Civic Intelligence

United Methodist Higher Education Foundation

990 • Fiscal year 2020 • EIN 23-7077869

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 14, 2021

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.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

47th percentile

0.38x

Higher debt load relative to revenue than 47% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

7th percentile

-37%

Higher net margin than 7% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

25th percentile

$215,603

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

72nd percentile

15%

Faster asset growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-74%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$67,178,312

Up $8,845,196 (+15%) from 2019

Net Assets

Up

$66,514,435

Up $8,765,669 (+15%) from 2019

Liabilities

Up

$663,877

Up $79,527 (+14%) from 2019

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin7th percentile

Revenue

Down

$1,756,958

Down $4,952,921 (-74%) from 2019

Expenses

Up

$2,415,236

Up $8,159 (+0.3%) from 2019

Net Income

Down

-$658,278

Down $4,961,080 (-115%) from 2019

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

2020

Assets$67,178,312
Liabilities$663,877
Net Assets$66,514,435
Open 2020 Filing

Operations Trend

Revenue Growth2nd 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

2020

Revenue$1,756,958
Expenses$2,415,236
Net Income-$658,278
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 14, 2021
Return Version
2020v4.0
Gross Receipts
$1,757,118
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.

Umhef 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$58,012,933$66,807,009▲ $8,794,076
Cash and Non-Interest-Bearing Accounts$120,602$166,631▲ $46,029
Land, Buildings, and Equipment, Net$11,598$10,565▼ $1,033
Total Assets$58,333,116$67,178,312▲ $8,845,196
Other Assets Total$187,983$194,107▲ $6,124
Liabilities
Accounts Payable and Accrued Expenses$400,171$482,253▲ $82,082
Other Liabilities$184,179$181,624▼ $2,555
Total Liabilities$584,350$663,877▲ $79,527
Net Assets / Fund Balance
Net Assets With Donor Restrictions$29,558,415$33,624,955▲ $4,066,540
Net Assets Without Donor Restrictions$28,190,351$32,889,480▲ $4,699,129
Total Net Assets Fund Balance$57,748,766$66,514,435▲ $8,765,669
Total Liabilities and Net Assets / Fund Balance$58,333,116$67,178,312▲ $8,845,196

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,565$53,488$64,053
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert R FletcherPresident/ceFT$137,408$78,195$215,603
Robert R FletcherPresident/CEO-$137,408$78,195$215,603

Board Members and Trustees

NameTitle
J Rowland CookChair
Jonathan S LeeVice Chair
Abby AumanTrustee
Charles SavageTrustee
Deb TierneyTrustee
Dr Joseph HarrisTrustee
Dr Mark HanshawTrustee
Dr Ruth a KnoxTrustee
Glenn C AndrewTrustee
Greg BergquistTrustee
Jadd MassoTrustee
Jeffrey TaylorTrustee
Jesse AryTrustee
Julie ChildsTrustee
Kah-jin KuanTrustee
Kathi Austin MahleTrustee
Lorene WilburTrustee
Mary DeckerTrustee
Molly GabelTrustee
Robert ForrestTrustee
Robert S RotheTrustee
Sherron ShuffieldTrustee
Sidney StrebeckTrustee
Susan NienaberTrustee
Timothy GriffyTrustee
Wayne MoyTrustee
Willie JohnsonTrustee
Dr Barbara Dadd ShafferSecretary
Dr Ken YamadaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$378,756
Program Service Revenue
$0
Investment Income
$1,378,202
Other Revenue
$0
All Other Contributions
$378,756
Change in Net Assets
$-658,278

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,759,579
Revenue Not Reported on Financial Statements
$-2,621
Revenue Not Reported on Form 990
$9,423,947
Other Revenue Adjustments
$-160
Total Revenue per Audited Statements
$11,183,526
Total Revenue per Form 990
$1,756,958
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,328,044
Salaries, Compensation, and Employee Benefits$727,774
Other Expenses$359,418
Total Fundraising Expense$220,675
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,328,044--$1,328,044
Other Salaries and Wages$148,255$125,573$55,152$328,980
Current Officers, Directors, Trustees, and Key Employees$99,473$39,789$59,684$198,946
Other Employee Benefits$41,416$37,837$37,023$116,276
Occupancy$28,020$69,227$9,890$107,137
Pension Plan Contributions$28,443$18,986$13,185$60,614
Office Expenses$10,195$11,057$17,036$38,288
Information Technology$13,413$6,802$6,358$26,573
Payroll Taxes$10,773$7,191$4,994$22,958
Fees for Services Accounting-$16,840-$16,840
Insurance$2,920$8,379$1,493$12,792
Conferences and Meetings$5,750$2,573$3,725$12,048
Fees for Service Investment Mgmnt Fees$11,468--$11,468
Travel$4,818$1,965$3,158$9,941
Depreciation Depletion$2,466$1,646$1,143$5,255
Advertising$2,334$139$1,949$4,422
Other Expenses$71$2,109$36$2,216
All Other Expenses$1,955--$1,955
Fees for Services Legal-$260-$260
Total Functional Expenses$1,836,007$358,554$220,675$2,415,236

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,417,857
Total Expenses per Audited Statements$2,417,857
Total Expenses per Form 990$2,415,236
Other Expense Adjustments$-160
Expenses Not Reported on Financial Statements$-2,621
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$114,666
Crut Liability$66,958
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
No
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, Page 6, Part VI, 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, Page 6, Part VI, 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, Page 6, Part VI, Line 12C

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

Form 990, Page 6, Part VI, Line 15A

“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, Page 6, Part VI, 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/CEO
Phone
6156493990
Signed
2021-09-14
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
6
Volunteers
40

Preparer

Firm
Mullins Clemmons & Mayes Pllc
Address
340 SEVEN SPRINGS WAY STE 720, BRENTWOOD, TN 37027-5098
Preparer
Larry D Mullins
Phone
6153708576
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Loss on sale of assets 160 loss on sale of assets -160”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 4B

“Loss on sale of assets -160”

Schedule D, Page 4, Part XII, Line 4B

“Loss on sale of assets -160”

Raw XML AppendixShowing 400 of 614 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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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,178,312
Liabilities
$663,877
Net assets
$66,514,435
Revenue
$1,756,958
Expenses
$2,415,236
Net income
-$658,278
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