Civic Intelligence

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

990 • Fiscal year 2018 • EIN 94-1236933

May 01, 2017 to Apr 30, 2018 • Filed on Nov 19, 2018

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

(209) 472-7288

Siviq Scores

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

Liabilities / Assets

80th percentile

0.73x

Higher debt load relative to assets than 80% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

97th percentile

12.58x

Higher debt load relative to revenue than 97% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Net Margin

93rd percentile

53%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

31st percentile

$333,909

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Asset Growth

48th percentile

2.6%

Faster asset growth than 48% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

24%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$129,228,984

Up $3,331,261 (+2.6%) from 2017

Net Assets

Up

$34,958,620

Up $4,145,773 (+13%) from 2017

Liabilities

Down

$94,270,364

Down $814,512 (-0.9%) from 2017

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin93rd percentile

Revenue

Up

$7,492,457

Up $1,425,932 (+24%) from 2017

Expenses

Up

$3,546,494

Up $121,891 (+3.6%) from 2017

Net Income

Up

$3,945,963

Up $1,304,041 (+49%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2018

Assets$129,228,984
Liabilities$94,270,364
Net Assets$34,958,620
Open 2018 Filing

Operations Trend

Revenue Growth81st 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

2018

Revenue$7,492,457
Expenses$3,546,494
Net Income$3,945,963
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Nov 19, 2018
Return Version
2017v2.2
Gross Receipts
$28,493,405
Mission and Program Overview

Mission

Support of retired methodist clergy

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$111,160,829$112,002,256▲ $841,427
Investments in Publicly Traded Securities$6,781,357$6,356,953▼ $424,404
Cash and Non-Interest-Bearing Accounts$2,614,461$4,499,982▲ $1,885,521
Prepaid Expenses and Deferred Charges$2,340,209$2,451,719▲ $111,510
Accounts Receivable$460,668$466,942▲ $6,274
Loans From Officers Directors$359,153$332,985▼ $26,168
Savings and Temporary Cash Investments$10,420$9,978▼ $442
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$125,897,723$129,228,984▲ $3,331,261
Other Assets Total$2,529,779$3,441,154▲ $911,375
Liabilities
Mortgage Notes Payable Secured by Investment Property$59,251,548$58,101,191▼ $1,150,357
Unsecured Notes Loans Payable$23,606,387$23,548,226▼ $58,161
Tax Exempt Bond Liabilities$8,000,000$8,000,000→ $0
Accounts Payable and Accrued Expenses$1,114,180$1,513,766▲ $399,586
Other Liabilities$1,323,070$1,244,291▼ $78,779
Grants Payable$1,066,666$1,066,666→ $0
Deferred Revenue$363,872$463,239▲ $99,367
Total Liabilities$95,084,876$94,270,364▼ $814,512
Net Assets / Fund Balance
Unrestricted Net Assets$29,096,755$33,242,528▲ $4,145,773
Permanently Rstr Net Assets$1,716,092$1,716,092→ $0
Total Net Assets Fund Balance$30,812,847$34,958,620▲ $4,145,773
Total Liabilities and Net Assets / Fund Balance$125,897,723$129,228,984▲ $3,331,261

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$94,125$179,940$274,065
Buildings$81,047,807$55,400,434-
Land$30,860,324--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,716,092---$1,716,092
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
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cory ParishExecutive DirectorFT$186,099$147,810$333,909
Rodney GiannecchiniFormer TreasurerFT$107,247$16,775$124,022

Board Members and Trustees

NameTitle
Kim SmithPresident
Shirley AzimVice President
Dave BennettTrustee
Eric AntonioTrustee
James CurrentTrustee
Jenny HanTrustee
John DodsonTrustee
Juan SaavedraTrustee
Judith BitherTrustee
Leon SuchtTrustee
Mark WharffTrustee
Mary PopishTrustee
Michael YoshiiTrustee
Richard GrissomTrustee
Rob DunningTrustee
Rochelle FrazierTrustee
Ron KainTrustee
Siteri MaravouTrustee
Tom KaljianTrustee
Young-Gwon KimTrustee
Mark RamorinoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$27,988
Program Service Revenue
$0
Investment Income
$660,839
Other Revenue
$6,803,630
All Other Contributions
$27,988
Change in Net Assets
$3,945,963

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,492,457
Revenue Not Reported on Form 990
$19,549,940
Total Revenue per Audited Statements
$27,042,397
Total Revenue per Form 990
$7,492,457
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,706,000
Salaries, Compensation, and Employee Benefits$1,340,398
Other Expenses$500,096
Total Fundraising Expense$122,245
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,706,000--$1,706,000
Other Salaries and Wages-$492,427-$492,427
Current Officers, Directors, Trustees, and Key Employees-$461,573$9,804$471,377
Other Employee Benefits-$184,224-$184,224
Pension Plan Contributions-$115,471$2,453$117,924
Payroll Taxes-$74,446-$74,446
All Other Expenses-$48,037$17,432$65,469
Fees for Services Legal-$57,236-$57,236
Travel-$11,329$41,539$52,868
Insurance-$40,251-$40,251
Other Expenses-$31,969$48,924$31,969
Fees for Services Accounting-$31,000-$31,000
Information Technology-$28,857-$28,857
Office Expenses-$27,162-$27,162
Depreciation Depletion-$24,571$2,093$26,664
Total Functional Expenses$1,706,000$1,718,249$122,245$3,546,494

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$22,896,624
Expenses Not Reported on Form 990$19,350,130
Expenses per Audited Statements$3,546,494
Total Expenses per Form 990$3,546,494
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cal-nev Conf of Methodist ChuOakland, CA-Support of Retired Methodist Minist$1,706,000
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$359,153$332,985▼ $26,168
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits$1,242,568
Life Inc Purchase Agreement$1,723
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 reveiwed 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 a substantial influence over the corporation is responsible for disclosing to the directors any potential conflict. Any time there is a question of conflict, the executive director will present the issue to the board for resolution.”

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
Mark Ramorino
Title
Treasurer
Signed
2018-11-19
Discuss with paid preparer
Yes

Organization Details

Formed
1911
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
64

Preparer

Firm
Croce Sanguinetti & Vander Veen Inc
Address
3520 Brookside Rd Ste 141, Stockton, CA 95219
Preparer
Paul J Vander Veen
Phone
2099381010
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 $19350130”

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

“Rental property expenses $19350130”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt20Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt21Treasurer
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$129,228,984
Liabilities
$94,270,364
Net assets
$34,958,620
Revenue
$7,492,457
Expenses
$3,546,494
Net income
$3,945,963
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
2018Detailed filing. Detailed filing data is available for this year.$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