OR OTHER AUTHORIZED METHOD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL FINANCIAL STATEMENTS AND RELATED SUPORT DOCUMENTATION ARE MADE AVAILABLE FOR INSPECTION AT ALL REASONABLE TIMES IN ACCORDANCE WITH BYLAWS ARTICLE X NO. 7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VII, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0626608
IRS990/TotalAssetsEOYAmt0821853
IRS990/TotalAssetsGrp/BOYAmt0626608
IRS990/TotalAssetsGrp/EOYAmt0821853
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03298
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03154
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04662
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02174
IRS990/TotalFunctionalExpensesGrp/TotalAmt09990
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0626608
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0821853
IRS990/TotalProgramServiceExpensesAmt02174
IRS990/TotalRevenueGrp/ExclusionAmt0201766
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0205064
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0626608
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0821853
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt04690 Palm Avenue
IRS990/USAddress/CityNm0La Mesa
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091941
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rubye Roberts
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06194664163
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0La Mesa First United Methodist Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LAME
ReturnHeader/Filer/EIN0330488999
ReturnHeader/Filer/InCareOfNm0% Rubye Roberts
ReturnHeader/Filer/PhoneNum06194664163
ReturnHeader/Filer/USAddress/AddressLine1Txt04690 Palm Avenue
ReturnHeader/Filer/USAddress/CityNm0La Mesa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091941
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953749711
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sonnenberg & Company CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05190 Governor Dr 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092122
ReturnHeader/PreparerPersonGrp/PhoneNum08584575252
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leonard C Sonnenberg
ReturnHeader/ReturnTs02025-10-16T10:30:29-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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