Civic Intelligence

The United Methodist Foundation of Santa Rosa

990 • Fiscal year 2019 • EIN 68-0050281

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization Profilewww.fumcsantarosa.org
1551 Montgomery DriveSanta Rosa, CA 95405-4507

(707) 694-7169

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

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

Liabilities / Revenue

15th percentile

0.00x

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

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

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

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

Asset Growth

79th percentile

19%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

6th percentile

-42%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,681,022

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

Net Assets

Up

$1,681,022

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

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin84th 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

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2019

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

Operations Trend

Revenue Growth6th 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

2019

Revenue$84,136
Expenses$58,656
Net Income$25,480
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$430,817
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$1,409,893$1,678,059▲ $268,166
Cap Stk Tr Prin Current Funds$1,111,325$1,119,227▲ $7,902
Rtn Earn Endowment Incm Other Fnds$305,368$561,795▲ $256,427
Savings and Temporary Cash Investments$6,800$2,963▼ $3,837
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,416,693$1,681,022▲ $264,329
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,416,693$1,681,022▲ $264,329
Total Liabilities and Net Assets / Fund Balance$1,416,693$1,681,022▲ $264,329
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Paul O'RearPresident
Charlene SimonsDirector
Jim WieschendorffDirector
Kim CorcoramDirector
Lynne GarrisonDirector
Michael WalshDirector
Steve ZwickDirector
Joyce S MilksSecretary
Marty WaitTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$23,291
Program Service Revenue
$0
Investment Income
$60,845
Other Revenue
$0
All Other Contributions
$23,291
Change in Net Assets
$25,480
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$48,702
Other Expenses$9,954
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$39,702--$39,702
Grants to Domestic Individuals$9,000--$9,000
Fees for Services Management$8,011--$8,011
Insurance$1,309--$1,309
Fees for Services Accounting$590--$590
Office Expenses$44--$44
Total Functional Expenses$58,656$0$0$58,656
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First United Methodist ChurchSanta Rosa, CA501 (c) 3Annual funding$33,813
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 35% controlled entity
No
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
7076947169
Address
1551 Montgomery Drive, Santa Rosa, CA 95405-4507

Signing Officer

Name
Marty Wait
Title
Treasurer
Phone
7076947169
Signed
2020-11-13
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 Appendix372 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Promote and assist religious, educational and charitable activities in the community.
IRS990/AllOtherContributionsAmt023291
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Marty Wait Treasurer
IRS990/BooksInCareOfDetail/PhoneNum07075784048
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01551 Montgomery Drive
IRS990/BooksInCareOfDetail/USAddress/CityNm0Santa Rosa
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0954054507
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01111325
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01119227
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt023291
IRS990/CYGrantsAndSimilarPaidAmt048702
IRS990/CYInvestmentIncomeAmt060845
IRS990/CYOtherExpensesAmt09954
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt025480
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt058656
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt084136
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SCHOLARSHIPS:Scholarships granted to 6 college/university students 9,000 Support for pre-school students needing tuition assistance 2,317
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt011317
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0590
IRS990/FeesForServicesAccountingGrp/TotalAmt0590
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt08011
IRS990/FeesForServicesManagementGrp/TotalAmt08011
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt68.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0Jim Wieschendorff
IRS990/Form990PartVIISectionAGrp/PersonNm1Lynne Garrison
IRS990/Form990PartVIISectionAGrp/PersonNm2Steve Zwick
IRS990/Form990PartVIISectionAGrp/PersonNm3Charlene Simons
IRS990/Form990PartVIISectionAGrp/PersonNm4Kim Corcoram
IRS990/Form990PartVIISectionAGrp/PersonNm5Michael Walsh
IRS990/Form990PartVIISectionAGrp/PersonNm6Paul O'Rear
IRS990/Form990PartVIISectionAGrp/PersonNm7Joyce S Milks
IRS990/Form990PartVIISectionAGrp/PersonNm8Marty Wait
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt021222
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt09000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt09000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt039702
IRS990/GrantsToDomesticOrgsGrp/TotalAmt039702
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0367903
IRS990/GrossReceiptsAmt0430817
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01309
IRS990/InsuranceGrp/TotalAmt01309
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt039623
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt039623
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01409893
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01678059
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0346681
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Promote and assist religious, educational and charitable activities in the community.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01416693
IRS990/NetAssetsOrFundBalancesEOYAmt01681022
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt021222
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt021222
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0238849
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt044
IRS990/OfficeExpensesGrp/TotalAmt044
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Marty Wait
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0CHURCH AND BUILDING MAINTENANCE:Annual distribution of funds to FUMC Board of Trusteesfor maintenance and repairs 10,532Contribution toward Heater Replacement Project 13,000Youth Room Carpet 1,727Youth Room TV and Anti-Theft Bar 500
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt025759
IRS990/ProgSrvcAccomActy3Grp/Desc0RELIGIOUS EDUCATION: Annual grant to FUMC for new Ministries Activities 6,319Laptop - Interim Youth Director 550Good Shepherd Fund 1,185Annual Grant L.C. Medical College 348
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt08402
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt013178
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt023291
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt074565
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt056272
IRS990/PYInvestmentIncomeAmt071522
IRS990/PYOtherExpensesAmt010527
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt079288
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt066799
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0146087
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt025480
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0305368
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0561795
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06800
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02963
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt023291
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt074565
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt018360
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0103307
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt092961
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0312484
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023291
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt074565
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt031910
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024642
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt024654
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0179062
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.63570
IRS990ScheduleA/PublicSupportPY170Pct00.62470
IRS990ScheduleA/PublicSupportTotal170Amt0312484
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt023291
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt074565
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt018360
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0103307
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt092961
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0312484
IRS990ScheduleA/TotalSupportAmt0491546
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt02000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt12000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt22000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt31000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt42000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarship - Cal State E.B.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Scholarship - Northern Arizona University
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2Scholarship - University of Oregon
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3Scholarship - Santa Rosa Junior College
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4Scholarship - Menlo College
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt32
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt41
IRS990ScheduleI/RecipientTable/CashGrantAmt033813
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01416693
IRS990/TotalAssetsEOYAmt01681022
IRS990/TotalAssetsGrp/BOYAmt01416693
IRS990/TotalAssetsGrp/EOYAmt01681022
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt023291
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt058656
IRS990/TotalFunctionalExpensesGrp/TotalAmt058656
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01416693
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01681022
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt013178
IRS990/TotalOtherProgSrvcGrantAmt023291
IRS990/TotalProgramServiceExpensesAmt058656
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt060845
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt084136
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01416693
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01681022
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.fumcsantarosa.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Marty Wait
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07076947169
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The United Methodist Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0of Santa Rosa
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0680050281
ReturnHeader/Filer/PhoneNum07076947169
ReturnHeader/Filer/USAddress/AddressLine1Txt01551 Montgomery Drive
ReturnHeader/Filer/USAddress/CityNm0Santa Rosa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0954054507
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0991CA33014DAE6664EF98E44383702C77290C1E7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0354945DA6F9509AB56C68C9FBE59BD04FB4B0791
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.23.193.54
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:08:40
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/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cal B Kimes
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-13T15:08:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

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
2019Detailed filing. Detailed filing data is available for this year.$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