Civic Intelligence

Sierra Madre United Methodist Foundation

EIN 95-4231869 • 501(c)3 • Sierra Madre, CA

Pub. 78 Eligible

Profile

Sierra madre united methodist foundation is a religious corporation organized exclusively for religious purposes. Disbursements are at the discretion of the board of directors based on the following purposes for incorporation: to aid, promote & support the activities, programs & purposes of sierra madre united methodist church

Refreshing map…

695 W Sierra Madre BlvdSierra Madre, CA 91024
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

63rd percentile

9.1%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

12%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$737,821

Up $61,265 (+9.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$737,821

Up $61,265 (+9.1%) from 2023

Revenue

Up

$27,702

Up $2,948 (+12%) from 2023

Expenses

Up

$7,144

Up $918 (+15%) from 2023

Net Income

Up

$20,558

Up $2,030 (+11%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $453,960Liabilities 2011: $0Net Assets 2011: $453,9602011Assets 2012: $516,699Liabilities 2012: $0Net Assets 2012: $516,6992012Assets 2013: $529,268Liabilities 2013: $0Net Assets 2013: $529,2682013Assets 2014: $593,130Liabilities 2014: $0Net Assets 2014: $593,1302014Assets 2015: $558,051Liabilities 2015: $0Net Assets 2015: $558,0512015Assets 2016: $542,750Liabilities 2016: $0Net Assets 2016: $542,7502016Assets 2017: $622,070Liabilities 2017: $0Net Assets 2017: $622,0702017Assets 2018: $551,098Liabilities 2018: $0Net Assets 2018: $551,0982018Assets 2019: $616,964Liabilities 2019: $0Net Assets 2019: $616,9642019Assets 2020: $694,797Liabilities 2020: $0Net Assets 2020: $694,7972020Assets 2021: $783,217Liabilities 2021: $0Net Assets 2021: $783,2172021Assets 2022: $602,313Liabilities 2022: $0Net Assets 2022: $602,3132022Assets 2023: $676,556Liabilities 2023: $0Net Assets 2023: $676,5562023Assets 2024: $737,821Liabilities 2024: $0Net Assets 2024: $737,8212024

Highlighted filing

2024

Assets$737,821
Liabilities$0
Net Assets$737,821

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $20,800Expenses 2011: $21,451Net Income 2011: -$6512011Revenue 2012: $71,382Expenses 2012: $8,643Net Income 2012: $62,7392012Revenue 2013: $40,535Expenses 2013: $27,966Net Income 2013: $12,5692013Revenue 2014: $52,650Expenses 2014: $34,987Net Income 2014: $17,6632014Revenue 2015: $50,389Expenses 2015: $26,241Net Income 2015: $24,1482015Revenue 2016: $8,052Expenses 2016: $61,069Net Income 2016: -$53,0172016Revenue 2017: $27,854Expenses 2017: $6,360Net Income 2017: $21,4942017Revenue 2018: $57,874Expenses 2018: $26,632Net Income 2018: $31,2422018Revenue 2019: $30,772Expenses 2019: $41,771Net Income 2019: -$10,9992019Revenue 2020: $46,139Expenses 2020: $6,512Net Income 2020: $39,6272020Revenue 2021: $45,947Expenses 2021: $7,813Net Income 2021: $38,1342021Revenue 2022: $30,737Expenses 2022: $71,891Net Income 2022: -$41,1542022Revenue 2023: $24,754Expenses 2023: $6,226Net Income 2023: $18,5282023Revenue 2024: $27,702Expenses 2024: $7,144Net Income 2024: $20,5582024

Highlighted filing

2024

Revenue$27,702
Expenses$7,144
Net Income$20,558

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.38$0.00$7.38$0.28$0.07$0.21
2023Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$0.25$0.06$0.19
2022Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.31$0.72$0.41
2021Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$0.46$0.08$0.38
2020Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.46$0.07$0.40
2019Summary only. Only limited summary data is available for this year.$6.17$0.00$6.17$0.31$0.42$0.11
2018Summary only. Only limited summary data is available for this year.$5.51$0.00$5.51$0.58$0.27$0.31
2017Summary only. Only limited summary data is available for this year.$6.22$0.00$6.22$0.28$0.06$0.21
2016Summary only. Only limited summary data is available for this year.$5.43$0.00$5.43$0.08$0.61$0.53
2015Summary only. Only limited summary data is available for this year.$5.58$0.00$5.58$0.50$0.26$0.24
2014Summary only. Only limited summary data is available for this year.$5.93$0.00$5.93$0.53$0.35$0.18
2013Summary only. Only limited summary data is available for this year.$5.29$0.00$5.29$0.41$0.28$0.13
2012Summary only. Only limited summary data is available for this year.$5.17$0.00$5.17$0.71$0.09$0.63
2011Summary only. Only limited summary data is available for this year.$4.54$0.00$4.54$0.21$0.21$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.0
Gross Receipts
$119,779
Mission and Program Overview

Mission

Sierra madre united methodist foundation is a religious corporation organized exclusively for religious purposes. Disbursements are at the discretion of the board of directors based on the following purposes for incorporation: to aid, promote & support the activities, programs & purposes of sierra madre united methodist church

Aid, promote & support the activities, functions, programs & purposes of sierra madre united methodist church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$676,556$737,821▲ $61,265
Investments in Publicly Traded Securities$575,349$636,607▲ $61,258
Cash and Non-Interest-Bearing Accounts$101,207$101,214▲ $7
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$676,556$737,821▲ $61,265
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$676,556$737,821▲ $61,265
Total Liabilities and Net Assets / Fund Balance$676,556$737,821▲ $61,265
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert TravisPresident
Jill SchofieldVice President
Bill BrassfieldDirector
Elizabeth Mackey-petersonDirector
Joyce KenyonSecretary
Barbara BevingtonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$27,702
Other Revenue
$0
Change in Net Assets
$20,558
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,144
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
Fees for Services Accounting$0$7,144$0$7,144
Total Functional Expenses$0$7,144$0$7,144
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Portfolio is managed by bank of america us trust philanthropic services using guidelines provided by the board of directors, which are reviewed and updated periodically

Form 990, Part VI, Section A, Line 8B

N/a not applicable. The organization does not have any committees.

Form 990, Part VI, Section A, Line 9

Robert travis, 2334 third ave, arcadia ca 91006; joyce kenyon, 220 n mountain trail, sierra madre, ca 91024; barbara bevington, 97 e highland ave #f, sierra madre, ca 91024; bill brassfield, 1515 rodeo rd, arcadia, ca 91006; jill schofield, 1225 hastings ranch rd, pasadena, ca 91107; elizabeth mackey-peterson, 150 e highland, sierra madre, ca 91024

Form 990, Part VI, Section B, Line 11B

The treasurer provides all directors with complete copies of all 2024 tax forms before submitted or mailed. The tax forms are reviewed by the board of directors at their next meeting.

Form 990, Part VI, Section C, Line 19

Foundation documents are available upon request at the sierra madre united methodist church office, 695 w sierra madre blvd, sierr madre, ca 91024 626.355.0629, during normal church business hours

Filing and Contact Details

Filer

Filer Name
Sierra Madre United Methodist Foundation
EIN
95-4231869
Phone
6263550629
Address
695 W SIERRA MADRE BLVD, SIERRA MADRE, CA 91024

Signing Officer

Name
Barbara Bevington
Title
Treasurer
Phone
6263554342
Signed
2025-11-12

Organization Details

Principal Officer
June Drenten
Formed
1989
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0
Raw XML Appendix380 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/ExplanationTxt0THE DIRECTORS ARE ELECTED ANNUALLY BY THE MEMBERS OF THE SUPPORTED ORGANIZATION, THE CHURCH. SOME OF THE DIRECTORS ARE ALSO VOTING MEMBERS OF THE GOVERNING BODY OF THE CHURCH AND OTHERS REGULARLY ATTTEND AND PARTICIPATE IN THE MEETINGS , WHICH CREATES A VERY CLOSE RELATIONSHIP
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE FOUNDATION SUPPORTS ONE ORGANIZATION -THE SIERRA MADRE UNITED METHODIST CHURCH. GRANTS TO THE CHURCH ARE FOR SUPPORT OF THE ACTIVITIES, PROGRAMS AND FUNCTIONS OF THE CHURCH. THE FOUNDATION HOLDS TITLE TO AND MANAGES (USING A MANAGEMENT COMPANY) EXEMPT USE ASSETS/ INVESTMENTS AND PROVIDES GUIDELINES FOR THE INVESTMENT STRATEGY USED. FOUNDATION ACTIVITIES FUNNEL INTO THE CHURCH'S EXEMPT PURPOSES, AS THE ONLY GRANT RECIPIENT. CHURCH MEMBERS SERVING ON BOTH THE SUPPORTING AND SUPPORTED ORGANIZATION'S GOVERNING BODY FURTHER THE RESPONSIVE RELATIONSHIP BETWEEN THE TWO.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE FOUNDATION HOLDS AND MAINTAINS ASSETS FOR THE EXCLUSIVE USE OF ITS SUPPORTED ORGANIZATION, THE CHURCH. IF THOSE ASSETS WERE NOT HELD BY THE FOUNDATION, THE RESPONSIBILITY TO BOTH HOLD AND MAINTAIN THE ASSTS WOULD FALL TO THE CHURCH.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section D, Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part IV, Section E, Line 2a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Schedule A, Part IV, Section E, Line 2b
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0951958246
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SIERRA MADRE UNITED METHODIST CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PORTFOLIO IS MANAGED BY BANK OF AMERICA US TRUST PHILANTHROPIC SERVICES USING GUIDELINES PROVIDED BY THE BOARD OF DIRECTORS, WHICH ARE REVIEWED AND UPDATED PERIODICALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1N/A NOT APPLICABLE. THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROBERT TRAVIS, 2334 THIRD AVE, ARCADIA CA 91006; JOYCE KENYON, 220 N MOUNTAIN TRAIL, SIERRA MADRE, CA 91024; BARBARA BEVINGTON, 97 E HIGHLAND AVE #F, SIERRA MADRE, CA 91024; BILL BRASSFIELD, 1515 RODEO RD, ARCADIA, CA 91006; JILL SCHOFIELD, 1225 HASTINGS RANCH RD, PASADENA, CA 91107; ELIZABETH MACKEY-PETERSON, 150 E HIGHLAND, SIERRA MADRE, CA 91024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TREASURER PROVIDES ALL DIRECTORS WITH COMPLETE COPIES OF ALL 2024 TAX FORMS BEFORE SUBMITTED OR MAILED. THE TAX FORMS ARE REVIEWED BY THE BOARD OF DIRECTORS AT THEIR NEXT MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FOUNDATION DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE SIERRA MADRE UNITED METHODIST CHURCH OFFICE, 695 W SIERRA MADRE BLVD, SIERR MADRE, CA 91024 626.355.0629, DURING NORMAL CHURCH BUSINESS HOURS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SIERRA MADRE UNITED METHODIST CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951958246
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C) (3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHRISTIAN CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt011C 111-F1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0695 W SIERRA MADRE BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SIERRA MADRE
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
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IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0676556
IRS990/TotalAssetsEOYAmt0737821
IRS990/TotalAssetsGrp/BOYAmt0676556
IRS990/TotalAssetsGrp/EOYAmt0737821
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07144
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt07144
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
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IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt027702
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt027702
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0647 MANZANITA AVE
IRS990/USAddress/CityNm0SIERRA MADRE
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IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA BEVINGTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06263554342
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIERRA MADRE UNITED METHODIST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIER
ReturnHeader/Filer/EIN0954231869
ReturnHeader/Filer/PhoneNum06263550629
ReturnHeader/Filer/USAddress/AddressLine1Txt0695 W SIERRA MADRE BLVD
ReturnHeader/Filer/USAddress/CityNm0SIERRA MADRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091024
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-11-14T05:43:53-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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