Civic Intelligence

Shiner Methodist Endowment Fund

990 • Fiscal year 2021 • EIN 74-2270449

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 29, 2022

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

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

74th percentile

30%

Higher net margin than 74% 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

51st percentile

9.8%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

98th percentile

634%

Faster revenue growth than 98% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,104,317

Up $187,163 (+9.8%) from 2020

Net Assets

Up

$2,104,317

Up $187,163 (+9.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin74th percentile

Revenue

Up

$102,390

Up $88,437 (+634%) from 2020

Expenses

Up

$71,601

Up $1,363 (+1.9%) from 2020

Net Income

Up

$30,789

Up $87,074 (+155%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2021

Assets$2,104,317
Liabilities$0
Net Assets$2,104,317
Open 2021 Filing

Operations Trend

Revenue Growth98th 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

2021

Revenue$102,390
Expenses$71,601
Net Income$30,789
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 29, 2022
Return Version
2021v4.1
Gross Receipts
$107,705
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$1,077,050$1,259,402▲ $182,352
Investments Other Securities$486,091$494,371▲ $8,280
Savings and Temporary Cash Investments$300,000$300,000→ $0
Cash and Non-Interest-Bearing Accounts$54,013$50,544▼ $3,469
Total Assets$1,917,154$2,104,317▲ $187,163
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,917,154$2,104,317▲ $187,163
Total Net Assets Fund Balance$1,917,154$2,104,317▲ $187,163
Total Liabilities and Net Assets / Fund Balance$1,917,154$2,104,317▲ $187,163

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$494,371--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$30,276
Program Service Revenue
$0
Investment Income
$72,114
Other Revenue
$0
All Other Contributions
$12,776
Change in Net Assets
$30,789
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$70,215
Other Expenses$1,386
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$70,215--$70,215
Other Expenses$0$74$0$74
Total Functional Expenses$70,215$1,386$0$71,601
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First United Methodist ChurchShiner, TX-Support of the First United Methodist Church of Shiner.$70,000
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
Yes
Audit committee
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
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
2022-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Bradfield
Formed
1982
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Angela G Washburn CPA LLC
Address
1504 Leander Rd, Georgetown, TX 78628
Preparer
Angela G Washburn
Phone
5122716881
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

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

Pt VI, Line 18

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

Pt VI, Line 19

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

Pt VIII

“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”

Raw XML Appendix387 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/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.
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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/FormAndLineReferenceDesc0Pt I Line 2
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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/ExplanationTxt3CONTACT 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VIII
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
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/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0First United Methodist Church
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01917154
IRS990/TotalAssetsEOYAmt02104317
IRS990/TotalAssetsGrp/BOYAmt01917154
IRS990/TotalAssetsGrp/EOYAmt02104317
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt030276
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01386
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt070215
IRS990/TotalFunctionalExpensesGrp/TotalAmt071601
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01917154
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02104317
IRS990/TotalProgramServiceExpensesAmt070215
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt072114
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0102390
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01917154
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02104317
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 86
IRS990/USAddress/CityNm0Shiner
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077984
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Bradfield
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03615944300
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-29
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/PreparerFirmGrp/PreparerFirmEIN0460689052
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Angela G Washburn CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01504 Leander Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Georgetown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078628
ReturnHeader/PreparerPersonGrp/PhoneNum05122716881
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Angela G Washburn
ReturnHeader/ReturnTs02022-04-01T12:17:08-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0William
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bradfield
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,104,317
Liabilities
$0
Net assets
$2,104,317
Revenue
$102,390
Expenses
$71,601
Net income
$30,789
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
2021Detailed filing. Detailed filing data is available for this year.$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
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$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