Civic Intelligence

Alamo Heights United Methodist Church Foundation Inc.

990 • Fiscal year 2014 • EIN 74-1917834

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 03, 2015

Organization ProfileN/A
825 East Basse RdSan Antonio, TX 78209

(210) 826-3215

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

7th percentile

0.00x

Higher debt load relative to revenue than 7% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

99th percentile

97%

Higher net margin than 99% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

66th percentile

$156,010

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

96th percentile

74%

Faster asset growth than 96% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

1674%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$5,007,222

Up $2,137,344 (+74%) from 2013

Net Assets

Up

$5,006,745

Up $2,136,867 (+74%) from 2013

Liabilities

Up

$477

Up $477 from 2013

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin99th percentile

Revenue

Up

$2,146,215

Up $2,025,207 (+1674%) from 2013

Expenses

Up

$64,727

Up $2,742 (+4.4%) from 2013

Net Income

Up

$2,081,488

Up $2,022,465 (+3427%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,628,508Liabilities 2010: $38,157Net Assets 2010: $1,590,3512010Assets 2011: $1,713,954Liabilities 2011: $2,812Net Assets 2011: $1,711,1422011Assets 2012: $2,730,714Liabilities 2012: $1,276Net Assets 2012: $2,729,4382012Assets 2013: $2,869,878Liabilities 2013: $0Net Assets 2013: $2,869,8782013Assets 2014: $5,007,222Liabilities 2014: $477Net Assets 2014: $5,006,7452014Assets 2015: $4,918,372Liabilities 2015: $5,341Net Assets 2015: $4,913,0312015Assets 2016: $5,081,021Liabilities 2016: $4,100Net Assets 2016: $5,076,9212016Assets 2017: $5,576,067Liabilities 2017: $4,567Net Assets 2017: $5,571,5002017Assets 2018: $5,172,711Liabilities 2018: $3,900Net Assets 2018: $5,168,8112018Assets 2019: $5,834,362Liabilities 2019: $100Net Assets 2019: $5,834,2622019Assets 2020: $6,319,240Liabilities 2020: $0Net Assets 2020: $6,319,2402020Assets 2021: $6,491,590Liabilities 2021: $96,721Net Assets 2021: $6,394,8692021Assets 2022: $5,371,376Liabilities 2022: $2,416Net Assets 2022: $5,368,9602022Assets 2023: $6,049,878Liabilities 2023: $2,216Net Assets 2023: $6,047,6622023Assets 2024: $7,341,632Liabilities 2024: $0Net Assets 2024: $7,341,6322024

Highlighted filing

2014

Assets$5,007,222
Liabilities$477
Net Assets$5,006,745
Open 2014 Filing

Operations Trend

Revenue Growth99th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $44,2412010Expenses 2011: $27,3572011Expenses 2012: $61,2342012Revenue 2013: $121,008Expenses 2013: $61,985Net Income 2013: $59,0232013Revenue 2014: $2,146,215Expenses 2014: $64,727Net Income 2014: $2,081,4882014Revenue 2015: $138,293Expenses 2015: $139,063Net Income 2015: -$7702015Revenue 2016: $34,809Expenses 2016: $114,676Net Income 2016: -$79,8672016Revenue 2017: $67,789Expenses 2017: $133,140Net Income 2017: -$65,3512017Revenue 2018: $32,758Expenses 2018: $175,853Net Income 2018: -$143,0952018Revenue 2019: $24,557Expenses 2019: $168,185Net Income 2019: -$143,6282019Revenue 2020: $22,639Expenses 2020: $377,407Net Income 2020: -$354,7682020Revenue 2021: $19,206Expenses 2021: $378,098Net Income 2021: -$358,8922021Revenue 2022: $153,657Expenses 2022: $312,488Net Income 2022: -$158,8312022Revenue 2023: $45,510Expenses 2023: $405,266Net Income 2023: -$359,7562023Revenue 2024: $721,548Expenses 2024: $277,922Net Income 2024: $443,6262024

Highlighted filing

2014

Revenue$2,146,215
Expenses$64,727
Net Income$2,081,488
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 3, 2015
Return Version
2014v5.0
Gross Receipts
$2,146,215
Mission and Program Overview

Mission

The foundation was organized to receive endowment gifts given in support of alamo heights united methodist church (ahumc), to invest and manage these funds, to provide periodic distributions to ahumc, and to assist in carrying out ahumc's mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,868,906$5,007,222▲ $2,138,316
Other Notes and Loans Receivable, Net$972$0▼ $972
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,869,878$5,007,222▲ $2,137,344
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$477-
Total Liabilities$0$477▲ $477
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,839,057$4,975,924▲ $2,136,867
Permanently Rstr Net Assets$30,821$30,821→ $0
Total Net Assets Fund Balance$2,869,878$5,006,745▲ $2,136,867
Total Liabilities and Net Assets / Fund Balance$2,869,878$5,007,222▲ $2,137,344

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$62,923-▲ $1,055-$63,978
2013$62,245-▲ $678-$62,923
2012$65,113-▲ $738$3,606$62,245
2011$64,324-▲ $789-$65,113
2010$69,069-▲ $1,255$6,000$64,324
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleOtherTotal
Valerie SladeTreasurer$47,676$47,676
Harold BurkhardtAssoc. Pastor$26,008$26,008

Board Members and Trustees

NameTitle
Robert RorkChairman
Adam FraserMember
Bill DreyerMember
Carol McdonaldMember
Danny MillsMember
Duane BunceMember
George ScofieldMember
Jeff WertMember
Jim AycockMember
Lori PlaceMember
Robert ScottMember
Sam BrightMember
Tom WrightMember
Patricia BurkardtSecretary
DAVID McNITZKYSenior Pastor
Revenue and Support

Revenue Composition

Contributions and Grants
$2,116,491
Program Service Revenue
$0
Investment Income
$29,724
Other Revenue
$0
All Other Contributions
$2,116,491
Change in Net Assets
$2,081,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$64,727
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$61,000--$61,000
Fees for Services Accounting-$3,000-$3,000
Other Expenses$350--$350
Total Functional Expenses$61,727$3,000$0$64,727
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“990 draft was provided to the treasurer and the board for review. Any changes needed were made prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents provided upon request”

Filing and Contact Details

Filer

Filer Name
Alamo Heights United Methodist
EIN
74-1917834
Phone
2108263215
Address
825 EAST BASSE RD, SAN ANTONIO, TX 78209

Signing Officer

Name
Valerie Slade
Title
Finance Manager
Signed
2015-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Rork
Formed
1977
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
20

Preparer

Firm
Tsakopulos Brown Schott & Anchors
Address
9901 IH 10 West Suite 900, San Antonio, TX 78230
Preparer
Jennifer Siemer
Phone
2106965177
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The Smith/Sessions Lecture Endowment consists of donor-restricted funds. As required by its governing documents, the corpus is to be invested in perpetuity with only the investment return to be used for honorarium, travel and housing expenses for persons chosen to deliver lector's series or sermons for the Church.”

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14SENIOR PASTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15ASSOC. PASTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16Treasurer
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IRS990/MissionDesc0THE FOUNDATION WAS ORGANIZED TO RECEIVE ENDOWMENT GIFTS GIVEN IN SUPPORT OF ALAMO HEIGHTS UNITED METHODIST CHURCH (AHUMC), TO INVEST AND MANAGE THESE FUNDS, TO PROVIDE PERIODIC DISTRIBUTIONS TO AHUMC, AND TO ASSIST IN CARRYING OUT AHUMC'S MISSION.
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IRS990/OtherExpensesGrp/ProgramServicesAmt0377
IRS990/OtherExpensesGrp/ProgramServicesAmt1350
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IRS990/OtherExpensesGrp/TotalAmt1350
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IRS990/OtherSalariesAndWagesGrp/TotalAmt00
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt061000
IRS990/PaymentsToAffiliatesGrp/TotalAmt061000
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt030821
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt030821
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ROBERT RORK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION PROVIDES EDUCATION TO THE ALAMO HEIGHTS UNITED METHODIST CHURCH (AHUMC) CONGREGATION REGARDING PLANNED OR ENDOWMENT GIVING IN ADDITION TO ANNUAL REPORTING REGARDING THE FOUNDATION'S ACTIVITIES. THE AHUMC CONGREGATION IS ALSO OFFERED EDUCATION REGARDING THE BENEFITS OF ESTATE PLANNING AND WILLS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0727
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt011635
IRS990/PYExcessBenefitTransInd0false
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IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt061985
IRS990/PYOtherRevenueAmt0176
IRS990/PYRevenuesLessExpensesAmt059023
IRS990/PYTotalExpensesAmt061985
IRS990/PYTotalRevenueAmt0121008
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02081488
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02149046
IRS990/RoyaltiesGrp/TotalAmt00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501(C)3 CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt061000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ALAMO HEIGHTS UNITED METHODIST CHUR
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt061000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt063978
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01055
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt062245
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt062923
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0678
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt065113
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt062245
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0738
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt03606
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt064324
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt065113
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0789
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt069069
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt064324

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,007,222
Liabilities
$477
Net assets
$5,006,745
Revenue
$2,146,215
Expenses
$64,727
Net income
$2,081,488
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.34$0.00$7.34$0.72$0.28$0.44
2023Summary only. Only limited summary data is available for this year.$6.05$0.00$6.05$0.05$0.41$0.36
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.37$0.00$5.37$0.15$0.31$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.49$0.10$6.39$0.02$0.38$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.32$0.00$6.32$0.02$0.38$0.35
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.83$0.00$5.83$0.02$0.17$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.17$0.00$5.17$0.03$0.18$0.14
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.58$0.00$5.57$0.07$0.13$0.07
2016Summary only. Only limited summary data is available for this year.$5.08$0.00$5.08$0.03$0.11$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.92$0.01$4.91$0.14$0.14$0.00
2014Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$2.15$0.06$2.08
2013Summary only. Only limited summary data is available for this year.$2.87$0.00$2.87$0.12$0.06$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$0.00$2.73$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.00$1.71$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.04$1.59$0.04