Civic Intelligence

Alamo Heights United Methodist Church Foundation Inc.

990 • Fiscal year 2016 • EIN 74-1917834

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 30, 2017

825 East Basse RdSan Antonio, TX 78209-1832

(210) 826-3215

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

40th percentile

0.12x

Higher debt load relative to revenue than 40% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

2nd percentile

-229%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

66th percentile

$158,604

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 455.6% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

57th percentile

3.3%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-75%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Flat

$5,081,021

Flat from 2016

Net Assets

Flat

$5,076,921

Flat from 2016

Liabilities

Flat

$4,100

Flat from 2016

Revenue

Flat

$34,809

Flat from 2016

Expenses

Flat

$114,676

Flat from 2016

Net Income

Flat

-$79,867

Flat from 2016

Historical Trend

Balance Sheet Trend

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 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

2016

Assets$5,081,021
Liabilities$4,100
Net Assets$5,076,921

Operations Trend

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 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

2016

Revenue$34,809
Expenses$114,676
Net Income-$79,867
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 30, 2017
Return Version
2016v3.0
Gross Receipts
$34,809
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$4,918,372$5,081,021▲ $162,649
Total Assets$4,918,372$5,081,021▲ $162,649
Liabilities
Other Liabilities$5,341$4,100▼ $1,241
Total Liabilities$5,341$4,100▼ $1,241
Net Assets / Fund Balance
Temporarily Rstr Net Assets$4,882,210$5,046,100▲ $163,890
Permanently Rstr Net Assets$30,821$30,821→ $0
Total Net Assets Fund Balance$4,913,031$5,076,921▲ $163,890
Total Liabilities and Net Assets / Fund Balance$4,918,372$5,081,021▲ $162,649

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,425,977--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$64,377-▲ $1,312-$65,689
2015$63,978-▲ $399-$64,377
2014$62,923-▲ $1,055-$63,978
2013$62,245-▲ $678-$62,923
2012$65,113-▲ $738$3,606$62,245
Compensation and Service Providers

Employees

NameTitleOtherTotal
Pastor Matt ScottSenior Pastor Designee$71,401$71,401
Valerie SladeDirector of Finance$47,265$47,265

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$34,809
Other Revenue
$0
Change in Net Assets
$-79,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$110,000
Other Expenses$4,676
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$110,000--$110,000
Fees for Services Accounting-$3,600-$3,600
Other Expenses$1,076--$1,076
Total Functional Expenses$111,076$3,600$0$114,676
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alamo Heights United Methodist ChurchSan Antonio, TX501(c)(3)Support Distribution to Ahumc$110,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Alamo Heights Umc$4,100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Form 990, part vi section a - harold and patricia burkhardt are married.

Form 990, Part VI, Section A, Line 8B

Line 9 explanation - there are no committees with authority to act on behalf of the governing body.

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

Line 11a explanation - 990 draft was provided to the treasurer and the board for review. Any changes needed were made prior to filing.

Form 990, Part VI, Section C, Line 19

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 78209-1832

Signing Officer

Name
Valerie Slade
Title
Finance Manager
Phone
2108263215
Signed
2017-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Rork
Formed
1977
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
12

Preparer

Firm
Cliftonlarsonallen Llp
Address
9901 IH-10 WEST SUITE 900, SAN ANTONIO, TX 78230
Preparer
Jennifer Siemer
Phone
2102987900
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 2C

The financials are issued in a compiled combining set of financial statements with the alamo heights united methodist church. The finance committee reviews and approves the compilation and approves selection of the accounting firm to prepare the compilation.

Financial Statement Notes

PART V, LINE 4:

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.

Raw XML AppendixShowing 400 of 492 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/AccountantCompileOrReviewInd01
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0VALERIE SLADE
IRS990/BooksInCareOfDetail/PhoneNum02108263215
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0825 EAST BASSE RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0782091832
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0110000
IRS990/CYInvestmentIncomeAmt034809
IRS990/CYOtherExpensesAmt04676
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-79867
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0114676
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt034809
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION SERVES TO SUPPORT THE ALAMO HEIGHTS UNITED METHODIST CHURCH (AHUMC). IT RECEIVES ANY ENDOWMENTS OR OTHERWISE TEMPORARILY OR PERMANENTLY RESTRICTED CONTRIBUTIONS TO AHUMC AND SERVES AS CUSTODIAN FOR THESE FUNDS. THE FOUNDATION INVESTS THE FUNDS RECEIVED WITH THE TEXAS METHODIST FOUNDATION IN THEIR CHURCH LOAN FUND, AN INTEREST BEARING ACCOUNT, AND IN OTHER EQUITY SECURITIES. THE FOUNDATION PROVIDES ANNUAL DISTRIBUTIONS TO AHUMC FOR ITS OPERATING NEEDS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0110000
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03600
IRS990/FeesForServicesAccountingGrp/TotalAmt03600
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1363206
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1424274
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt153180
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT RORK
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICIA BURKHARDT
IRS990/Form990PartVIISectionAGrp/PersonNm2DANNY MILLS
IRS990/Form990PartVIISectionAGrp/PersonNm3BILL DREYER
IRS990/Form990PartVIISectionAGrp/PersonNm4JEFF WERT
IRS990/Form990PartVIISectionAGrp/PersonNm5CAROL MCDONALD
IRS990/Form990PartVIISectionAGrp/PersonNm6LORI PLACE
IRS990/Form990PartVIISectionAGrp/PersonNm7DUANE BUNCE
IRS990/Form990PartVIISectionAGrp/PersonNm8JIM AYCOCK
IRS990/Form990PartVIISectionAGrp/PersonNm9GEORGE SCOFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm10HAROLD BURKHARDT
IRS990/Form990PartVIISectionAGrp/PersonNm11CRAIG DARILEK
IRS990/Form990PartVIISectionAGrp/PersonNm12ADAM FRASER
IRS990/Form990PartVIISectionAGrp/PersonNm13REV DAVID MCNITZKY
IRS990/Form990PartVIISectionAGrp/PersonNm14PASTOR MATT SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm15VALERIE SLADE
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/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1395398
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1447127
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1544085
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13SENIOR PASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt14SENIOR PASTOR DESIGNEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF FINANCE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt0110000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0110000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0110000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt034809
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt034809
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034809
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04918372
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05081021
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04913031
IRS990/NetAssetsOrFundBalancesEOYAmt05076921
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0243757
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MAINTENANCE - PIANO
IRS990/OtherExpensesGrp/ProgramServicesAmt01076
IRS990/OtherExpensesGrp/TotalAmt01076
IRS990/OtherLiabilitiesGrp/BOYAmt05341
IRS990/OtherLiabilitiesGrp/EOYAmt04100
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt030821
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt030821
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT RORK
IRS990/ProfessionalFundraisingInd00
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/ExpenseAmt01076
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0100030
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0125965
IRS990/PYInvestmentIncomeAmt038263
IRS990/PYOtherExpensesAmt013098
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-770
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0139063
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0138293
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-79867
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0742557013
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0114676
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ALAMO HEIGHTS UNITED METHODIST CHUR
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0114676
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt064377
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt065689
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01312
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt063978
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt064377
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0399
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt062923
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt063978
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01055
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt062245
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt062923
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0678
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt065113
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt062245
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0738
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt03606
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYABLE TO ALAMO HEIGHTS UMC
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01655044
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt13425977
IRS990ScheduleD/OtherSecuritiesGrp/Desc0TMF METHODIST LOAN FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1TMF BALANCED FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.46920
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.53080
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt05081021
IRS990ScheduleD/TotalLiabilityAmt04100
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0110000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT DISTRIBUTION TO AHUMC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALAMO HEIGHTS UNITED METHODIST CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0742557013
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0825 EAST BASSE RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078209
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ALAMO HEIGHTS UNITED METHODIST CHURCH FOUNDATION IS CONTROLLED BY, AND SUPPORTS, THE ALAMO HEIGHTS UNITED METHODIST CHURCH. THE FOUNDATION MAKES ANNUAL DISTRIBUTIONS TO THE CHURCH FOR OPERATIONAL SUPPORT. NO ADDITIONAL RECORD KEEPING OR MONITORING OF GRANTS IS CONSIDERED NECESSARY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt095398
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt010072
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt053134
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0REV DAVID MCNITZKY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SENIOR PASTER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0158604
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990, PART VI SECTION A - HAROLD AND PATRICIA BURKHARDT ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 9 EXPLANATION - THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 11A EXPLANATION - 990 DRAFT WAS PROVIDED TO THE TREASURER AND THE BOARD FOR REVIEW. ANY CHANGES NEEDED WERE MADE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FINANCIALS ARE ISSUED IN A COMPILED COMBINING SET OF FINANCIAL STATEMENTS WITH THE ALAMO HEIGHTS UNITED METHODIST CHURCH. THE FINANCE COMMITTEE REVIEWS AND APPROVES THE COMPILATION AND APPROVES SELECTION OF THE ACCOUNTING FIRM TO PREPARE THE COMPILATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART XII LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ALAMO HEIGHTS UNITED METHODIST CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0742557013
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1-CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0825 EAST BASSE RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd078209
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2016Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.03$0.11$0.08
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