Civic Intelligence

First United Methodist Church Foundation

EIN 74-2095762 • 501(c)3 • Kerrville, TX

Profile

The purpose of the first united methodist church foundation is to aid and assist in future ministries of the first united methodist church in kerrville, texas.

321 Thompson DriveKerrville, TX 78028

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

62nd percentile

11%

Higher net margin than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

51st percentile

4.2%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-17%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,311,931

Up $52,663 (+4.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$1,311,931

Up $52,663 (+4.2%) from 2022

Operations
Liabilities / Revenue19th percentileNet Margin62nd percentile

Revenue

Down

$58,428

Down $11,759 (-17%) from 2022

Expenses

Up

$52,114

Up $6,905 (+15%) from 2022

Net Income

Down

$6,314

Down $18,664 (-75%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $163,917Net Assets 2010: $163,9172010Assets 2011: $913,816Liabilities 2011: $0Net Assets 2011: $913,8162011Assets 2012: $996,151Liabilities 2012: $0Net Assets 2012: $996,1512012Assets 2013: $1,001,941Liabilities 2013: $0Net Assets 2013: $1,001,9412013Assets 2014: $1,077,600Liabilities 2014: $0Net Assets 2014: $1,077,6002014Assets 2015: $1,066,226Liabilities 2015: $0Net Assets 2015: $1,066,2262015Assets 2016: $1,134,722Liabilities 2016: $0Net Assets 2016: $1,134,7222016Assets 2017: $1,217,562Liabilities 2017: $0Net Assets 2017: $1,217,5622017Assets 2018: $1,160,298Liabilities 2018: $0Net Assets 2018: $1,160,2982018Assets 2019: $1,299,130Liabilities 2019: $0Net Assets 2019: $1,299,1302019Assets 2020: $1,295,430Liabilities 2020: $0Net Assets 2020: $1,295,4302020Assets 2021: $1,378,123Liabilities 2021: $0Net Assets 2021: $1,378,1232021Assets 2022: $1,259,268Liabilities 2022: $0Net Assets 2022: $1,259,2682022Assets 2023: $1,311,931Liabilities 2023: $0Net Assets 2023: $1,311,9312023

Highlighted filing

2023

Assets$1,311,931
Liabilities$0
Net Assets$1,311,931
Open 2023 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2010: $10,554Expenses 2010: $1,808Net Income 2010: $8,7462010Revenue 2011: $789,784Expenses 2011: $13,577Net Income 2011: $776,2072011Expenses 2012: $3,5872012Revenue 2013: $51,747Expenses 2013: $30,580Net Income 2013: $21,1672013Revenue 2014: $46,855Expenses 2014: $37,042Net Income 2014: $9,8132014Revenue 2015: $97,390Expenses 2015: $41,948Net Income 2015: $55,4422015Revenue 2016: $52,976Expenses 2016: $26,151Net Income 2016: $26,8252016Revenue 2017: $53,011Expenses 2017: $31,002Net Income 2017: $22,0092017Revenue 2018: $60,696Expenses 2018: $59,075Net Income 2018: $1,6212018Revenue 2019: $70,762Expenses 2019: $49,253Net Income 2019: $21,5092019Revenue 2020: $46,737Expenses 2020: $50,437Net Income 2020: -$3,7002020Revenue 2021: $167,853Expenses 2021: $40,895Net Income 2021: $126,9582021Revenue 2022: $70,187Expenses 2022: $45,209Net Income 2022: $24,9782022Revenue 2023: $58,428Expenses 2023: $52,114Net Income 2023: $6,3142023

Highlighted filing

2023

Revenue$58,428
Expenses$52,114
Net Income$6,314
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$1,311,931
Liabilities
$0
Net assets
$1,311,931
Revenue
$58,428
Expenses
$52,114
Net income
$6,314
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.31$0.00$1.31$0.06$0.05$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.07$0.05$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.17$0.04$0.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$0.05$0.05$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.07$0.05$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.06$0.06$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.05$0.03$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.13$0.05$0.03$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.10$0.04$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.05$0.04$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.05$0.03$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$0.79$0.01$0.78
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.16$0.01$0.00$0.01
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 16, 2023
Return Version
2022v5.0
Gross Receipts
$131,563
Mission and Program Overview

Mission

The purpose of the first united methodist church foundation is to aid and assist in future ministries of the first united methodist church in kerrville, texas.

Receive funds to help in future ministries of first united methodist church of kerrville

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,378,123$1,259,268▼ $118,855
Investments Other Securities$1,374,140$1,255,035▼ $119,105
Cash and Non-Interest-Bearing Accounts$3,983$4,233▲ $250
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,378,123$1,259,268▼ $118,855
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,378,123$1,259,268▼ $118,855
Total Liabilities and Net Assets / Fund Balance$1,378,123$1,259,268▼ $118,855

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,255,035--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Kit WerleinPresident
Craig LeslieVice-president
Bill JohnstonDirector
John CarlsonDirector
Pastor David PayneDirector
Robbi CrockerDirector
Kerwin OverbySecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,000
Program Service Revenue
$0
Investment Income
$60,187
Other Revenue
$0
All Other Contributions
$10,000
Change in Net Assets
$24,978
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$34,000
Other Expenses$11,209
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$34,000--$34,000
Fees for Service Investment Mgmnt Fees-$8,310-$8,310
Fees for Services Accounting-$2,750-$2,750
Fees for Services Other-$149-$149
Total Functional Expenses$34,000$11,209$0$45,209
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kerrville First United Methodist ChurchKerrville, TX-To Aid and Assist in Church Ministires$34,000
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
Governance and Compliance

Governance Checklist

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

“A draft of the federal form 990 is emailed to the entire board for initial review. The form 990 is then reviewed by all members of the board during an official meeting.”

Form 990, Part VI, Section C, Line 18

“The first united methodist church foundation makes its form 1023 and form 990 available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“The first united methodist church foundation makes its governing documents, determination letter, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
First United Methodist Church Foundation
EIN
74-2095762
Phone
8302570800
Address
321 THOMPSON DRIVE, KERRVILLE, TX 78028

Signing Officer

Name
Kit Werlein
Title
Treasurer
Phone
8302570800
Signed
2023-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kerwin L Overby
Formed
2007
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Davidson Freedle Espenhover & Overby Pc
Address
222 SIDNEY BAKER SOUTH SUITE 635, KERRVILLE, TX 78028
Preparer
Kerwin L Overby
Phone
8308961100
Raw XML Appendix345 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
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IRS990/BooksInCareOfDetail/PhoneNum08302570800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0321 THOMPSON DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0KERRVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078028
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DeductibleNonCashContriInd00
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IRS990/DescribedInSection501c3Ind01
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IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt08310
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/PersonNm2CRAIG LESLIE
IRS990/Form990PartVIISectionAGrp/PersonNm3KIT WERLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBBI CROCKER
IRS990/Form990PartVIISectionAGrp/PersonNm5BILL JOHNSTON
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN CARLSON
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt034000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt034000
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
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IRS990/LoanOutstandingInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE FEDERAL FORM 990 IS EMAILED TO THE ENTIRE BOARD FOR INITIAL REVIEW. THE FORM 990 IS THEN REVIEWED BY ALL MEMBERS OF THE BOARD DURING AN OFFICIAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FIRST UNITED METHODIST CHURCH FOUNDATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FIRST UNITED METHODIST CHURCH FOUNDATION MAKES ITS GOVERNING DOCUMENTS, DETERMINATION LETTER, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIDSON FREEDLE ESPENHOVER & OVERBY PC
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ReturnHeader/ReturnTs02023-08-14T12:19:10-05:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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