Civic Intelligence

Allegheny Wesleyan Methodist Stewardship Foundation Inc.

990 • Fiscal year 2018 • EIN 34-1813463

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

Organization ProfileN/A
PO Box 357Salem, OH 44460

(814) 720-7828

Siviq Scores

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

Liabilities / Assets

65th percentile

0.22x

Higher debt load relative to assets than 65% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

92nd percentile

2.41x

Higher debt load relative to revenue than 92% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

41st percentile

$37,432

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

16th percentile

-8.5%

Faster asset growth than 16% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

202%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$3,507,922

Down $325,623 (-8.5%) from 2017

Net Assets

Down

$2,739,158

Down $300,113 (-9.9%) from 2017

Liabilities

Down

$768,764

Down $25,510 (-3.2%) from 2017

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin89th percentile

Revenue

Up

$319,402

Up $213,770 (+202%) from 2017

Expenses

Up

$188,625

Up $12,913 (+7.3%) from 2017

Net Income

Up

$130,777

Up $200,857 (+287%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2018

Assets$3,507,922
Liabilities$768,764
Net Assets$2,739,158
Open 2018 Filing

Operations Trend

Revenue Growth97th 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

2018

Revenue$319,402
Expenses$188,625
Net Income$130,777
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$983,924
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.

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, it's related institutions, and local churches.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,827,972$2,318,885▼ $509,087
Investments Program Related$433,269$464,393▲ $31,124
Investments Other Securities$417,109$178,918▼ $238,191
Savings and Temporary Cash Investments$153,695$94,411▼ $59,284
Accounts Receivable$1,500--
Cash and Non-Interest-Bearing Accounts-$334-
Total Assets$3,833,545$3,507,922▼ $325,623
Other Assets Total$0$450,981▲ $450,981
Liabilities
Escrow Account Liability$680,956$648,577▼ $32,379
Other Liabilities$98,318$105,187▲ $6,869
Unsecured Notes Loans Payable$15,000$15,000→ $0
Total Liabilities$794,274$768,764▼ $25,510
Net Assets / Fund Balance
Unrestricted Net Assets$2,446,625$2,231,300▼ $215,325
Temporarily Rstr Net Assets$592,646$507,858▼ $84,788
Total Net Assets Fund Balance$3,039,271$2,739,158▼ $300,113
Total Liabilities and Net Assets / Fund Balance$3,833,545$3,507,922▼ $325,623

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$464,393--
Other Assets Org$450,981--
Other Securities$178,918--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$592,646$0▼ $10,052$69,379$507,858
2017$573,752-▲ $93,965$69,456$592,646
2016$539,166$50,000▲ $60,668$71,056$573,752
2015$737,527-▲ $27,632$219,874$539,166
2014$772,264-▲ $68,553$96,557$737,527
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan TroyerDirector--$37,432$37,432
David BlowersVice-president--$34,865$34,865
James KunselmanDirector--$31,702$31,702
David LargePresidentPT$12,240-$12,240
Timothy TroyerTreasurerPT$6,120-$6,120

Board Members and Trustees

NameTitle
Bradley ForriderDirector
Larry BrunkDirector
Larry MuirDirector
Joseph SmithSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,011
Program Service Revenue
$7,909
Investment Income
$304,740
Other Revenue
$3,742
All Other Contributions
$3,011
Change in Net Assets
$130,777
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$124,646
Other Expenses$44,215
Salaries, Compensation, and Employee Benefits$19,764
Total Fundraising Expense$14,137
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$124,646--$124,646
Current Officers, Directors, Trustees, and Key Employees$1,836$6,000$10,524$18,360
Fees for Service Investment Mgmnt Fees-$16,344-$16,344
Other Expenses$13,779--$13,779
Travel$988$1,482$2,471$4,941
Fees for Services Accounting-$4,132-$4,132
Conferences and Meetings$2,420--$2,420
Insurance-$1,413-$1,413
Payroll Taxes$140$459$805$1,404
Office Expenses-$849-$849
Advertising--$337$337
Total Functional Expenses$143,809$30,679$14,137$188,625
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Allegheny Wesleyan CollegeSalem, OH501(c)(3)Wesleyan Education$29,539
Allegheny Wesleyan Methodist ConnectionSalem, OH501(c)(3)Mission Outreach$29,087
Allegheny Wesleyan Methodist ConnectionSalem, OH501(c)(3)Denomination Support$28,163
Allegheny Wesleyan Methodist Connection Dba Allegheny PioneeringSalem, OH501(c)(3)Church Growth$28,163
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$84,601
Distributions Payable$20,586
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, jonathan troyer, and timothy troyer have a family relationship.”

Form 990, Part VI, Section B, Line 11B

“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
8147207828
Address
PO BOX 357, SALEM, OH 44460

Signing Officer

Name
Timothy Troyer
Title
Treasurer
Phone
8147207828
Signed
2019-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David L Large
Formed
1995
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
4
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, 2018 and, accordingly, no liability has been accrued.”

Raw XML AppendixShowing 400 of 551 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/PayrollTaxesGrp/ProgramServicesAmt0140
IRS990/PayrollTaxesGrp/TotalAmt01404
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVID L LARGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0523920
IRS990/ProgramServiceRevenueGrp/Desc0FEES FROM AWM ORGANIZA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07909
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07909
IRS990/ProgSrvcAccomActy2Grp/Desc0ANNUITY PAYMENTS FROM GIFT ANNUITIES RECEIVED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt013779
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORTED CHRISTIAN DAY SCHOOLS AND WESLEYAN COLLEGE TO CONTINUE CHRISTIAN VALUE BASED EDUCATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt029087
IRS990/ProgSrvcAccomActy3Grp/GrantAmt029087
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THESE FUNDS ARE USED TO SUPPORT LOCAL CHURCHES AND DENOMINATIONAL INTERESTS PROMOTING CHRISTIAN HERITAGE AND WESLEYAN DOCTRINE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt05384
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt07909
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04384
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0114890
IRS990/PYInvestmentIncomeAmt090277
IRS990/PYOtherExpensesAmt041136
IRS990/PYOtherRevenueAmt03793
IRS990/PYProgramServiceRevenueAmt07178
IRS990/PYRevenuesLessExpensesAmt0-70080
IRS990/PYSalariesCompEmpBnftPaidAmt019686
IRS990/PYTotalExpensesAmt0175712
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0105632
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0130777
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0153695
IRS990/SavingsAndTempCashInvstGrp/EOYAmt094411
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/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0251253863
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0124646
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ALLEGHENY WESL METH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0124646
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AdditionsDuringYearAmt050421
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt0680956
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt05357
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0592646
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0507858
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-10052
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt069379
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt05615
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0573752
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0592646
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt093965
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt069456
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt05026
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0539166
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt050000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0573752
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt060668
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt071056
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt06119
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0737527
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0539166
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027632
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0219874
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt06733
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0772264
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0737527
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt068553
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt096557
IRS990ScheduleD/DistributionsDuringYearAmt082800
IRS990ScheduleD/EndingBalanceAmt0648577
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0464393
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0PROGRAM RELATED LOANS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0450981
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN CHARITABLE TRUST HELD BY OTHERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt084601
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt120586
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHARITABLE GIFT ANNUITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DISTRIBUTIONS PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0178918
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PRINCIPAL MID CAP FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
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, 2018 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/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0450981
IRS990ScheduleD/TotalBookValueProgramRltdAmt0464393
IRS990ScheduleD/TotalBookValueSecuritiesAmt0178918
IRS990ScheduleD/TotalLiabilityAmt0105187
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt029539
IRS990ScheduleI/RecipientTable/CashGrantAmt128163
IRS990ScheduleI/RecipientTable/CashGrantAmt229087
IRS990ScheduleI/RecipientTable/CashGrantAmt328163
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0WESLEYAN EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1DENOMINATION SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2MISSION OUTREACH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3CHURCH GROWTH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALLEGHENY WESLEYAN COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ALLEGHENY WESLEYAN METHODIST CONNECTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ALLEGHENY WESLEYAN METHODIST CONNECTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ALLEGHENY WESLEYAN METHODIST CONNECTION DBA ALLEGHENY PIONEERING
IRS990ScheduleI/RecipientTable/RecipientEIN0341142457
IRS990ScheduleI/RecipientTable/RecipientEIN1251253863
IRS990ScheduleI/RecipientTable/RecipientEIN2251253863
IRS990ScheduleI/RecipientTable/RecipientEIN3251253863
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02161 WOODSDALE ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 357
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 357
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 357
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SALEM
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SALEM
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SALEM
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SALEM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044460
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd144460
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd244460
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd344460
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE 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/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,507,922
Liabilities
$768,764
Net assets
$2,739,158
Revenue
$319,402
Expenses
$188,625
Net income
$130,777
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