Civic Intelligence

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

990 • Fiscal year 2017 • EIN 94-1236933

May 01, 2016 to Apr 30, 2017 • Filed on Dec 19, 2017

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

(209) 472-7288

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$125,897,723

Flat from 2017

Net Assets

Flat

$30,812,847

Flat from 2017

Liabilities

Flat

$95,084,876

Flat from 2017

Revenue And Expenses

Revenue

Flat

$6,066,525

Flat from 2017

Expenses

Flat

$3,424,603

Flat from 2017

Net Income

Flat

$2,641,922

Flat from 2017

Historical Trend

Balance Sheet Trend

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 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

2017

Assets$125,897,723
Liabilities$95,084,876
Net Assets$30,812,847
Open 2017 Filing

Operations Trend

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 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

2017

Revenue$6,066,525
Expenses$3,424,603
Net Income$2,641,922
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Dec 19, 2017
Return Version
2016v3.0
Gross Receipts
$27,170,382
Mission and Program Overview

Mission

Support of retired methodist clergy

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$107,994,233$111,160,829▲ $3,166,596
Investments in Publicly Traded Securities$6,692,953$6,781,357▲ $88,404
Cash and Non-Interest-Bearing Accounts$5,336,594$2,614,461▼ $2,722,133
Prepaid Expenses and Deferred Charges$2,194,037$2,340,209▲ $146,172
Accounts Receivable$378,189$460,668▲ $82,479
Loans From Officers Directors$282,197$359,153▲ $76,956
Savings and Temporary Cash Investments$10,417$10,420▲ $3
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$124,124,648$125,897,723▲ $1,773,075
Other Assets Total$1,518,225$2,529,779▲ $1,011,554
Liabilities
Mortgage Notes Payable Secured by Investment Property$60,343,981$59,251,548▼ $1,092,433
Unsecured Notes Loans Payable$24,207,986$23,606,387▼ $601,599
Tax Exempt Bond Liabilities$8,000,000$8,000,000→ $0
Other Liabilities$1,696,429$1,323,070▼ $373,359
Accounts Payable and Accrued Expenses$875,513$1,114,180▲ $238,667
Grants Payable$1,066,666$1,066,666→ $0
Deferred Revenue$257,722$363,872▲ $106,150
Total Liabilities$96,730,494$95,084,876▼ $1,645,618
Net Assets / Fund Balance
Unrestricted Net Assets$25,678,062$29,096,755▲ $3,418,693
Permanently Rstr Net Assets$1,716,092$1,716,092→ $0
Total Net Assets Fund Balance$27,394,154$30,812,847▲ $3,418,693
Total Liabilities and Net Assets / Fund Balance$124,124,648$125,897,723▲ $1,773,075

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$115,155$153,276$268,431
Buildings$80,185,350$51,256,215-
Land$30,860,324--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,716,092---$1,716,092
2015$1,716,092---$1,716,092
2014$1,716,092---$1,716,092
2013$1,716,092---$1,716,092
2012$1,716,092---$1,716,092
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cory ParishExecutive DirectorFT$262,343$55,141$317,484
Ed PendletonTreasurerFT$86,273$16,377$102,650

Board Members and Trustees

NameTitle
Tony UbaldePresident
Adele JohnsonTrustee
Gary WillsonTrustee
James CurrentTrustee
Jenny HanTrustee
John DodsonTrustee
Juan SaavedraTrustee
Judith BitherTrustee
Kim SmithTrustee
Leon SuchtTrustee
Michael YoshiiTrustee
Rev Mark WharffTrustee
Richard GrissomTrustee
Ron KainTrustee
Shim HabteTrustee
Shirley AzimTrustee
Siteri MaravouTrustee
Tom KaljianTrustee
Rev Eileen Harper LindsayVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$19,115
Program Service Revenue
$0
Investment Income
$403,862
Other Revenue
$5,643,548
All Other Contributions
$19,115
Change in Net Assets
$2,641,922

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,066,525
Revenue Not Reported on Form 990
$19,589,825
Total Revenue per Audited Statements
$25,656,350
Total Revenue per Form 990
$6,066,525
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,696,000
Salaries, Compensation, and Employee Benefits$1,279,424
Other Expenses$449,179
Total Fundraising Expense$76,816
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,696,000--$1,696,000
Current Officers, Directors, Trustees, and Key Employees-$477,775$9,950$487,725
Other Salaries and Wages-$434,685-$434,685
Other Employee Benefits-$171,327-$171,327
Pension Plan Contributions-$111,315$2,318$113,633
Payroll Taxes-$72,054-$72,054
All Other Expenses-$47,887$17,729$65,616
Travel-$12,532$45,949$58,481
Insurance-$43,896-$43,896
Fees for Services Legal-$40,456-$40,456
Fees for Services Accounting-$29,100-$29,100
Other Expenses-$27,143-$27,143
Depreciation Depletion-$21,471$870$22,341
Information Technology-$18,558-$18,558
Office Expenses-$11,597-$11,597
Total Functional Expenses$1,696,000$1,651,787$76,816$3,424,603

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$22,362,657
Expenses Not Reported on Form 990$18,938,054
Expenses per Audited Statements$3,424,603
Total Expenses per Form 990$3,424,603
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$282,197$359,153▲ $76,956
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits$1,195,492
Derivative Liability$125,918
Life Inc Purchase Agreements$1,660
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
Yes
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 Suite A, Stockton, CA 95207

Signing Officer

Name
Rod Giannecchini
Title
Treasurer
Signed
2017-12-19
Discuss with paid preparer
Yes

Organization Details

Formed
1911
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
18
Employees
61

Preparer

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

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Gaap - tax differences = $125000”

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 $18938054”

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

“Rental property expenses $18938054”

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IRS990/Form990PartVIISectionAGrp/PersonNm14Rev Mark Wharff
IRS990/Form990PartVIISectionAGrp/PersonNm15Shim Habte
IRS990/Form990PartVIISectionAGrp/PersonNm16Siteri Maravou
IRS990/Form990PartVIISectionAGrp/PersonNm17Ron Kain
IRS990/Form990PartVIISectionAGrp/PersonNm18Leon Sucht
IRS990/Form990PartVIISectionAGrp/PersonNm19Cory Parish
IRS990/Form990PartVIISectionAGrp/PersonNm20Ed Pendleton
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice Preside
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/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt20Treasurer
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IRS990/GainOrLossGrp/SecuritiesAmt077412
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IRS990/GrantAmt01600000
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IRS990/GrantsPayableGrp/EOYAmt01066666
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01696000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01696000
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IRS990/GrantsToOrganizationsInd0true
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IRS990/GrossAmountSalesAssetsGrp/OtherAmt01264200
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01079358
IRS990/GrossReceiptsAmt027170382
IRS990/GrossRentsGrp/RealAmt024537014
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IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt018558
IRS990/InformationTechnologyGrp/TotalAmt018558
IRS990/InsuranceGrp/ManagementAndGeneralAmt043896
IRS990/InsuranceGrp/TotalAmt043896
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0226107
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06692953
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06781357
IRS990/InvestTaxExemptBondsInd0false
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IRS990/LandBldgEquipCostOrOtherBssAmt0162570320
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IRS990/LessRentalExpensesGrp/RealAmt018938054
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IRS990/LoanOutstandingInd0true
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IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0359153
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt147212
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt232576
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt327143
IRS990/OtherExpensesGrp/TotalAmt052203
IRS990/OtherExpensesGrp/TotalAmt147212
IRS990/OtherExpensesGrp/TotalAmt232576
IRS990/OtherExpensesGrp/TotalAmt327143
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IRS990/OtherRevenueMiscGrp/Desc1STATE TAX REFUND
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IRS990/PensionPlanContributionsGrp/TotalAmt0113633
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01716092

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,897,723
Liabilities
$95,084,876
Net assets
$30,812,847
Revenue
$6,066,525
Expenses
$3,424,603
Net income
$2,641,922
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
2017Detailed filing. Detailed filing data is available for this year.$126$95.1$30.8$6.07$3.42$2.64
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