Civic Intelligence

United Methodist Higher Education Foundation

990 • Fiscal year 2019 • EIN 23-7077869

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

16th percentile

0.09x

Higher debt load relative to revenue than 16% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

95th percentile

64%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

27th percentile

$227,917

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

82nd percentile

17%

Faster asset growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

291%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$58,333,116

Up $8,612,062 (+17%) from 2018

Net Assets

Up

$57,748,766

Up $8,437,996 (+17%) from 2018

Liabilities

Up

$584,350

Up $174,066 (+42%) from 2018

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin95th percentile

Revenue

Up

$6,709,879

Up $4,995,546 (+291%) from 2018

Expenses

Down

$2,407,077

Down $49,404 (-2.0%) from 2018

Net Income

Up

$4,302,802

Up $5,044,950 (+680%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2019

Assets$58,333,116
Liabilities$584,350
Net Assets$57,748,766
Open 2019 Filing

Operations Trend

Revenue Growth98th 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

2019

Revenue$6,709,879
Expenses$2,407,077
Net Income$4,302,802
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$6,709,879
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$49,162,847$58,012,933▲ $8,850,086
Cash and Non-Interest-Bearing Accounts$365,438$120,602▼ $244,836
Land, Buildings, and Equipment, Net$12,095$11,598▼ $497
Total Assets$49,721,054$58,333,116▲ $8,612,062
Other Assets Total$180,674$187,983▲ $7,309
Liabilities
Accounts Payable and Accrued Expenses$230,114$400,171▲ $170,057
Other Liabilities$180,170$184,179▲ $4,009
Total Liabilities$410,284$584,350▲ $174,066
Net Assets / Fund Balance
Net Assets With Donor Restrictions$25,917,703$29,558,415▲ $3,640,712
Net Assets Without Donor Restrictions$23,393,067$28,190,351▲ $4,797,284
Total Net Assets Fund Balance$49,310,770$57,748,766▲ $8,437,996
Total Liabilities and Net Assets / Fund Balance$49,721,054$58,333,116▲ $8,612,062

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,598$59,408$71,006
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert R FletcherPresident/CEOFT$190,518$37,399$227,917

Board Members and Trustees

NameTitle
J Rowland CookChair
Jonathan S LeeVice Chair
Abby AumanTrustee
Bill VogelTrustee
Charles SavageTrustee
Deb TierneyTrustee
Dr Irma ClarkTrustee
Dr Joseph HarrisTrustee
Dr Mark HanshawTrustee
Dr Ruth a KnoxTrustee
Dr Vicki Gordy-stithTrustee
Dr William N JohnstonTrustee
Glenn C AndrewTrustee
Greg BergquistTrustee
Jadd MassoTrustee
Jeffrey TaylorTrustee
Jesse AryTrustee
Julie ChildsTrustee
Lorene WilburTrustee
Mary DeckerTrustee
Minerva CarcanoTrustee
Nadine S Hardin-millerTrustee
Robert ForrestTrustee
Robert S RotheTrustee
Sherron ShuffieldTrustee
Sidney StrebeckTrustee
Susan NienaberTrustee
Timothy GriffyTrustee
Wayne MoyTrustee
Dr Barbara Dadd ShafferSecretary
Dr Ken YamadaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$557,019
Program Service Revenue
$0
Investment Income
$6,152,860
Other Revenue
$0
All Other Contributions
$557,019
Change in Net Assets
$4,302,802

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,713,055
Revenue Not Reported on Financial Statements
$-3,176
Revenue Not Reported on Form 990
$4,135,194
Total Revenue per Audited Statements
$10,848,249
Total Revenue per Form 990
$6,709,879
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,348,710
Salaries, Compensation, and Employee Benefits$645,110
Other Expenses$413,257
Total Fundraising Expense$302,300
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,348,710--$1,348,710
Other Salaries and Wages$118,930$125,418$56,842$301,190
Current Officers, Directors, Trustees, and Key Employees$57,187$38,124$95,311$190,622
Occupancy$23,530$63,119$10,458$97,107
Other Employee Benefits$31,218$32,133$13,839$77,190
Conferences and Meetings$20,854$13,188$30,651$64,693
Pension Plan Contributions$19,775$18,363$17,084$55,222
Office Expenses$13,155$13,904$24,369$51,428
Travel$12,657$8,433$21,360$42,450
Information Technology$12,212$7,244$7,698$27,154
Payroll Taxes$7,479$6,945$6,462$20,886
Fees for Services Accounting-$16,650-$16,650
Insurance$2,491$8,395$1,901$12,787
Fees for Service Investment Mgmnt Fees$9,034--$9,034
Advertising$2,117$1,493$3,515$7,125
Depreciation Depletion$1,677$1,557$1,448$4,682
Other Expenses$4,000$4,247$3,000$4,247
Fees for Services Legal-$399-$399
All Other Expenses$-44,900--$-44,900
Total Functional Expenses$1,732,782$371,995$302,300$2,407,077

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,410,253
Total Expenses per Audited Statements$2,410,253
Total Expenses per Form 990$2,407,077
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-3,176
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
Clut Liability$98,706
Crut Liability$85,473
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
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
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert R Fletcher
Formed
1965
Legal Domicile
Tn
Voting Board Members
29
Independent Board Members
0
Employees
8
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 669 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/Desc0UNITED METHODIST DOLLARS FOR SCHOLARS PROVIDES MATCHING SCHOLARSHIPS FOR STUDENTS ATTENDING UNITED METHODIST-RELATED INSTITUTIONS. LOCAL UNITED METHODIST CHURCHES PROVIDE $1,000 FOR THEIR MEMBER STUDENTS (TOTALING $665,000 IN 2019), THE UNITED METHODIST HIGHER EDUCATION FOUNDATION MATCHES EACH STUDENT'S $1,000, AND IN MOST INSTANCES THE UNITED METHODIST-RELATED EDUCATIONAL INSTITUTION MATCHES $1,000, BRINGING THE TOTAL AWARD TO $3,000 PER STUDENT. FURTHER, NUMEROUS UNITED METHODIST CONFERENCE FOUNDATIONS MATCH THE AWARD WITH AN ADDITIONAL $1,000 (TOTALING $317,333 IN 2019), BRINGING THE TOTAL AWARD TO $4,000 PER STUDENT. TOTAL SCHOLARSHIPS AWARDED BY UNITED METHODIST HIGHER EDUCATION FOUNDATION THROUGH THIS PROGRAM IN 2019 WERE $1,646,333.FOUNDATION MERIT SCHOLARS PROVIDE A $3,000 SCHOLARSHIP TO EVERY CLASS AT EACH OF THE 13 UNITED METHODIST-RELATED SEMINARIES.NAMED ENDOWED SCHOLARSHIPS ARE AWARDED TO STUDENTS FROM VARIOUS DONOR-ENDOWED SCHOLARSHIP FUNDS.
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IRS990/Form990PartVIISectionAGrp/PersonNm26GREG BERGQUIST
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
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/TitleTxt31PRESIDENT/CEO
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IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
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IRS990/GainOrLossGrp/SecuritiesAmt04997401
IRS990/GamingActivitiesInd00
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IRS990/GrantsToOrganizationsInd00
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IRS990/MinutesOfCommitteesInd01
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,333,116
Liabilities
$584,350
Net assets
$57,748,766
Revenue
$6,709,879
Expenses
$2,407,077
Net income
$4,302,802
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