Civic Intelligence

United Methodist Higher Education Foundation

990 • Fiscal year 2016 • EIN 23-7077869

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 07, 2017

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

12th percentile

0.01x

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

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

40th percentile

0.23x

Higher debt load relative to revenue than 40% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

72nd percentile

10%

Higher net margin than 72% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

40th percentile

$211,841

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

43rd percentile

1.0%

Faster asset growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-26%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$49,210,435

Up $466,628 (+1.0%) from 2015

Net Assets

Up

$48,540,846

Up $924,732 (+1.9%) from 2015

Liabilities

Down

$669,589

Down $458,104 (-41%) from 2015

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin72nd percentile

Revenue

Down

$2,936,032

Down $1,034,611 (-26%) from 2015

Expenses

Down

$2,630,436

Down $37,444 (-1.4%) from 2015

Net Income

Down

$305,596

Down $997,167 (-77%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2016

Assets$49,210,435
Liabilities$669,589
Net Assets$48,540,846
Open 2016 Filing

Operations Trend

Revenue Growth12th 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

2016

Revenue$2,936,032
Expenses$2,630,436
Net Income$305,596
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 7, 2017
Return Version
2016v3.0
Gross Receipts
$39,768,137
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$47,877,266$48,325,587▲ $448,321
Cash and Non-Interest-Bearing Accounts$699,809$716,490▲ $16,681
Land, Buildings, and Equipment, Net$17,858$14,725▼ $3,133
Total Assets$48,743,807$49,210,435▲ $466,628
Other Assets Total$148,874$153,633▲ $4,759
Liabilities
Accounts Payable and Accrued Expenses$875,774$441,133▼ $434,641
Other Liabilities$251,919$228,456▼ $23,463
Total Liabilities$1,127,693$669,589▼ $458,104
Net Assets / Fund Balance
Unrestricted Net Assets$23,481,337$23,493,075▲ $11,738
Temporarily Rstr Net Assets$12,981,231$13,310,149▲ $328,918
Permanently Rstr Net Assets$11,153,546$11,737,622▲ $584,076
Total Net Assets Fund Balance$47,616,114$48,540,846▲ $924,732
Total Liabilities and Net Assets / Fund Balance$48,743,807$49,210,435▲ $466,628

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,725$51,053-
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert R FletcherPresident/CEOFT$177,257$34,584$211,841

Board Members and Trustees

NameTitle
Jadd F MassoChair
Molly K GabelVice Chair
Abby AumanTrustee
Barbara Dadd ShafferTrustee
Bill VogelTrustee
Charles SavageTrustee
Deb TierneyTrustee
Douglas DannenTrustee
Dr Ken YamadaTrustee
Glenn C AndrewTrustee
Irma ClarkTrustee
J Rowland CookTrustee
John WellsTrustee
Jonathan S LeeTrustee
Katherine Austin MahleTrustee
Kim CapeTrustee
Mary DeckerTrustee
Minerva CarcanoTrustee
Nadine S Hardin-millerTrustee
Robert S RotheTrustee
Ruth a KnoxTrustee
Sidney StrebeckTrustee
Trudie Kibbe ReedTrustee
Turner ArantTrustee
Walter MckelveyTrustee
Wayne MoyTrustee
William N JohnstonTrustee
Willie H JohnsonTrustee
Valerie W StultzSecretary
Charles ThoeleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$701,108
Program Service Revenue
$0
Investment Income
$2,234,924
Other Revenue
$0
All Other Contributions
$701,108
Change in Net Assets
$305,596

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,763,975
Revenue Not Reported on Financial Statements
$172,057
Revenue Not Reported on Form 990
$619,136
Total Revenue per Audited Statements
$3,383,111
Total Revenue per Form 990
$2,936,032
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,407,492
Salaries, Compensation, and Employee Benefits$617,849
Other Expenses$605,095
Total Fundraising Expense$274,026
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,407,492--$1,407,492
Other Salaries and Wages$99,602$147,070$47,065$293,737
Fees for Service Investment Mgmnt Fees$182,044--$182,044
Current Officers, Directors, Trustees, and Key Employees$53,177$35,451$88,629$177,257
Other Employee Benefits$31,366$28,363$15,336$75,065
Conferences and Meetings$19,292$31,715$21,097$72,104
Occupancy$14,481$45,587$9,654$69,722
Office Expenses$13,129$15,785$29,612$58,526
Pension Plan Contributions$17,019$20,332$15,116$52,467
Travel$13,489$9,133$22,557$45,179
Payroll Taxes$6,268$7,488$5,567$19,323
Information Technology$9,385$5,642$3,603$18,630
Advertising$5,515$4,318$8,446$18,279
Fees for Services Accounting-$16,650-$16,650
Insurance$2,394$8,501$1,941$12,836
Depreciation Depletion$1,362$1,627$1,210$4,199
Other Expenses$5,091$4,006$4,193$4,006
Fees for Services Legal-$717-$717
All Other Expenses$-67,406--$-67,406
Total Functional Expenses$1,969,584$386,826$274,026$2,630,436

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,630,436
Expenses per Audited Statements$2,458,379
Total Expenses per Audited Statements$2,458,379
Expenses Not Reported on Financial Statements$172,057
Expenses Not Reported on Form 990$0
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$156,189
Clut Liability$72,267
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 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, 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
EIN
23-7077869
Phone
6156493990
Address
PO BOX 340005, NASHVILLE, TN 37203-0005

Signing Officer

Name
Robert R Fletcher
Title
President
Phone
6156493990
Signed
2017-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert R Fletcher
Formed
1965
Legal Domicile
Tn
Voting Board Members
27
Independent Board Members
0
Employees
6
Volunteers
40

Preparer

Firm
Mullins Clemmons & Mayes Pllc
Address
320 SEVEN SPRINGS WAY SUITE 120, BRENTWOOD, TN 37027
Preparer
Larry Mullins
Phone
6153708576
Raw XML AppendixShowing 400 of 657 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/Form990PartVIISectionAGrp/PersonNm27DEB TIERNEY
IRS990/Form990PartVIISectionAGrp/PersonNm28DR KEN YAMADA
IRS990/Form990PartVIISectionAGrp/PersonNm29JOHN WELLS
IRS990/Form990PartVIISectionAGrp/PersonNm30ROBERT R FLETCHER
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt28TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt29TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt30PRESIDENT/CEO
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IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14006
IRS990/OtherExpensesGrp/ProgramServicesAmt0114800
IRS990/OtherExpensesGrp/ProgramServicesAmt141084
IRS990/OtherExpensesGrp/ProgramServicesAmt25091

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,210,435
Liabilities
$669,589
Net assets
$48,540,846
Revenue
$2,936,032
Expenses
$2,630,436
Net income
$305,596
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