Civic Intelligence

First United Methodist Church Foundation of Kerrville Texas Inc.

990 • Fiscal year 2021 • EIN 74-2095762

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 14, 2022

Organization ProfileN/A
321 Thompson DriveKerrville, TX 78028

(830) 257-0800

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

44th percentile

6.4%

Faster asset growth than 44% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

259%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,378,123

Up $82,693 (+6.4%) from 2020

Net Assets

Up

$1,378,123

Up $82,693 (+6.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin95th percentile

Revenue

Up

$167,853

Up $121,116 (+259%) from 2020

Expenses

Down

$40,895

Down $9,542 (-19%) from 2020

Net Income

Up

$126,958

Up $130,658 (+3531%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$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

2021

Assets$1,378,123
Liabilities$0
Net Assets$1,378,123
Open 2021 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$167,853
Expenses$40,895
Net Income$126,958
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 14, 2022
Return Version
2021v4.2
Gross Receipts
$553,030
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$1,244,005$1,378,123▲ $134,118
Investments Other Securities$1,234,109$1,374,140▲ $140,031
Cash and Non-Interest-Bearing Accounts$9,896$3,983▼ $5,913
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,244,005$1,378,123▲ $134,118
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,244,005$1,378,123▲ $134,118
Total Liabilities and Net Assets / Fund Balance$1,244,005$1,378,123▲ $134,118

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,374,140--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$20,000
Program Service Revenue
$0
Investment Income
$147,765
Other Revenue
$88
All Other Contributions
$20,000
Change in Net Assets
$126,958
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$34,000
Other Expenses$6,895
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-$6,721-$6,721
Fees for Services Other-$174-$174
Total Functional Expenses$34,000$6,895$0$40,895
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
2022-06-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kerwin L Overby
Formed
2007
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
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 Appendix333 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/FactsAndCircumstancesTestTxt0PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST:ORGANIZATION'S 10% FACTS AND CIRCUMSTANCES TEST:ORGANIZATION REGULARLY SOLICITS FUNDS FROM THE CONGREGATION OF THE FIRST UNITED METHODIST CHURCH OF KERRVILLE. THE SOLICITATIONS ARE MADE 1) DURING AN ANNUAL ESTATE PLANNING FUNCTION WHERE THE ORGANIZATION AND ITS PURPOSES ARE HIGHLIGHTED, 2) BY MEMBERS OF ITS GOVERNING BODY, AND 3) BY THE CLERGY OF FUMC OF KERRVILLE. THE ORGANIZATION DOES NOT RECEIVE MANY LARGE ANNUAL DONATIONS BUT INSTEAD RECEIVES DONATIONS FROM BEQUESTS FROM ESTATES. BECAUSE MANY OF THE ORGANIZATION'S DONATIONS ARE FROM BEQUESTS, THE ORGANIZATION DOES NOT RECEIVE THOSE DONATIONS ON A REGULAR BASIS. THE ORGANIZATION (FUMC OF KERRVILLE) SUPPORTED BY THIS ORGANIZATION PROVIDE SERVICES AND SUPPORT THE THE KERRVILLE, TX COMMUNITY.
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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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt020000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06895
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt034000
IRS990/TotalFunctionalExpensesGrp/TotalAmt040895
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01244005
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01378123
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt034000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0147765
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt088
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0167853
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01244005
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01378123
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0321 THOMPSON DRIVE
IRS990/USAddress/CityNm0KERRVILLE
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078028
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIT WERLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08302570800
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIRST UNITED METHODIST CHURCH FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF KERRVILLE TEXAS INC
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0742095762
ReturnHeader/Filer/PhoneNum08302570800
ReturnHeader/Filer/USAddress/AddressLine1Txt0321 THOMPSON DRIVE
ReturnHeader/Filer/USAddress/CityNm0KERRVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078028
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742933856
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIDSON FREEDLE ESPENHOVER & OVERBY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0222 SIDNEY BAKER SOUTH SUITE 635
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KERRVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078028
ReturnHeader/PreparerPersonGrp/PhoneNum08308961100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERWIN L OVERBY
ReturnHeader/ReturnTs02022-06-20T16:29:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WERLEIN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,378,123
Liabilities
$0
Net assets
$1,378,123
Revenue
$167,853
Expenses
$40,895
Net income
$126,958
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
2021Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $1M-$5M nonprofits