Civic Intelligence

Weimar Methodist Foundation

EIN 82-4985457 • Weimar, TX

Refreshing map…

406 W Main St Suite 145Weimar, TX 78962
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

8th percentile

-69%

Higher net margin than 8% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

23rd percentile

-4.4%

Faster asset growth than 23% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-90%

Faster revenue growth than 1% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,080,301

Down $94,851 (-4.4%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$2,080,301

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue30th percentileNet Margin8th percentile

Revenue

Down

$136,852

Down $1,242,071 (-90%) from 2023

Expenses

Down

$231,703

Down $202,104 (-47%) from 2023

Net Income

Down

-$94,851

Down $1,039,967 (-110%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2019: $1,337,033Liabilities 2019: $02019Assets 2020: $1,435,197Liabilities 2020: $0Net Assets 2020: $1,435,1972020Assets 2021: $1,542,097Liabilities 2021: $0Net Assets 2021: $1,542,0972021Assets 2022: $1,230,036Liabilities 2022: $0Net Assets 2022: $1,230,0362022Assets 2023: $2,175,152Liabilities 2023: $12023Assets 2024: $2,080,301Liabilities 2024: $0Net Assets 2024: $2,080,3012024

Highlighted filing

2024

Assets$2,080,301
Liabilities$0
Net Assets$2,080,301
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2019: $30,111Expenses 2019: $83,050Net Income 2019: -$52,9392019Revenue 2020: $45,714Expenses 2020: $79,795Net Income 2020: -$34,0812020Revenue 2021: $26,927Expenses 2021: $81,047Net Income 2021: -$54,1202021Revenue 2022: $29,119Expenses 2022: $96,127Net Income 2022: -$67,0082022Revenue 2023: $1,378,923Expenses 2023: $433,807Net Income 2023: $945,1162023Revenue 2024: $136,852Expenses 2024: $231,703Net Income 2024: -$94,8512024

Highlighted filing

2024

Revenue$136,852
Expenses$231,703
Net Income-$94,851
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$2,080,301
Liabilities
$0
Net assets
$2,080,301
Revenue
$136,852
Expenses
$231,703
Net income
-$94,851
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$2.08$0.00$2.08$0.14$0.23$0.09
2023Summary only. Only limited summary data is available for this year.$2.18$0.00$1.38$0.43$0.95
2022Summary only. Only limited summary data is available for this year.$1.23$0.00$1.23$0.03$0.10$0.07
2021Summary only. Only limited summary data is available for this year.$1.54$0.00$1.54$0.03$0.08$0.05
2020Summary only. Only limited summary data is available for this year.$1.44$0.00$1.44$0.05$0.08$0.03
2019Summary only. Only limited summary data is available for this year.$1.34$0.00$0.03$0.08$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 25, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT BRASHERPresident-$0--
KIMBERLY WESCOTTVice President-$0--
TONI MULLENSTreasurer-$0--
WILLIAM RUGELEYMember-$0--
STACI HEGERMember-$0--
JENNIFER MCCOSKEY-OWENSMember-$0--
TARA DILLEYMember-$0--
Filing and Contact Details

Filer

Filer Name
Weimar Methodist Foundation
EIN
82-4985457
In Care Of
% TONI MULLENS
Phone
7132081112
Address
406 W MAIN ST SUITE 145, WEIMAR, TX 78962

Signing Officer

Name
Toni Mullens
Title
Treasurer
Phone
7132081112
Signed
2025-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Floyd & Siptak PC
Address
421 Saint James St, Gonzales, TX 78629
Preparer
Alison Siptak
Phone
8306722824
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3932109
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt40264036
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt412371
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4224846
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt431414
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt449227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt454705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MFS CORE EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FRANKLIN SENIOR LOAN ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DFA EMERGING MARKETS CORE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3NEW PERSPECTIVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MFS EMERGEING MARKETS DEBT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ISHARES 0-5 YR CORP BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DFA INTL CORE EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7SMALLCAP WORLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8MFS GLOBAL HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ISHARES IBOXX CORP BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10DFA REAL ESTATE SEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11TEXAS MARKETING FOUNDATION BALANCED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12MFS GOVERNMENT SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13ISHARES MSCI USA MOMENTUM ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14DFA US CORE EQUITY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15AB GOVERNMENT MONEY MARKET A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16MFS INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17SPDR BLOOMBERG STHIGHYIELD BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18DFA US CORE EQUITY II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19FRANKLIN INCOME A1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20MFS INTL DIVERSIFICATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21SPDR BLOOMBERG HIGH YEILD BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22DFA US LARGE COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23INVESTMENT COMPANY OF AMERICA CL F2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24MFS LIMITED MATURITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25VANGUARD MEGA CAP GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26DFA US TARGETED VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27VANECK CLO ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28MFS MA INV GROWTH STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29VANGUARD MEGA CAP VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30DFA WORLD EX US TARGETED VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31MFS MID CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32VANGUARD MID CAP GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33FUNDAMENTAL INVESTORS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34MFS TOTAL RETURN BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35VANGUARD MID CAP VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36GROWTH FUND OF AMERICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37MFS VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38VANGUARD SMALL CAP GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39KENSINGTON MANAGED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40VANGUARD BALANCED IX ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41VANGUARD SMALL CAP VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42NAVIGATOR TACTICAL FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43BNY MELLON HIGH YIELD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44AMCAP CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45NEW ECONOMY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt038174
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12645
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt429029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51577
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt63944
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt78298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt828683
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt921629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1193964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1242736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt131448
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt149981
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15451313
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16109377
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt171591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt185947
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19453466
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2055663
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt217351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt223015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt235515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2465004
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt259959
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26992
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt272639
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2836617
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt296995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3130672
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt322284
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt335511
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3481850
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt352588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3613747
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3747328
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt381120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3936288
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40394190
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt412973
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4225959
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt432623
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt448261
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt455496
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt083601
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt053251
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt083601
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt053251
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0136852
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01225
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01225
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0357
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt053251
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0194980
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0194980
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt083601
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-94851
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0332017
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt053251
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt030195
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0357
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt04500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0287
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0742
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03748
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt010948
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt019308
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt019308
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0357
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0196492
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0231703
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt053251
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0136852
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01512
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023056
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt036723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0206346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt138442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt233978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt018654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33421

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