La Jolla United Methodist Church Foundation
- Assets
- $1.6m
- Revenue
- $11.6k
- Investments
- $1.5m
- Employees
- 0
- Location
- La Jolla, CA
- Founding
- 07/1996
- Data as of
- 12/2022
- EIN
- 33-0467521
Organization Overview
La Jolla United Methodist Church Foundation is located in La Jolla, CA. The organization was established in 1996. According to its NTEE Classification (Z99) the organization is classified as: Unknown, under the broad grouping of Unknown and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. LA Jolla United Methodist Church Foundation 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 12/2022, LA Jolla United Methodist Church Foundation generated $11.6k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (25.7%) each year. All expenses for the organization totaled $82.6k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, LA Jolla United Methodist Church Foundation has awarded 27 individual grants totaling $298,048. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
ACCEPT, MANAGE, AND DISTRIBUTE FUNDS FOR THE BENEFIT OF VARIOUS CHARITABLE CAUSES THAT ARE SPECIFIED.
Describe the Organization's Program Activity:
Part 3 - Line 4a
GRANTS AVAILABLE IN 2022 WERE $95,332 OF WHICH $74,434 WERE GIVEN. THE UNDISTRIBUTED GRANTS WERE ROLLED OVER INTO 2023. PRINCIPAL GRANTS. THERE WERE $8,799 IN NEW DONATIONS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Donald Lincoln President | OfficerTrustee | 3 | $0 |
Steve Gray Vice President | OfficerTrustee | 2 | $0 |
Rebecca Tseng Smith Secretary | OfficerTrustee | 2 | $0 |
Rebecca Cosford Treasurer | OfficerTrustee | 2 | $0 |
Janet Lind La Jolla Umc Church Treasurer | Officer | 0 | $0 |
Betsy Del Pozo Director | Trustee | 2 | $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 | $8,799 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $8,799 |
| Total Program Service Revenue | $0 |
| Investment income | $2,776 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $11,575 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $74,434 |
| 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 | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $8,210 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| 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 | $0 |
| All other expenses | $0 |
| Total functional expenses | $82,644 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| 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 | $96,875 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $77,832 |
| Investments—other securities | $1,456,946 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,631,653 |
| 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 | $1,631,653 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,631,653 |
Grants Awarded
Over the last fiscal year, La Jolla United Methodist Church Foundation has awarded $55,360 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
LJUMC TRUSTEE MAINTENANCE FUND PURPOSE: Church Maintenance | $22,985 |
ELDERLY ASSISTANCE FUND PURPOSE: End of Life Care or Temporary Care | $13,535 |
FOUNDATION DISCRETIONARY FUND PURPOSE: Nursery School Tuition, Sound System Upgrade | $9,826 |
LARSON MUSIC FUND PURPOSE: Sound System Upgrade | $9,014 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that La Jolla United Methodist Church Foundation has recieved totaling $2,390.
| Awarding Organization | Amount |
|---|---|
Burnham Foundation San Diego, CA PURPOSE: SUPPORT CHURCH ACTIVITIES | $2,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $310 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $80 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Nami San Diego San Diego, CA | $2,950,876 | $10,039,282 |
Sunrise Childrens Foundation Las Vegas, NV | $7,660,611 | $10,104,124 |
Tikvah-Etta & Lazear Israel Center For The Developmentally Disabled North Hollywood, CA | $7,410,963 | $10,386,812 |
Antfarm Inc Sandy, OR | $2,638,005 | $9,881,000 |
Clark County Public Education Foundation Inc Las Vegas, NV | $20,645,889 | $7,373,983 |
Western Eagle Foundation Inc Temecula, CA | $3,740,738 | $8,870,366 |
Pro-Youth Visalia, CA | $5,841,467 | $9,422,917 |
Commonwealth Club Of California San Francisco, CA | $34,005,907 | $9,226,534 |
A Place Called Home Los Angeles, CA | $19,612,188 | $8,269,414 |
Larry And Jeanette Epping Family Foundation Salem, OR | $179,042,811 | $13,717,983 |
Portland Community Reinvestment Initiatives Inc Portland, OR | $37,093,919 | $7,550,357 |
Knotts Family Agency Redlands, CA | $3,274,323 | $9,472,544 |