Civic Intelligence

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

990 • Fiscal year 2019 • EIN 94-1236933

May 01, 2018 to Apr 30, 2019 • Filed on Nov 18, 2019

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

79th percentile

0.71x

Higher debt load relative to assets than 79% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

97th percentile

12.51x

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

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Net Margin

93rd percentile

50%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

28th percentile

$313,032

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Asset Growth

38th percentile

2.1%

Faster asset growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

34th percentile

-0.3%

Faster revenue growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$131,939,014

Up $2,710,030 (+2.1%) from 2018

Net Assets

Up

$38,504,136

Up $3,545,516 (+10%) from 2018

Liabilities

Down

$93,434,878

Down $835,486 (-0.9%) from 2018

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin93rd percentile

Revenue

Down

$7,471,301

Down $21,156 (-0.3%) from 2018

Expenses

Up

$3,719,141

Up $172,647 (+4.9%) from 2018

Net Income

Down

$3,752,160

Down $193,803 (-4.9%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2019

Assets$131,939,014
Liabilities$93,434,878
Net Assets$38,504,136
Open 2019 Filing

Operations Trend

Revenue Growth34th 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

2019

Revenue$7,471,301
Expenses$3,719,141
Net Income$3,752,160
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Nov 18, 2019
Return Version
2018v3.1
Gross Receipts
$29,470,357
Mission and Program Overview

Mission

Support of retired methodist clergy

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$112,002,256$112,815,553▲ $813,297
Investments in Publicly Traded Securities$6,356,953$6,353,594▼ $3,359
Cash and Non-Interest-Bearing Accounts$4,499,982$5,611,750▲ $1,111,768
Prepaid Expenses and Deferred Charges$2,451,719$3,019,989▲ $568,270
Accounts Receivable$466,942$832,787▲ $365,845
Loans From Officers Directors$332,985$355,835▲ $22,850
Savings and Temporary Cash Investments$9,978$10,499▲ $521
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$129,228,984$131,939,014▲ $2,710,030
Other Assets Total$3,441,154$3,294,842▼ $146,312
Liabilities
Mortgage Notes Payable Secured by Investment Property$58,101,191$57,301,402▼ $799,789
Unsecured Notes Loans Payable$23,548,226$24,312,864▲ $764,638
Tax Exempt Bond Liabilities$8,000,000$8,000,000→ $0
Other Liabilities$1,244,291$1,271,276▲ $26,985
Grants Payable$1,066,666$1,133,333▲ $66,667
Accounts Payable and Accrued Expenses$1,513,766$638,983▼ $874,783
Deferred Revenue$463,239$421,185▼ $42,054
Total Liabilities$94,270,364$93,434,878▼ $835,486
Net Assets / Fund Balance
Unrestricted Net Assets$33,242,528$36,788,044▲ $3,545,516
Permanently Rstr Net Assets$1,716,092$1,716,092→ $0
Total Net Assets Fund Balance$34,958,620$38,504,136▲ $3,545,516
Total Liabilities and Net Assets / Fund Balance$129,228,984$131,939,014▲ $2,710,030

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$76,047$206,439$282,486
Buildings$81,879,182$59,886,219-
Land$30,860,324--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,716,092---$1,716,092
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---$4,320,492
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cory ParishExecutive DirectorFT$186,099$126,933$313,032
Mark RamorinoTreasurerFT$86,024$32,299$118,323

Board Members and Trustees

NameTitle
Kim SmithPresident
Shirley AzimVice President
Anne ChoyTrustee
Bobby JonesTrustee
Dave BennettTrustee
Eric AntonioTrustee
James CurrentTrustee
Jenny HanTrustee
John DodsonTrustee
Leon SuchtTrustee
Margie GongTrustee
Mark WharffTrustee
Mary PopishTrustee
Michael YoshiiTrustee
Richard GrissomTrustee
Rob DunningTrustee
Rochelle FrazierTrustee
Siteri MaravouTrustee
Tom KaljianTrustee
Young-Gwon KimTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$27,732
Program Service Revenue
$0
Investment Income
$311,644
Other Revenue
$7,131,925
All Other Contributions
$27,732
Change in Net Assets
$3,752,160

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,471,301
Revenue Not Reported on Form 990
$20,601,827
Total Revenue per Audited Statements
$28,073,128
Total Revenue per Form 990
$7,471,301
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,806,000
Salaries, Compensation, and Employee Benefits$1,376,331
Other Expenses$536,810
Total Fundraising Expense$38,326
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,806,000--$1,806,000
Other Salaries and Wages-$496,279-$496,279
Current Officers, Directors, Trustees, and Key Employees-$491,095-$491,095
Other Employee Benefits-$168,939-$168,939
Pension Plan Contributions-$121,114-$121,114
Payroll Taxes-$98,904-$98,904
All Other Expenses-$83,817-$83,817
Information Technology-$63,896-$63,896
Travel-$49,984-$49,984
Fees for Service Investment Mgmnt Fees-$45,146-$45,146
Other Expenses-$40,146$4,000$40,146
Fees for Services Accounting-$31,685-$31,685
Depreciation Depletion-$24,412$2,087$26,499
Fees for Services Legal-$26,063-$26,063
Office Expenses-$18,094-$18,094
Insurance-$18,079-$18,079
Total Functional Expenses$1,806,000$1,874,815$38,326$3,719,141

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$24,527,612
Expenses Not Reported on Form 990$20,808,471
Expenses per Audited Statements$3,719,141
Total Expenses per Form 990$3,719,141
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cal-nev Conf of Methodist ChuOakland, CA-Support of Retired Methodist Minist$1,806,000
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$332,985$355,835▲ $22,850
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits$1,257,884
Interest Rate Swap Derivative$11,617
Life Inc Purchase Agreement$1,775
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
2019-11-18
Discuss with paid preparer
Yes

Organization Details

Formed
1911
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
61

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

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Federal income taxes = -$157500”

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 $20650973 rounding $-2”

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

“Rental property expenses $20650973 federal income taxes $157500 rounding $-2”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$131,939,014
Liabilities
$93,434,878
Net assets
$38,504,136
Revenue
$7,471,301
Expenses
$3,719,141
Net income
$3,752,160
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
2019Detailed filing. Detailed filing data is available for this year.$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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