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Nonprofit · EIN 33-0488999

LA MESA FIRST UNITED METHODIST FOUNDATION

Tax-exempt · LA MESA, CA 91941

Financials

$242K$33K2025
Revenue Expenses · by fiscal year end
Financials of LA MESA FIRST UNITED METHODIST FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$241,813$33,184$208,629$1,032,158$0$1,032,158
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$4,896
Program service revenue
$0
Investment income
$236,917
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$2,000
Occupancy
$14,956
Program services (functional)
$24,756
Management and general (functional)
$8,428

Balance sheet and other

Total assets, start of year
$821,853
Total assets, end of year
$1,032,158
Total liabilities, end of year
$0
Net assets, end of year
$1,032,158
Publicly traded securities
$940,361
Net assets without donor restrictions
$1,032,158
Gross receipts
$241,813
Employees
0
Year formed
1992
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
DAVID E SHAWPRESIDENT
Trustee or director, Officer
1$0
RUBYE ROBERTSTREASURER
Trustee or director, Officer
1$0
STEVEN RUBINSECRETARY
Trustee or director, Officer
1$0
KAREN REGETRUSTEE
Trustee or director
1$0
REV CHRISTIAN DEMENTTRUSTEE
Trustee or director
1$0
ARMOND WIETZELTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
4690 PALM AVE, LA MESA, CA 91941-5589
In care of
% RUBYE ROBERTS
Principal officer (990 for 2025)
Rubye Roberts, 4690 Palm Avenue, La Mesa, CA 91941
Signed the 990
Rubye Roberts, Treasurer
Phone
(619) 466-4163
Return prepared by
Sonnenberg & Company CPAs

Mission

PROMOTION AND DEVELOPMENT OF RELIGIOUS, CHARITABLE, AND EDUCATIONAL ACTIVIITIES, AID TO ELDERLY, ASSISTANCE TO EDUCATION OF YOUTH, CAPITAL IMPROVEMENTS OF CHURCH PROPERTY

990 for the year ended December 31, 2025

Program accomplishments

  • EXPENSES PROVIDED FOR LA MESA UNITED METHODIST CHURCH
    Expenses $24,756

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
33-0488999
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1994
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,032,158
Income (IRS master file)
$241,813

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025–––IRS
990December 2024–––IRS
990December 2023$90,524$6,703$626,608IRS
990December 2022$46,261$32,089$597,648IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about LA MESA FIRST UNITED METHODIST FOUNDATION

What is the EIN of LA MESA FIRST UNITED METHODIST FOUNDATION?
The employer identification number (EIN) of LA MESA FIRST UNITED METHODIST FOUNDATION is 33-0488999.
Is LA MESA FIRST UNITED METHODIST FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to LA MESA FIRST UNITED METHODIST FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does LA MESA FIRST UNITED METHODIST FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LA MESA FIRST UNITED METHODIST FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LA MESA FIRST UNITED METHODIST FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of LA MESA FIRST UNITED METHODIST FOUNDATION?
The 990 for the year ended December 31, 2025 names Rubye Roberts.
Who are the officers and directors of LA MESA FIRST UNITED METHODIST FOUNDATION?
The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does LA MESA FIRST UNITED METHODIST FOUNDATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $241,813, expenses of $33,184 and total assets of $1,032,158 at year end.

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