Civic Intelligence

The Conference Claimants Endowment the Ca Annual Conf of the Methodist Chur

990 • Fiscal year 2015 • EIN 94-1236933

May 01, 2014 to Apr 30, 2015 • Filed on Sep 14, 2015

Organization ProfileN/A
1341 W Robinhood Drive Ste AStockton, CA 95207

(209) 472-7288

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.80x

Higher debt load relative to assets than 82% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

98th percentile

21.27x

Higher debt load relative to revenue than 98% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Net Margin

85th percentile

29%

Higher net margin than 85% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

26th percentile

$295,958

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Asset Growth

65th percentile

4.7%

Faster asset growth than 65% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

26th percentile

-3.5%

Faster revenue growth than 26% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$123,479,729

Up $5,524,506 (+4.7%) from 2014

Net Assets

Up

$25,066,966

Up $1,333,487 (+5.6%) from 2014

Liabilities

Up

$98,412,763

Up $4,191,019 (+4.4%) from 2014

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin85th percentile

Revenue

Down

$4,626,369

Down $165,447 (-3.5%) from 2014

Expenses

Up

$3,276,764

Up $94,466 (+3.0%) from 2014

Net Income

Down

$1,349,605

Down $259,913 (-16%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$150M$100M$50M$0Assets 2010: $91,963,150Liabilities 2010: $73,691,545Net Assets 2010: $18,271,6052010Assets 2011: $105,501,496Liabilities 2011: $85,868,220Net Assets 2011: $19,633,2762011Assets 2012: $105,631,069Liabilities 2012: $85,233,769Net Assets 2012: $20,397,3002012Assets 2013: $112,076,311Liabilities 2013: $89,982,276Net Assets 2013: $22,094,0352013Assets 2014: $117,955,223Liabilities 2014: $94,221,744Net Assets 2014: $23,733,4792014Assets 2015: $123,479,729Liabilities 2015: $98,412,763Net Assets 2015: $25,066,9662015Assets 2016: $124,124,648Liabilities 2016: $96,730,494Net Assets 2016: $27,394,1542016Assets 2017: $125,897,723Liabilities 2017: $95,084,876Net Assets 2017: $30,812,8472017Assets 2018: $129,228,984Liabilities 2018: $94,270,364Net Assets 2018: $34,958,6202018Assets 2019: $131,939,014Liabilities 2019: $93,434,878Net Assets 2019: $38,504,1362019Assets 2020: $135,517,926Liabilities 2020: $93,360,918Net Assets 2020: $42,157,0082020Assets 2021: $136,659,843Liabilities 2021: $89,329,424Net Assets 2021: $47,330,4192021Assets 2022: $134,531,224Liabilities 2022: $81,300,443Net Assets 2022: $53,230,7812022Assets 2023: $136,978,429Liabilities 2023: $77,317,291Net Assets 2023: $59,661,1382023Assets 2024: $140,683,499Liabilities 2024: $74,679,554Net Assets 2024: $66,003,9452024Assets 2025: $145,316,708Liabilities 2025: $71,297,099Net Assets 2025: $74,019,6092025

Highlighted filing

2015

Assets$123,479,729
Liabilities$98,412,763
Net Assets$25,066,966
Open 2015 Filing

Operations Trend

Revenue Growth26th percentile

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

$15M$10M$5.0M$0Expenses 2010: $2,899,4132010Expenses 2011: $3,000,9522011Expenses 2012: $2,989,1522012Expenses 2013: $3,075,8662013Revenue 2014: $4,791,816Expenses 2014: $3,182,298Net Income 2014: $1,609,5182014Revenue 2015: $4,626,369Expenses 2015: $3,276,764Net Income 2015: $1,349,6052015Revenue 2016: $6,555,868Expenses 2016: $3,205,636Net Income 2016: $3,350,2322016Revenue 2017: $6,066,525Expenses 2017: $3,424,603Net Income 2017: $2,641,9222017Revenue 2018: $7,492,457Expenses 2018: $3,546,494Net Income 2018: $3,945,9632018Revenue 2019: $7,471,301Expenses 2019: $3,719,141Net Income 2019: $3,752,1602019Revenue 2020: $8,751,575Expenses 2020: $3,869,902Net Income 2020: $4,881,6732020Revenue 2021: $8,259,453Expenses 2021: $3,774,368Net Income 2021: $4,485,0852021Revenue 2022: $10,421,570Expenses 2022: $3,960,351Net Income 2022: $6,461,2192022Revenue 2023: $11,299,696Expenses 2023: $4,059,211Net Income 2023: $7,240,4852023Revenue 2024: $10,903,791Expenses 2024: $4,290,431Net Income 2024: $6,613,3602024Revenue 2025: $11,814,179Expenses 2025: $4,409,191Net Income 2025: $7,404,9882025

Highlighted filing

2015

Revenue$4,626,369
Expenses$3,276,764
Net Income$1,349,605
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Sep 14, 2015
Return Version
2014v5.0
Gross Receipts
$23,448,118
Mission and Program Overview

Mission

Support of retired methodist clergy

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$97,530,556$108,295,606▲ $10,765,050
Investments in Publicly Traded Securities$7,685,980$8,180,546▲ $494,566
Cash and Non-Interest-Bearing Accounts$7,885,716$3,108,788▼ $4,776,928
Prepaid Expenses and Deferred Charges$1,292,512$1,255,164▼ $37,348
Accounts Receivable$204,516$415,730▲ $211,214
Loans From Officers Directors$303,507$371,007▲ $67,500
Savings and Temporary Cash Investments$2,107,441$10,413▼ $2,097,028
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$117,955,223$123,479,729▲ $5,524,506
Other Assets Total$1,248,502$2,213,482▲ $964,980
Liabilities
Mortgage Notes Payable Secured by Investment Property$56,280,526$61,165,748▲ $4,885,222
Unsecured Notes Loans Payable$25,962,411$24,688,417▼ $1,273,994
Tax Exempt Bond Liabilities$8,000,000$8,000,000→ $0
Other Liabilities$1,405,968$1,570,029▲ $164,061
Accounts Payable and Accrued Expenses$855,571$1,248,329▲ $392,758
Grants Payable$1,066,666$1,066,666→ $0
Deferred Revenue$347,095$302,567▼ $44,528
Total Liabilities$94,221,744$98,412,763▲ $4,191,019
Net Assets / Fund Balance
Unrestricted Net Assets$22,017,387$23,350,874▲ $1,333,487
Permanently Rstr Net Assets$1,716,092$1,716,092→ $0
Total Net Assets Fund Balance$23,733,479$25,066,966▲ $1,333,487
Total Liabilities and Net Assets / Fund Balance$117,955,223$123,479,729▲ $5,524,506

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$58,772$151,744$210,516
Buildings$78,776,813$44,131,412-
Land$29,460,021--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,716,092---$1,716,092
2013$1,716,092---$1,716,092
2012$1,716,092---$1,716,092
2011$1,716,095---$1,716,095
2010$1,716,095---$1,716,095
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cory ParishExecutive DirectorFT$244,775$51,183$295,958
Edward PendletonFormer TreasurerFT$111,611$38,532$150,143
Rod GiannecchiniTreasurerFT$29,274$8,412$37,686

Board Members and Trustees

NameTitle
Rev Tony UbaldePresident
Rev Eileen Harper LindsayVice President
Adele JohnsonTrustee
Eric AntonioTrustee
Jenny HanTrustee
Leon SuchtTrustee
Rev John DodsonTrustee
Rev Juan SaavedraTrustee
Rev Judith BitherTrustee
Rev Kim SmithTrustee
Rev Michael YoshiiTrustee
Rev Shim HabteTrustee
Rev Young-Gwon KimTrustee
Richard GrissomTrustee
Ron KainTrustee
Shirley AzimTrustee
Tom KaljianTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$52,539
Program Service Revenue
$0
Investment Income
$373,944
Other Revenue
$4,199,886
All Other Contributions
$52,539
Change in Net Assets
$1,349,605

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,626,369
Revenue Not Reported on Form 990
$17,722,878
Total Revenue per Audited Statements
$22,349,247
Total Revenue per Form 990
$4,626,369
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,696,000
Salaries, Compensation, and Employee Benefits$1,180,200
Other Expenses$400,564
Total Fundraising Expense$113,186
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,696,000--$1,696,000
Other Salaries and Wages-$570,705-$570,705
Current Officers, Directors, Trustees, and Key Employees-$266,697$5,554$272,251
Other Employee Benefits-$187,319-$187,319
Pension Plan Contributions-$91,329$1,902$93,231
All Other Expenses-$60,834-$60,834
Payroll Taxes-$56,694-$56,694
Travel-$10,128$37,134$47,262
Fees for Services Accounting-$34,730-$34,730
Other Expenses-$6,867$25,178$32,045
Fees for Services Legal-$24,423-$24,423
Information Technology-$21,090-$21,090
Insurance-$18,215-$18,215
Depreciation Depletion-$14,953$1,850$16,803
Office Expenses-$11,940-$11,940
Total Functional Expenses$1,696,000$1,467,578$113,186$3,276,764

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$21,015,760
Expenses Not Reported on Form 990$17,738,996
Expenses per Audited Statements$3,276,764
Total Expenses per Form 990$3,276,764
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cal-nev Conf of Methodist ChurchesOakland, CA-Support of Retired Methodist Ministers$1,696,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$303,507$371,007▲ $67,500
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits$1,329,016
Derivative Liability$239,444
Life Inc Purchase Agreements$1,569
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

“Form 990 is reviewed by management prior to filing and later reviewed by the audit committee at their next scheduled meeting.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Each person having substantial influence over the corporation is responsible for disclosing to the director any potential conflict. Any time there is a question of conflict, the executive director will present the issue to the board for resolution.the executive director oversees an annual review of the administration of the conflict of interest policy and reports the findings to the board.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization's governing documents, policy documents, and financial statements are available to the general public upon request.”

Filing and Contact Details

Filer

Filer Name
The Conference Claimants Endowment
EIN
94-1236933
Phone
2094727288
Address
1341 W Robinhood Drive Ste A, Stockton, CA 95207

Signing Officer

Name
Rod Giannecchini
Title
Treasurer
Signed
2015-09-14
Discuss with paid preparer
Yes

Organization Details

Formed
1911
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
17
Employees
49

Preparer

Firm
Croce & Company Accntcy Corp
Address
3247 W March Lane Ste 200, Stockton, CA 95219
Preparer
Duane E Bulthuis
Phone
2099432222
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“To provide a predictable stream of funding for support of retired methodist ministers.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Rental property expenses $17739796 state tax refund allocated to 990-t $-800”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Rental property expenses $17739796 ca tax refund to rental property $-800”

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IRS990/Form990PartVIISectionAGrp/PersonNm0Rev Kim Smith
IRS990/Form990PartVIISectionAGrp/PersonNm1Rev Juan Saavedra
IRS990/Form990PartVIISectionAGrp/PersonNm2Rev Eileen Harper Lindsay
IRS990/Form990PartVIISectionAGrp/PersonNm3Shirley Azim
IRS990/Form990PartVIISectionAGrp/PersonNm4Rev John Dodson
IRS990/Form990PartVIISectionAGrp/PersonNm5Jenny Han
IRS990/Form990PartVIISectionAGrp/PersonNm6Rev Judith Bither
IRS990/Form990PartVIISectionAGrp/PersonNm7Eric Antonio
IRS990/Form990PartVIISectionAGrp/PersonNm8Tom Kaljian
IRS990/Form990PartVIISectionAGrp/PersonNm9Adele Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm10Rev Tony Ubalde
IRS990/Form990PartVIISectionAGrp/PersonNm11Rev Michael Yoshii
IRS990/Form990PartVIISectionAGrp/PersonNm12Rev Young-Gwon Kim
IRS990/Form990PartVIISectionAGrp/PersonNm13Richard Grissom
IRS990/Form990PartVIISectionAGrp/PersonNm14Rev Shim Habte
IRS990/Form990PartVIISectionAGrp/PersonNm15Ron Kain
IRS990/Form990PartVIISectionAGrp/PersonNm16Leon Sucht
IRS990/Form990PartVIISectionAGrp/PersonNm17Cory Parish
IRS990/Form990PartVIISectionAGrp/PersonNm18Rod Giannecchini
IRS990/Form990PartVIISectionAGrp/PersonNm19Edward Pendleton
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17244775
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1829274
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10President
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt18Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt19Former Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr01911
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt012246
IRS990/GainOrLossGrp/SecuritiesAmt089830
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt01600000
IRS990/GrantsPayableGrp/BOYAmt01066666
IRS990/GrantsPayableGrp/EOYAmt01066666
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01696000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01696000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt012246
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01171784
IRS990/GrossReceiptsAmt023448118
IRS990/GrossRentsGrp/RealAmt021904924
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt021090
IRS990/InformationTechnologyGrp/TotalAmt021090
IRS990/InsuranceGrp/ManagementAndGeneralAmt018215
IRS990/InsuranceGrp/TotalAmt018215
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0271868
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0271868
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07685980
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08180546
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt0318
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt044283156
IRS990/LandBldgEquipBasisNetGrp/BOYAmt097530556
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0108295606
IRS990/LandBldgEquipCostOrOtherBssAmt0152578762
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01081954
IRS990/LessRentalExpensesGrp/RealAmt017739795
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0303507
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0371007
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT OF RETIRED METHODIST CLERGY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt056280526
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt061165748
IRS990/NetAssetsOrFundBalancesBOYAmt023733479
IRS990/NetAssetsOrFundBalancesEOYAmt025066966
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0102076
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0102076
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0280933
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt04165129
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt03884196
IRS990/NetUnrlzdGainsLossesInvstAmt0-16118
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011940
IRS990/OfficeExpensesGrp/TotalAmt011940
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01248502
IRS990/OtherAssetsTotalGrp/EOYAmt02213482
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0187319
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0187319
IRS990/OtherExpensesGrp/Desc0INVESTMENT COUNSELING
IRS990/OtherExpensesGrp/Desc1DEVELOPMENT OFFICE EXPENSE
IRS990/OtherExpensesGrp/Desc2CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc3TRUSTEE MEETINGS
IRS990/OtherExpensesGrp/FundraisingAmt041568
IRS990/OtherExpensesGrp/FundraisingAmt125178
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt058047
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt133607
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26867
IRS990/OtherExpensesGrp/TotalAmt058047
IRS990/OtherExpensesGrp/TotalAmt141568
IRS990/OtherExpensesGrp/TotalAmt233607
IRS990/OtherExpensesGrp/TotalAmt332045
IRS990/OtherLiabilitiesGrp/BOYAmt01405968
IRS990/OtherLiabilitiesGrp/EOYAmt01570029
IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REFUNDS
IRS990/OtherRevenueMiscGrp/Desc1STATE TAX REFUND
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt033957
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt033957
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1800
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0800
IRS990/OtherRevenueTotalAmt034757
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0570705
IRS990/OtherSalariesAndWagesGrp/TotalAmt0570705
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt056694
IRS990/PayrollTaxesGrp/TotalAmt056694
IRS990/PensionPlanContributionsGrp/FundraisingAmt01902
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt091329
IRS990/PensionPlanContributionsGrp/TotalAmt093231
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01716092
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01716092
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01292512
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01255164
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDED $96,000 TO SUPPORT AFFILIATED ORGANIZATIONS OF THE CALIF-NEVADA ANNUAL CONFERENCE OF THE METHODIST CHURCH FOR THE BENEFIT OF RETIRED METHODIST MINISTERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt096000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt096000

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,479,729
Liabilities
$98,412,763
Net assets
$25,066,966
Revenue
$4,626,369
Expenses
$3,276,764
Net income
$1,349,605
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$145$71.3$74.0$11.8$4.41$7.40
2024Summary only. Only limited summary data is available for this year.$141$74.7$66.0$10.9$4.29$6.61
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$137$77.3$59.7$11.3$4.06$7.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$135$81.3$53.2$10.4$3.96$6.46
2021Summary only. Only limited summary data is available for this year.$137$89.3$47.3$8.26$3.77$4.49
2020Summary only. Only limited summary data is available for this year.$136$93.4$42.2$8.75$3.87$4.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$132$93.4$38.5$7.47$3.72$3.75
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$129$94.3$35.0$7.49$3.55$3.95
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$126$95.1$30.8$6.07$3.42$2.64
2016Detailed filing. Detailed filing data is available for this year.$124$96.7$27.4$6.56$3.21$3.35
2015Detailed filing. Detailed filing data is available for this year.$123$98.4$25.1$4.63$3.28$1.35
2014Detailed filing. Detailed filing data is available for this year.$118$94.2$23.7$4.79$3.18$1.61
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$112$90.0$22.1$3.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$106$85.2$20.4$2.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$106$85.9$19.6$3.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.0$73.7$18.3$2.90
Peer Organizations

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