Civic Intelligence

United Methodist Higher Education Foundation

990 • Fiscal year 2017 • EIN 23-7077869

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 10, 2018

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

8th percentile

0.01x

Higher debt load relative to assets than 8% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

44th percentile

0.32x

Higher debt load relative to revenue than 44% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

3rd percentile

-75%

Higher net margin than 3% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

26th percentile

$216,627

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-54%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$55,055,161

Up $5,844,726 (+12%) from 2016

Net Assets

Up

$54,620,731

Up $6,079,885 (+13%) from 2016

Liabilities

Down

$434,430

Down $235,159 (-35%) from 2016

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin3rd percentile

Revenue

Down

$1,354,869

Down $1,581,163 (-54%) from 2016

Expenses

Down

$2,367,741

Down $262,695 (-10.0%) from 2016

Net Income

Down

-$1,012,872

Down $1,318,468 (-431%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2017

Assets$55,055,161
Liabilities$434,430
Net Assets$54,620,731
Open 2017 Filing

Operations Trend

Revenue Growth3rd 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

2017

Revenue$1,354,869
Expenses$2,367,741
Net Income-$1,012,872
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 10, 2018
Return Version
2017v2.3
Gross Receipts
$5,866,612
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$48,325,587$54,313,766▲ $5,988,179
Cash and Non-Interest-Bearing Accounts$716,490$567,011▼ $149,479
Land, Buildings, and Equipment, Net$14,725$16,491▲ $1,766
Total Assets$49,210,435$55,055,161▲ $5,844,726
Other Assets Total$153,633$157,893▲ $4,260
Liabilities
Other Liabilities$228,456$224,461▼ $3,995
Accounts Payable and Accrued Expenses$441,133$209,969▼ $231,164
Total Liabilities$669,589$434,430▼ $235,159
Net Assets / Fund Balance
Unrestricted Net Assets$23,493,075$26,792,650▲ $3,299,575
Temporarily Rstr Net Assets$13,310,149$15,896,218▲ $2,586,069
Permanently Rstr Net Assets$11,737,622$11,931,863▲ $194,241
Total Net Assets Fund Balance$48,540,846$54,620,731▲ $6,079,885
Total Liabilities and Net Assets / Fund Balance$49,210,435$55,055,161▲ $5,844,726

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,491$55,412$71,903
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert R FletcherPresident/CEOFT$182,167$34,460$216,627

Board Members and Trustees

NameTitle
Molly K GabelChair
Valerie W StultzVice 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
Jadd F MassoTrustee
James ArgueTrustee
Joe HarrisTrustee
Katherine Austin MahleTrustee
Kim CapeTrustee
Mark HanshawTrustee
Mary DeckerTrustee
Minerva CarcanoTrustee
Nadine S Hardin-millerTrustee
Robert ForrestTrustee
Robert S RotheTrustee
Ruth a KnoxTrustee
Sidney StrebeckTrustee
Timothy GriffyTrustee
William N JohnstonTrustee
Willie H JohnsonTrustee
Jonathan S LeeSecretary
Wayne MoyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$504,698
Program Service Revenue
$0
Investment Income
$850,171
Other Revenue
$0
All Other Contributions
$504,698
Change in Net Assets
$-1,012,872

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,362,966
Revenue Not Reported on Financial Statements
$-8,097
Revenue Not Reported on Form 990
$7,092,757
Total Revenue per Audited Statements
$8,455,723
Total Revenue per Form 990
$1,354,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,368,502
Salaries, Compensation, and Employee Benefits$573,513
Other Expenses$425,726
Total Fundraising Expense$254,598
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,368,502--$1,368,502
Other Salaries and Wages$85,320$141,493$31,405$258,218
Current Officers, Directors, Trustees, and Key Employees$54,716$36,477$91,193$182,386
Occupancy$20,098$63,273$13,399$96,770
Other Employee Benefits$26,530$28,592$9,912$65,034
Office Expenses$20,223$16,603$26,452$63,278
Conferences and Meetings$17,312$14,420$22,497$54,229
Pension Plan Contributions$16,017$20,355$14,022$50,394
Travel$11,271$7,692$18,848$37,811
Information Technology$13,590$8,041$8,707$30,338
Payroll Taxes$5,556$7,061$4,864$17,481
Fees for Services Accounting-$16,650-$16,650
Advertising$7,068$1,688$4,398$13,154
Insurance$2,378$8,172$1,928$12,478
Depreciation Depletion$1,385$1,760$1,213$4,358
Other Expenses$7,104$3,971$5,760$3,971
Fees for Service Investment Mgmnt Fees$3,064--$3,064
Fees for Services Legal-$260-$260
All Other Expenses$-70,690--$-70,690
Total Functional Expenses$1,730,298$382,845$254,598$2,367,741

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,375,838
Total Expenses per Audited Statements$2,375,838
Total Expenses per Form 990$2,367,741
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-8,097
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$137,449
Clut Liability$87,012
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
2018-08-10
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
6
Volunteers
40

Preparer

Firm
Mullins Clemmons & Mayes Pllc
Address
340 SEVEN SPRINGS WAY SUITE 720, BRENTWOOD, TN 37027
Preparer
Larry Mullins
Phone
6153708576
Raw XML AppendixShowing 400 of 649 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/Desc0UNITED METHODIST DOLLARS FOR SCHOLARS PROVIDED MATCHING SCHOLARSHIPS FOR STUDENTS ATTENDING UNITED METHODIST-RELATED INSTITUTIONS. LOCAL UNITED METHODIST CHURCHES PROVIDED $1,000 TO A MEMBER STUDENT, UNITED METHODIST HIGHER EDUCATION FOUNDATION MATCHES $1,000, AND IN MOST INSTANCES THE UNITED METHODIST-RELATED EDUCATIONAL INSTITUTION MATCHES $1,000, BRINGING THE TOTAL AWARD TO $3,000. FURTHER, WITH A SELECT NUMBER OF UNITED METHODIST CONFERENCE FOUNDATIONS, THE AWARD IS MATCHED WITH AN ADDITIONAL $1,000, BRINGING THE TOTAL AWARD TO $4,000.FOUNDATION MERIT SCHOLARS PROVIDE A $3,000 SCHOLARSHIP TO EVERY CLASS AT EACH OF THE 13 UNITED METHODIST-RELATED SEMINARIES AND A $2,000 SCHOLARSHIP TO EACH OF THE 106 UNITED METHODIST-RELATED EDUCATIONAL INSTITUTIONS.NAMED ENDOWED SCHOLARSHIPS ARE AWARDED TO STUDENTS FROM VARIOUS DONOR-ENDOWED SCHOLARSHIP FUNDS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt24TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt28TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt29TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt30PRESIDENT/CEO
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IRS990/OtherExpensesGrp/ProgramServicesAmt0102791
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,055,161
Liabilities
$434,430
Net assets
$54,620,731
Revenue
$1,354,869
Expenses
$2,367,741
Net income
-$1,012,872
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