Civic Intelligence

Allegheny Wesleyan Methodist Stewardship Foundation Inc.

990 • Fiscal year 2022 • EIN 34-1813463

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 27, 2023

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

77th percentile

0.34x

Higher debt load relative to assets than 77% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

94th percentile

3.04x

Higher debt load relative to revenue than 94% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

44th percentile

$36,111

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

18th percentile

-11%

Faster asset growth than 18% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

95th percentile

196%

Faster revenue growth than 95% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$4,582,222

Down $545,146 (-11%) from 2021

Net Assets

Down

$3,033,195

Down $531,329 (-15%) from 2021

Liabilities

Down

$1,549,027

Down $13,817 (-0.9%) from 2021

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin90th percentile

Revenue

Up

$509,015

Up $336,985 (+196%) from 2021

Expenses

Down

$237,902

Down $24,107 (-9.2%) from 2021

Net Income

Up

$271,113

Up $361,092 (+401%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2022

Assets$4,582,222
Liabilities$1,549,027
Net Assets$3,033,195
Open 2022 Filing

Operations Trend

Revenue Growth95th 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

2022

Revenue$509,015
Expenses$237,902
Net Income$271,113
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 27, 2023
Return Version
2022v5.0
Gross Receipts
$1,074,400
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$4,226,594$3,870,571▼ $356,023
Savings and Temporary Cash Investments$372,444$342,223▼ $30,221
Investments Program Related$124,747$68,315▼ $56,432
Total Assets$5,127,368$4,582,222▼ $545,146
Other Assets Total$403,583$301,113▼ $102,470
Liabilities
Escrow Account Liability$1,451,513$1,445,997▼ $5,516
Other Liabilities$96,331$88,030▼ $8,301
Unsecured Notes Loans Payable$15,000$15,000→ $0
Total Liabilities$1,562,844$1,549,027▼ $13,817
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,096,012$2,681,870▼ $414,142
Net Assets With Donor Restrictions$468,512$351,325▼ $117,187
Total Net Assets Fund Balance$3,564,524$3,033,195▼ $531,329
Total Liabilities and Net Assets / Fund Balance$5,127,368$4,582,222▼ $545,146

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$301,113--
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel KaufmanDirector--$36,111$36,111
James KunselmanDirector--$35,150$35,150
David BlowersVice-president--$34,231$34,231
David LargePresidentPT$13,740-$13,740
Timothy TroyerTreasurerPT$7,620-$7,620

Board Members and Trustees

NameTitle
Bradley ForriderDirector
Brant LutherDirector
Larry BrunkDirector
Joseph SmithSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$10,037
Program Service Revenue
$14,692
Investment Income
$480,858
Other Revenue
$3,428
All Other Contributions
$10,037
Change in Net Assets
$271,113
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$167,836
Other Expenses$47,072
Salaries, Compensation, and Employee Benefits$22,994
Total Fundraising Expense$16,773
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$167,836--$167,836
Current Officers, Directors, Trustees, and Key Employees$2,136$6,570$12,654$21,360
Fees for Service Investment Mgmnt Fees-$18,921-$18,921
Other Expenses$13,665--$13,665
Travel$1,117$1,675$2,792$5,584
Fees for Services Accounting-$4,825-$4,825
Insurance-$2,162-$2,162
Payroll Taxes$163$503$968$1,634
Office Expenses-$1,331-$1,331
Advertising--$359$359
Payment Travel Entrtnmnt Publicly Ofcl$225--$225
Total Functional Expenses$185,142$35,987$16,773$237,902
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Allegheny Wesleyan CollegeSalem, OH501(c)(3)Education$38,850
Allegheny MissionsSalem, OH501(c)(3)Mission Outreach$34,533
Allegheny Wesleyan Methodist ConnectionSalem, OH501(c)(3)Outreach$25,385
Stoneboro Campmeeting AssociationStoneboro, PA501(c)(3)Capital Improvements$24,275
Allegheny PioneeringSalem, OH501(c)(3)Outreach$16,310
Stoneboro Wesleyan Methodist SchoolStoneboro, PA501(c)(3)Capital Improvements$9,750
Salem Wesleyan Methodist ChurchSalem, OH501(c)(3)Education$7,400
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$70,989
Distributions Payable$17,041
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
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
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 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
2023-10-27
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 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, 2022 and, accordingly, no liability has been accrued.”

Raw XML AppendixShowing 400 of 542 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/AccountantCompileOrReviewInd01
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AdvertisingGrp/FundraisingAmt0359
IRS990/AdvertisingGrp/TotalAmt0359
IRS990/AllOtherContributionsAmt010037
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0TIMOTHY TROYER
IRS990/BooksInCareOfDetail/PhoneNum08147207828
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt013885 DUCK CREEK ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SALEM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd044460
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt012654
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt06570
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt02136
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt021360
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt010037
IRS990/CYGrantsAndSimilarPaidAmt0167836
IRS990/CYInvestmentIncomeAmt0480858
IRS990/CYOtherExpensesAmt047072
IRS990/CYOtherRevenueAmt03428
IRS990/CYProgramServiceRevenueAmt014692
IRS990/CYRevenuesLessExpensesAmt0271113
IRS990/CYSalariesCompEmpBnftPaidAmt022994
IRS990/CYTotalExpensesAmt0237902
IRS990/CYTotalFundraisingExpenseAmt016773
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0509015
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SUPPORT MISSION OUTREACH AND CHURCH GROWTH PROGRAMS TO REACH THE LOST AND NEEDY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0468512
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0351325
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt01451513
IRS990/EscrowAccountLiabilityGrp/EOYAmt01445997
IRS990/ExpenseAmt034534
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04825
IRS990/FeesForServicesAccountingGrp/TotalAmt04825
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt018921
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt018921
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt08.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt215.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.25
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110893
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt75614
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0TIMOTHY TROYER
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID BLOWERS
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID LARGE
IRS990/Form990PartVIISectionAGrp/PersonNm3LARRY BRUNK
IRS990/Form990PartVIISectionAGrp/PersonNm4BRADLEY FORRIDER
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES KUNSELMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6JOSEPH SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm7DANIEL KAUFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8BRANT LUTHER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt07620
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt213740
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt123338
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt535150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt730497
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0376461
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt034534
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0167836
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0167836
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0941846
IRS990/GrossReceiptsAmt01074400
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02162
IRS990/InsuranceGrp/TotalAmt02162
IRS990/InvestmentIncomeGrp/ExclusionAmt0104397
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0104397
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0124747
IRS990/InvestmentsProgramRelatedGrp/EOYAmt068315
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04226594
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03870571
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0565385
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03564524
IRS990/NetAssetsOrFundBalancesEOYAmt03033195
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0376461
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0376461
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-802442
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03096012
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02681870
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01331
IRS990/OfficeExpensesGrp/TotalAmt01331
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0403583
IRS990/OtherAssetsTotalGrp/EOYAmt0301113
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0LIFE INCOME AGREEMENTS
IRS990/OtherExpensesGrp/ProgramServicesAmt013665
IRS990/OtherExpensesGrp/TotalAmt013665
IRS990/OtherLiabilitiesGrp/BOYAmt096331
IRS990/OtherLiabilitiesGrp/EOYAmt088030
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ACTUARIAL ADJUSTMENT
IRS990/OtherRevenueMiscGrp/ExclusionAmt03428
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03428
IRS990/OtherRevenueTotalAmt03428
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0968
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0503
IRS990/PayrollTaxesGrp/ProgramServicesAmt0163
IRS990/PayrollTaxesGrp/TotalAmt01634
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVID L LARGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0FEES FROM AWM ORGANIZA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014692
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014692
IRS990/ProgSrvcAccomActy2Grp/Desc0ANNUITY PAYMENTS FROM GIFT ANNUITIES RECEIVED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt013664
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORTED CHRISTIAN DAY SCHOOLS AND WESLEYAN COLLEGE TO CONTINUE CHRISTIAN VALUE BASED EDUCATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt091608
IRS990/ProgSrvcAccomActy3Grp/GrantAmt091608
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THESE FUNDS ARE USED TO SUPPORT LOCAL CHURCHES AND DENOMINATIONAL INTERESTS PROMOTING CHRISTIAN HERITAGE AND WESLEYAN DOCTRINE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt045336
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt041694
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt014692
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05509
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0192180
IRS990/PYInvestmentIncomeAmt0150554
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt0225
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt0225
IRS990/PYOtherExpensesAmt048988
IRS990/PYOtherRevenueAmt03836
IRS990/PYProgramServiceRevenueAmt012131
IRS990/PYRevenuesLessExpensesAmt0-89979
IRS990/PYSalariesCompEmpBnftPaidAmt020841
IRS990/PYTotalExpensesAmt0262009
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0172030
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0271113
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0372444
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0342223
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/OtherSupportSumAmt017306
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0251253863
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt017306
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0167836
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ALLEGHENY WESL METH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0167836
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AdditionsDuringYearAmt034056
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt01451513
IRS990ScheduleD/DistributionsDuringYearAmt039572
IRS990ScheduleD/EndingBalanceAmt01445997
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0301113
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN CHARITABLE TRUST HELD BY OTHERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt070989
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt117041
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHARITABLE GIFT ANNUITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DISTRIBUTIONS PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THIS AMOUNT HELD IN ESCROW IS A POOLED INCOME FUND THAT COMBINES THE FUNDS OF SEVERAL ORGANIZATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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, 2022 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0301113
IRS990ScheduleD/TotalLiabilityAmt088030
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt038850
IRS990ScheduleI/RecipientTable/CashGrantAmt125385
IRS990ScheduleI/RecipientTable/CashGrantAmt234533
IRS990ScheduleI/RecipientTable/CashGrantAmt324275
IRS990ScheduleI/RecipientTable/CashGrantAmt416310
IRS990ScheduleI/RecipientTable/CashGrantAmt59750
IRS990ScheduleI/RecipientTable/CashGrantAmt67400
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/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1OUTREACH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2MISSION OUTREACH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3CAPITAL IMPROVEMENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4OUTREACH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5CAPITAL IMPROVEMENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALLEGHENY WESLEYAN COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ALLEGHENY WESLEYAN METHODIST CONNECTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ALLEGHENY MISSIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3STONEBORO CAMPMEETING ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ALLEGHENY PIONEERING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5STONEBORO WESLEYAN METHODIST SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6SALEM WESLEYAN METHODIST CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0341142457
IRS990ScheduleI/RecipientTable/RecipientEIN1251253863
IRS990ScheduleI/RecipientTable/RecipientEIN2251253863
IRS990ScheduleI/RecipientTable/RecipientEIN3341438721
IRS990ScheduleI/RecipientTable/RecipientEIN4251253863
IRS990ScheduleI/RecipientTable/RecipientEIN5251382116
IRS990ScheduleI/RecipientTable/RecipientEIN6341435112
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02161 WOODSDALE ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 357
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 357
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3965 FREDONIA ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO BOX 357
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5947 FREDONIA ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt61095 NEWGARDEN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SALEM
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SALEM
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SALEM
IRS990ScheduleI/RecipientTable/USAddress/CityNm3STONEBORO
IRS990ScheduleI/RecipientTable/USAddress/CityNm4SALEM
IRS990ScheduleI/RecipientTable/USAddress/CityNm5STONEBORO
IRS990ScheduleI/RecipientTable/USAddress/CityNm6SALEM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044460
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd144460
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd244460
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd316153
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd444460
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd516153
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd644460
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/Total501c3OrgCnt06
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JAMES KUNSELMAN AND TIMOTHY TROYER HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TREASURER REVIEWS THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST BY THE PUBLIC.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,582,222
Liabilities
$1,549,027
Net assets
$3,033,195
Revenue
$509,015
Expenses
$237,902
Net income
$271,113
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $1M-$5M nonprofits