Civic Intelligence

United Methodist Higher Education Foundation

990 • Fiscal year 2014 • EIN 23-7077869

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 22, 2015

Organization ProfileWWW.UMHEF.ORG
PO Box 340005Nashville, TN 37203-0005

(615) 649-3990

Siviq Scores

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

Liabilities / Assets

10th percentile

0.01x

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

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

20th percentile

0.13x

Higher debt load relative to revenue than 20% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

90th percentile

50%

Higher net margin than 90% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

23rd percentile

$197,799

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

12th percentile

-4.0%

Faster asset growth than 12% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

17th percentile

-8.4%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets10th percentile

Assets

Down

$51,873,825

Down $2,138,407 (-4.0%) from 2013

Net Assets

Down

$51,200,958

Down $1,516,981 (-2.9%) from 2013

Liabilities

Down

$672,867

Down $621,426 (-48%) from 2013

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin90th percentile

Revenue

Down

$5,267,916

Down $480,332 (-8.4%) from 2013

Expenses

Up

$2,655,630

Up $112,571 (+4.4%) from 2013

Net Income

Down

$2,612,286

Down $592,903 (-18%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2014

Assets$51,873,825
Liabilities$672,867
Net Assets$51,200,958
Open 2014 Filing

Operations Trend

Revenue Growth17th percentile

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

2014

Revenue$5,267,916
Expenses$2,655,630
Net Income$2,612,286
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 22, 2015
Return Version
2014v5.0
Gross Receipts
$19,139,659
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$51,959,233$50,890,437▼ $1,068,796
Cash and Non-Interest-Bearing Accounts$1,876,899$811,301▼ $1,065,598
Land, Buildings, and Equipment, Net$38,907$29,963▼ $8,944
Total Assets$54,012,232$51,873,825▼ $2,138,407
Other Assets Total$137,193$142,124▲ $4,931
Liabilities
Accounts Payable and Accrued Expenses$936,729$351,567▼ $585,162
Other Liabilities$357,564$321,300▼ $36,264
Total Liabilities$1,294,293$672,867▼ $621,426
Net Assets / Fund Balance
Unrestricted Net Assets$26,590,046$25,971,726▼ $618,320
Temporarily Rstr Net Assets$14,891,277$14,229,137▼ $662,140
Permanently Rstr Net Assets$11,236,616$11,000,095▼ $236,521
Total Net Assets Fund Balance$52,717,939$51,200,958▼ $1,516,981
Total Liabilities and Net Assets / Fund Balance$54,012,232$51,873,825▼ $2,138,407

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$29,963$55,845-
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert R FletcherPresident/CEOFT$167,648$30,151$197,799

Board Members and Trustees

NameTitle
J Rowland CookChair
Douglas DannenVice Chair
Barbara Dadd ShafferTrustee
Bill VogelTrustee
Charles SavageTrustee
Charles ThoeleTrustee
Colleen Perry KeithTrustee
David Mcallister-wilsonTrustee
Elizabeth Corn OgieTrustee
Gerald LordTrustee
Glenn C AndrewTrustee
Irma ClarkTrustee
John DavisTrustee
Joseph HarrisTrustee
Josette Noble GambleTrustee
Kim CapeTrustee
Lou KerrTrustee
Mary Alice MasseyTrustee
Minerva CarcanoTrustee
Molly K GabelTrustee
Nadine S Hardin-millerTrustee
Robert S RotheTrustee
Ruth a KnoxTrustee
Stanley M WilburTrustee
Theodore a LivingstonTrustee
Turner ArantTrustee
Valerie W StultzTrustee
Walter MckelveyTrustee
William N JohnstonTrustee
Willie H JohnsonTrustee
Katherine Austin MahleSecretary
Jadd F MassoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$618,699
Program Service Revenue
$0
Investment Income
$4,649,217
Other Revenue
$0
All Other Contributions
$618,699
Change in Net Assets
$2,612,286

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$78,806Market Quote
Total Noncash Contributions1$78,806-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,062,059
Revenue Not Reported on Financial Statements
$205,857
Revenue Not Reported on Form 990
$-2,803,002
Total Revenue per Audited Statements
$2,259,057
Total Revenue per Form 990
$5,267,916
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,446,569
Other Expenses$636,691
Salaries, Compensation, and Employee Benefits$572,370
Total Fundraising Expense$278,905
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,420,216--$1,420,216
Other Salaries and Wages$95,235$131,339$36,634$263,208
Fees for Service Investment Mgmnt Fees$215,660--$215,660
Current Officers, Directors, Trustees, and Key Employees$50,294$33,530$83,824$167,648
Occupancy$19,699$59,801$11,960$91,460
Other Employee Benefits$32,710$16,927$24,221$73,858
Conferences and Meetings$20,975$13,290$36,990$71,255
Pension Plan Contributions$16,537$18,735$13,688$48,960
Travel$14,220$9,733$24,194$48,147
Office Expenses$10,624$11,260$13,098$34,982
Information Technology$16,100$5,020$9,409$30,529
Grants to Domestic Orgs$26,353--$26,353
Payroll Taxes$6,315$7,154$5,227$18,696
Fees for Services Accounting-$16,325-$16,325
Advertising$3,890$882$9,897$14,669
Insurance$2,129$9,649$1,754$13,532
Depreciation Depletion$4,536$5,139$3,754$13,429
Other Expenses$5,167$5,027$4,255$5,027
Fees for Services Legal-$369-$369
All Other Expenses$-58,983--$-58,983
Total Functional Expenses$2,026,770$349,955$278,905$2,655,630

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,655,630
Expenses per Audited Statements$2,449,773
Total Expenses per Audited Statements$2,449,773
Expenses Not Reported on Financial Statements$205,857
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
National Association of Schools Colleges & Universities of the UmcNashville, TN-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$238,451
Clut Liability$61,624
Deferred Compensation$16,329
Capital Lease Obligation$4,896
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

“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

Filer Name
United Methodist Higher Education Foundation
EIN
23-7077869
Phone
6156493990
Address
PO BOX 340005, NASHVILLE, TN 37203-0005

Signing Officer

Name
Robert R Fletcher
Title
President
Phone
6156493990
Signed
2015-07-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert R Fletcher
Formed
1965
Legal Domicile
Tn
Voting Board Members
30
Independent Board Members
0
Employees
7
Volunteers
40

Preparer

Firm
Mullins Clemmons & Mayes Pllc
Address
320 SEVEN SPRINGS WAY SUITE 120, BRENTWOOD, TN 37027
Preparer
Larry Mullins
Phone
6153708576
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer of funds to other foundations -1,326,265.”

Raw XML AppendixShowing 400 of 690 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/PersonNm19ELIZABETH CORN OGIE
IRS990/Form990PartVIISectionAGrp/PersonNm20ROBERT S ROTHE
IRS990/Form990PartVIISectionAGrp/PersonNm21STANLEY M WILBUR
IRS990/Form990PartVIISectionAGrp/PersonNm22JADD F MASSO
IRS990/Form990PartVIISectionAGrp/PersonNm23WALTER MCKELVEY
IRS990/Form990PartVIISectionAGrp/PersonNm24CHARLES THOELE
IRS990/Form990PartVIISectionAGrp/PersonNm25BILL VOGEL
IRS990/Form990PartVIISectionAGrp/PersonNm26JOHN DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm27DAVID MCALLISTER-WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm28CHARLES SAVAGE
IRS990/Form990PartVIISectionAGrp/PersonNm29BARBARA DADD SHAFFER
IRS990/Form990PartVIISectionAGrp/PersonNm30VALERIE W STULTZ
IRS990/Form990PartVIISectionAGrp/PersonNm31COLLEEN PERRY KEITH
IRS990/Form990PartVIISectionAGrp/PersonNm32ROBERT R FLETCHER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt310
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
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
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt28TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt29TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt30TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt31TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt32PRESIDENT/CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03762636
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt030
IRS990/GrantAmt01446569
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt026353
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION WAS ESTABLISHED TO DEVELOP AND MANAGE FUNDS FOR SCHOLARSHIPS FOR UNITED METHODIST STUDENTS AT UNITED METHODIST RELATED SCHOOLS.
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IRS990/OfficeExpensesGrp/ProgramServicesAmt010624
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,873,825
Liabilities
$672,867
Net assets
$51,200,958
Revenue
$5,267,916
Expenses
$2,655,630
Net income
$2,612,286
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