Civic Intelligence

Oakland Methodist Foundation

990 • Fiscal year 2017 • EIN 94-6079707

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 14, 2018

Organization ProfileN/A
1255 1st AvenueOakland, CA 94606

(510) 465-4793

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

30%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Flat

$1,740,697

Flat from 2017

Net Assets

Flat

$1,740,697

Flat from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin91st percentile

Revenue

Flat

$87,659

Flat from 2017

Expenses

Flat

$45,461

Flat from 2017

Net Income

Flat

$42,198

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,074,728Liabilities 2011: $0Net Assets 2011: $1,074,7282011Assets 2012: $1,290,169Liabilities 2012: $0Net Assets 2012: $1,290,1692012Assets 2013: $1,430,520Liabilities 2013: $0Net Assets 2013: $1,430,5202013Assets 2014: $1,509,512Liabilities 2014: $0Net Assets 2014: $1,509,5122014Assets 2015: $1,457,413Liabilities 2015: $0Net Assets 2015: $1,457,4132015Assets 2016: $1,556,460Liabilities 2016: $0Net Assets 2016: $1,556,4602016Assets 2017: $1,740,697Liabilities 2017: $0Net Assets 2017: $1,740,6972017Assets 2017: $1,740,697Liabilities 2017: $0Net Assets 2017: $1,740,6972017Assets 2018: $1,631,954Liabilities 2018: $0Net Assets 2018: $1,631,9542018Assets 2019: $1,918,769Liabilities 2019: $0Net Assets 2019: $1,918,7692019Assets 2020: $2,108,955Liabilities 2020: $0Net Assets 2020: $2,108,9552020Assets 2021: $2,420,326Liabilities 2021: $0Net Assets 2021: $2,420,3262021Assets 2022: $2,025,626Liabilities 2022: $0Net Assets 2022: $2,025,6262022Assets 2023: $2,182,846Liabilities 2023: $0Net Assets 2023: $2,182,8462023Assets 2024: $2,278,977Liabilities 2024: $0Net Assets 2024: $2,278,9772024

Highlighted filing

2017

Assets$1,740,697
Liabilities$0
Net Assets$1,740,697
Open 2017 Filing

Operations Trend

Revenue Growth80th percentile

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

$300K$200K$100K$0Revenue 2011: $29,380Expenses 2011: $26,244Net Income 2011: $3,1362011Expenses 2012: $37,3962012Revenue 2013: $158,101Expenses 2013: $56,908Net Income 2013: $101,1932013Revenue 2014: $86,310Expenses 2014: $49,380Net Income 2014: $36,9302014Revenue 2015: $89,783Expenses 2015: $56,108Net Income 2015: $33,6752015Revenue 2016: $67,336Expenses 2016: $49,854Net Income 2016: $17,4822016Revenue 2017: $87,659Expenses 2017: $45,461Net Income 2017: $42,1982017Revenue 2017: $87,659Expenses 2017: $45,461Net Income 2017: $42,1982017Revenue 2018: $144,671Expenses 2018: $58,495Net Income 2018: $86,1762018Revenue 2019: $92,488Expenses 2019: $58,488Net Income 2019: $34,0002019Revenue 2020: $196,903Expenses 2020: $55,937Net Income 2020: $140,9662020Revenue 2021: $208,683Expenses 2021: $56,114Net Income 2021: $152,5692021Revenue 2022: $162,062Expenses 2022: $84,211Net Income 2022: $77,8512022Revenue 2023: $139,774Expenses 2023: $111,598Net Income 2023: $28,1762023Revenue 2024: $252,329Expenses 2024: $207,692Net Income 2024: $44,6372024

Highlighted filing

2017

Revenue$87,659
Expenses$45,461
Net Income$42,198
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 14, 2018
Return Version
2017v2.2
Gross Receipts
$170,227
Mission and Program Overview

Mission

Supportive grants to Lake Merritt United Methodist Church and other charitable organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,554,096$1,740,584▲ $186,488
Savings and Temporary Cash Investments$2,251$0▼ $2,251
Land, Buildings, and Equipment, Net$79$79→ $0
Cash and Non-Interest-Bearing Accounts$34$34→ $0
Accounts Receivable-$0-
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,556,460$1,740,697▲ $184,237
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,556,426$1,740,663▲ $184,237
Unrestricted Net Assets$34$34→ $0
Total Net Assets Fund Balance$1,556,460$1,740,697▲ $184,237
Total Liabilities and Net Assets / Fund Balance$1,556,460$1,740,697▲ $184,237

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$79-$79
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Wayne FabrizioPresident
Barbara GanitchVice President
Charles CordesTrustee
George AdamsTrustee
James M ClardyTrustee
Phyllis HarrisonTrustee
Randy ReedTrustee
Robert T CoxTrustee
Simon KimTrustee
Lisa RadspinnerSecretary
Rebecca Walden-PoundTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,428
Program Service Revenue
$0
Investment Income
$70,231
Other Revenue
$0
All Other Contributions
$17,428
Change in Net Assets
$42,198
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$42,881
Other Expenses$2,580
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$42,881--$42,881
Insurance-$1,745-$1,745
Fees for Services Accounting-$800-$800
Other Expenses-$35-$35
Total Functional Expenses$42,881$2,580$0$45,461
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lake Merritt United MethodistOakland, CA-Church upkeep, food pantry$28,000
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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
No
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

“Officers of the Foundation are responsible for the review and approval of the Form 990.”

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

“Upon Request”

Filing and Contact Details

Filer

Filer Name
Oakland Methodist Foundation
EIN
94-6079707
Phone
5104654793
Address
1255 1st Avenue, Oakland, CA 94606

Signing Officer

Name
Wayne Fabrizio
Title
President
Signed
2018-08-14
Discuss with paid preparer
Yes

Organization Details

Formed
1950
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
0
Employees
0
Volunteers
15

Preparer

Firm
De Silva & Holman
Address
1435 Leimert Blvd, Oakland, CA 94602
Preparer
Carole De Silva
Phone
5105316262
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IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02586
IRS990/PYRevenuesLessExpensesAmt017482
IRS990/PYTotalExpensesAmt049854
IRS990/PYTotalRevenueAmt067336
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt042198
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02251
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0941156847
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Lk Merritt United Methodist Church
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt079
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt079
IRS990ScheduleD/TotalBookValueLandBuildingsAmt079
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt028000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Church upkeep, food pantry
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Lake Merritt United Methodist
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01255 1st Avenue
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Oakland
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094606
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Board of Directors evaluates grant recipients on an annual basis to make sure that the selected programs are compatible with the mission of the Foundation.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Officers of the Foundation are responsible for the review and approval of the Form 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon Request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0Lake Merritt United Methodist Church
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0941156847
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0Church
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt01255 1st Avenue
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0Oakland
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd094606
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0L Merritt United Methodist Church
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Church
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01255 1st Avenue
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Oakland
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094606
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01556426
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01740663
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01556460

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,740,697
Liabilities
$0
Net assets
$1,740,697
Revenue
$87,659
Expenses
$45,461
Net income
$42,198
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$0.00$2.28$0.25$0.21$0.04
2023Summary only. Only limited summary data is available for this year.$2.18$0.00$2.18$0.14$0.11$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$0.16$0.08$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.42$0.00$2.42$0.21$0.06$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.11$0.20$0.06$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$0.09$0.06$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.14$0.06$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.09$0.05$0.04
2017Summary only. Only limited summary data is available for this year.$1.74$0.00$1.74$0.09$0.05$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.07$0.05$0.02
2015Summary only. Only limited summary data is available for this year.$1.46$0.00$1.46$0.09$0.06$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.09$0.05$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.16$0.06$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.00$1.29$0.04
2011Summary only. Only limited summary data is available for this year.$1.07$0.00$1.07$0.03$0.03$0.00