Civic Intelligence

Crescenta Valley United Methodist

EIN 95-4102352 • 501(c)3 • Montrose, CA

Profile

To invest funds received and use the interest and earnings on those investments to further the ministries, programs and projects of the crescenta valley united methodist church.

2700 Montrose AvenueMontrose, CA 91020

na

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

53rd percentile

5.7%

Higher net margin than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

53rd percentile

5.1%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

49th percentile

6.9%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,575,943

Up $113,590 (+7.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,575,943

Up $113,590 (+7.8%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin53rd percentile

Revenue

Up

$115,839

Up $12,516 (+12%) from 2023

Expenses

Down

$68,925

Down $28,536 (-29%) from 2023

Net Income

Up

$46,914

Up $41,052 (+700%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $855,071Liabilities 2011: $0Net Assets 2011: $855,0712011Assets 2012: $965,854Liabilities 2012: $0Net Assets 2012: $965,8542012Assets 2013: $1,100,646Liabilities 2013: $0Net Assets 2013: $1,100,6462013Assets 2014: $1,476,887Liabilities 2014: $0Net Assets 2014: $1,476,8872014Assets 2015: $1,422,106Liabilities 2015: $0Net Assets 2015: $1,422,1062015Assets 2016: $1,517,384Liabilities 2016: $0Net Assets 2016: $1,517,3842016Assets 2017: $1,616,630Liabilities 2017: $0Net Assets 2017: $1,616,6302017Assets 2018: $1,458,147Liabilities 2018: $0Net Assets 2018: $1,458,1472018Assets 2019: $1,681,338Liabilities 2019: $0Net Assets 2019: $1,681,3382019Assets 2020: $1,631,689Liabilities 2020: $0Net Assets 2020: $1,631,6892020Assets 2021: $1,743,738Liabilities 2021: $0Net Assets 2021: $1,743,7382021Assets 2022: $1,391,835Liabilities 2022: $0Net Assets 2022: $1,391,8352022Assets 2023: $1,462,353Liabilities 2023: $0Net Assets 2023: $1,462,3532023Assets 2024: $1,575,943Liabilities 2024: $0Net Assets 2024: $1,575,9432024

Highlighted filing

2024

Assets$1,575,943
Liabilities$0
Net Assets$1,575,943
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $52,073Expenses 2011: $33,445Net Income 2011: $18,6282011Revenue 2012: $60,183Expenses 2012: $22,500Net Income 2012: $37,6832012Revenue 2013: $210,986Expenses 2013: $65,748Net Income 2013: $145,2382013Revenue 2014: $380,848Expenses 2014: $53,964Net Income 2014: $326,8842014Revenue 2015: $110,315Expenses 2015: $48,518Net Income 2015: $61,7972015Revenue 2016: $104,769Expenses 2016: $47,600Net Income 2016: $57,1692016Revenue 2017: $98,324Expenses 2017: $48,020Net Income 2017: $50,3042017Revenue 2018: $102,210Expenses 2018: $54,700Net Income 2018: $47,5102018Revenue 2019: $101,902Expenses 2019: $67,820Net Income 2019: $34,0822019Revenue 2020: $98,173Expenses 2020: $118,152Net Income 2020: -$19,9792020Revenue 2021: $115,451Expenses 2021: $90,641Net Income 2021: $24,8102021Revenue 2022: $96,697Expenses 2022: $94,675Net Income 2022: $2,0222022Revenue 2023: $103,323Expenses 2023: $97,461Net Income 2023: $5,8622023Revenue 2024: $115,839Expenses 2024: $68,925Net Income 2024: $46,9142024

Highlighted filing

2024

Revenue$115,839
Expenses$68,925
Net Income$46,914
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,575,943
Liabilities
$0
Net assets
$1,575,943
Revenue
$115,839
Expenses
$68,925
Net income
$46,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.12$0.07$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.10$0.10$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.10$0.09$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.12$0.09$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.10$0.12$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.10$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.10$0.05$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.10$0.05$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.10$0.05$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.11$0.05$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.38$0.05$0.33
2013Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$0.21$0.07$0.15
2012Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.06$0.02$0.04
2011Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$0.05$0.03$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 25, 2025
Return Version
2024v5.0
Gross Receipts
$115,839
Mission and Program Overview

Mission

To invest funds received and use the interest and earnings on those investments to further the ministries, programs and projects of the crescenta valley united methodist church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,462,353$1,575,943▲ $113,590
Total Assets$1,462,353$1,575,943▲ $113,590
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,462,353$1,575,943▲ $113,590
Total Net Assets Fund Balance$1,462,353$1,575,943▲ $113,590
Total Liabilities and Net Assets / Fund Balance$1,462,353$1,575,943▲ $113,590
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Debi BoisPresident
Christine RuygrokSecretary
Bettie HullTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$115,439
Other Revenue
$400
Change in Net Assets
$46,914
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$68,925
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$50,000--$50,000
Other Expenses$18,100--$18,100
Fees for Services Accounting$750--$750
Fees for Services Legal$75--$75
Total Functional Expenses$68,925$0$0$68,925
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Crescenta Valley United Methodist
EIN
95-4102352
Phone
8182431927
Address
2700 MONTROSE AVENUE, MONTROSE, CA 91020

Signing Officer

Name
Bettie Hull
Title
Treasurer
Phone
8182431927
Signed
2025-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bettie Hull
Formed
1985
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
A J Holt Inc
Address
4209 W MAGNOLIA BLVD, BURBANK, CA 91505-2726
Preparer
William a Holt Ea
Phone
8188454228
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Fund educational outreach programs”

Form 990, Part XI, Line 9

“ROUNDING ADJUSTMENT 1”

Raw XML Appendix238 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.

Path#Value
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IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0750
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01985
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IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0115839
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0115439
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IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01462353
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt068925
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02025-05-01T12:26:20-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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