Civic Intelligence

The United Methodist Foundation of Santa Rosa

EIN 68-0050281 • 501(c)3 • Santa Rosa, CA

Profile

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

1551 Montgomery DriveSanta Rosa, CA 95405-4507

www.fumcsantarosa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

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

Liabilities / Revenue

20th percentile

0.00x

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

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

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

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

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

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

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

7th percentile

-42%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,681,022

Up $264,329 (+19%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Up

$1,681,022

Up $264,329 (+19%) from 2018

Operations
Liabilities / Revenue20th percentileNet Margin81st percentile

Revenue

Down

$84,136

Down $61,951 (-42%) from 2018

Expenses

Down

$58,656

Down $8,143 (-12%) from 2018

Net Income

Down

$25,480

Down $53,808 (-68%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2019

Assets$1,681,022
Liabilities$0
Net Assets$1,681,022
Open 2019 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest 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

2019

Revenue$84,136
Expenses$58,656
Net Income$25,480
Open 2019 Filing

Filings

Most recent year

2019 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,681,022
Liabilities
$0
Net assets
$1,681,022
Revenue
$84,136
Expenses
$58,656
Net income
$25,480
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. 501(c)3 • $1M-$5M nonprofits