Civic Intelligence

United Methodist Higher Education Foundation

990 • Fiscal year 2013 • EIN 23-7077869

Jan 01, 2013 to Dec 31, 2013 • Filed on May 14, 2014

Organization ProfileWWW.UMHEF.ORG
PO Box 34000537203-0005

(615) 649-3990

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.02x

Higher debt load relative to assets than 12% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

32nd percentile

0.23x

Higher debt load relative to revenue than 32% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Net Margin

92nd percentile

56%

Higher net margin than 92% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

20th percentile

$168,034

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$54,012,232

Up $6,064,658 (+13%) from 2012

Net Assets

Up

$52,717,939

Up $7,174,830 (+16%) from 2012

Liabilities

Down

$1,294,293

Down $1,110,172 (-46%) from 2012

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin92nd percentile

Revenue

$5,748,248

No earlier filing loaded for comparison.

Expenses

Up

$2,543,059

Up $68,225 (+2.8%) from 2012

Net Income

$3,205,189

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2013

Assets$54,012,232
Liabilities$1,294,293
Net Assets$52,717,939
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$5,748,248
Expenses$2,543,059
Net Income$3,205,189
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 14, 2014
Return Version
2013v3.0
Gross Receipts
$19,916,079
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.

United methodist higher education foundation 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$45,560,132$51,959,233▲ $6,399,101
Cash and Non-Interest-Bearing Accounts$2,205,122$1,876,899▼ $328,223
Land, Buildings, and Equipment, Net$51,220$38,907▼ $12,313
Total Assets$47,947,574$54,012,232▲ $6,064,658
Other Assets Total$131,100$137,193▲ $6,093
Liabilities
Accounts Payable and Accrued Expenses$1,320,054$936,729▼ $383,325
Escrow Account Liability$584,117--
Other Liabilities$500,294$357,564▼ $142,730
Total Liabilities$2,404,465$1,294,293▼ $1,110,172
Net Assets / Fund Balance
Unrestricted Net Assets$23,393,689$26,590,046▲ $3,196,357
Temporarily Rstr Net Assets$11,590,185$14,891,277▲ $3,301,092
Permanently Rstr Net Assets$10,559,235$11,236,616▲ $677,381
Total Net Assets Fund Balance$45,543,109$52,717,939▲ $7,174,830
Total Liabilities and Net Assets / Fund Balance$47,947,574$54,012,232▲ $6,064,658

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$38,907$42,417-
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert R FletcherPresident/CEOFT$151,000$17,034$168,034

Board Members and Trustees

NameTitle
J Rowland CookChair
Douglas DannenVice Chair
Arden D MelickTrustee
Bill VogelTrustee
Charles ThoeleTrustee
Elizabeth Corn OgieTrustee
Gerald LordTrustee
Glenn C AndrewTrustee
Irma ClarkTrustee
Jay SimmonsTrustee
John DavisTrustee
Joseph HarrisTrustee
Josette Noble GambleTrustee
Kim CapeTrustee
Lou KerrTrustee
Mary Alice MasseyTrustee
Minerva CarcanoTrustee
Molly K EastmanTrustee
Nadine S Hardin-millerTrustee
Robert S RotheTrustee
Ruth a KnoxTrustee
Stanley M WilburTrustee
Theodore a LivingstonTrustee
Turner ArantTrustee
Walter MckelveyTrustee
William LawrenceTrustee
William N JohnstonTrustee
Willie H JohnsonTrustee
Katherine Austin MahleSecretary
Jadd F MassoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,005,974
Program Service Revenue
$0
Investment Income
$4,742,274
Other Revenue
$0
All Other Contributions
$1,005,974
Change in Net Assets
$3,205,189

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,552,343
Revenue Not Reported on Financial Statements
$195,905
Revenue Not Reported on Form 990
$3,969,641
Total Revenue per Audited Statements
$9,521,984
Total Revenue per Form 990
$5,748,248
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,438,548
Salaries, Compensation, and Employee Benefits$556,835
Other Expenses$547,676
Total Fundraising Expense$256,028
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,413,123--$1,413,123
Other Salaries and Wages$94,774$127,074$36,569$258,417
Fees for Service Investment Mgmnt Fees$205,927--$205,927
Current Officers, Directors, Trustees, and Key Employees$50,410$33,607$84,017$168,034
Occupancy$17,638$53,544$10,709$81,891
Other Employee Benefits$28,174$14,815$20,554$63,543
Pension Plan Contributions$16,380$18,129$13,605$48,114
Travel$12,152$11,356$20,254$43,762
Conferences and Meetings$13,799$12,010$11,568$37,377
Office Expenses$12,333$8,331$7,756$28,420
Grants to Domestic Orgs$25,425--$25,425
Advertising$731$63$22,307$23,101
Payroll Taxes$6,376$7,056$5,295$18,727
Fees for Services Accounting-$16,300-$16,300
Information Technology$7,163$5,067$3,281$15,511
Depreciation Depletion$4,968$5,498$4,126$14,592
Insurance$1,775$9,368$1,591$12,734
Fees for Services Legal-$2,617-$2,617
Other Expenses$-45,000$6,042$3,488$-45,000
Total Functional Expenses$1,941,264$345,767$256,028$2,543,059

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,543,059
Expenses per Audited Statements$2,347,154
Total Expenses per Audited Statements$2,347,154
Expenses Not Reported on Financial Statements$195,905
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
---To Support United Methodist Higher Education$13,000
62-1803810--To Support United Methodist Higher Education$7,000
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
Crut Liability$280,163
Clut Liability$55,308
Deferred Compensation$12,511
Capital Lease Obligation$9,582
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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, Part VI, Section A, 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, Part VI, Section B, Line 11

“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, Part VI, Section B, Line 12C

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

Form 990, Part VI, Section B, Line 15

“All position salaries within the foundation were once governed by the factoring process determined by the general council on finance and administration of the united methodist church. Early in 2010, the foundation became exempt from this mandate. However, no variation from the 2009 factoring chart was implemented in 2010. Currently, 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, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

EIN
23-7077869
Phone
6156493990

Signing Officer

Name
Robert R Fletcher
Title
President
Phone
6156493990
Signed
2014-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert R Fletcher
Formed
1965
Legal Domicile
Tn
Voting Board Members
28
Independent Board Members
0
Employees
7
Volunteers
40

Preparer

Preparer
Larry Mullins
Phone
6153708576
Raw XML AppendixShowing 400 of 674 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0UNITED METHODIST HIGHER EDUCATION FOUNDATION 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.
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IRS990/Form990PartVIISectionAGrp/PersonNm5MINERVA CARCANO
IRS990/Form990PartVIISectionAGrp/PersonNm6WILLIE H JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm7J ROWLAND COOK
IRS990/Form990PartVIISectionAGrp/PersonNm8DOUGLAS DANNEN
IRS990/Form990PartVIISectionAGrp/PersonNm9WILLIAM LAWRENCE
IRS990/Form990PartVIISectionAGrp/PersonNm10MOLLY K EASTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBERT R FLETCHER
IRS990/Form990PartVIISectionAGrp/PersonNm12JOSETTE NOBLE GAMBLE
IRS990/Form990PartVIISectionAGrp/PersonNm13JOSEPH HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm14WILLIAM N JOHNSTON
IRS990/Form990PartVIISectionAGrp/PersonNm15LOU KERR
IRS990/Form990PartVIISectionAGrp/PersonNm16RUTH A KNOX
IRS990/Form990PartVIISectionAGrp/PersonNm17GERALD LORD
IRS990/Form990PartVIISectionAGrp/PersonNm18THEODORE A LIVINGSTON
IRS990/Form990PartVIISectionAGrp/PersonNm19KATHERINE AUSTIN MAHLE
IRS990/Form990PartVIISectionAGrp/PersonNm20MARY ALICE MASSEY
IRS990/Form990PartVIISectionAGrp/PersonNm21ARDEN D MELICK
IRS990/Form990PartVIISectionAGrp/PersonNm22ELIZABETH CORN OGIE
IRS990/Form990PartVIISectionAGrp/PersonNm23ROBERT S ROTHE
IRS990/Form990PartVIISectionAGrp/PersonNm24STANLEY M WILBUR
IRS990/Form990PartVIISectionAGrp/PersonNm25JAY SIMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm26JADD F MASSO
IRS990/Form990PartVIISectionAGrp/PersonNm27WALTER MCKELVEY
IRS990/Form990PartVIISectionAGrp/PersonNm28CHARLES THOELE
IRS990/Form990PartVIISectionAGrp/PersonNm29BILL VOGEL
IRS990/Form990PartVIISectionAGrp/PersonNm30JOHN DAVIS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt27TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt28TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt29TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt30TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt04043312
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt028
IRS990/GrantAmt01438548
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01413123
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01413123
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt025425
IRS990/GrantsToDomesticOrgsGrp/TotalAmt025425
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt018211143
IRS990/GrossReceiptsAmt019916079
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IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/OfficeExpensesGrp/ProgramServicesAmt012333
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IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2SERVICE CONTRACTS
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IRS990/OtherExpensesGrp/FundraisingAmt13488
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014890
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16042

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,012,232
Liabilities
$1,294,293
Net assets
$52,717,939
Revenue
$5,748,248
Expenses
$2,543,059
Net income
$3,205,189
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