Shiner Methodist Endowment Fund FY2022 filing

Shiner, TXUnknown exempt organizationSince 1982EIN 74-2270449Revenue $89K in FY2022

On file with the IRSPo Box 3 · Shiner, TX

This page gets seen. Tell your story. Claim this org.

Support of the first united Methodist church of Shiner, texas.

98¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average deficit $253K a year · 139% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
98%
of spending
Looks good: 98% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
59 mo
of spending, in cash
Looks good: 58.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$89K
-13% vs prior year
Spent
$68K
To programs
98%
Net assets
$2.3M
By yearFY2020–FY2025
Revenue
$89K
FY2022▼ -13%
Tap a bar for its year
Revenue by fiscal year
FY2020$14K
FY2021$102K
FY2022$89K
FY2023$101K
FY2024$349K
FY2025$435K
Expenses
$68K
FY2022▼ -6%
Tap a bar for its year
Expenses by fiscal year
FY2020$70K
FY2021$72K
FY2022$68K
FY2023$78K
FY2024$74K
FY2025$2.2M
Net assets
$2.3M
FY2022▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.9M
FY2021$2.1M
FY2022$2.3M
FY2023$2.0M
FY2024$1.8M
FY2025$0

From the FY2022 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

98 cents of each dollar spent went to programs.

Program services 98% · $66K Management & general 2% · $2K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Shiner Methodist Endowment Fund executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports the First United Methodist Church of Shiner, Texas.

Questions for Shiner Methodist Endowment Fund

Tap to ask. Shiner Methodist Endowment Fund sees how many people are interested.

Your first name shows with your question. Shiner Methodist Endowment Fund answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $66K · in their own filed words · FY2022
01

Support of the First United Methodist Church of Shiner, Texas as per the endowment fund governing instrument

$66Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 10 grants · $2.6M · 2020–2025
First United Methodist ChurchFY2025$55,000
Shiner Project Show INCTX · FY2025$6,489
First United Methodist ChurchFY2024$61,719
Kuykendal Scholarship FundFY2024$7,000
First United Methodist ChurchFY2023$69,281
First United Methodist ChurchFY2022$56,000
Johnson Chapel Methodist ChurchFY2022$10,000
First United Methodist ChurchFY2021$70,000
First United Methodist ChurchFY2020$68,300

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$89K
Ln 12
Investment incomeLn 3$66K
Gifts and grantsLn 1h$23K
Money outPt IX
$68K
Ln 25
Programscol B$66K
Managementcol C$2K
Owns and owesPt X
$2.3M
net assets · Ln 32
Cash and savingsLn 1–2$331K
Total assetsLn 16$2.3M
LiabilitiesLn 26$0
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$23K
Investment incomeLn 3$66K
Gains on assetsLn 7−$8K
Total revenueLn 12$89K
Assets in detailPt X, end of year
CashLn 1$31K
SavingsLn 2$300K
Cash and savings togetherLn 1–2$331K
InvestmentsLn 11–13$1.9M
Total assetsLn 16$2.3M
LiabilitiesLn 26$0
Net assetsLn 32$2.3M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$351K$331K
InvestmentsLn 11–13$1.8M$1.9M
Total assetsLn 16$2.1M$2.3M
LiabilitiesLn 26$0$0
Net assetsLn 32$2.1M$2.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$66K$66K
Other expenses (24a–d)Ln 24$2K$0$2K$0
Total functional expensesLn 25$68K$66K$2K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $435K$2.2M−$1.8M$0 990 PDF
FY2024 $349K$74K$276K$1.8M 990 PDF
FY2023 $101K$78K$23K$2.0M 990 PDF
FY2022 Viewing $89K$68K$21K$2.3M 990 PDF
FY2021 $102K$72K$31K$2.1M 990 PDF
FY2020 $14K$70K−$56K$1.9M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $88,977 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $30,276$23,044
I-9 Program service revenue$0
I-10 Investment incomePrior year $72,114$65,933
I-11 Other revenue$0
I-12 Total revenuePrior year $102,390$88,977
I-13 Grants and similar amounts paidPrior year $70,215$66,000
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,386$1,588
I-18 Total expensesPrior year $71,601$67,588
I-19 Revenue less expensesPrior year $30,789$21,389
Part VI · Governance 6 of 6 board members independent, 1 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $88,977 across 6 lines filed
VIII-1d Related organizations$14,000
VIII-1f All other contributions, gifts and grants$9,044
VIII-1h Total contributions, gifts and grants$23,044
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$73,537
VIII-7 Net gain or loss on sales of assetsRelated to mission −$7,604 · Unrelated business $0 · Excluded from tax $0−$7,604
VIII-12 Total revenueRelated to mission $65,933 · Unrelated business $0 · Excluded from tax $0$88,977
Part IX · Statement of functional expenses $67,588 across 2 lines filed
IX-1 Grants to domestic organizationsPrograms $66,000$66,000
IX-24 Other expenses (24a–d)Programs $0 · Management $1,588 · Fundraising $0$1,588
IX-25 Total functional expensesPrograms $66,000 · Management $1,588 · Fundraising $0$67,588
Part X · Balance sheet $2,280,146 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $50,544$31,083
X-2 Savings and temporary cash investmentsStart of year $300,000$300,000
X-11 Publicly traded securitiesStart of year $1,259,402$1,452,839
X-12 Other securitiesStart of year $494,371$496,224
X-16 Total assetsStart of year $2,104,317$2,280,146
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $2,104,317$2,280,146
X-32 Total net assets or fund balancesStart of year $2,104,317$2,280,146
X-33 Total liabilities and net assetsStart of year $2,104,317$2,280,146
Part XI · Reconciliation of net assets $2,280,146 net assets at year end
XI-1 Total revenue$88,977
XI-2 Total expenses$67,588
XI-3 Revenue less expenses$21,389
XI-4 Net assets at start of year$2,104,317
XI-5 Net unrealized gains (losses) on investments$195,290
XI-8 Prior period adjustments−$40,850
XI-10 Net assets at end of year$2,280,146

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.