Civic Intelligence

Allegheny Wesleyan Methodist Stewardship Foundation Inc.

990 • Fiscal year 2014 • EIN 34-1813463

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 23, 2015

Organization ProfileN/A
PO Box 357Salem, OH 44460

(814) 425-1020

Siviq Scores

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

Liabilities / Assets

61st percentile

0.21x

Higher debt load relative to assets than 61% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

93rd percentile

3.36x

Higher debt load relative to revenue than 93% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

70th percentile

12%

Higher net margin than 70% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

48th percentile

$58,054

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 27.7% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

59th percentile

4.8%

Faster asset growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-44%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$3,373,620

Up $155,538 (+4.8%) from 2013

Net Assets

Up

$2,668,588

Up $104,704 (+4.1%) from 2013

Liabilities

Up

$705,032

Up $50,834 (+7.8%) from 2013

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin70th percentile

Revenue

Down

$209,836

Down $165,172 (-44%) from 2013

Expenses

Up

$185,256

Up $14,831 (+8.7%) from 2013

Net Income

Down

$24,580

Down $180,003 (-88%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

2014

Assets$3,373,620
Liabilities$705,032
Net Assets$2,668,588
Open 2014 Filing

Operations Trend

Revenue Growth6th percentile

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

2014

Revenue$209,836
Expenses$185,256
Net Income$24,580
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 23, 2015
Return Version
2014v5.0
Gross Receipts
$1,010,989
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,412,547$2,629,099▲ $216,552
Investments Program Related-$630,267-
Savings and Temporary Cash Investments$254,316$111,716▼ $142,600
Cash and Non-Interest-Bearing Accounts$7,717$0▼ $7,717
Other Notes and Loans Receivable, Net$541,518$2,538▼ $538,980
Total Assets$3,218,082$3,373,620▲ $155,538
Other Assets Total$1,984$0▼ $1,984
Liabilities
Escrow Account Liability$484,452$542,369▲ $57,917
Other Liabilities$169,746$162,663▼ $7,083
Total Liabilities$654,198$705,032▲ $50,834
Net Assets / Fund Balance
Unrestricted Net Assets$1,854,545$1,993,986▲ $139,441
Temporarily Rstr Net Assets$709,339$674,602▼ $34,737
Total Net Assets Fund Balance$2,563,884$2,668,588▲ $104,704
Total Liabilities and Net Assets / Fund Balance$3,218,082$3,373,620▲ $155,538

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$630,267--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$772,264-▲ $68,553$96,557$737,527
2013$795,815-▲ $82,147$98,773$772,264
2012$833,126-▲ $80,023$110,790$795,815
2011$921,452-▲ $16,847$98,362$833,126
2010$970,774-▲ $69,510$111,641$921,452
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William CopeDirector--$58,054$58,054
Timothy YoungDirector--$53,982$53,982
James KunselmanDirector--$38,388$38,388
David LargePresidentPT$12,000-$12,000
Timothy TroyerTreasurerPT$6,000-$6,000

Board Members and Trustees

NameTitle
David BlowersVice-president
Bradley ForriderDirector
Larry MuirDirector
Larry BrunkSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$23,397
Program Service Revenue
$5,243
Investment Income
$174,971
Other Revenue
$6,225
All Other Contributions
$23,397
Change in Net Assets
$24,580

Audited Revenue Reconciliation

Revenue per Audited Statements
$194,029
Revenue Not Reported on Financial Statements
$15,807
Revenue Not Reported on Form 990
$80,124
Total Revenue per Audited Statements
$274,153
Total Revenue per Form 990
$209,836
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$113,731
Other Expenses$52,148
Salaries, Compensation, and Employee Benefits$19,377
Total Fundraising Expense$14,174
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$113,731--$113,731
Other Expenses$24,432--$24,432
Current Officers, Directors, Trustees, and Key Employees$1,800$5,657$10,543$18,000
Fees for Service Investment Mgmnt Fees-$15,807-$15,807
Travel$371$1,772$2,561$4,704
Fees for Services Accounting-$3,250-$3,250
Insurance-$1,392-$1,392
Payroll Taxes$138$398$841$1,377
Conferences and Meetings$1,323--$1,323
Office Expenses-$1,011-$1,011
Advertising--$229$229
Total Functional Expenses$141,795$29,287$14,174$185,256

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$185,256
Expenses per Audited Statements$169,449
Total Expenses per Audited Statements$169,449
Expenses Not Reported on Financial Statements$15,807
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ALLEGHENY WESLEYAN METHODIST CONNECTION DBA WOMEN'S MISSIONARY SOCIETYSalem, OH501(c)(3)Mission Outreach$25,770
Allegheny Wesleyan Methodist Connection Dba Allegheny PioneeringSalem, OH501(c)(3)Church Growth & Mission Outreach$24,925
Allegheny Wesleyan CollegeSalem, OH501(c)(3)Wesleyan Education$21,175
Cottage Hill Awm ChurchNew Bethlehem, PA501(c)(3)Church Growth$20,900
Allegheny Wesleyan Methodist ConnectionSalem, OH501(c)(3)Church Administration$10,025
Stoneboro Camp Meeting AssociationStoneboro, PA501(c)(3)Spiritual Growth$7,700
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
Charitable Gift Annuities$148,222
Distributions Payable$14,441
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Section A, Line 2

“James kunselman and timothy troyer have a family relationship.”

Form 990, Part VI, Section B, Line 11

“The treasurer reviews the 990.”

Form 990, Part VI, Section B, Line 15

“The 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.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon written request by the public.”

Filing and Contact Details

Filer

Filer Name
Allegheny Wesleyan Methodist
EIN
34-1813463
Phone
8144251020
Address
PO BOX 357, SALEM, OH 44460

Signing Officer

Name
Timothy Troyer
Title
Treasurer
Phone
8144251020
Signed
2015-06-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David L Large
Formed
1995
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
5
Employees
2
Volunteers
9

Preparer

Firm
Keller & Owens LLC
Address
10955 LOWELL AVE STE 800, OVERLAND PARK, KS 66210
Preparer
Gregory D Owens
Phone
9133383500
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“This amount held in escrow is a pooled income fund that combines the funds of several organizations.”

PART V, LINE 4:

“Endowment 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.”

PART X, LINE 2:

“The foundation has adopted the provisions of fasb asc 740-10 as it might apply to the foundation's financial transactions. The foundation's policy is to record a liability for any tax position that is beneficial to the foundation, including any related interest and penalties, when it is more likely than not the position taken by management with respect to the transaction or class of transactions will be overturned by a taxing authority upon examination. Management believes there are no such positions as of december 31, 2014 and, accordingly, no liability has been accrued.”

Raw XML AppendixShowing 400 of 577 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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IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0541518
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt02538
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0841
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0398
IRS990/PayrollTaxesGrp/ProgramServicesAmt0138
IRS990/PayrollTaxesGrp/TotalAmt01377
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVID L LARGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0523920
IRS990/ProgramServiceRevenueGrp/Desc0FEES FROM AWM ORGANIZA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05243
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05243
IRS990/ProgSrvcAccomActy2Grp/Desc0ANNUITY PAYMENTS FROM GIFT ANNUITIES RECEIVED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt024432
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORTED CHRISTIAN DAY SCHOOLS AND WESLEYAN COLLEGE TO CONTINUE CHRISTIAN VALUE BASED EDUCATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt025020
IRS990/ProgSrvcAccomActy3Grp/GrantAmt025020
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THESE FUNDS ARE USED TO SUPPORT LOCAL CHURCHES AND DENOMINATIONAL INTERESTS PROMOTING CHRISTIAN HERITAGE AND WESLEYAN DOCTRINE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt041648
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt038016
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt011468
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0125009
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0100990
IRS990/PYInvestmentIncomeAmt0240069
IRS990/PYOtherExpensesAmt050058
IRS990/PYOtherRevenueAmt06283
IRS990/PYProgramServiceRevenueAmt03647
IRS990/PYRevenuesLessExpensesAmt0204583
IRS990/PYSalariesCompEmpBnftPaidAmt019377
IRS990/PYTotalExpensesAmt0170425
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0375008
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt024580
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0254316
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0111716
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0251253863
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0113731
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ALLEGHENY WESL METH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0113731
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AdditionsDuringYearAmt068927
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt0484452
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.08530
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt06733
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0772264
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0737527
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt068553
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt096557
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt06925
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0795815
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0772264
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt082147
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt098773
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt06544
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0833126
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0795815
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt080023
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0110790
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt06811
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0921452
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0833126
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016847
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt098362
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt07191
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0970774
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0921452
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt069510
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0111641
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DistributionsDuringYearAmt011010
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt01690
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt011741
IRS990ScheduleD/EndingBalanceAmt0542369
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt015807
IRS990ScheduleD/ExpensesSubtotalAmt0169449
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt015807
IRS990ScheduleD/InvestmentExpensesNotIncldAmt015807
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0630267
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0PROGRAM RELATED LOANS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/NetUnrealizedGainsInvstAmt080124
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0148222
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt114441
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHARITABLE GIFT ANNUITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DISTRIBUTIONS PAYABLE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/RevenueNotReportedAmt080124
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt015807
IRS990ScheduleD/RevenueSubtotalAmt0194029
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THIS AMOUNT HELD IN ESCROW IS A POOLED INCOME FUND THAT COMBINES THE FUNDS OF SEVERAL ORGANIZATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ENDOWMENT 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/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10 AS IT MIGHT APPLY TO THE FOUNDATION'S FINANCIAL TRANSACTIONS. THE FOUNDATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION THAT IS BENEFICIAL TO THE FOUNDATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO THE TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF DECEMBER 31, 2014 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.91470
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt0630267
IRS990ScheduleD/TotalExpensesPerForm990Amt0185256
IRS990ScheduleD/TotalLiabilityAmt0162663
IRS990ScheduleD/TotalRevenuePerForm990Amt0209836
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0274153
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0169449
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt021175
IRS990ScheduleI/RecipientTable/CashGrantAmt125770
IRS990ScheduleI/RecipientTable/CashGrantAmt224925
IRS990ScheduleI/RecipientTable/CashGrantAmt320900
IRS990ScheduleI/RecipientTable/CashGrantAmt410025
IRS990ScheduleI/RecipientTable/CashGrantAmt57700
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0WESLEYAN EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1MISSION OUTREACH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CHURCH GROWTH & MISSION OUTREACH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3CHURCH GROWTH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4CHURCH ADMINISTRATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5SPIRITUAL GROWTH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALLEGHENY WESLEYAN COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ALLEGHENY WESLEYAN METHODIST CONNECTION DBA WOMEN'S MISSIONARY SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ALLEGHENY WESLEYAN METHODIST CONNECTION DBA ALLEGHENY PIONEERING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3COTTAGE HILL AWM CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ALLEGHENY WESLEYAN METHODIST CONNECTION

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,373,620
Liabilities
$705,032
Net assets
$2,668,588
Revenue
$209,836
Expenses
$185,256
Net income
$24,580
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
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