Civic Intelligence

United Methodist Higher Education

EIN 23-7077869 • 501(c)3 • Nashville, TN

Profile

The organization was established to develop and manage funds for scholarships for united methodist students attending united methodist related schools.

PO Box 340005Nashville, TN 37203

www.umhef.org

Siviq Scores

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

Liabilities / Assets

10th percentile

0.01x

Higher debt load relative to assets than 10% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.12x

Higher debt load relative to revenue than 24% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

51st percentile

6.3%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2024

Revenue Growth

84th percentile

36%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$64,085,514

Up $2,218,835 (+3.6%) from 2023

Liabilities

Down

$458,958

Down $72,464 (-14%) from 2023

Net Assets

Up

$63,626,556

Up $2,291,299 (+3.7%) from 2023

Operations
Liabilities / Revenue24th percentileNet Margin78th percentile

Revenue

Up

$3,744,288

Up $1,353,041 (+57%) from 2023

Expenses

Up

$2,861,543

Up $125,166 (+4.6%) from 2023

Net Income

Up

$882,745

Up $1,227,875 (+356%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$80M$60M$40M$20M$0Assets 2011: $43,754,507Liabilities 2011: $1,209,080Net Assets 2011: $42,545,4272011Assets 2012: $47,947,574Liabilities 2012: $2,404,465Net Assets 2012: $45,543,1092012Assets 2013: $54,012,232Liabilities 2013: $1,294,293Net Assets 2013: $52,717,9392013Assets 2014: $51,873,825Liabilities 2014: $672,867Net Assets 2014: $51,200,9582014Assets 2015: $48,743,807Liabilities 2015: $1,127,693Net Assets 2015: $47,616,1142015Assets 2016: $49,210,435Liabilities 2016: $669,589Net Assets 2016: $48,540,8462016Assets 2017: $55,055,161Liabilities 2017: $434,430Net Assets 2017: $54,620,7312017Assets 2018: $49,721,054Liabilities 2018: $410,284Net Assets 2018: $49,310,7702018Assets 2019: $58,333,116Liabilities 2019: $584,350Net Assets 2019: $57,748,7662019Assets 2020: $67,178,312Liabilities 2020: $663,877Net Assets 2020: $66,514,4352020Assets 2021: $70,761,968Liabilities 2021: $879,591Net Assets 2021: $69,882,3772021Assets 2022: $56,702,890Liabilities 2022: $812,426Net Assets 2022: $55,890,4642022Assets 2023: $61,866,679Liabilities 2023: $531,422Net Assets 2023: $61,335,2572023Assets 2024: $64,085,514Liabilities 2024: $458,958Net Assets 2024: $63,626,5562024

Highlighted filing

2024

Assets$64,085,514
Liabilities$458,958
Net Assets$63,626,556
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,410,6612011Expenses 2012: $2,474,8342012Revenue 2013: $5,748,248Expenses 2013: $2,543,059Net Income 2013: $3,205,1892013Revenue 2014: $5,267,916Expenses 2014: $2,655,630Net Income 2014: $2,612,2862014Revenue 2015: $3,970,643Expenses 2015: $2,667,880Net Income 2015: $1,302,7632015Revenue 2016: $2,936,032Expenses 2016: $2,630,436Net Income 2016: $305,5962016Revenue 2017: $1,354,869Expenses 2017: $2,367,741Net Income 2017: -$1,012,8722017Revenue 2018: $1,714,333Expenses 2018: $2,456,481Net Income 2018: -$742,1482018Revenue 2019: $6,709,879Expenses 2019: $2,407,077Net Income 2019: $4,302,8022019Revenue 2020: $1,756,958Expenses 2020: $2,415,236Net Income 2020: -$658,2782020Revenue 2021: $1,398,493Expenses 2021: $2,427,930Net Income 2021: -$1,029,4372021Revenue 2022: $2,034,614Expenses 2022: $2,391,061Net Income 2022: -$356,4472022Revenue 2023: $2,391,247Expenses 2023: $2,736,377Net Income 2023: -$345,1302023Revenue 2024: $3,744,288Expenses 2024: $2,861,543Net Income 2024: $882,7452024

Highlighted filing

2024

Revenue$3,744,288
Expenses$2,861,543
Net Income$882,745
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,085,514
Liabilities
$458,958
Net assets
$63,626,556
Revenue
$3,744,288
Expenses
$2,861,543
Net income
$882,745
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$64.1$0.46$63.6$3.74$2.86$0.88
2023Detailed filing. Detailed filing data is available for this year.$61.9$0.53$61.3$2.39$2.74$0.35
2022Detailed filing. Detailed filing data is available for this year.$56.7$0.81$55.9$2.03$2.39$0.36
2021Detailed filing. Detailed filing data is available for this year.$70.8$0.88$69.9$1.40$2.43$1.03
2020Detailed filing. Detailed filing data is available for this year.$67.2$0.66$66.5$1.76$2.42$0.66
2019Detailed filing. Detailed filing data is available for this year.$58.3$0.58$57.7$6.71$2.41$4.30
2018Detailed filing. Detailed filing data is available for this year.$49.7$0.41$49.3$1.71$2.46$0.74
2017Detailed filing. Detailed filing data is available for this year.$55.1$0.43$54.6$1.35$2.37$1.01
2016Detailed filing. Detailed filing data is available for this year.$49.2$0.67$48.5$2.94$2.63$0.31
2015Detailed filing. Detailed filing data is available for this year.$48.7$1.13$47.6$3.97$2.67$1.30
2014Detailed filing. Detailed filing data is available for this year.$51.9$0.67$51.2$5.27$2.66$2.61
2013Detailed filing. Detailed filing data is available for this year.$54.0$1.29$52.7$5.75$2.54$3.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.9$2.40$45.5$2.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.8$1.21$42.5$2.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.0
Gross Receipts
$3,744,288
Mission and Program Overview

Mission

The organization was established to develop and manage funds for scholarships for united methodist students attending united methodist related schools.

Umhef provides on average in excess of 2 million in scholarship funding through its collaborative programs. In pursuit of that goal, the foundation hosts endowment fundraising events and programs to raise scholarship dollars.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$61,030,900$63,318,815▲ $2,287,915
Cash and Non-Interest-Bearing Accounts$336,703$272,210▼ $64,493
Accounts Receivable-$100,937-
Prepaid Expenses and Deferred Charges$35,741$38,445▲ $2,704
Land, Buildings, and Equipment, Net$14,463$14,538▲ $75
Total Assets$61,866,679$64,085,514▲ $2,218,835
Other Assets Total$448,872$340,569▼ $108,303
Liabilities
Accounts Payable and Accrued Expenses$251,455$295,729▲ $44,274
Other Liabilities$279,967$163,229▼ $116,738
Total Liabilities$531,422$458,958▼ $72,464
Net Assets / Fund Balance
Net Assets With Donor Restrictions$31,819,062$33,077,185▲ $1,258,123
Net Assets Without Donor Restrictions$29,516,195$30,549,371▲ $1,033,176
Total Net Assets Fund Balance$61,335,257$63,626,556▲ $2,291,299
Total Liabilities and Net Assets / Fund Balance$61,866,679$64,085,514▲ $2,218,835

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,538$63,953$78,491

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$29,871,057$463,238▲ $1,897,855$379,054$31,152,979
2023$27,546,070$630,193▲ $3,226,212$366,884$29,871,057
2022$33,486,631$176,002▼ $5,019,824$179,889$27,546,070
2021$31,870,804$329,284▲ $2,258,818-$33,486,631
2020$28,025,001$256,646▲ $4,468,061-$31,870,804
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert F FletcherPrior PresidFT$133,847$43,903$177,750
Robert F FletcherPrior President-$133,847$43,903$177,750
Philip D JamiesonPresident/ceFT$49,792$12,994$62,786

Board Members and Trustees

NameTitle
Jadd MassoChair
Abby AumanTrustee
Bill VogelTrustee
Bruce OughTrustee
Charles ThoeleTrustee
Dr Irma ClarkTrustee
Dr Joseph HarrisTrustee
Herman FeltonTrustee
Irish SpencerTrustee
Javier VieraTrustee
Jeffrey KuanTrustee
Jeffrey TaylorTrustee
Jesse AryTrustee
Kathi Austin MahleTrustee
Lorene WilburTrustee
Lori HardenTrustee
Melva WilliamsTrustee
Nancy YoungTrustee
Ronald WilsonTrustee
Sherron ShuffieldTrustee
Tari HughesTrustee
Timothy GriffyTrustee
Wayne MoyTrustee
William N JohnstonTrustee
Roland FernandesEx-officio
Cara Stultz CostelloInterim Pres
Willie JohnsonSecretary
Molly GabelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$562,697
Program Service Revenue
$0
Investment Income
$3,181,591
Other Revenue
$0
All Other Contributions
$562,697
Change in Net Assets
$882,745

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,740,426
Revenue Not Reported on Financial Statements
$3,862
Revenue Not Reported on Form 990
$1,412,414
Total Revenue per Audited Statements
$5,152,840
Total Revenue per Form 990
$3,744,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,218,867
Salaries, Compensation, and Employee Benefits$938,041
Other Expenses$704,635
Total Fundraising Expense$444,910
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,218,867--$1,218,867
Other Salaries and Wages$188,655$112,059$90,971$391,685
Current Officers, Directors, Trustees, and Key Employees$96,490$64,326$160,816$321,632
Occupancy$34,426$78,332$16,963$129,721
Other Employee Benefits$45,418$28,095$40,105$113,618
Pension Plan Contributions$33,690$20,840$29,749$84,279
Conferences and Meetings$22,246$13,780$19,369$55,395
Office Expenses$14,947$11,846$26,615$53,408
Travel$16,053$10,610$25,259$51,922
Information Technology$18,619$6,648$9,345$34,612
Payroll Taxes$10,724$6,634$9,469$26,827
Fees for Services Accounting-$19,280-$19,280
Insurance$4,259$12,480$2,434$19,173
Fees for Service Investment Mgmnt Fees$18,464--$18,464
Advertising$8,845$1,892$5,361$16,098
Depreciation Depletion$2,152$1,331$1,900$5,383
Other Expenses$5,027$2,309$17$2,309
Fees for Services Legal-$91-$91
Total Functional Expenses$2,020,217$396,416$444,910$2,861,543

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,861,543
Total Expenses per Audited Statements$2,861,543
Total Expenses per Form 990$2,861,543
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease Obligation$163,229
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“The united methodist higher education foundation trustees are elected by the division of higher education of the general board of higher education and ministry of the united methodist church.”

Form 990, Page 6, Part VI, Line 11B

“A draft of the form 990 is provided to the audit committee with a period of two days to review. Authorization to file is provided by the audit committee chair immediately following the review period.”

Form 990, Page 6, Part VI, Line 12C

“Any disclosures are questioned in depth to ensure propriety.”

Form 990, Page 6, Part VI, Line 15A

“The president/ceo's salary is evaluated and approved, annually, by the board's executive committee. The president/ceo evaluates and approves, annually, all foundation staff salaries.”

Form 990, Page 6, Part VI, Line 19

“All documents are available physically in the office. Financial information is also reported on the umhef website.”

Filing and Contact Details

Filer

Filer Name
United Methodist Higher Education
EIN
23-7077869
Phone
6156493990
Address
PO BOX 340005, NASHVILLE, TN 37203

Signing Officer

Name
Cara Stultz Costello
Title
Interim President
Phone
6156493990
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cara Stultz Costello
Formed
1965
Legal Domicile
Tn
Voting Board Members
27
Independent Board Members
27
Employees
6
Volunteers
40

Preparer

Firm
Mullins Clemmons & Mayes Pllc
Address
340 SEVEN SPRINGS WAY STE 720, BRENTWOOD, TN 37027-5098
Preparer
Larry D Mullins
Phone
6153708576
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