United Methodist Foundation Of Santa Rosa
- Assets
- $1.7m
- Revenue
- $84.1k
- Investments
- $0.0
- Employees
- 0
- Location
- Santa Rosa, CA
- Founding
- 10/1985
- Data as of
- 12/2019
- EIN
- 68-0050281
Organization Overview
United Methodist Foundation Of Santa Rosa is located in Santa Rosa, CA. The organization was established in 1985. According to its NTEE Classification (X21) the organization is classified as: Protestant, under the broad grouping of Religion-Related and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Methodist Foundation Of Santa Rosa is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2019, United Methodist Foundation Of Santa Rosa generated $84.1k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (11.4%) each year. All expenses for the organization totaled $58.7k during the year ending 12/2019. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2019
Describe the Organization's Mission:
Part 3 - Line 1
PROMOTE AND ASSIST RELIGIOUS, EDUCATIONAL AND CHARITABLE ACTIVITIES IN THE COMMUNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SCHOLARSHIPS:SCHOLARSHIPS GRANTED TO 6 COLLEGE/UNIVERSITY STUDENTS 9,000 SUPPORT FOR PRE-SCHOOL STUDENTS NEEDING TUITION ASSISTANCE 2,317
CHURCH AND BUILDING MAINTENANCE:ANNUAL DISTRIBUTION OF FUNDS TO FUMC BOARD OF TRUSTEESFOR MAINTENANCE AND REPAIRS 10,532CONTRIBUTION TOWARD HEATER REPLACEMENT PROJECT 13,000YOUTH ROOM CARPET 1,727YOUTH ROOM TV AND ANTI-THEFT BAR 500
RELIGIOUS EDUCATION: ANNUAL GRANT TO FUMC FOR NEW MINISTRIES ACTIVITIES 6,319LAPTOP - INTERIM YOUTH DIRECTOR 550GOOD SHEPHERD FUND 1,185ANNUAL GRANT L.C. MEDICAL COLLEGE 348
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Paul O'rear President | Officer | 8 | $0 |
Joyce S Milks Secretary | Officer | 4 | $0 |
Marty Wait Treasurer | Officer | 5 | $0 |
Jim Wieschendorff Director | Trustee | 3 | $0 |
Lynne Garrison Director | Trustee | 3 | $0 |
Steve Zwick Director | Trustee | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $23,291 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $23,291 |
| Total Program Service Revenue | $0 |
| Investment income | $39,623 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $21,222 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $84,136 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $39,702 |
| Grants and other assistance to domestic individuals. | $9,000 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $8,011 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $590 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $44 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $1,309 |
| All other expenses | $0 |
| Total functional expenses | $58,656 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $2,963 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $1,678,059 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,681,022 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $1,119,227 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $561,795 |
| Total liabilities and net assets/fund balances | $1,681,022 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that United Methodist Foundation Of Santa Rosa has recieved totaling $11.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $11 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Nora Lam Ministries San Jose, CA | $148,225 | $7,883,187 |
New Life Ministries Lake Forest, CA | $1,971,795 | $8,402,272 |
Pilgram Rest Foundation Inc Phoenix, AZ | $14,492,011 | $6,934,589 |
Irvine Onnuri Church Irvine, CA | $6,273,875 | $4,499,639 |
Tabernacle Christian School Concord, CA | $5,160,537 | $3,470,555 |
Alleluia Reedley, CA | $3,151,483 | $3,355,786 |
Interact Ministries Inc Boring, OR | $2,444,865 | $2,307,839 |
Desert Manna Barstow, CA | $1,202,550 | $2,591,102 |
Alberto Mottesi Evangelistic Assoc Inc Santa Ana, CA | $3,484,809 | $2,833,978 |
Esperanza Charitable Fund Mesa, AZ | $17,706,761 | $4,173,341 |
En Familia Inc Phoenix, AZ | $3,474,473 | $2,436,168 |
Living Word Ministries International Inc Tucson, AZ | $1,080,890 | $1,998,163 |