Civic Intelligence

The United Methodist Foundation of Santa Rosa

990 • Fiscal year 2015 • EIN 68-0050281

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

Organization ProfileWWW.FUMCSANTAROSA.ORG
1551 Montgomery DriveSanta Rosa, CA 95405-4507

(707) 545-3863

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

96th percentile

73%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

64th percentile

4.9%

Faster asset growth than 64% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

175%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,173,849

Up $54,403 (+4.9%) from 2014

Net Assets

Up

$1,173,849

Up $54,403 (+4.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin96th percentile

Revenue

Up

$154,132

Up $98,089 (+175%) from 2014

Expenses

Up

$41,310

Up $6,748 (+20%) from 2014

Net Income

Up

$112,822

Up $91,341 (+425%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2015

Assets$1,173,849
Liabilities$0
Net Assets$1,173,849
Open 2015 Filing

Operations Trend

Revenue Growth96th 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

2015

Revenue$154,132
Expenses$41,310
Net Income$112,822
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.1
Gross Receipts
$321,437
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$1,110,234$1,161,619▲ $51,385
Cap Stk Tr Prin Current Funds$873,878$961,220▲ $87,342
Rtn Earn Endowment Incm Other Fnds$245,568$212,629▼ $32,939
Savings and Temporary Cash Investments$9,212$12,230▲ $3,018
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,119,446$1,173,849▲ $54,403
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,119,446$1,173,849▲ $54,403
Total Liabilities and Net Assets / Fund Balance$1,119,446$1,173,849▲ $54,403
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
James R WieschendorffPresident
Arnold HaleDirector
Charlene SimonsDirector
John C BodleDirector
Marty WaitDirector
PAUL O'REARDirector
Steve ZwickDirector
Joyce S MilksSecretary
Lawrence E ThompsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$92,961
Program Service Revenue
$0
Investment Income
$61,171
Other Revenue
$0
All Other Contributions
$92,961
Change in Net Assets
$112,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$31,980
Other Expenses$9,330
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$18,368--$18,368
Grants to Domestic Individuals$13,612--$13,612
Fees for Services Management-$6,709-$6,709
Insurance-$1,309-$1,309
Fees for Services Accounting-$575-$575
Office Expenses-$500-$500
Advertising-$217-$217
Other Expenses-$20-$20
Total Functional Expenses$31,980$9,330$0$41,310
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First United Methodist ChurchSanta Rosa, CA501 (c) 3Annual Funding$16,312
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
Sophie FreyDaughter of Director at the Time the Transaction Was Completed.ScholarshipNo$2,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 2015 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

Filer Name
The United Methodist Foundation
EIN
68-0050281
Phone
7075453863
Address
1551 MONTGOMERY DRIVE, SANTA ROSA, CA 95405-4507

Signing Officer

Name
Lawrence E Thompson
Title
Treasurer
Phone
7075265711
Signed
2016-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lawrence E Thompson
Formed
1984
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Cal B Kimes CPA
Address
3755 BRICKWAY BLVD SUITE 300, SANTA ROSA, CA 95403
Preparer
Cal B Kimes
Phone
7073311040
Raw XML Appendix387 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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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt02000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1-600
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt22000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt32000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt41500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt52000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt62000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP - ACADEMY OF ART UNIVERSITY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARSHIP - HIGH POINT UNIVERSITY (REFUNDED)
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2SCHOLARSHIP - UNIVERSITY OF THE PACIFIC
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3SCHOLARSHIP - UNIVERSITY OF REDLANDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4SCHOLARSHIP - SANTA ROSA JUNIOR COLLEGE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5SCHOLARSHIP - SEATTLE UNIVERSITY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt6SCHOLARSHIP - UNIVERSITY OF COLORADO
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt31
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt43
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt51
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt61
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C) 3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ANNUAL FUNDING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FIRST UNITED METHODIST CHURCH
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01551 MONTGOMERY DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANTA ROSA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
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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:
IRS990/ScheduleJRequiredInd00
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DAUGHTER OF DIRECTOR AT THE TIME THE TRANSACTION WAS COMPLETED.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt02000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SCHOLARSHIP
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 2015 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/TotalNetAssetsFundBalanceGrp/EOYAmt01173849
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt061171
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0154132
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01173849
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.FUMCSANTAROSA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE E THOMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07075265711
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE UNITED METHODIST FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF SANTA ROSA
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0680050281
ReturnHeader/Filer/PhoneNum07075453863
ReturnHeader/Filer/USAddress/AddressLine1Txt01551 MONTGOMERY DRIVE
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0954054507
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272968944
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAL B KIMES CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03755 BRICKWAY BLVD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ROSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095403
ReturnHeader/PreparerPersonGrp/PhoneNum07073311040
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAL B KIMES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-16T12:54:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,173,849
Liabilities
$0
Net assets
$1,173,849
Revenue
$154,132
Expenses
$41,310
Net income
$112,822
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