Civic Intelligence

Canterbury Methodist Foundation

990 • Fiscal year 2017 • EIN 58-1998029

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 05, 2018

Organization ProfileN/A
PO Box 130699Birmingham, AL 35213

(205) 871-4695

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

49th percentile

3.7%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

58%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$8,971,052

Up $322,693 (+3.7%) from 2016

Net Assets

Up

$8,971,052

Up $322,693 (+3.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin71st percentile

Revenue

Up

$2,588,845

Up $953,930 (+58%) from 2016

Expenses

Up

$2,266,152

Up $1,052,196 (+87%) from 2016

Net Income

Down

$322,693

Down $98,266 (-23%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$15M$10M$5.0M$0Assets 2011: $6,940,115Liabilities 2011: $0Net Assets 2011: $6,940,1152011Assets 2012: $7,252,456Liabilities 2012: $0Net Assets 2012: $7,252,4562012Assets 2013: $7,588,184Liabilities 2013: $0Net Assets 2013: $7,588,1842013Assets 2014: $7,966,833Liabilities 2014: $0Net Assets 2014: $7,966,8332014Assets 2015: $8,227,400Liabilities 2015: $0Net Assets 2015: $8,227,4002015Assets 2016: $8,648,359Liabilities 2016: $0Net Assets 2016: $8,648,3592016Assets 2017: $8,971,052Liabilities 2017: $0Net Assets 2017: $8,971,0522017Assets 2018: $9,390,031Liabilities 2018: $0Net Assets 2018: $9,390,0312018Assets 2019: $9,546,072Liabilities 2019: $0Net Assets 2019: $9,546,0722019Assets 2020: $9,811,155Liabilities 2020: $0Net Assets 2020: $9,811,1552020Assets 2021: $10,979,267Liabilities 2021: $0Net Assets 2021: $10,979,2672021Assets 2022: $11,162,356Liabilities 2022: $0Net Assets 2022: $11,162,3562022Assets 2023: $13,369,960Liabilities 2023: $0Net Assets 2023: $13,369,9602023Assets 2024: $13,389,322Liabilities 2024: $0Net Assets 2024: $13,389,3222024

Highlighted filing

2017

Assets$8,971,052
Liabilities$0
Net Assets$8,971,052
Open 2017 Filing

Operations Trend

Revenue Growth89th percentile

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

$6.0M$4.0M$2.0M$0Revenue 2011: $2,263,785Expenses 2011: $1,400,466Net Income 2011: $863,3192011Revenue 2012: $1,495,438Expenses 2012: $1,183,096Net Income 2012: $312,3422012Revenue 2013: $1,774,439Expenses 2013: $1,438,712Net Income 2013: $335,7272013Revenue 2014: $1,703,967Expenses 2014: $1,325,318Net Income 2014: $378,6492014Revenue 2015: $1,534,253Expenses 2015: $1,264,609Net Income 2015: $269,6442015Revenue 2016: $1,634,915Expenses 2016: $1,213,956Net Income 2016: $420,9592016Revenue 2017: $2,588,845Expenses 2017: $2,266,152Net Income 2017: $322,6932017Revenue 2018: $1,720,221Expenses 2018: $1,301,242Net Income 2018: $418,9792018Revenue 2019: $1,388,270Expenses 2019: $1,232,229Net Income 2019: $156,0412019Revenue 2020: $1,427,920Expenses 2020: $1,162,837Net Income 2020: $265,0832020Revenue 2021: $2,411,032Expenses 2021: $1,242,920Net Income 2021: $1,168,1122021Revenue 2022: $1,703,343Expenses 2022: $1,520,253Net Income 2022: $183,0902022Revenue 2023: $4,869,591Expenses 2023: $2,661,987Net Income 2023: $2,207,6042023Revenue 2024: $1,643,361Expenses 2024: $1,623,999Net Income 2024: $19,3622024

Highlighted filing

2017

Revenue$2,588,845
Expenses$2,266,152
Net Income$322,693
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 5, 2018
Return Version
2017v2.2
Gross Receipts
$4,760,756
Mission and Program Overview

Mission

The foundation is organized for the purpose of supporting the ministry and operations of canterbury united methodist church.

RELIGIOUS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,648,359$8,971,052▲ $322,693
Investments in Publicly Traded Securities$7,804,354$7,985,284▲ $180,930
Savings and Temporary Cash Investments$844,005$968,389▲ $124,384
Cash and Non-Interest-Bearing Accounts-$17,379-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$8,648,359$8,971,052▲ $322,693
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,648,359$8,971,052▲ $322,693
Total Liabilities and Net Assets / Fund Balance$8,648,359$8,971,052▲ $322,693
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Amy CarterLeader/trustee
Alice WomackTrustee
Harlan PraterTrustee
Jim DelkTrustee
Jim ProctorTrustee
Jim RichardsonTrustee
Ralph YeildingTrustee
Richard MurrayTrustee
Wayne GillisTrustee
Alan MartinAt-large Position
Don PlosserAt-large Position
Doug ColtharpAt-large Position
Jeff StoneAt-large Position
Mike WarrenAt-large Position
Neal BerteAt-large Position
Christy BaynesEx-officio
Elizabeth DunnEx-officio
Andy WolfeSenior Minister
Revenue and Support

Revenue Composition

Contributions and Grants
$2,167,981
Program Service Revenue
$0
Investment Income
$420,864
Other Revenue
$0
All Other Contributions
$1,054,426
Change in Net Assets
$322,693
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,211,526
Other Expenses$54,626
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,211,526--$2,211,526
Fees for Service Investment Mgmnt Fees-$30,884-$30,884
Fees for Services Accounting-$23,742-$23,742
Total Functional Expenses$2,211,526$54,626$0$2,266,152
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Canterbury United Methodist ChurchBirmingham, AL-Other Religious Programs & Mission Fund$488,410
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The trustees and members at large have the opportunity to review form 990 with the paid preparer upon request.”

Form 990, Part VI, Section B, Line 12C

“The organization regularly monitors and enforces compliance of the written conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“The foundation's governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Canterbury Methodist Foundation
EIN
58-1998029
Phone
2058714695
Address
PO BOX 130699, BIRMINGHAM, AL 35213

Signing Officer

Name
Andy Wolfe
Title
Interim Senior Minister
Phone
2058714695
Signed
2018-04-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andy Wolfe
Formed
1991
Legal Domicile
Al
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Dent Moses Llp
Address
2204 LAKESHORE DRIVE SUITE 300, BIRMINGHAM, AL 35209
Preparer
Barry W Brown
Phone
2058711880
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process of assuming responsibility for oversight of the audit and selection of the independent accountant has not changed from prior years.”

Raw XML AppendixShowing 400 of 421 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/PYOtherExpensesAmt038589
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0420959
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01213956
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01634915
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0322693
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt01113555
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt08648359
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt08971052
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0844005
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0968389
IRS990ScheduleA/ChurchInd0X
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0488410
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OTHER RELIGIOUS PROGRAMS & MISSION FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CANTERBURY UNITED METHODIST CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0630329624
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0350 OVERBROOK ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd035213
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES AND MEMBERS AT LARGE HAVE THE OPPORTUNITY TO REVIEW FORM 990 WITH THE PAID PREPARER UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE OF THE WRITTEN CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS OF ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CANTERBURY UNITED METHODIST CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630329624
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0350 OVERBROOK ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd035213
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CANTERBURY UNITED METHODIST CHURCH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1CANTERBURY UNITED METHODIST CHURCH
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08648359
IRS990/TotalAssetsEOYAmt08971052
IRS990/TotalAssetsGrp/BOYAmt08648359
IRS990/TotalAssetsGrp/EOYAmt08971052
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02167981
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054626
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02211526
IRS990/TotalFunctionalExpensesGrp/TotalAmt02266152
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08648359
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08971052
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02211526
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0420864
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02588845
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08648359
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08971052
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0350 OVERBROOK ROAD
IRS990/USAddress/CityNm0BIRMINGHAM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035213
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDY WOLFE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0INTERIM SENIOR MINISTER
ReturnHeader/BusinessOfficerGrp/PhoneNum02058714695
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CANTERBURY METHODIST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CANT
ReturnHeader/Filer/EIN0581998029
ReturnHeader/Filer/PhoneNum02058714695
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 130699
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035213

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,971,052
Liabilities
$0
Net assets
$8,971,052
Revenue
$2,588,845
Expenses
$2,266,152
Net income
$322,693
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$1.64$1.62$0.02
2023Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$4.87$2.66$2.21
2022Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$1.70$1.52$0.18
2021Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$2.41$1.24$1.17
2020Detailed filing. Detailed filing data is available for this year.$9.81$0.00$9.81$1.43$1.16$0.27
2019Detailed filing. Detailed filing data is available for this year.$9.55$0.00$9.55$1.39$1.23$0.16
2018Detailed filing. Detailed filing data is available for this year.$9.39$0.00$9.39$1.72$1.30$0.42
2017Detailed filing. Detailed filing data is available for this year.$8.97$0.00$8.97$2.59$2.27$0.32
2016Detailed filing. Detailed filing data is available for this year.$8.65$0.00$8.65$1.63$1.21$0.42
2015Detailed filing. Detailed filing data is available for this year.$8.23$0.00$8.23$1.53$1.26$0.27
2014Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$1.70$1.33$0.38
2013Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$1.77$1.44$0.34
2012Summary only. Only limited summary data is available for this year.$7.25$0.00$7.25$1.50$1.18$0.31
2011Summary only. Only limited summary data is available for this year.$6.94$0.00$6.94$2.26$1.40$0.86