Civic Intelligence

Allegheny Wesleyan Methodist Stewardship Foundation Inc.

990 • Fiscal year 2010 • EIN 34-1813463

Jan 01, 2010 to Dec 31, 2010 • Filed on Apr 07, 2011

PO Box 3816311
Siviq Scores

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

Liabilities / Assets

54th percentile

0.18x

Higher debt load relative to assets than 54% of similar nonprofits.

2010 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$2,769,926

No earlier filing loaded for comparison.

Net Assets

$2,271,807

No earlier filing loaded for comparison.

Liabilities

$498,119

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$161,825

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,769,926Liabilities 2010: $498,119Net Assets 2010: $2,271,8072010Assets 2011: $2,651,306Liabilities 2011: $488,062Net Assets 2011: $2,163,2442011Assets 2012: $2,843,514Liabilities 2012: $503,185Net Assets 2012: $2,340,3292012Assets 2013: $3,218,082Liabilities 2013: $654,198Net Assets 2013: $2,563,8842013Assets 2014: $3,373,620Liabilities 2014: $705,032Net Assets 2014: $2,668,5882014Assets 2015: $3,256,720Liabilities 2015: $637,694Net Assets 2015: $2,619,0262015Assets 2016: $3,459,397Liabilities 2016: $720,019Net Assets 2016: $2,739,3782016Assets 2017: $3,833,545Liabilities 2017: $794,274Net Assets 2017: $3,039,2712017Assets 2018: $3,507,922Liabilities 2018: $768,764Net Assets 2018: $2,739,1582018Assets 2019: $4,127,379Liabilities 2019: $970,541Net Assets 2019: $3,156,8382019Assets 2020: $4,246,814Liabilities 2020: $1,038,747Net Assets 2020: $3,208,0672020Assets 2021: $5,127,368Liabilities 2021: $1,562,844Net Assets 2021: $3,564,5242021Assets 2022: $4,582,222Liabilities 2022: $1,549,027Net Assets 2022: $3,033,1952022Assets 2023: $5,213,796Liabilities 2023: $1,977,964Net Assets 2023: $3,235,8322023Assets 2024: $6,101,071Liabilities 2024: $2,420,148Net Assets 2024: $3,680,9232024

Highlighted filing

2010

Assets$2,769,926
Liabilities$498,119
Net Assets$2,271,807

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $161,8252010Expenses 2011: $153,7122011Expenses 2012: $159,1322012Revenue 2013: $375,008Expenses 2013: $170,425Net Income 2013: $204,5832013Revenue 2014: $209,836Expenses 2014: $185,256Net Income 2014: $24,5802014Revenue 2015: $355,009Expenses 2015: $172,734Net Income 2015: $182,2752015Revenue 2016: $209,863Expenses 2016: $168,134Net Income 2016: $41,7292016Revenue 2017: $105,632Expenses 2017: $175,712Net Income 2017: -$70,0802017Revenue 2018: $319,402Expenses 2018: $188,625Net Income 2018: $130,7772018Revenue 2019: $251,671Expenses 2019: $188,275Net Income 2019: $63,3962019Revenue 2020: $43,726Expenses 2020: $198,065Net Income 2020: -$154,3392020Revenue 2021: $172,030Expenses 2021: $262,009Net Income 2021: -$89,9792021Revenue 2022: $509,015Expenses 2022: $237,902Net Income 2022: $271,1132022Revenue 2023: $224,514Expenses 2023: $209,976Net Income 2023: $14,5382023Revenue 2024: $437,014Expenses 2024: $243,304Net Income 2024: $193,7102024

Highlighted filing

2010

Revenue-
Expenses$161,825
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Apr 7, 2011
Return Version
2010v3.2
Gross Receipts
$1,171,179
Mission and Program Overview

Mission

To assist persons in making lasting contributions to the institutions and local churches of the allegheny wesleyan methodist connection and, as such, is designated to serve the connection, its related institutions, and local churches.

Major Activities

Activity 2
Annuity payments from gift annuities received.
Activity 3
Supported christian day schools and wesleyan college to continue christian value based education.
Filing and Contact Details

Filer

EIN
34-1813463
Raw XML AppendixShowing 400 of 511 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.

Path#Value
IRS990/AccountantCompileOrReview01
IRS990/ActivitiesConductedPartnership00
IRS990/Activity2/Description0ANNUITY PAYMENTS FROM GIFT ANNUITIES RECEIVED.
IRS990/Activity2/Expense026039
IRS990/Activity3/Description0SUPPORTED CHRISTIAN DAY SCHOOLS AND WESLEYAN COLLEGE TO CONTINUE CHRISTIAN VALUE BASED EDUCATION.
IRS990/Activity3/Expense022663
IRS990/Activity3/Grants022663
IRS990/ActivityOrMissionDescription0TO ASSIST PERSONS IN MAKING LASTING CONTRIBUTIONS TO THE INSTITUTIONS AND LOCAL CHURCHES OF THE ALLEGHENY WESLEYAN METHODIST CONNECTION AND, AS SUCH, IS DESIGNATED TO SERVE THE CONNECTION, ITS RELATED INSTITUTIONS, AND LOCAL CHURCHES.
IRS990/ActivityOther/Description0THESE FUNDS ARE USED TO SUPPORT LOCAL CHURCHES AND DENOMINATIONAL INTERESTS PROMOTING CHRISTIAN HERITAGE AND WESLEYAN DOCTRINE.
IRS990/ActivityOther/Expense038353
IRS990/ActivityOther/Grants035600
IRS990/AddressPrincipalOfficerUS/AddressLine10PO BOX 1187
IRS990/AddressPrincipalOfficerUS/City0SALEM
IRS990/AddressPrincipalOfficerUS/State0OH
IRS990/AddressPrincipalOfficerUS/ZIPCode044460
IRS990/AllOtherContributions0500
IRS990/AnnualDisclosureCoveredPersons00
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CashNonInterestBearing/BOY01431
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/Fundraising011480
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral06160
IRS990/CompCurrentOfficersDirectors/ProgramServices01960
IRS990/CompCurrentOfficersDirectors/Total019600
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO01
IRS990/CompensationProcessOther01
IRS990/ComplianceWithBackupWitholding01
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear0500
IRS990/ContributionsGrantsPriorYear0750
IRS990/CreditCounseling01
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0SUPPORT MISSION OUTREACH PROGRAMS TO REACH THE LOST AND NEEDY.
IRS990/DisregardedEntity00
IRS990/DistributionToDonor00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds01
IRS990/ElectionOfBoardMembers00
IRS990/EmploymentTaxReturnsFiled01
IRS990/EscrowAccountLiability/BOY0274541
IRS990/EscrowAccountLiability/EOY0301011
IRS990/ExcessBenefitTransaction00
IRS990/ExcessBusinessHoldings00
IRS990/Expense027327
IRS990/FamilyOrBusinessRelationship01
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesInvstMgmntFees/ManagementAndGeneral018749
IRS990/FeesForServicesInvstMgmntFees/Total018749
IRS990/FinancialStatementSeparate0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek020.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek17.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek20.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek40.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek50.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek60.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek70.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek80.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek90.30
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/NamePerson0DAVID E PHELPS SR
IRS990/Form990PartVIISectionA/NamePerson1TIMOTHY TROYER
IRS990/Form990PartVIISectionA/NamePerson2DAVID BLOWERS
IRS990/Form990PartVIISectionA/NamePerson3DAVID LARGE
IRS990/Form990PartVIISectionA/NamePerson4LARRY BRUNK
IRS990/Form990PartVIISectionA/NamePerson5WILLIAM COPE
IRS990/Form990PartVIISectionA/NamePerson6BRADLEY FORRIDER
IRS990/Form990PartVIISectionA/NamePerson7JAMES KUNSELMAN--SEE SCHEDULE O
IRS990/Form990PartVIISectionA/NamePerson8MICHAEL MARSHALL
IRS990/Form990PartVIISectionA/NamePerson9LARRY MUIR
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation55511
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation75400
IRS990/Form990PartVIISectionA/OtherCompensation811672
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization013600
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization16000
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs012905
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs510901
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs735295
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs820043
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/Title0PRESIDENT
IRS990/Form990PartVIISectionA/Title1TREASURER
IRS990/Form990PartVIISectionA/Title2VICE-PRESIDENT
IRS990/Form990PartVIISectionA/Title3SECRETARY
IRS990/Form990PartVIISectionA/Title4DIRECTOR
IRS990/Form990PartVIISectionA/Title5DIRECTOR
IRS990/Form990PartVIISectionA/Title6DIRECTOR
IRS990/Form990PartVIISectionA/Title7DIRECTOR
IRS990/Form990PartVIISectionA/Title8DIRECTOR
IRS990/Form990PartVIISectionA/Title9DIRECTOR
IRS990/Form990ProvidedToGoverningBody00
IRS990/FormersListed00
IRS990/FSAudited00
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Securities0-48503
IRS990/Gaming00
IRS990/Grants027600
IRS990/GrantsAndSimilarAmntsCY085590
IRS990/GrantsAndSimilarAmntsPriorYear091500
IRS990/GrantsToDomesticIndividuals/ProgramServices0442
IRS990/GrantsToDomesticIndividuals/Total0442
IRS990/GrantsToDomesticOrgs/ProgramServices085148
IRS990/GrantsToDomesticOrgs/Total085148
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations01
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities01074581
IRS990/GrossReceipts01171179
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartVII0X
IRS990/InfoInScheduleOPartXI0X
IRS990/Insurance/ManagementAndGeneral01400
IRS990/Insurance/Total01400
IRS990/InvestmentIncomeCurrentYear029704
IRS990/InvestmentIncome/ExclusionAmount078207
IRS990/InvestmentIncomePriorYear060433
IRS990/InvestmentIncome/TotalRevenueColumn078207
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/EOY0669435
IRS990/InvestmentsPubTradedSecurities/BOY02171972
IRS990/InvestmentsPubTradedSecurities/EOY01741086
IRS990/LessCostOthBasisSalesExpenses/Securities01123084
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0TO ASSIST PERSONS IN MAKING LASTING CONTRIBUTIONS TO THE INSTITUTIONS AND LOCAL CHURCHES OF THE ALLEGHENY WESLEYAN METHODIST CONNECTION AND, AS SUCH, IS DESIGNATED TO SERVE THE CONNECTION, ITS RELATED INSTITUTIONS, AND LOCAL CHURCHES.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/MortNotesPyblSecuredInvestProp/BOY015000
IRS990/MortNotesPyblSecuredInvestProp/EOY015000
IRS990/NameOfPrincipalOfficerPerson0DAVID E PHELPS SR
IRS990/NbrIndependentVotingMembers05
IRS990/NbrVotingGoverningBodyMembers010
IRS990/NbrVotingMembersGoverningBody010
IRS990/NetAssetsOrFundBalancesBOY02162567
IRS990/NetAssetsOrFundBalancesEOY02271807
IRS990/NetGainOrLossInvestments/ExclusionAmount0-48503
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-48503
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith1096010
IRS990/NumberIndependentVotingMembers05
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees03
IRS990/NumberW2GIncluded00
IRS990/OfficeExpenses/ManagementAndGeneral01833
IRS990/OfficeExpenses/Total01833
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear060314
IRS990/OtherExpensesCurrentYear052337
IRS990/OtherExpenses/Description0LIFE INCOME AGREEMENTS
IRS990/OtherExpenses/Description1LICENSE & FEES
IRS990/OtherExpenses/ProgramServices026039
IRS990/OtherExpenses/ProgramServices125
IRS990/OtherExpenses/Total026039
IRS990/OtherExpenses/Total125
IRS990/OtherLiabilities/BOY0199613
IRS990/OtherLiabilities/EOY0182108
IRS990/OtherNotesLoansReceivableNet/BOY0135452
IRS990/OtherNotesLoansReceivableNet/EOY0164262
IRS990/OtherRevenueCurrentYear017891
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0ACTUARIAL ADJUSTMENT
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome017891
IRS990/OtherRevenueMisc/TotalRevenueColumn017891
IRS990/OtherRevenuePriorYear05385
IRS990/OtherSalariesAndWages/Fundraising02080
IRS990/OtherSalariesAndWages/ManagementAndGeneral0260
IRS990/OtherSalariesAndWages/ProgramServices0260
IRS990/OtherSalariesAndWages/Total02600
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/Fundraising01037
IRS990/PayrollTaxes/ManagementAndGeneral0491
IRS990/PayrollTaxes/ProgramServices0170
IRS990/PayrollTaxes/Total01698
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges0222970
IRS990/ReconcilationRevenueExpenses0-113730
IRS990/RegularMonitoringEnforcement00
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities01
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY0-113730
IRS990/RevenuesLessExpensesPriorYear0-109144
IRS990/SalariesEtcCurrentYear023898
IRS990/SalariesEtcPriorYear023898
IRS990/SavingsAndTempCashInvestments/BOY0342866
IRS990/SavingsAndTempCashInvestments/EOY0195143
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts052285
IRS990ScheduleA/SupportedOrgInformation/Amount052285
IRS990ScheduleA/SupportedOrgInformation/EIN0251253863
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10ALLEGHENY WESL METH
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization01
IRS990ScheduleA/SupportingOrg509a3Type20X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired00
IRS990ScheduleD/AdditionsDuringYear029480
IRS990ScheduleD/AgentTrusteeEtc00
IRS990ScheduleD/AggregateDAFValue015130
IRS990ScheduleD/BeginningBalance0274541
IRS990ScheduleD/BoardDesignatedEOYBalance00.08450
IRS990ScheduleD/CurrentYear/AdministrativeExpenses07191
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance0970774
IRS990ScheduleD/CurrentYear/EndOfYearBalance0921452
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses069510
IRS990ScheduleD/CurrentYearMinus1Year/AdministrativeExpenses07553
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance0987645
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance0970774
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses0107056
IRS990ScheduleD/CurrentYearMinus1Year/OtherExpenditures0116374
IRS990ScheduleD/CurrentYearMinus2Years/AdministrativeExpenses08932
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance01259617
IRS990ScheduleD/CurrentYearMinus2Years/Contributions010000
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance0987645
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses0-118445
IRS990ScheduleD/CurrentYearMinus2Years/OtherExpenditures0154595
IRS990ScheduleD/CurrentYear/OtherExpenditures0111641
IRS990ScheduleD/DisclosedForCharitablePurposes01
IRS990ScheduleD/DisclosedOrgsLegalControl01
IRS990ScheduleD/DistributionsDuringYear03010
IRS990ScheduleD/DonorAdvisedContributions00
IRS990ScheduleD/EndingBalance0301011
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THIS AMOUNT HELD IN ESCROW IS A POOLED INCOME FUND THAT COMBINES THE FUNDS OF SEVERAL ORGANIZATIONS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1ENDOWMENT FUNDS INTENDED USES. THE ALLEGHENY WESLEYAN METHODIST STEWARDSHIP FOUNDATION'S ENDOWMENT FUNDS ARE INTENDED TO SUPPORT THE GRANT PROGRAMS AS WELL AS THE GENERAL OPERATIONS AND NEEDS OF THE ORGANIZATION.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART IV, LINE 2B:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1PART V, LINE 4:
IRS990ScheduleD/GrantsPaidFromDonorFunds01690
IRS990ScheduleD/IncludedOnFS01
IRS990ScheduleD/NumberDAFsHeld01
IRS990ScheduleD/OtherLiabilities/Amount0181722
IRS990ScheduleD/OtherLiabilities/Amount1386
IRS990ScheduleD/OtherLiabilities/Description0CHARITABLE GIFT ANNUITIES
IRS990ScheduleD/OtherLiabilities/Description1CASH OVERDRAFT
IRS990ScheduleD/OtherSecurities/BookValue0148902
IRS990ScheduleD/OtherSecurities/BookValue1193999
IRS990ScheduleD/OtherSecurities/BookValue2326534
IRS990ScheduleD/OtherSecurities/Description0PIMCO TOTAL RETURN BD FUND
IRS990ScheduleD/OtherSecurities/Description1BLACKROCK FUNDS
IRS990ScheduleD/OtherSecurities/Description2T ROWE PRICE GROWTH STOCK
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/OtherSecurities/MethodOfValuation2F
IRS990ScheduleD/TermEndowmentEOYBalance00.91550
IRS990ScheduleD/TotalOfAmounts0182108
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalOfBookValueSecurities0669435
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE FOUNDATION NORMALLY RECEIVES THANK YOU NOTES AND PICTURES OF PROJECTS THAT WERE FUNDED THROUGH THE FOUNDATION'S GIVING PROGRAM. ADDITIONALLY, THERE IS USUALLY AT LEAST ONE BOARD MEMBER THAT HAS FIRST-HAND KNOWLEDGE OF THE PROJECTS THAT RECEIVE FUNDING.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine102161 WOODSDALE ROAD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine11PO BOX 357
IRS990ScheduleI/RecipientTable/AddressUS/City0SALEM
IRS990ScheduleI/RecipientTable/AddressUS/City1SALEM
IRS990ScheduleI/RecipientTable/AddressUS/State0OH
IRS990ScheduleI/RecipientTable/AddressUS/State1OH
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode044460
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode144460
IRS990ScheduleI/RecipientTable/AmountOfCashGrant019400
IRS990ScheduleI/RecipientTable/AmountOfCashGrant152285
IRS990ScheduleI/RecipientTable/EINOfRecipient0341142457
IRS990ScheduleI/RecipientTable/EINOfRecipient1251253863
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSection1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0WESLEYAN EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrant1MISSIONS & GROWTH
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10ALLEGHENY WESLEYAN COLLEGE
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11ALLEGHENY WM CONNECTION
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants02
IRS990ScheduleI/TotalNbrOfOtherOrganizations00
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0JAMES KUNSELMAN AND TIMOTHY TROYER HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/GeneralExplanation/Explanation1THE TREASURER REVIEWS THE 990.
IRS990ScheduleO/GeneralExplanation/Explanation2THE EXECUTIVE COMMITTEE ANNUALLY REVIEWS THE COMPENSATION OF EVERY EMPLOYEE AND MAKES RECOMMENDATIONS TO THE FULL BOARD FOR THEIR APPROVAL. THIS PROCESS IS PART OF THE ANNUAL BUDGET.
IRS990ScheduleO/GeneralExplanation/Explanation3DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST BY THE PUBLIC.
IRS990ScheduleO/GeneralExplanation/Explanation4JAMES KUNSELMAN RECEIVED A TOTAL OF $35,296 IN COMPENSATION PLUS BENEFITS OF $5,400 FROM THE RELATED ENTITY, ALLEGHENY WESLEYAN METHODIST CONNECTION. OF THE $35,296 RECEIVED IN COMPENSATION, $8,520 RELATED TO HIS POSITION AS TREASURER AND $26,776 RELATED TO HIS POSITION AS OFFICE MANAGER.
IRS990ScheduleO/GeneralExplanation/Explanation5NET UNREALIZED GAINS ON INVESTMENTS: 222,970.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier2JAMES KUNSELMAN - COMPENSATION FROM RELATED ENTITY
IRS990ScheduleO/GeneralExplanation/Identifier3CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference2PART VII, SECTION A, LINE 1A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 5:
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10PO BOX 357
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine112161 WOODSDALE ROAD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0SALEM
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1SALEM
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0OH
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1OH
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode044460
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode144460
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg10
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA1N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0251253863
IRS990ScheduleR/Form990ScheduleRPartII/EIN1341142457
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection1501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0PA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState1PA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10ALLEGHENY WESLEYAN METHODIST CONNECTION
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine11ALLEGHENY WESLEYAN COLLEGE
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0CHURCH
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities1COLLEGE
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0LINE 1
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus1LINE 2
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg01
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.10$2.42$3.68$0.44$0.24$0.19
2023Detailed filing. Detailed filing data is available for this year.$5.21$1.98$3.24$0.22$0.21$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.58$1.55$3.03$0.51$0.24$0.27
2021Detailed filing. Detailed filing data is available for this year.$5.13$1.56$3.56$0.17$0.26$0.09
2020Detailed filing. Detailed filing data is available for this year.$4.25$1.04$3.21$0.04$0.20$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.13$0.97$3.16$0.25$0.19$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.51$0.77$2.74$0.32$0.19$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.83$0.79$3.04$0.11$0.18$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.46$0.72$2.74$0.21$0.17$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.26$0.64$2.62$0.36$0.17$0.18
2014Detailed filing. Detailed filing data is available for this year.$3.37$0.71$2.67$0.21$0.19$0.02
2013Detailed filing. Detailed filing data is available for this year.$3.22$0.65$2.56$0.38$0.17$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.84$0.50$2.34$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.49$2.16$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.50$2.27$0.16