Civic Intelligence

Caring Forever Foundation

990 • Fiscal year 2018 • EIN 76-0611358

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 29, 2019

Organization ProfileWWW.MDUMC.ORG/CFF
12955 Memorial DriveHouston, TX 77079

(713) 468-8356

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

40th percentile

$31,208

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

27th percentile

-4.0%

Faster asset growth than 27% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

58th percentile

7.5%

Faster revenue growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$4,770,356

Down $198,850 (-4.0%) from 2017

Net Assets

Down

$4,769,370

Down $192,841 (-3.9%) from 2017

Liabilities

Down

$986

Down $6,009 (-86%) from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin87th percentile

Revenue

Up

$294,086

Up $20,543 (+7.5%) from 2017

Expenses

Down

$185,879

Down $27,839 (-13%) from 2017

Net Income

Up

$108,207

Up $48,382 (+81%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,285,773Liabilities 2010: $0Net Assets 2010: $3,285,7732010Assets 2011: $3,262,284Liabilities 2011: $0Net Assets 2011: $3,262,2842011Assets 2012: $3,599,626Liabilities 2012: $0Net Assets 2012: $3,599,6262012Assets 2013: $4,003,631Liabilities 2013: $0Net Assets 2013: $4,003,6312013Assets 2014: $4,169,674Liabilities 2014: $0Net Assets 2014: $4,169,6742014Assets 2015: $3,921,563Liabilities 2015: $0Net Assets 2015: $3,921,5632015Assets 2016: $4,226,880Liabilities 2016: $0Net Assets 2016: $4,226,8802016Assets 2017: $4,969,206Liabilities 2017: $6,995Net Assets 2017: $4,962,2112017Assets 2018: $4,770,356Liabilities 2018: $986Net Assets 2018: $4,769,3702018Assets 2019: $5,751,766Liabilities 2019: $0Net Assets 2019: $5,751,7662019Assets 2020: $6,720,400Liabilities 2020: $0Net Assets 2020: $6,720,4002020Assets 2021: $7,218,660Liabilities 2021: $169Net Assets 2021: $7,218,4912021Assets 2022: $6,075,999Liabilities 2022: $0Net Assets 2022: $6,075,9992022Assets 2023: $6,869,539Liabilities 2023: $0Net Assets 2023: $6,869,5392023Assets 2024: $7,577,295Liabilities 2024: $0Net Assets 2024: $7,577,2952024

Highlighted filing

2018

Assets$4,770,356
Liabilities$986
Net Assets$4,769,370
Open 2018 Filing

Operations Trend

Revenue Growth58th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $77,7622010Expenses 2011: $93,6972011Revenue 2012: $460,763Expenses 2012: $123,421Net Income 2012: $337,3422012Revenue 2013: $513,487Expenses 2013: $109,482Net Income 2013: $404,0052013Revenue 2014: $308,983Expenses 2014: $142,940Net Income 2014: $166,0432014Revenue 2015: -$6,200Expenses 2015: $241,911Net Income 2015: -$248,1112015Revenue 2016: $399,055Expenses 2016: $93,738Net Income 2016: $305,3172016Revenue 2017: $273,543Expenses 2017: $213,718Net Income 2017: $59,8252017Revenue 2018: $294,086Expenses 2018: $185,879Net Income 2018: $108,2072018Revenue 2019: $214,393Expenses 2019: $182,100Net Income 2019: $32,2932019Revenue 2020: $146,116Expenses 2020: $176,130Net Income 2020: -$30,0142020Revenue 2021: $182,849Expenses 2021: $206,814Net Income 2021: -$23,9652021Revenue 2022: $235,465Expenses 2022: $221,438Net Income 2022: $14,0272022Revenue 2023: $208,231Expenses 2023: $215,318Net Income 2023: -$7,0872023Revenue 2024: $338,922Expenses 2024: $235,411Net Income 2024: $103,5112024

Highlighted filing

2018

Revenue$294,086
Expenses$185,879
Net Income$108,207
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 29, 2019
Return Version
2018v3.1
Gross Receipts
$294,086
Mission and Program Overview

Mission

The Organization supports Memorial Drive United Methodist Church and makes grants in furtheurance of the charitable programs of Memorial Drive United Methodist Church.

The organization supports memorial drive united methodist church and makes grants in furtherance of the charitable programs of memorial drive united methodist church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,893,613$4,699,520▼ $194,093
Cash and Non-Interest-Bearing Accounts$17,234$70,836▲ $53,602
Accounts Receivable$58,359--
Total Assets$4,969,206$4,770,356▼ $198,850
Liabilities
Other Liabilities$6,995$986▼ $6,009
Total Liabilities$6,995$986▼ $6,009
Net Assets / Fund Balance
Unrestricted Net Assets$1,976,766$2,388,615▲ $411,849
Temporarily Rstr Net Assets$2,985,445$2,380,755▼ $604,690
Total Net Assets Fund Balance$4,962,211$4,769,370▼ $192,841
Total Liabilities and Net Assets / Fund Balance$4,969,206$4,770,356▼ $198,850
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Stacy SteplerExecutive DiPT$31,208$31,208

Board Members and Trustees

NameTitle
John David IckesChairman
Buddy PayneDirector
Debbie MooreDirector
Greg NelsonDirector
John GarnerDirector
John RobbinsDirector
Lindsey MartinDirector
Nina DavisDirector
Norma GravesDirector
Scott NealDirector
Tammy RogersDirector
Greg ShawSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$281,490
Program Service Revenue
$12,535
Investment Income
$61
Other Revenue
$0
All Other Contributions
$281,490
Change in Net Assets
$108,207

Audited Revenue Reconciliation

Revenue per Audited Statements
$294,086
Revenue Not Reported on Form 990
$-301,048
Total Revenue per Audited Statements
$-6,962
Total Revenue per Form 990
$294,086
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$121,110
Salaries, Compensation, and Employee Benefits$57,614
Other Expenses$7,155
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$68,476--$68,476
Grants to Domestic Orgs$52,634--$52,634
Current Officers, Directors, Trustees, and Key Employees$24,966$6,242-$31,208
Other Salaries and Wages$18,759$4,689-$23,448
Payroll Taxes$2,366$592-$2,958
Conferences and Meetings$128$32-$160
Other Expenses$5,767$99-$99
Total Functional Expenses$173,096$12,783$0$185,879

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$185,879
Total Expenses per Audited Statements$185,879
Total Expenses per Form 990$185,879
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Memorial Drive United Methodist ChuHouston, TX501c3Community Projects$52,634
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
Payroll Liabilities$986
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“An annual meeting of the membership is held for the election of the members of the board of directors at the member's charge conference. At the annual meeting, the members shall elect a board of directors, the chair, and vice-chair.”

Form 990, Page 6, Part VI, Line 11B

“A copy will be provided to the executive director and chair of the board of directors.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Caring Forever Foundation
EIN
76-0611358
Phone
7134688356
Address
12955 MEMORIAL DRIVE, HOUSTON, TX 77079

Signing Officer

Name
Stacy Stepler
Title
Executive Director
Phone
7134688356
Signed
2019-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacy Stepler
Formed
1999
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
15

Preparer

Firm
Psk Llp
Address
3001 MEDLIN DR STE 100, ARLINGTON, TX 76015
Preparer
Kathy Howlett
Phone
8176643000
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers serve on the board of directors and the investment committee. Both committees meet quarterly. There are also volunteers who help plan the annual banquet.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The church follows the income taxes topic of the fasb asc, which prescribes a comprehensive model for the financial statement recognition, measurement, presentation and disclosure of uncertain tax positions taken or expected to be taken in income tax returns. The church is not aware of any activities that would jeopardize its tax-exempt status and is not aware of any activities that are subject to tax on unrelated business income. As of december 31, 2018, the church has no uncertain tax positions that qualify for either recognition or disclosure in the consolidated financial statements and does not expect this to change in the next twelve months.”

Raw XML AppendixShowing 400 of 464 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/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/BOYAmt058359
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ORGANIZATION SUPPORTS MEMORIAL DRIVE UNITED METHODIST CHURCH AND MAKES GRANTS IN FURTHERANCE OF THE CHARITABLE PROGRAMS OF MEMORIAL DRIVE UNITED METHODIST CHURCH.
IRS990/AllOtherContributionsAmt0281490
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0STACY STEPLER
IRS990/BooksInCareOfDetail/PhoneNum07134688356
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt012955 MEMORIAL DRIVE
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt012955 MEMORIAL DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077079
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt017234
IRS990/CashNonInterestBearingGrp/EOYAmt070836
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt06242
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt024966
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt031208
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt032
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0128
IRS990/ConferencesMeetingsGrp/TotalAmt0160
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0281490
IRS990/CYGrantsAndSimilarPaidAmt0121110
IRS990/CYInvestmentIncomeAmt061
IRS990/CYOtherExpensesAmt07155
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt012535
IRS990/CYRevenuesLessExpensesAmt0108207
IRS990/CYSalariesCompEmpBnftPaidAmt057614
IRS990/CYTotalExpensesAmt0185879
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0294086
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0CARING FOREVER FOUNDATION SUPPORTS MEMORIAL DRIVE UNITED METHODIST CHURCH AND MAKES GRANTS IN FURTHERANCE OF THE CHARITABLE PROGRAMS OF MEMORIAL DRIVE UNITED METHODIST CHURCH. IN 2018, THE FOUNDATION AWARDED 13 GRANTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0173096
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt022.00
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/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/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/PersonNm0STACY STEPLER
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN DAVID ICKES
IRS990/Form990PartVIISectionAGrp/PersonNm2GREG SHAW
IRS990/Form990PartVIISectionAGrp/PersonNm3BUDDY PAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm4LINDSEY MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN GARNER
IRS990/Form990PartVIISectionAGrp/PersonNm6NORMA GRAVES
IRS990/Form990PartVIISectionAGrp/PersonNm7DEBBIE MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm8SCOTT NEAL
IRS990/Form990PartVIISectionAGrp/PersonNm9TAMMY ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN ROBBINS
IRS990/Form990PartVIISectionAGrp/PersonNm11GREG NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm12NINA DAVIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt031208
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/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/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0121110
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt068476
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt068476
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt052634
IRS990/GrantsToDomesticOrgsGrp/TotalAmt052634
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0294086
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt011
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt061
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt061
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04893613
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04699520
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FOUNDATION IS A SUPPORTING ORGANIZATION OF MEMORIAL DRIVE UNITED METHODIST CHURCH AND WAS ESTABLISHED EXCLUSIVELY FOR CHARTIABLE, RELIGIOUS, AND EDUCATIONAL PURPOSES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04962211
IRS990/NetAssetsOrFundBalancesEOYAmt04769370
IRS990/NetUnrlzdGainsLossesInvstAmt0-301048
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0BANQUET EXPENSES
IRS990/OtherExpensesGrp/Desc1BANK AND CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc2ADMINISTRATIVE EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01129
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt199
IRS990/OtherExpensesGrp/ProgramServicesAmt05767
IRS990/OtherExpensesGrp/TotalAmt05767
IRS990/OtherExpensesGrp/TotalAmt11129
IRS990/OtherExpensesGrp/TotalAmt299
IRS990/OtherLiabilitiesGrp/BOYAmt06995
IRS990/OtherLiabilitiesGrp/EOYAmt0986
IRS990/OtherOrganizationDsc0FOUNDATION
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04689
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt018759
IRS990/OtherSalariesAndWagesGrp/TotalAmt023448
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0592
IRS990/PayrollTaxesGrp/ProgramServicesAmt02366
IRS990/PayrollTaxesGrp/TotalAmt02958
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0STACY STEPLER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0BANQUET
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012535
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012535
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0273483
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt057022
IRS990/PYInvestmentIncomeAmt060
IRS990/PYOtherExpensesAmt087860
IRS990/PYRevenuesLessExpensesAmt059825
IRS990/PYSalariesCompEmpBnftPaidAmt068836
IRS990/PYTotalExpensesAmt0213718
IRS990/PYTotalRevenueAmt0273543
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0108207
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0746027435
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt023654
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MEMORIAL DRIVE UNITED METHODIST CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0MEMORIAL DR UNITED METHODIST CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt023654
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0185879
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-301048
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0986
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/RevenueNotReportedAmt0-301048
IRS990ScheduleD/RevenueSubtotalAmt0294086
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CHURCH FOLLOWS THE INCOME TAXES TOPIC OF THE FASB ASC, WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION AND DISCLOSURE OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS. THE CHURCH IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS AND IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. AS OF DECEMBER 31, 2018, THE CHURCH HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS AND DOES NOT EXPECT THIS TO CHANGE IN THE NEXT TWELVE MONTHS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalExpensesPerForm990Amt0185879
IRS990ScheduleD/TotalLiabilityAmt0986
IRS990ScheduleD/TotalRevenuePerForm990Amt0294086
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-6962
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0185879
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt068476
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CASH GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt011
IRS990ScheduleI/RecipientTable/CashGrantAmt052634
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0COMMUNITY PROJECTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MEMORIAL DRIVE UNITED METHODIST CHU
IRS990ScheduleI/RecipientTable/RecipientEIN0746027435
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt012955 MEMORIAL DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HOUSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077079
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS SERVE ON THE BOARD OF DIRECTORS AND THE INVESTMENT COMMITTEE. BOTH COMMITTEES MEET QUARTERLY. THERE ARE ALSO VOLUNTEERS WHO HELP PLAN THE ANNUAL BANQUET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AN ANNUAL MEETING OF THE MEMBERSHIP IS HELD FOR THE ELECTION OF THE MEMBERS OF THE BOARD OF DIRECTORS AT THE MEMBER'S CHARGE CONFERENCE. AT THE ANNUAL MEETING, THE MEMBERS SHALL ELECT A BOARD OF DIRECTORS, THE CHAIR, AND VICE-CHAIR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY WILL BE PROVIDED TO THE EXECUTIVE DIRECTOR AND CHAIR OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MEMORIAL DRIVE UNITED METHODIST CHU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0746027435
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt012955 MEMORIAL DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HOUSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd077079
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt023654
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt163787
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MEMORIAL DRIVE UNITED METHODIST CHU
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1MEMORIAL DRIVE UNITED METHODIST CHU
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt02985445
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt02380755
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04969206
IRS990/TotalAssetsEOYAmt04770356
IRS990/TotalAssetsGrp/BOYAmt04969206
IRS990/TotalAssetsGrp/EOYAmt04770356
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0281490
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012783
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0173096
IRS990/TotalFunctionalExpensesGrp/TotalAmt0185879

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,770,356
Liabilities
$986
Net assets
$4,769,370
Revenue
$294,086
Expenses
$185,879
Net income
$108,207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.58$0.00$7.58$0.34$0.24$0.10
2023Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.21$0.22$0.01
2022Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.24$0.22$0.01
2021Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.18$0.21$0.02
2020Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.15$0.18$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.21$0.18$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.29$0.19$0.11
2017Detailed filing. Detailed filing data is available for this year.$4.97$0.01$4.96$0.27$0.21$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.40$0.09$0.31
2015Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.01$0.24$0.25
2014Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.31$0.14$0.17
2013Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.51$0.11$0.40
2012Summary only. Only limited summary data is available for this year.$3.60$0.00$3.60$0.46$0.12$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.00$3.26$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.29$0.00$3.29$0.08