Civic Intelligence

La Mesa First United Methodist Foundation

990 • Fiscal year 2022 • EIN 33-0488999

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 10, 2023

Organization ProfileN/A
4690 Palm AvenueLa Mesa, CA 91941

(619) 466-4163

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

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

Liabilities / Revenue

31st percentile

0.00x

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

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

Net Margin

80th percentile

31%

Higher net margin than 80% 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

25th percentile

-7.7%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

89th percentile

104%

Faster revenue growth than 89% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$597,648

Down $49,819 (-7.7%) from 2021

Net Assets

Down

$597,648

Down $49,819 (-7.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin80th percentile

Revenue

Up

$46,261

Up $23,611 (+104%) from 2021

Expenses

Up

$32,089

Up $21,660 (+208%) from 2021

Net Income

Up

$14,172

Up $1,951 (+16%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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 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

2022

Assets$597,648
Liabilities$0
Net Assets$597,648
Open 2022 Filing

Operations Trend

Revenue Growth89th percentile

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 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

2022

Revenue$46,261
Expenses$32,089
Net Income$14,172
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 10, 2023
Return Version
2022v5.0
Gross Receipts
$217,222
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$647,467$597,648▼ $49,819
Investments in Publicly Traded Securities$555,174$423,270▼ $131,904
Cash and Non-Interest-Bearing Accounts$8,494$61,765▲ $53,271
Savings and Temporary Cash Investments$6,186$44,293▲ $38,107
Total Assets$647,467$597,648▼ $49,819
Other Assets Total$77,613$68,320▼ $9,293
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$647,467$597,648▼ $49,819
Total Liabilities and Net Assets / Fund Balance$647,467$597,648▼ $49,819

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$68,320--
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,137
Program Service Revenue
$0
Investment Income
$48,036
Other Revenue
$-2,912
All Other Contributions
$1,137
Change in Net Assets
$14,172
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$32,089
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
Other Expenses$26,845--$26,845
Fees for Services Accounting-$3,000-$3,000
Fees for Service Investment Mgmnt Fees$1,887--$1,887
Office Expenses$357--$357
Total Functional Expenses$29,089$3,000$0$32,089
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
No
Annual disclosure for covered persons
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
2023-10-10
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
Sonnenberg & Company CPAs
Address
5190 Governor Dr 201, San Diego, CA 92122
Preparer
Leonard C Sonnenberg
Phone
8584575252
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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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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-10
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leonard C Sonnenberg
ReturnHeader/ReturnTs02023-10-25T12:10:02-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rubye
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Roberts
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$597,648
Liabilities
$0
Net assets
$597,648
Revenue
$46,261
Expenses
$32,089
Net income
$14,172
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
2022Detailed filing. Detailed filing data is available for this year.$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