Civic Intelligence

The United Methodist Foundation of Santa Rosa

990 • Fiscal year 2018 • EIN 68-0050281

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

36th percentile

-2.1%

Faster asset growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

60th percentile

8.5%

Faster revenue growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Flat

$1,416,693

Flat from 2018

Net Assets

Flat

$1,416,693

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin92nd percentile

Revenue

Flat

$146,087

Flat from 2018

Expenses

Flat

$66,799

Flat from 2018

Net Income

Flat

$79,288

Flat from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th 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 2018: $1,416,693Liabilities 2018: $0Net Assets 2018: $1,416,6932018Assets 2019: $1,681,022Liabilities 2019: $0Net Assets 2019: $1,681,0222019

Highlighted filing

2018

Assets$1,416,693
Liabilities$0
Net Assets$1,416,693
Open 2018 Filing

Operations Trend

Revenue Growth60th 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 2018: $146,087Expenses 2018: $66,799Net Income 2018: $79,2882018Revenue 2019: $84,136Expenses 2019: $58,656Net Income 2019: $25,4802019

Highlighted filing

2018

Revenue$146,087
Expenses$66,799
Net Income$79,288
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$418,521
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$1,444,137$1,409,893▼ $34,244
Cap Stk Tr Prin Current Funds$1,051,508$1,111,325▲ $59,817
Rtn Earn Endowment Incm Other Fnds$396,081$305,368▼ $90,713
Savings and Temporary Cash Investments$3,453$6,800▲ $3,347
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cash and Non-Interest-Bearing Accounts$-1--
Total Assets$1,447,589$1,416,693▼ $30,896
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,447,589$1,416,693▼ $30,896
Total Liabilities and Net Assets / Fund Balance$1,447,589$1,416,693▼ $30,896
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
PAUL O'REARPresident
Charlene SimonsDirector
Jim WieschendorffDirector
Lynne GarrisonDirector
Steve ZwickDirector
Joyce S MilksSecretary
Marty WaitTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$74,565
Program Service Revenue
$0
Investment Income
$71,522
Other Revenue
$0
All Other Contributions
$74,565
Change in Net Assets
$79,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$56,272
Other Expenses$10,527
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$35,277--$35,277
Grants to Domestic Orgs$20,995--$20,995
Fees for Services Management$7,806--$7,806
Insurance$1,309--$1,309
Fees for Services Accounting$1,180--$1,180
Office Expenses$176--$176
Fees for Services Legal$56--$56
Total Functional Expenses$66,799$0$0$66,799
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First United Methodist ChurchSanta Rosa, CA501 (c) 3Annual Funding$18,606
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“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 2016 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
7075453863
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marty Wait
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 Appendix381 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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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP - STANFORD LAW
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARSHIP - SAINT MARY'S COLLEGE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2SCHOLARSHIP - UNIVERSITY OF COLORADO BOULDER
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3SCHOLARSHIP - SANTA ROSA JUNIOR COLLEGE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4SCHOLARSHIP - MENLO COLLEGE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5SCHOLARSHIP - OREGON STATE UNIVERSITY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt6SCHOLARSHIP - PACIFIC SCHOOL OF RELIGION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt7SCHOLARSHIP - CAL STATE EB
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt24
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt31
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt41
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt53
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt61
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt71
IRS990ScheduleI/RecipientTable/CashGrantAmt018606
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C) 3
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
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095404
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
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 2016 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 11B
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/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01447589
IRS990/TotalAssetsEOYAmt01416693
IRS990/TotalAssetsGrp/BOYAmt01447589
IRS990/TotalAssetsGrp/EOYAmt01416693
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt074565
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt066799
IRS990/TotalFunctionalExpensesGrp/TotalAmt066799
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01447589
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01416693
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt026171
IRS990/TotalOtherProgSrvcGrantAmt010527
IRS990/TotalProgramServiceExpensesAmt066799
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt071522
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0146087
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01447589
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01416693
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.FUMCSANTAROSA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE E THOMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07075453863
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0991CA33014DAE6664EF98E44383702C77290C1E7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0991CA33014DAE6664EF98E44383702C77290C1E7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.23.193.54
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:14:27
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/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAL B KIMES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-15T18:14:18-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,416,693
Liabilities
$0
Net assets
$1,416,693
Revenue
$146,087
Expenses
$66,799
Net income
$79,288
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
2018Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.15$0.07$0.08
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