Civic Intelligence

Wesley Alumni Association

990 • Fiscal year 2020 • EIN 95-3674863

Jan 01, 2020 to Dec 31, 2020 • Filed on May 28, 2021

Organization ProfileN/A

Refreshing map…

550 Loring AvenueLos Angeles, CA 90024

(310) 474-3383

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

57th percentile

9.2%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

198%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,994,321

Up $167,397 (+9.2%) from 2019

Net Assets

Up

$1,994,321

Up $167,397 (+9.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin94th percentile

Revenue

Up

$249,392

Up $165,641 (+198%) from 2019

Expenses

Up

$81,995

Up $3,452 (+4.4%) from 2019

Net Income

Up

$167,397

Up $162,189 (+3114%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$15M$10M$5.0M$0Assets 2011: $1,341,529Liabilities 2011: $0Net Assets 2011: $1,341,5292011Assets 2012: $1,474,243Liabilities 2012: $0Net Assets 2012: $1,474,2432012Assets 2013: $1,672,979Liabilities 2013: $0Net Assets 2013: $1,672,9792013Assets 2014: $1,672,302Liabilities 2014: $0Net Assets 2014: $1,672,3022014Assets 2015: $1,587,273Liabilities 2015: $0Net Assets 2015: $1,587,2732015Assets 2016: $10,616,775Liabilities 2016: $0Net Assets 2016: $10,616,7752016Assets 2017: $1,789,882Liabilities 2017: $18Net Assets 2017: $1,789,8642017Assets 2018: $1,626,326Liabilities 2018: $0Net Assets 2018: $1,626,3262018Assets 2019: $1,826,924Liabilities 2019: $0Net Assets 2019: $1,826,9242019Assets 2020: $1,994,321Liabilities 2020: $0Net Assets 2020: $1,994,3212020Assets 2021: $2,118,807Liabilities 2021: $0Net Assets 2021: $2,118,8072021

Highlighted filing

2020

Assets$1,994,321
Liabilities$0
Net Assets$1,994,321
Open 2020 Filing

Operations Trend

Revenue Growth96th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $50,421Expenses 2011: $33,542Net Income 2011: $16,8792011Revenue 2012: $48,517Expenses 2012: $38,728Net Income 2012: $9,7892012Revenue 2013: $81,235Expenses 2013: $40,092Net Income 2013: $41,1432013Revenue 2014: $70,758Expenses 2014: $73,454Net Income 2014: -$2,6962014Revenue 2015: $66,059Expenses 2015: $81,107Net Income 2015: -$15,0482015Revenue 2016: $86,021Expenses 2016: $67,608Net Income 2016: $18,4132016Revenue 2017: $280,678Expenses 2017: $61,944Net Income 2017: $218,7342017Revenue 2018: $91,789Expenses 2018: $77,747Net Income 2018: $14,0422018Revenue 2019: $83,751Expenses 2019: $78,543Net Income 2019: $5,2082019Revenue 2020: $249,392Expenses 2020: $81,995Net Income 2020: $167,3972020Revenue 2021: $217,522Expenses 2021: $93,036Net Income 2021: $124,4862021

Highlighted filing

2020

Revenue$249,392
Expenses$81,995
Net Income$167,397
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 28, 2021
Return Version
2020v4.0
Gross Receipts
$249,392
Mission and Program Overview

Mission

Financial support to the program of the wesley foundation serving ucla, a campus ministry of the umc and financial support of fine arts programs at umcs throughout the greater los angeles area. Support of the wesley alumni association.

Provide financial assistance to the united methodist church (umc) campus ministry at ucla and financial assistance to the education of youth through fine arts supporting judeo-christian beliefs. Funds generated by investing endowment funds and donations for members and friends.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,826,037$1,992,282▲ $166,245
Cash and Non-Interest-Bearing Accounts$887$2,039▲ $1,152
Savings and Temporary Cash Investments-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,826,924$1,994,321▲ $167,397
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,826,037$1,992,282▲ $166,245
Net Assets Without Donor Restrictions$887$2,039▲ $1,152
Total Net Assets Fund Balance$1,826,924$1,994,321▲ $167,397
Total Liabilities and Net Assets / Fund Balance$1,826,924$1,994,321▲ $167,397
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Richard H KeagyPresident & CEO

Highest Paid Contractors

ContractorServicesLocationCompensation
Fidelity InvestmentsInvestment ServicesPO BOX 5000, Cincinnati, OH 45273-9617$13,985
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$249,392
Other Revenue
$0
Change in Net Assets
$167,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$68,000
Other Expenses$13,995
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$68,000--$68,000
Fees for Service Investment Mgmnt Fees$13,985--$13,985
Other Expenses$10--$10
Total Functional Expenses$81,995$0$0$81,995
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wesley Fdn Serving UclaLos Angeles, CA-Support$53,000
Westwood United MethodistLos Angeles, CA-Support$15,000
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
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

“No review was or will be conducted.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Wesley Alumni Association
EIN
95-3674863
Phone
3104743383
Address
550 LORING AVENUE, LOS ANGELES, CA 90024

Signing Officer

Name
Richard H Keagy
Title
President & Treas
Signed
2021-05-28
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Private Financial Counseling
Address
1901 Ave of the Stars 11th Fl, Los Angeles, CA 90067
Preparer
Christopher T Bradford
Phone
3105562055
Supplemental Narrative

Additional Explanations

Review of Supporting Documents

“Part iv, 19: all financial data is available at the office of the treasurer for anyone with a need to know or is a member of the association. All alumni of the wesley foundation at ucla are members of the association.”

Review of Supporting Documents

“Part vi, 11b: the 9900, 990 schedule a and 990 schedule o are reviewed by the assistant treasurer. Any member of the association is welcome to review the tax forms for 2020 and supporting documents of the office of the treasurer.”

Raw XML AppendixShowing 400 of 423 raw XML fields

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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0WE BASE OUR REVENUE ON THE INCREASE IN INVESTMENTS LESS THE COST OF INVESTMENT FEES AND DISTRIBUTION OF GRANTS AND FEES PAID TO STATE OF CALIFORNIA. DEPENDING ON THE VALUE OF THE INVESTMENTS WE INCREASE OR DECREASE THE NET WORTH. OUR GOAL IS TO MAKE OUR GRANTS FROM INVESTMENT INCOME AND INCREASE OUR NET WORTH TO COVER INFLATION FOR THE YEAR (2020 2.49%).SECTION 4.1: WESTWOOD UNITED METHODIST CHURCH USES THE FUNDS IN FULL COMPLIANCE WITH THE PRINCIPLES DESCRIBED IN THE CORPORATION BYLAWS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01768824
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0412
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01768824
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt062651
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt060980
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt02
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WESTWOOD VILLAGE METHODIST CHURCH
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IRS990ScheduleI/RecipientTable/CashGrantAmt053000
IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1WESTWOOD UNITED METHODIST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0580 HIlgard Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt110497 Wilshire Blvd
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Los Angeles
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LOS ANGELES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PART IV, 19: ALL FINANCIAL DATA IS AVAILABLE AT THE OFFICE OF THE TREASURER FOR ANYONE WITH A NEED TO KNOW OR IS A MEMBER OF THE ASSOCIATION. ALL ALUMNI OF THE WESLEY FOUNDATION AT UCLA ARE MEMBERS OF THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PART VI, 11B: THE 9900, 990 SCHEDULE A AND 990 SCHEDULE O ARE REVIEWED BY THE ASSISTANT TREASURER. ANY MEMBER OF THE ASSOCIATION IS WELCOME TO REVIEW THE TAX FORMS FOR 2020 AND SUPPORTING DOCUMENTS OF THE OFFICE OF THE TREASURER.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2REVIEW OF SUPPORTING DOCUMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3REVIEW OF SUPPORTING DOCUMENTS
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0249392
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01994321
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0550 LORING AVENUE
IRS990/USAddress/CityNm0LOS ANGELES
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IRS990/USAddress/ZIPCd090024
IRS990/VotingMembersGoverningBodyCnt01
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD H KEAGY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & Treas
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-28

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,994,321
Liabilities
$0
Net assets
$1,994,321
Revenue
$249,392
Expenses
$81,995
Net income
$167,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Summary only. Only limited summary data is available for this year.$2.12$0.00$2.12$0.22$0.09$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.25$0.08$0.17
2019Summary only. Only limited summary data is available for this year.$1.83$0.00$1.83$0.08$0.08$0.01
2018Summary only. Only limited summary data is available for this year.$1.63$0.00$1.63$0.09$0.08$0.01
2017Summary only. Only limited summary data is available for this year.$1.79$0.00$1.79$0.28$0.06$0.22
2016Summary only. Only limited summary data is available for this year.$10.6$0.00$10.6$0.09$0.07$0.02
2015Summary only. Only limited summary data is available for this year.$1.59$0.00$1.59$0.07$0.08$0.02
2014Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$0.07$0.07$0.00
2013Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$0.08$0.04$0.04
2012Summary only. Only limited summary data is available for this year.$1.47$0.00$1.47$0.05$0.04$0.01
2011Summary only. Only limited summary data is available for this year.$1.34$0.00$1.34$0.05$0.03$0.02