Civic Intelligence

Shiner Methodist Endowment Fund

990 • Fiscal year 2017 • EIN 74-2270449

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 09, 2018

Organization ProfileN/A
PO Box 636Shiner, TX 77984

(361) 594-4300

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

82nd percentile

25%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

56th percentile

5.0%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-36%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,622,231

Up $77,338 (+5.0%) from 2016

Net Assets

Up

$1,622,231

Up $77,338 (+5.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin82nd percentile

Revenue

Down

$88,421

Down $50,357 (-36%) from 2016

Expenses

Up

$66,258

Up $42,184 (+175%) from 2016

Net Income

Down

$22,163

Down $92,541 (-81%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,228,844Liabilities 2010: $0Net Assets 2010: $1,228,8442010Assets 2011: $1,255,100Liabilities 2011: $0Net Assets 2011: $1,255,1002011Assets 2012: $1,342,286Liabilities 2012: $0Net Assets 2012: $1,342,2862012Assets 2013: $1,321,632Liabilities 2013: $0Net Assets 2013: $1,321,6322013Assets 2014: $1,375,308Liabilities 2014: $0Net Assets 2014: $1,375,3082014Assets 2015: $1,407,277Liabilities 2015: $0Net Assets 2015: $1,407,2772015Assets 2016: $1,544,893Liabilities 2016: $0Net Assets 2016: $1,544,8932016Assets 2017: $1,622,231Liabilities 2017: $0Net Assets 2017: $1,622,2312017Assets 2018: $1,841,003Liabilities 2018: $0Net Assets 2018: $1,841,0032018Assets 2019: $1,965,568Liabilities 2019: $0Net Assets 2019: $1,965,5682019Assets 2020: $1,917,154Liabilities 2020: $0Net Assets 2020: $1,917,1542020Assets 2021: $2,104,317Liabilities 2021: $0Net Assets 2021: $2,104,3172021Assets 2022: $2,280,146Liabilities 2022: $0Net Assets 2022: $2,280,1462022Assets 2023: $1,955,029Liabilities 2023: $0Net Assets 2023: $1,955,0292023Assets 2024: $1,815,246Liabilities 2024: $0Net Assets 2024: $1,815,2462024

Highlighted filing

2017

Assets$1,622,231
Liabilities$0
Net Assets$1,622,231
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

$400K$200K$0-$200KExpenses 2010: $22,8372010Revenue 2011: $25,898Expenses 2011: $27,897Net Income 2011: -$1,9992011Expenses 2012: $20,6932012Revenue 2013: $28,951Expenses 2013: $20,902Net Income 2013: $8,0492013Revenue 2014: $41,230Expenses 2014: $18,818Net Income 2014: $22,4122014Revenue 2015: $37,882Expenses 2015: $22,099Net Income 2015: $15,7832015Revenue 2016: $138,778Expenses 2016: $24,074Net Income 2016: $114,7042016Revenue 2017: $88,421Expenses 2017: $66,258Net Income 2017: $22,1632017Revenue 2018: $244,221Expenses 2018: $61,119Net Income 2018: $183,1022018Revenue 2019: $110,872Expenses 2019: $68,444Net Income 2019: $42,4282019Revenue 2020: $13,953Expenses 2020: $70,238Net Income 2020: -$56,2852020Revenue 2021: $102,390Expenses 2021: $71,601Net Income 2021: $30,7892021Revenue 2022: $88,977Expenses 2022: $67,588Net Income 2022: $21,3892022Revenue 2023: $100,776Expenses 2023: $77,752Net Income 2023: $23,0242023Revenue 2024: $349,447Expenses 2024: $73,683Net Income 2024: $275,7642024

Highlighted filing

2017

Revenue$88,421
Expenses$66,258
Net Income$22,163
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 9, 2018
Return Version
2017v2.2
Gross Receipts
$88,421
Mission and Program Overview

Mission

Support of the First United Methodist Church of Shiner, Texas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$936,360$968,780▲ $32,420
Investments Other Securities$374,935$397,690▲ $22,755
Savings and Temporary Cash Investments$100,000$200,000▲ $100,000
Cash and Non-Interest-Bearing Accounts$133,598$55,761▼ $77,837
Total Assets$1,544,893$1,622,231▲ $77,338
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,544,893$1,622,231▲ $77,338
Total Net Assets Fund Balance$1,544,893$1,622,231▲ $77,338
Total Liabilities and Net Assets / Fund Balance$1,544,893$1,622,231▲ $77,338

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$397,690--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Bruce BaylessTrustee
Cynthia W HundlTrustee
Douglas KasparTrustee
Fred HilscherTrustee
Regie OtholdTrustee
William BradfieldTrutsee
Revenue and Support

Revenue Composition

Contributions and Grants
$34,334
Program Service Revenue
$0
Investment Income
$54,087
Other Revenue
$0
Change in Net Assets
$22,163
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$65,405
Other Expenses$853
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$65,405--$65,405
Fees for Services Accounting-$650-$650
Other Expenses-$41-$41
Total Functional Expenses$65,405$853$0$66,258
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First United Methodist ChurchShiner, TX-Support of the First United Methodist Church of Shiner.$65,405
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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

“Board of trustees meet and discuss this form 990 before filing the form.”

Form 990, Part VI, Section C, Line 18

“Form 990 and other documents available upon written request submitted to the trustees.”

Form 990, Part VI, Section C, Line 19

“Form 990 and other documents available upon written request submitted to the trustees.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Douglas kaspar - p.o. Box 25, shiner, tx 77984. William bradfield - p.o. Box 86, shiner, tx 77984. Bruce bayless - po box 506, shiner, tx 77984. Cynthia w. Hundl - po box 4, shiner, tx 77984. Fred hilscher - p.o box 1503, shiner, tx 77984. Regie othold - 1467 cr 350, shiner, tx 77984.”

Filing and Contact Details

Filer

Filer Name
Shiner Methodist Endowment Fund
EIN
74-2270449
Phone
3615944300
Address
PO BOX 636, SHINER, TX 77984

Signing Officer

Name
William Bradfield
Title
Trustee
Phone
3615944300
Signed
2018-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Bradfield
Formed
1982
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Akin Doherty Klein & Feuge Pc
Address
8610 N NEW BRAUNFELS SUITE 101, SAN ANTONIO, TX 78217
Preparer
Howard Klein Jr
Phone
2108291300
Raw XML Appendix382 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/ActivityOrMissionDesc0SUPPORT OF THE FIRST UNITED METHODIST CHURCH OF SHINER, TEXAS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WILLIAM BRADFIELD
IRS990/BooksInCareOfDetail/PhoneNum03615944300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 86
IRS990/BooksInCareOfDetail/USAddress/CityNm0SHINER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077964
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0133598
IRS990/CashNonInterestBearingGrp/EOYAmt055761
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt034334
IRS990/CYGrantsAndSimilarPaidAmt065405
IRS990/CYInvestmentIncomeAmt054087
IRS990/CYOtherExpensesAmt0853
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt022163
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt066258
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt088421
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SUPPORT OF THE FIRST UNITED METHODIST CHURCH OF SHINER, TEXAS AS PER THE ENDOWMENT FUND GOVERNING INSTRUMENT
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt065405
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0650
IRS990/FeesForServicesAccountingGrp/TotalAmt0650
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0DOUGLAS KASPAR
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM BRADFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm2BRUCE BAYLESS
IRS990/Form990PartVIISectionAGrp/PersonNm3CYNTHIA W HUNDL
IRS990/Form990PartVIISectionAGrp/PersonNm4FRED HILSCHER
IRS990/Form990PartVIISectionAGrp/PersonNm5REGIE OTHOLD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUTSEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt065405
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt065405
IRS990/GrantsToDomesticOrgsGrp/TotalAmt065405
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt088421
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt054087
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt054087
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0374935
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0397690
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0936360
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0968780
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT OF THE FIRST UNITED METHODIST CHURCH OF SHINER, TEXAS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01544893
IRS990/NetAssetsOrFundBalancesEOYAmt01622231
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt055175
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OFFICE EXPENSES
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc2PROPERTY TAX
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0102
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt160
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt241
IRS990/OtherExpensesGrp/TotalAmt0102
IRS990/OtherExpensesGrp/TotalAmt160
IRS990/OtherExpensesGrp/TotalAmt241
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WILLIAM BRADFIELD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0102586
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt023287
IRS990/PYInvestmentIncomeAmt036192
IRS990/PYOtherExpensesAmt0787
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0114704
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt024074
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0138778
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt022163
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt034334
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0200000
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/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTED ORGANIZATION IS THE SHINER FIRST UNITED METHODIST CHURCH. THE SHINER METHODIST ENDOWMENT FUND CONVEYS GRANTS TO THE SHINER FIRST UNITED METHODIST CHURCH, ALLOWING THE CHURCH BETTER ABILITY TO ACHEIVE ITS MISSION. THE ORGANIZATION'S MAIN PURPOSE IS TO DISTRIBUTE FUNDS TO THE METHODIST CHURCH.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0742293187
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt065405
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FIRST UNITED METHODIST CHURCH OF SHINER TEXAS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt065405
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0397690
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CLOSELY HELD STOCK
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0397690
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt065405
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT OF THE FIRST UNITED METHODIST CHURCH OF SHINER.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FIRST UNITED METHODIST CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0742293187
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0102 WEST CHURCH STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SHINER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077984
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SHINER METHODIST ENDOWMENT FUND, BASED BY ITS BYLAWS,IS REQUIRED TO DISTRIBUTE NET CASH EARNINGS EACH YEAR TO SHINER METHODIST CHURCH.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I PART I LINE 2
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD OF TRUSTEES MEET AND DISCUSS THIS FORM 990 BEFORE FILING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 AND OTHER DOCUMENTS AVAILABLE UPON WRITTEN REQUEST SUBMITTED TO THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 AND OTHER DOCUMENTS AVAILABLE UPON WRITTEN REQUEST SUBMITTED TO THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOUGLAS KASPAR - P.O. BOX 25, SHINER, TX 77984. WILLIAM BRADFIELD - P.O. BOX 86, SHINER, TX 77984. BRUCE BAYLESS - PO BOX 506, SHINER, TX 77984. CYNTHIA W. HUNDL - PO BOX 4, SHINER, TX 77984. FRED HILSCHER - P.O BOX 1503, SHINER, TX 77984. REGIE OTHOLD - 1467 CR 350, SHINER, TX 77984.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0FIRST UNITED METHODIST CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0742293187
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0102 WEST CHURCH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SHINER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd077984
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt065405
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0FIRST UNITED METHODIST CHURCH
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01544893
IRS990/TotalAssetsEOYAmt01622231
IRS990/TotalAssetsGrp/BOYAmt01544893
IRS990/TotalAssetsGrp/EOYAmt01622231
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt034334
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0853
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt065405
IRS990/TotalFunctionalExpensesGrp/TotalAmt066258
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01544893
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01622231
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt065405
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt054087
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt088421
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01544893
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01622231
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01544893
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01622231
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 86
IRS990/USAddress/CityNm0SHINER
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077964
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM BRADFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03615944300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHINER METHODIST ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHIN
ReturnHeader/Filer/EIN0742270449
ReturnHeader/Filer/PhoneNum03615944300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 636
ReturnHeader/Filer/USAddress/CityNm0SHINER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077984
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId092918FB2AAF5164F5FE792866616298ABC6D363B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.110.76.18
ReturnHeader/FilingSecurityInformation/IPDt02018-03-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:35:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742606559
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AKIN DOHERTY KLEIN & FEUGE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08610 N NEW BRAUNFELS SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078217
ReturnHeader/PreparerPersonGrp/PhoneNum02108291300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOWARD KLEIN JR
ReturnHeader/ReturnTs02018-03-09T15:56:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,622,231
Liabilities
$0
Net assets
$1,622,231
Revenue
$88,421
Expenses
$66,258
Net income
$22,163
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.00$1.82$0.35$0.07$0.28
2023Summary only. Only limited summary data is available for this year.$1.96$0.00$1.96$0.10$0.08$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.09$0.07$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.00$2.10$0.10$0.07$0.03
2020Summary only. Only limited summary data is available for this year.$1.92$0.00$1.92$0.01$0.07$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$0.11$0.07$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$1.84$0.24$0.06$0.18
2017Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.09$0.07$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.14$0.02$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.04$0.02$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.04$0.02$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.03$0.02$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.34$0.02
2011Summary only. Only limited summary data is available for this year.$1.26$0.00$1.26$0.03$0.03$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $1M-$5M nonprofits