Civic Intelligence

Weimar Methodist Foundation

990PF • Fiscal year 2023 • EIN 82-4985457

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 10, 2024

Organization Profile
PO Box 775Weimar, TX 78962

(979) 676-3547

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,175,152

Flat from 2023

Net Assets

$2,175,152

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses

Revenue

Flat

$1,378,923

Flat from 2023

Expenses

Flat

$433,807

Flat from 2023

Net Income

Flat

$945,116

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$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: $0Net Assets 2023: $2,175,1522023Assets 2023: $2,175,152Liabilities 2023: $12023Assets 2024: $2,080,301Liabilities 2024: $0Net Assets 2024: $2,080,3012024

Highlighted filing

2023

Assets$2,175,152
Liabilities$0
Net Assets$2,175,152
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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 2023: $1,378,923Expenses 2023: $433,807Net Income 2023: $945,1162023Revenue 2024: $136,852Expenses 2024: $231,703Net Income 2024: -$94,8512024

Highlighted filing

2023

Revenue$1,378,923
Expenses$433,807
Net Income$945,116
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 10, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott BrasherPresident-$0--
Kimberly WescottVice-President-$0--
Rev Patricia GideonTreasurer-$0--
Phyllis VenghausSecretary-$0--
Sue MullensDirector-$0--
Staci HegerDirector-$0--
Jennifer McCoskey-OwensDirector-$0--
Filing and Contact Details

Filer

Filer Name
Weimer Methodist Foundation
EIN
82-4985457
Phone
9796763547
Address
PO Box 775, Weimar, TX 78962

Signing Officer

Name
Pat Gideon
Title
Treasurer
Phone
9796763547
Signed
2024-07-10
Discuss with paid preparer
Yes

Preparer

Firm
Noell Eugenia Stout CPA
Address
160 E FM 532, GONZALES, TX 78629
Preparer
Noell E S Ince
Phone
8306726208
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt191255
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt201408
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt216631
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt228304
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt236453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt242196
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt252175
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt261209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt272700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt289692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt291520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt303815
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31578
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt328752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt335268
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt342595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35939
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt36583
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt379649
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3812068
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3932947
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4023407
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt414801
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt424757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt437450
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt053560
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt01325363
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt053560
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01325363
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01378923
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02675
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02675
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt03750
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01325363
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0419808
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0419808
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt053560
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt053560
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0945116
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01755822
IRS990PF/AnalysisOfRevenueAndExpenses/IncmModificationsAdjNetIncmAmt03750
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01325363
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01374423
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt04500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0523
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02324
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04266
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04266
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0234
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0234
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt03750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0423006
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0433807
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01378923
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01378923
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03198
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12000-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0414667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt115792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt014507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11310856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt014507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11310856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0429174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11326648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Public Securities Sold through brokerage
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11200 sh Moody Bancshares Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01325363
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0945116
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02175152
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01230036
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02175152
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt065386
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt065386
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt065386
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt084490
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt019104
IRS990PF/DistributableAmountGrp/TotalTaxAmt019104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt019104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt019104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt019104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt019104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt02317381

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,175,152
Liabilities
$0
Net assets
$2,175,152
Revenue
$1,378,923
Expenses
$433,807
Net income
$945,116
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
2023Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$1.38$0.43$0.95
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