Civic Intelligence

First United Methodist Foundation of Marion Sc

990 • Fiscal year 2019 • EIN 57-0992280

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 03, 2020

Organization ProfileN/A
PO Box 783Marion, SC 29571

(843) 423-0931

Siviq Scores

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

Liabilities / Assets

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

77th percentile

0.41x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-16%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,285,877

Up $166,352 (+15%) from 2018

Net Assets

Up

$1,266,786

Up $163,257 (+15%) from 2018

Liabilities

Up

$19,091

Up $3,095 (+19%) from 2018

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin86th percentile

Revenue

Down

$46,453

Down $9,126 (-16%) from 2018

Expenses

Up

$30,863

Up $3,724 (+14%) from 2018

Net Income

Down

$15,590

Down $12,850 (-45%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $793,108Liabilities 2011: $4,538Net Assets 2011: $788,5702011Assets 2012: $814,366Liabilities 2012: $8,100Net Assets 2012: $806,2662012Assets 2013: $852,912Liabilities 2013: $6,510Net Assets 2013: $846,4022013Assets 2014: $936,646Liabilities 2014: $7,014Net Assets 2014: $929,6322014Assets 2015: $1,025,826Liabilities 2015: $4,966Net Assets 2015: $1,020,8602015Assets 2016: $1,071,618Liabilities 2016: $11,055Net Assets 2016: $1,060,5632016Assets 2017: $1,176,357Liabilities 2017: $13,241Net Assets 2017: $1,163,1162017Assets 2018: $1,119,525Liabilities 2018: $15,996Net Assets 2018: $1,103,5292018Assets 2019: $1,285,877Liabilities 2019: $19,091Net Assets 2019: $1,266,7862019Assets 2020: $1,433,168Liabilities 2020: $24,567Net Assets 2020: $1,408,6012020Assets 2021: $1,509,145Liabilities 2021: $21,789Net Assets 2021: $1,487,3562021Assets 2022: $1,266,423Liabilities 2022: $34,525Net Assets 2022: $1,231,8982022Assets 2023: $1,371,704Liabilities 2023: $28,768Net Assets 2023: $1,342,9362023Assets 2024: $1,453,683Liabilities 2024: $31,379Net Assets 2024: $1,422,3042024

Highlighted filing

2019

Assets$1,285,877
Liabilities$19,091
Net Assets$1,266,786
Open 2019 Filing

Operations Trend

Revenue Growth17th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: -$94,424Expenses 2011: $13,244Net Income 2011: -$107,6682011Expenses 2012: $18,6322012Revenue 2013: $54,588Expenses 2013: $14,452Net Income 2013: $40,1362013Revenue 2014: $101,989Expenses 2014: $18,759Net Income 2014: $83,2302014Revenue 2015: $107,928Expenses 2015: $16,105Net Income 2015: $91,8232015Revenue 2016: $60,847Expenses 2016: $21,144Net Income 2016: $39,7032016Revenue 2017: $126,447Expenses 2017: $23,894Net Income 2017: $102,5532017Revenue 2018: $55,579Expenses 2018: $27,139Net Income 2018: $28,4402018Revenue 2019: $46,453Expenses 2019: $30,863Net Income 2019: $15,5902019Revenue 2020: $53,924Expenses 2020: $38,014Net Income 2020: $15,9102020Revenue 2021: $166,223Expenses 2021: $38,108Net Income 2021: $128,1152021Revenue 2022: $68,689Expenses 2022: $49,845Net Income 2022: $18,8442022Revenue 2023: $26,864Expenses 2023: $43,750Net Income 2023: -$16,8862023Revenue 2024: $45,429Expenses 2024: $45,362Net Income 2024: $672024

Highlighted filing

2019

Revenue$46,453
Expenses$30,863
Net Income$15,590
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 3, 2020
Return Version
2019v5.0
Gross Receipts
$569,636
Mission and Program Overview

Mission

Mission shall be to receive, hold, manage, and invest and to acquire by gifts, devises, bequests, purchases or otherwise funds and properties to be used exclusively for the benefit of First United Methodist Church of Marion, SC.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$928,426$1,246,954▲ $318,528
Cash and Non-Interest-Bearing Accounts$173,099$20,923▼ $152,176
Land, Buildings, and Equipment, Net$18,000$18,000→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,119,525$1,285,877▲ $166,352
Other Assets Total-$0-
Liabilities
Other Liabilities$15,996$19,091▲ $3,095
Total Liabilities$15,996$19,091▲ $3,095
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,103,529$1,266,786▲ $163,257
Total Net Assets Fund Balance$1,103,529$1,266,786▲ $163,257
Total Liabilities and Net Assets / Fund Balance$1,119,525$1,285,877▲ $166,352

Asset Categories

AssetBook ValueDepreciationBasis
Land$18,000-$18,000
Other Land Buildings-$2,335$2,335
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
James C TaylorChairman
Betty Anne SloanTrustee
Byron BeckTrustee
Lynn SteinbarTrustee
Ralph AtkinsonTrustee
Suzanne CottonTrustee
Burton OttPastor
Jamie CraigTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$46,453
Other Revenue
$0
Change in Net Assets
$15,590
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,863
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$9,937-$9,937
Insurance-$804-$804
Fees for Services Accounting-$715-$715
Other Expenses$19,091$24-$24
Total Functional Expenses$19,091$11,772$0$30,863
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due First United Methodist Church$19,091
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Statements are reviewed by Marion B Edwards, III. He keeps up with the day to day maters of the Foundation.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
First United Methodist Foundation of
EIN
57-0992280
Phone
8434230931
Address
PO Box 783, Marion, SC 29571

Signing Officer

Name
Jamie Craig
Title
Treasurer
Signed
2020-07-03
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
Sc
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Craig Martin CPA PA
Address
PO Box 783, Marion, SC 29571
Preparer
Craig Martin CPA
Phone
8434236002
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0570646730
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt019091
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt01st United Methodist Church
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt019091
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt018000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt018000
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02335
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02335
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019091
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due First United Methodist Church
IRS990ScheduleD/TotalBookValueLandBuildingsAmt018000
IRS990ScheduleD/TotalLiabilityAmt019091
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Statements are reviewed by Marion B Edwards, III. He keeps up with the day to day maters of the Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01119525
IRS990/TotalAssetsEOYAmt01285877
IRS990/TotalAssetsGrp/BOYAmt01119525
IRS990/TotalAssetsGrp/EOYAmt01285877
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011772
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt019091
IRS990/TotalFunctionalExpensesGrp/TotalAmt030863
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015996
IRS990/TotalLiabilitiesEOYAmt019091
IRS990/TotalLiabilitiesGrp/BOYAmt015996
IRS990/TotalLiabilitiesGrp/EOYAmt019091
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01103529
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01266786
IRS990/TotalProgramServiceExpensesAmt019091
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt046453
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt046453
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01119525
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01285877
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO Box 783
IRS990/USAddress/CityNm0Marion
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029571
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jamie Craig
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0First United Methodist Foundation of
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Marion
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0570992280
ReturnHeader/Filer/PhoneNum08434230931
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 783
ReturnHeader/Filer/USAddress/CityNm0Marion
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029571
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0571092862
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Craig Martin CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 783
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Marion
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029571
ReturnHeader/PreparerPersonGrp/PhoneNum08434236002
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG MARTIN CPA
ReturnHeader/ReturnTs02020-07-03T14:09:25-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,285,877
Liabilities
$19,091
Net assets
$1,266,786
Revenue
$46,453
Expenses
$30,863
Net income
$15,590
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.03$1.42$0.05$0.05$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.03$1.34$0.03$0.04$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.03$1.23$0.07$0.05$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.02$1.49$0.17$0.04$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.02$1.41$0.05$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.02$1.27$0.05$0.03$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.02$1.10$0.06$0.03$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.01$1.16$0.13$0.02$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.01$1.06$0.06$0.02$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.02$0.11$0.02$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.94$0.01$0.93$0.10$0.02$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.85$0.01$0.85$0.05$0.01$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.01$0.81$0.02
2011Summary only. Only limited summary data is available for this year.$0.79$0.00$0.79$0.09$0.01$0.11