Civic Intelligence

The United Methodist Foundation of Santa Rosa

990 • Fiscal year 2013 • EIN 68-0050281

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

Organization ProfileWWW.FUMCSANTAROSA.ORG
1551 Montgomery Drive95405-4507

(707) 545-3863

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

83rd percentile

20%

Faster asset growth than 83% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

2nd percentile

-75%

Faster revenue growth than 2% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$1,062,540

Up $180,733 (+20%) from 2012

Net Assets

Up

$1,062,540

Up $180,733 (+20%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin83rd percentile

Revenue

Down

$40,355

Down $120,403 (-75%) from 2012

Expenses

Up

$28,938

Up $3,932 (+16%) from 2012

Net Income

Down

$11,417

Down $124,335 (-92%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $746,055Liabilities 2011: $0Net Assets 2011: $746,0552011Assets 2012: $881,807Liabilities 2012: $0Net Assets 2012: $881,8072012Assets 2013: $1,062,540Liabilities 2013: $0Net Assets 2013: $1,062,5402013Assets 2014: $1,119,446Liabilities 2014: $0Net Assets 2014: $1,119,4462014Assets 2015: $1,173,849Liabilities 2015: $0Net Assets 2015: $1,173,8492015Assets 2016: $1,328,292Liabilities 2016: $0Net Assets 2016: $1,328,2922016Assets 2017: $1,447,589Liabilities 2017: $0Net Assets 2017: $1,447,5892017Assets 2018: $1,416,693Liabilities 2018: $0Net Assets 2018: $1,416,6932018Assets 2019: $1,681,022Liabilities 2019: $0Net Assets 2019: $1,681,0222019

Highlighted filing

2013

Assets$1,062,540
Liabilities$0
Net Assets$1,062,540
Open 2013 Filing

Operations Trend

Revenue Growth2nd percentile

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

$200K$150K$100K$50K$0Revenue 2011: $33,047Expenses 2011: $21,687Net Income 2011: $11,3602011Revenue 2012: $160,758Expenses 2012: $25,006Net Income 2012: $135,7522012Revenue 2013: $40,355Expenses 2013: $28,938Net Income 2013: $11,4172013Revenue 2014: $56,043Expenses 2014: $34,562Net Income 2014: $21,4812014Revenue 2015: $154,132Expenses 2015: $41,310Net Income 2015: $112,8222015Revenue 2016: $169,567Expenses 2016: $30,323Net Income 2016: $139,2442016Revenue 2017: $134,584Expenses 2017: $56,063Net Income 2017: $78,5212017Revenue 2018: $146,087Expenses 2018: $66,799Net Income 2018: $79,2882018Revenue 2019: $84,136Expenses 2019: $58,656Net Income 2019: $25,4802019

Highlighted filing

2013

Revenue$40,355
Expenses$28,938
Net Income$11,417
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.0
Gross Receipts
$364,459
Mission and Program Overview

Mission

Promote and assist religious, educational and charitable activities in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$855,299$1,061,498▲ $206,199
Cap Stk Tr Prin Current Funds$873,878$873,878→ $0
Rtn Earn Endowment Incm Other Fnds$7,929$188,662▲ $180,733
Savings and Temporary Cash Investments$26,508$1,042▼ $25,466
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$881,807$1,062,540▲ $180,733
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$881,807$1,062,540▲ $180,733
Total Liabilities and Net Assets / Fund Balance$881,807$1,062,540▲ $180,733
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
James R WieschenforffPresident
Charlene SimonsDirector
Douglas DunbarDirector
John C BodleDirector
Lindsay FreyDirector
PAUL O'REARDirector
Sharon RobisonDirector
Steve ZwickDirector
Joyce S MilksSecretary
Lawrence E ThompsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,765
Program Service Revenue
$0
Investment Income
$34,590
Other Revenue
$0
All Other Contributions
$5,765
Change in Net Assets
$11,417
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$22,295
Other Expenses$6,643
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,189--$13,189
Grants to Domestic Individuals$9,106--$9,106
Fees for Services Management-$5,201-$5,201
Insurance-$1,309-$1,309
Office Expenses-$113-$113
Other Expenses-$20-$20
Total Functional Expenses$22,295$6,643$0$28,938
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
--501 (c) 3Annual Funding$12,974
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Alicia De ToffoliNiece of DirectorScholarshipNo$700
Katie FreyDaughter of DirectorScholarshipNo$700
Sophie FreyDaughter of DirectorScholarshipNo$700
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
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The board of directors have always been aware of the requirement that form 990 must be completed and filed with the irs each year. During the past year each member of the board of directors was given a copy of completed form 990 for the year 2012 and the contents were reviewed and discussed during a regular quarterly meeting.”

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

“Each board member has been provided with a copy of the board of directors handbook and is aware of the section pertaining to the conflict of interest policy. They are familiar with its content and perform their responsibilities with the foundation in good faith and in a manner they reasonably believe to be in the best interest of the foundation.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and conflict of interest are made available to anyone who wishes to examine these documents.”

Filing and Contact Details

Filer

EIN
68-0050281
Phone
7075453863

Signing Officer

Name
Lawrence E Thompson
Title
Treasurer
Phone
7075265711
Signed
2014-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lawrence E Thompson
Formed
1984
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
0
Employees
0
Volunteers
10

Preparer

Phone
7073311040
Raw XML AppendixShowing 400 of 418 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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IRS990ScheduleA/FactsAndCircumstancesTestTxt017A - FACTS AND CIRCUMSTANCES TEST 2013THE ECONOMIC ENVIRONMENT IN OUR COUNTRY CONTINUES TO IMPROVE TODAY OVER WHAT WE EXPERIENCED A FEW YEARS AGO.THE BOARD OF DIRECTORS CONTINUE TO PROMOTE THE MERITS OF CHARITABLE GIVING TO THE FOUNDATION IN FORMS OF REMEMBRANCES OF DECEASED LOVED ONES AND FRIENDS, AS WELL AS HONORARIUMS TO CELEBRATE BIRTHDAYS, ANNIVERSARIES AND BEQUESTS. THESE DONATIONS ARE RECEIVED FROM THE GENERAL PUBLIC AND OUR CHURCH COMMUNITY.OUR FOUNDATION CONTINUES TO INITIATE AWARENESS PROGRAMS THAT INCLUDE THE FOLLOWING: 1. WE ENCOURAGE MEMBERS OF OUR CHURCH COMMUNITY TO REMEMBER THE FOUNDATION IN THEIR WILLS AND TRUSTS BY DESIGNATING A PORTION OF THEIR ESTATE TO BE LEFT TO THE FOUNDATION. 2. DURING THE PAST YEAR WE ORGANIZED A LEGACY SOCIETY THAT COMPRISES OF DONORS WHO HAVE PLACE A VALUE IN THEIR DREAMS AND VISIONS FOR FUTURE GENERATIONS. 3. WE INVITE MEMBERS OF THE CONGREGATION AND THE COMMUNITY TO ATTEND ESTATE PLANNING SEMINARS. 4. WE CONDUCT MEETINGS WITH THE VARIOUS COMMISSIONS AND COMMITTEES WITHIN THE CHURCH ORGANIZATION TO EXPLAIN WHAT THE FOUNDATION DOES. 5. OUR FOUNDATION HAS DEVELOPED A WEB-SITE WHICH IS ACCESSIBLE TO ANYONE WHO SHOWS AN INTEREST IN OUR ORGANIZATION. THE WEB-SITE INCLUDES THE NAMES OF DONORS WHO HAVE CONTRIBUTED IN THE PAST AS WELL AS THOSE WHO HAVE JOINED THE LEGACY SOCIETY. 6. ARTICLES ARE PUBLISHED IN THE CHURCH MONTHLY NEWSLETTER HIGHLIGHTING THE ACTIVITIES THATARE CURRENTLY TAKING PLACE WITHIN THE FOUNDATION ORGANIZATION.
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012240
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt018138
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0106529
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.20570
IRS990ScheduleA/PublicSupportPY170Pct00.18600
IRS990ScheduleA/PublicSupportTotal170Amt041780
IRS990ScheduleA/SubstantialContributorsTotAmt054782
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05765
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt016795
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt09135
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt057307
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07560
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt096562
IRS990ScheduleA/TotalSupportAmt0203091
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0700
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt11400
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2700
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt3700
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt4700
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt5700
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt6900
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt7700
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt8700
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt9700
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP - ASBURY THEOLOGICAL SEMINARY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARSHIPS - UNIVERSITY OF SAN DIEGO
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2SCHOLARSHIP - UNIVERSITY OF THE PACIFIC
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3SCHOLARSHIP - UNIVERSITY OF REDLANDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4SCHOLARSHIP - UNIVERSITY OF COLORADO AT BOULDER
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5SCHOLARSHIP - UNIVERSITY OF CALIFORNIA AT LOS ANGELES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt6SCHOLARSHIPS - SANTA ROSA JUNIOR COLLEGE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt7SCHOLARSHIP - CAL POLYTECHNIC STATE UNIVERSITY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt8SCHOLARSHIP - UNIVERSITY OF CALIFORNIA AT BERKELEY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt9SCHOLARSHIP - UNIVERSITY OF WASHINGTON
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt12
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt31
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt41
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt51
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt63
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt71
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt81
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt91
IRS990ScheduleI/RecipientTable/CashGrantAmt012974
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C) 3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ANNUAL FUNDING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10FIRST UNITED METHODIST CHURCH
IRS990ScheduleI/RecipientTable/USAddress/AddressLine101551 MONTGOMERY DRIVE
IRS990ScheduleI/RecipientTable/USAddress/City0SANTA ROSA
IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode095404
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH OUR ARICLES OF INCORPORATION, ALL STUDENTS WHO ATTEND THE FIRST UNITED METHODIST CHURCH OF SANTA ROSA ARE INVITED TO APPLY FOR SCHOLARSHIPS AND FOR FINANCIAL ASSISTANCE THAT WILL ENABLE THEM TO ATTEND THE SCHOOL OF THEIR CHOICE. CRITERIA INCLUDE EVIDENCE OF A GROWING CHRISTIAN FAITH; ACTIVE PARTICIPATION IN CHURCH PROGRAMS; POTENTIAL LEADERSHIP IN THE CHURCH, COMMUNITY AND CAREER AND A CONSISTENTLY STRONG SCHOOL PERFORMANCE. STUDENTS WHO ARE ACTIVELY INVLOVED IN THE CHURCH ARE GIVEN FIRST CONDSIDERATION. STUDENTS AWAY AT SCHOOL ARE ALSO INCLUDED. ALL APPLICATIONS ARE CAREFULLY REVIEWED BY THE SCHOLARSHIP COMMITTEE. THE SCHOLARSHIP COMMITTEE THAN MAKES THEIR RECOMMENDATIONS TO THE FOUNDATION BOARD FOR THEIR REVIEW AND FINAL APPROVAL. ALL FUNDS ARE MAILED DIRECT TO THE SCHOOLS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0KATIE FREY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1SOPHIE FREY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2ALICIA DE TOFFOLI
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DAUGHTER OF DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1DAUGHTER OF DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2NIECE OF DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd20
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0700
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt1700
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt2700
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SCHOLARSHIP
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1SCHOLARSHIP
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2SCHOLARSHIP
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS HAVE ALWAYS BEEN AWARE OF THE REQUIREMENT THAT FORM 990 MUST BE COMPLETED AND FILED WITH THE IRS EACH YEAR. DURING THE PAST YEAR EACH MEMBER OF THE BOARD OF DIRECTORS WAS GIVEN A COPY OF COMPLETED FORM 990 FOR THE YEAR 2012 AND THE CONTENTS WERE REVIEWED AND DISCUSSED DURING A REGULAR QUARTERLY MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH BOARD MEMBER HAS BEEN PROVIDED WITH A COPY OF THE BOARD OF DIRECTORS HANDBOOK AND IS AWARE OF THE SECTION PERTAINING TO THE CONFLICT OF INTEREST POLICY. THEY ARE FAMILIAR WITH ITS CONTENT AND PERFORM THEIR RESPONSIBILITIES WITH THE FOUNDATION IN GOOD FAITH AND IN A MANNER THEY REASONABLY BELIEVE TO BE IN THE BEST INTEREST OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST ARE MADE AVAILABLE TO ANYONE WHO WISHES TO EXAMINE THESE DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/EOYAmt01062540
IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06643
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt022295
IRS990/TotalFunctionalExpensesGrp/TotalAmt028938
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt022295
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt034590
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt040355
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0881807
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.FUMCSANTAROSA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE E THOMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07075265711
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE UNITED METHODIST FOUNDATION OF SANTA ROSA
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0680050281
ReturnHeader/Filer/PhoneNum07075453863

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,062,540
Liabilities
$0
Net assets
$1,062,540
Revenue
$40,355
Expenses
$28,938
Net income
$11,417
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.00$1.68$0.08$0.06$0.03
2018Summary only. Only limited summary data is available for this year.$1.42$0.00$1.42$0.15$0.07$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$0.13$0.06$0.08
2016Summary only. Only limited summary data is available for this year.$1.33$0.00$1.33$0.17$0.03$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.15$0.04$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.06$0.03$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.04$0.03$0.01
2012Summary only. Only limited summary data is available for this year.$0.88$0.00$0.88$0.16$0.03$0.14
2011Summary only. Only limited summary data is available for this year.$0.75$0.00$0.75$0.03$0.02$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits